Defined Benefit (Pension) · DOL Form 5500 · 2023
Bd of Trustees-Legacy Plan of the National Retirement Fund Pension Plan
Data updated 2026-08-11
- $1.8B
- Total assets
- 11,294
- Participants
- 99th
- Percentile by assets
- $161,299
- Avg per participant
Official DOL plan name: Legacy Plan of the National Retirement Fund · Sponsored by Bd of Trustees-Legacy Plan of the National Retirement Fund · New York · Finance & Insurance
$1.8B in assets, 11,294 participants
Bd of Trustees-Legacy Plan of the National Retirement Fund's Legacy Plan of the National Retirement Fund reported $1.8B in total assets and 11,294 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 127,072 plans)
- #8,733 in Finance & Insurance (8,869 peers)
Coverage in New York
Legacy Plan of the National Retirement Fund covers 11,294 participants in New York, 14x the typical New York plan (state average ~798 per filing). Assets: $1.8B.
- $1.8B
- total plan assets (2023 EOY)
- 11,294
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $161,299
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Legacy Plan of the National Retirement Fund reported net income rose from -$383M in the plan year 2022 filing to $105M in the plan year 2023 filing.
- Legacy Plan of the National Retirement Fund reported participants fell from 12,188 in the plan year 2022 filing to 11,294 in the plan year 2023 filing.
- Legacy Plan of the National Retirement Fund end-of-year assets rose from $1.7B in the plan year 2022 filing to $1.8B 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. Legacy Plan of the National Retirement Fund reports 11,294 participants - 14x that state average ($1.8B EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $1.7B |
|---|---|
| Net Assets (End of Year) | $1.8B |
| Net Income | $105M |
| Employer EIN | 136130178 |
| Plan Effective Date | 1950-10-26 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bd of Trustees-Legacy 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.
Legacy 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 Legacy Plan of the National Retirement Fund
Legacy Plan of the National Retirement Fund reports $1.8B in end-of-year assets across 11,294 participants (0.015% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $161,299 per participant (1.2x the national average assets-per-participant) . Net income for plan year 2023 was $105M.
This plan identity (EIN 136130178, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.7B to $1.9B (+8.1%) while covered participants moved from 12,188 to 10,704 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 12,188 | $1.7B | Open filing |
| 2023 | 11,294 | $1.8B | This page |
| 2024 · index core | 10,704 | $1.9B | 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 Legacy Plan of the National Retirement Fund by total assets, not by location.
- Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute (OH) $1.8B · 5,086
- Operating Engineers' Local 324 Pension Fund (MI) $1.8B · 7,993
- Disney Associated Companies' Retirement Plan (CA) $1.8B · 25,656
- Liuna Staff and Affiliates Pension Fund (DC) $1.8B · 3,533
Frequently Asked Questions
How did Legacy Plan of the National Retirement Fund assets move in 2023? ▼
How have Bd of Trustees-Legacy Plan of the National Retirement Fund plan assets changed over time? ▼
Where does Legacy Plan of the National Retirement Fund rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Legacy Plan of the National Retirement Fund? ▼
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Filing takeaways
Ways to act on Legacy Plan of the National Retirement Fund's numbers.
- By total assets, Legacy Plan of the National Retirement Fund ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
- Bd of Trustees-Legacy 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