Defined Benefit (Pension) · DOL Form 5500 · 2023
Bd of Trustees-Legacy Plan of the National Retirement Fund Pension Plan
Data updated 2026-08-25
- $1.8B
- Total assets Very large vs avg
- 11,294
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $161,299
- Avg per participant Above avg balance/head
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.
- #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.
- #8,733
- in Finance & Insurance (8,869 peers)
- +6.4%
- assets growth YoY
- 18×
- vs typical plan assets (national mean)
Legacy Plan of the National Retirement Fund's outsized position by total assets
Legacy Plan of the National Retirement Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,821,710,248 Top 1% higher than 99% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Legacy 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. Legacy Plan of the National Retirement Fund is a mega filing (11,294 participants), the rightmost band on the breakdown.
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.
EBSA filing schedule strip
Filing strip 136130178 · Bd of Trustees-Legacy Plan of the National Retirement Fund PY 2023 · Defined Benefit (Pension)
Legacy Plan of the National Retirement Fund · $1.8B · 11,294 · 99th
- BOY $1.8B
- BOY 11,294
- BOY 99th
- BOY Defined Benefit (Pension)
- BOY near Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute
- BOY ind #8733
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 →
Legacy Plan of the National Retirement Fund in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Bd of Trustees-Legacy 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
| 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.
- 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)
Legacy 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 Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute in OH ($1.8B); by covered participants it is Westrock Company Consolidated Pension Plan in GA (11,262 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.8B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (11,294 participants); asset peers above are excluded.
- Westrock Company Consolidated Pension Plan (GA) 11,262 · 32 off
- Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund (CA) 11,230 · 64 off
- Deseret Mutual Master Retirement Plan (UT) 11,210 · 84 off
- Carpenters Pension Trust Fund of St. Louis (MO) 11,420 · 126 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.