Defined Benefit (Pension) · DOL Form 5500 · 2023

Bd of Trustees-Adjustable Plan of the National Retirement Fund Pension Plan

Data updated 2026-08-25

$139M
Total assets Near avg plan size
23,035
Participants Very large workforce
93rd
Percentile by assets National rank
$6,056
Avg per participant Low balance/head
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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.

  • #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.

#7,920
in Finance & Insurance (8,869 peers)
+11.4%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Adjustable Plan of the National Retirement Fund's outsized position by total assets

Adjustable Plan of the National Retirement Fund vs every filed plan by assets

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

$139,490,602 Top 7% higher than 93% 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

Adjustable Plan of the National Retirement Fund's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Adjustable Plan of the National Retirement Fund is a mega filing (23,035 participants), the rightmost band on the breakdown.

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.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 136130178 · Bd of Trustees-Adjustable Plan of the National Retirement Fund PY 2023 · Defined Benefit (Pension)

Adjustable Plan of the National Retirement Fund · $139M · 23,035 · 93rd

  • BOY $139M
  • BOY 23,035
  • BOY 93rd
  • BOY Defined Benefit (Pension)
  • BOY near Plumbers Local 27 Pension Fund
  • BOY ind #7920

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 Finance & Insurance retirement plans → · Plans in New York →

Adjustable Plan of the National Retirement Fund in the asset neighbourhood

Plumbers Local 27 Pension FundPlumbers Local 27 Pension Fu…$139MAdjustable Plan of the National Retirement FundAdjustable Plan of the Natio…$139MAlcoa Subsidiaries Merged Inactive PlanAlcoa Subsidiaries Merged In…$139MMcwane Hourly Pension Plan$139MBashas' Employees Defined Benefit Pension Plan and TrustBashas' Employees Defined Be…$139M
End-of-year total assets ($M) among Adjustable Plan of the National Retirement Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$125M
Net Assets (End of Year)$139M
Net Income$24M
Employer EIN136130178
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bd of Trustees-Adjustable Plan of the National Retirement Fund)

Sponsor-wide plan assets over time

All Bd of Trustees-Adjustable Plan of the National Retirement Fund plans reported in each filing year

Latest sponsor-wide plan assets
$2.0B 9.55082037932729% vs 2022
2024 filing year
$1.8B$1.9B$2B$2.1B 202220232024 $1.84B $2.01B ▲ +9.2%
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 Scatter plot of 6 data points. 050000100000150000 -100102030 Total assets ($B) Participants Adjustable Plan of the National Retirement Fund, Total assets ($B): 0.139490602 · Participants: 23035Adjustable Plan of the National Retirement FundIBM 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
Adjustable Plan of the National Retirement Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Adjustable Plan of the National Retirement Fund side-by-side with 3 peers →

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:

Adjustable Plan of the National Retirement Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Plumbers Local 27 Pension Fund in PA ($139M); by covered participants it is Pacific Gas and Electric Company Retirement Plan in CA (22,914 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($139M here).

Similar participant headcount

Nearest other-state filings by covered participants (23,035 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 Adjustable Plan of the National Retirement Fund assets move in 2023? ▼
Adjustable Plan of the National Retirement Fund grew at a solid clip - up 11.4% during 2023, from $125M to $139M. Reported net income was $24M.
How have Bd of Trustees-Adjustable Plan of the National Retirement Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bd of Trustees-Adjustable Plan of the National Retirement Fund's sponsor-wide assets grew 9.6%, from $1.8B to $2.0B.
Where does Adjustable Plan of the National Retirement Fund rank by assets among Form 5500 filers? ▼
Adjustable Plan of the National Retirement Fund ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Adjustable Plan of the National Retirement Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Plumbers Local 27 Pension Fund in PA ($139M, 483 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Adjustable Plan of the National Retirement Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pacific Gas and Electric Company Retirement Plan in CA (22,914 participants, $21.4B 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 136130178.

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.