Defined Benefit (Pension) · DOL Form 5500 · 2023
Bd of Trustees-Adjustable Plan of the National Retirement Fund Pension Plan
Data updated 2026-08-11
- $139M
- Total assets
- 23,035
- Participants
- 93rd
- Percentile by assets
- $6,056
- Avg per participant
Official DOL plan name: Adjustable Plan of the National Retirement Fund · Sponsored by Bd of Trustees-Adjustable Plan of the National Retirement Fund · New York · Finance & Insurance
$139M in assets, 23,035 participants
Bd of Trustees-Adjustable Plan of the National Retirement Fund's Adjustable Plan of the National Retirement Fund reported $139M in total assets and 23,035 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 127,072 plans)
- #7,920 in Finance & Insurance (8,869 peers)
Coverage in New York
Adjustable Plan of the National Retirement Fund covers 23,035 participants in New York, 29x the typical New York plan (state average ~798 per filing). Assets: $139M.
- $139M
- total plan assets (2023 EOY)
- 23,035
- covered participants
- 93rd
- percentile by assets (of 127,072 plans)
- $6,056
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Adjustable Plan of the National Retirement Fund reported net income rose from -$15M in the plan year 2022 filing to $24M in the plan year 2023 filing.
- Adjustable Plan of the National Retirement Fund end-of-year assets rose from $125M in the plan year 2022 filing to $139M in the plan year 2023 filing.
- Adjustable Plan of the National Retirement Fund reported participants fell from 25,052 in the plan year 2022 filing to 23,035 in the plan year 2023 filing.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Adjustable Plan of the National Retirement Fund reports 23,035 participants - 29x that state average ($139M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $125M |
|---|---|
| Net Assets (End of Year) | $139M |
| Net Income | $24M |
| Employer EIN | 136130178 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bd of Trustees-Adjustable Plan of the National Retirement Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 37,240 | $1.8B |
| 2023 | 2 | 34,329 | $2.0B |
| 2024 | 2 | 37,843 | $2.0B |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Adjustable Plan of the National Retirement Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
- IBM Personal Pension Plan $25.0B · 14,881
- Consolidated Edison Retirement Plan $16.2B · 10,779
- 1199seiu Health Care Employees Pension Fund $16.2B · 107,582
- Pfizer Consolidated Pension Plan $11.0B · 9,616
- Pepsico Employees Retirement Plan I $7.6B · 12,289
Scale composition for Adjustable Plan of the National Retirement Fund
Adjustable Plan of the National Retirement Fund reports $139M in end-of-year assets across 23,035 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.025% of 93,925,755 covered participants) - about $6,056 per participant (4% of the national average assets-per-participant) . Net income for plan year 2023 was $24M.
This plan identity (EIN 136130178, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $125M to $162M (+29.3%) while covered participants moved from 25,052 to 27,139 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 25,052 | $125M | Open filing |
| 2023 | 23,035 | $139M | This page |
| 2024 · index core | 27,139 | $162M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Legacy Plan of the National Retirement Fund (Defined Benefit (Pension), $1.9B, 10,704 participants)
- Adjustable Plan of the National Retirement Fund (Defined Benefit (Pension), $162M, 27,139 participants)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Adjustable Plan of the National Retirement Fund by total assets, not by location.
- Plumbers Local 27 Pension Fund (PA) $139M · 483
- Alcoa Subsidiaries Merged Inactive Plan (PA) $139M · 4
- Mcwane Hourly Pension Plan (AL) $139M · 643
- Bashas' Employees Defined Benefit Pension Plan and Trust (CA) $139M · 1,882
Frequently Asked Questions
How did Adjustable Plan of the National Retirement Fund assets move in 2023? ▼
How have Bd of Trustees-Adjustable Plan of the National Retirement Fund plan assets changed over time? ▼
Where does Adjustable Plan of the National Retirement Fund rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Adjustable Plan of the National Retirement Fund? ▼
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Filing takeaways
Ways to act on Adjustable Plan of the National Retirement Fund's numbers.
- By total assets, Adjustable Plan of the National Retirement Fund ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
- Bd of Trustees-Adjustable Plan of the National Retirement Fund's sponsor-wide assets have grown 9.6% since 2022 across 3 plan years on file. More Finance & Insurance plans