Defined Benefit (Pension) · DOL Form 5500 · 2023

Phipps Houses Pension Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
131
Participants Small participant base
86th
Percentile by assets National rank
$394,883
Avg per participant High balance/head
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Official DOL plan name: Pension Plan for Employees of Phipps Houses and Affiliates · Sponsored by Phipps Houses · New York · Real Estate

$52M in assets, 131 participants

Phipps Houses's Pension Plan for Employees of Phipps Houses and Affiliates reported $52M in total assets and 131 participants in its 2023 DOL Form 5500 filing, ranking in the 86th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #4,482 in Real Estate (4,727 peers)

Coverage in New York

Pension Plan for Employees of Phipps Houses and Affiliates covers 131 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $52M.

#4,482
in Real Estate (4,727 peers)
+3.4%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Pension Plan for Employees of Phipps Houses and Affiliates's outsized position by total assets

Pension Plan for Employees of Phipps Houses and Affiliates vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$51,729,644 Top 14% higher than 86% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Pension Plan for Employees of Phipps Houses and Affiliates among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan for Employees of Phipps Houses and Affiliates sits mid-pack in the medium band (131 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pension Plan for Employees of Phipps Houses and Affiliates reported net income rose from -$15M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Pension Plan for Employees of Phipps Houses and Affiliates end-of-year assets rose from $50M in the plan year 2022 filing to $52M in the plan year 2023 filing.
  • Pension Plan for Employees of Phipps Houses and Affiliates reported participants fell from 134 in the plan year 2022 filing to 131 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 111187480 · Phipps Houses PY 2023 · Defined Benefit (Pension)

Pension Plan for Employees of Phipps Houses and Affiliates · $52M · 131 · 86th

  • EBSA $52M
  • EBSA 131
  • EBSA 86th
  • EBSA Defined Benefit (Pension)
  • EBSA near Appalachian Regional Healthcare, Inc. Administrative Retirement Plan
  • EBSA ind #4482

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Real Estate retirement plans → · Plans in New York →

Pension Plan for Employees of Phipps Houses and Affiliates in the asset neighbourhood

Pension Plan for the Employees of Ennis, Inc.Pension Plan for the Employe…$52MPension Plan for Employees of Phipps Houses and AffiliatesPension Plan for Employees o…$52MAppalachian Regional Healthcare, Inc. Administrative Retirement PlanAppalachian Regional Healthc…$52MThe Defined Benefit Pension Plan of the Children's Institute of PittsburghThe Defined Benefit Pension …$52MAmerican Board of Pediatrics, Inc. Pension PlanAmerican Board of Pediatrics…$52M
End-of-year total assets ($M) among Pension Plan for Employees of Phipps Houses and Affiliates and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$52M
Net Income$2M
Employer EIN111187480
Plan Effective Date1975-07-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Phipps Houses)

Sponsor-wide plan assets over time

All Phipps Houses plans reported in each filing year

Latest sponsor-wide plan assets
$80M 15.124658881358794% vs 2022
2024 filing year
$65M$70M$75M$80M$85M 202220232024 $69.8M $80.3M ▲ +15.1%
Year Plans Participants Total Assets
2022 2 541 $70M
2023 2 582 $76M
2024 2 562 $80M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Pension Plan for Employees of Phipps Houses and Affiliates vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Pension Plan for Employees of Phipps Houses and Affiliates, Total assets ($B): 0.051729644 · Participants: 131Pension Plan for Employees of Phipps Houses and AffiliatesIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Pension Plan for Employees of Phipps Houses and Affiliates vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Pension Plan for Employees of Phipps Houses and Affiliates side-by-side with 3 peers →

Pension Plan for Employees of Phipps Houses and Affiliates's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Appalachian Regional Healthcare, Inc. Administrative Retirement Plan in KY ($52M); by covered participants it is Northwestern Energy Sd/Ne Pension Plan in MT (131 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (131 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Pension Plan for Employees of Phipps Houses and Affiliates assets move in 2023? ▼
Pension Plan for Employees of Phipps Houses and Affiliates edged up modestly - up 3.4% during 2023, from $50M to $52M. Reported net income was $2M.
How have Phipps Houses plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phipps Houses's sponsor-wide assets grew 15.1%, from $70M to $80M.
Where does Pension Plan for Employees of Phipps Houses and Affiliates rank by assets among Form 5500 filers? ▼
Pension Plan for Employees of Phipps Houses and Affiliates ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Pension Plan for Employees of Phipps Houses and Affiliates? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Appalachian Regional Healthcare, Inc. Administrative Retirement Plan in KY ($52M, 140 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan for Employees of Phipps Houses and Affiliates? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Northwestern Energy Sd/Ne Pension Plan in MT (131 participants, $56M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 111187480.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.