Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees of 1199seiu Health Care Employees Pension Fund Pension Plan

Data updated 2026-08-25

$16.2B
Total assets Mega-plan scale
107,582
Participants Very large workforce
100th
Percentile by assets National rank
$150,269
Avg per participant Above avg balance/head
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Official DOL plan name: 1199seiu Health Care Employees Pension Fund · Sponsored by Board of Trustees of 1199seiu Health Care Employees Pension Fund · New York · Healthcare & Social Assistance

$16.2B in assets, 107,582 participants

Board of Trustees of 1199seiu Health Care Employees Pension Fund's 1199seiu Health Care Employees Pension Fund reported $16.2B in total assets and 107,582 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.

  • #17,681 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

1199seiu Health Care Employees Pension Fund covers 107,582 participants in New York, 135x the typical New York plan (state average ~798 per filing). Assets: $16.2B.

#17,681
in Healthcare & Social Assistance (17,684 peers)
+6.5%
assets growth YoY
162×
vs typical plan assets (national mean)

1199seiu Health Care Employees Pension Fund's outsized position by total assets

1199seiu Health Care Employees Pension Fund vs every filed plan by assets

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

$16,166,204,630 Highest reported value at or above every one 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

1199seiu Health Care Employees Pension 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. 1199seiu Health Care Employees Pension Fund is a mega filing (107,582 participants), the rightmost band on the breakdown.

DOL schedule card

Filing strip 133604862 · Board of Trustees of 1199seiu Health Care Employees Pension Fund PY 2023 · Defined Benefit (Pension)

1199seiu Health Care Employees Pension Fund · $16.2B · 107,582 · 100th

  • TYPE $16.2B
  • TYPE 107,582
  • TYPE 100th
  • TYPE Defined Benefit (Pension)
  • TYPE near JPMorgan Chase Retirement Plan
  • TYPE ind #17681

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

1199seiu Health Care Employees Pension Fund in the asset neighbourhood

Honeywell Retirement Earnings PlanHoneywell Retirement Earning…$16.6BThe Boeing Company Employee Retirement PlanThe Boeing Company Employee …$16.3BJPMorgan Chase Retirement PlanJPMorgan Chase Retirement Pl…$16.3B1199seiu Health Care Employees Pension Fund1199seiu Health Care Employe…$16.2BThe Southern Company Pension PlanThe Southern Company Pension…$15.6B
End-of-year total assets ($B) among 1199seiu Health Care Employees Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$15.2B
Net Assets (End of Year)$15.2B
Net Income$1.1B
Employer EIN133604862
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of 1199seiu Health Care Employees Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees of 1199seiu Health Care Employees Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$16.9B 4.621443827412445% vs 2023
2024 filing year
$16B$16.5B$17B 20232024 $16.2B $16.9B ▲ +4.6%
Year Plans Participants Total Assets
2023 1 107,582 $16.2B
2024 1 111,833 $16.9B

Nearby Defined Benefit (Pension) Plans in New York

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

1199seiu Health Care Employees Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. 050000100000150000 051015202530 Total assets ($B) Participants 1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension 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 PlanPfizer 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 INew York State Nurses Association Pension Plan, Total assets ($B): 5.451988225 · Participants: 19697New York State Nurses Association Pension Plan
1199seiu Health Care Employees Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare 1199seiu Health Care Employees Pension Fund side-by-side with 3 peers →

1199seiu Health Care Employees Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is JPMorgan Chase Retirement Plan in NJ ($16.3B); by covered participants it is AT&T Pension Benefit Plan in TX (107,859 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16.2B here).

Similar participant headcount

Nearest other-state filings by covered participants (107,582 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 1199seiu Health Care Employees Pension Fund assets move in 2023? ▼
1199seiu Health Care Employees Pension Fund grew at a solid clip - up 6.5% during 2023, from $15.2B to $16.2B. Reported net income was $1.1B.
How have Board of Trustees of 1199seiu Health Care Employees Pension Fund plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Board of Trustees of 1199seiu Health Care Employees Pension Fund's sponsor-wide assets grew 4.6%, from $16.2B to $16.9B.
Where does 1199seiu Health Care Employees Pension Fund rank by assets among Form 5500 filers? ▼
1199seiu Health Care Employees Pension Fund ranks in the 100th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to 1199seiu Health Care Employees Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is JPMorgan Chase Retirement Plan in NJ ($16.3B, 90,644 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to 1199seiu Health Care Employees Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is AT&T Pension Benefit Plan in TX (107,859 participants, $30.0B 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 133604862.

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.