Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees of the American Federation of Musicians and Employe Pension Plan

Data updated 2026-08-25

$1.8B
Total assets Very large vs avg
18,826
Participants Very large workforce
99th
Percentile by assets National rank
$93,287
Avg per participant Below avg balance/head
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Official DOL plan name: American Federation of Musicians and Employers' Pension Fund and Subsidiary · Sponsored by Board of Trustees of the American Federation of Musicians and Employe · New York · Arts, Entertainment & Recreation

$1.8B in assets, 18,826 participants

Board of Trustees of the American Federation of Musicians and Employe's American Federation of Musicians and Employers' Pension Fund and Subsidiary reported $1.8B in total assets and 18,826 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.

  • #2,938 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in New York

American Federation of Musicians and Employers' Pension Fund and Subsidiary covers 18,826 participants in New York, 24x the typical New York plan (state average ~798 per filing). Assets: $1.8B.

#2,938
in Arts, Entertainment & Recreation (2,945 peers)
+0.4%
assets growth YoY
18×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

American Federation of Musicians and Employers' Pension Fund and Subsidiary's outsized position by total assets

American Federation of Musicians and Employers' Pension Fund and Subsidiary vs every filed plan by assets

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

$1,756,221,771 Top 1% higher than 99% 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

American Federation of Musicians and Employers' Pension Fund and Subsidiary'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. American Federation of Musicians and Employers' Pension Fund and Subsidiary is a mega filing (18,826 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • American Federation of Musicians and Employers' Pension Fund and Subsidiary reported net income rose from -$271M in the plan year 2022 filing to -$5M in the plan year 2023 filing.
  • American Federation of Musicians and Employers' Pension Fund and Subsidiary reported participants rose from 15,003 in the plan year 2022 filing to 18,826 in the plan year 2023 filing.
  • American Federation of Musicians and Employers' Pension Fund and Subsidiary end-of-year assets rose from $1.7B in the plan year 2022 filing to $1.8B in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 516120204 · Board of Trustees of the American Federation of Musicians and Employe PY 2023 · Defined Benefit (Pension)

American Federation of Musicians and Employers' Pension Fund and Subsidiary · $1.8B · 18,826 · 99th

  • NET $1.8B
  • NET 18,826
  • NET 99th
  • NET Defined Benefit (Pension)
  • NET near Bricklayers & Trowel Trades International Pension Fund
  • NET ind #2938

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 Arts, Entertainment & Recreation retirement plans → · Plans in New York →

American Federation of Musicians and Employers' Pension Fund and Subsidiary in the asset neighbourhood

Amica Pension Fund$1.8BAmerican Federation of Musicians and Employers' Pension Fund and SubsidiaryAmerican Federation of Music…$1.8BBricklayers & Trowel Trades International Pension FundBricklayers & Trowel Trades …$1.8BUnisys Pension Plan$1.7BAutomatic Data Processing Inc Pension Retirement PlanAutomatic Data Processing In…$1.7B
End-of-year total assets ($B) among American Federation of Musicians and Employers' Pension Fund and Subsidiary and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$1.7B
Net Assets (End of Year)$1.7B
Net Income-$5M
Employer EIN516120204
Plan Effective Date1959-10-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the American Federation of Musicians and Employe)

Sponsor-wide plan assets over time

All Board of Trustees of the American Federation of Musicians and Employe plans reported in each filing year

Latest sponsor-wide plan assets
$3.2B 81.34566111871332% vs 2022
2024 filing year
$1.5B$2B$2.5B$3B$3.5B 202220232024 $1.75B $3.17B ▲ +81.1%
Year Plans Participants Total Assets
2022 1 15,003 $1.7B
2023 1 18,826 $1.8B
2024 1 19,021 $3.2B

Nearby Defined Benefit (Pension) Plans in New York

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

American Federation of Musicians and Employers' Pension Fund and Subsidiary vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. 050000100000150000 0102030 Total assets ($B) Participants American Federation of Musicians and Employers' Pension Fund and Subsidiary, Total assets ($B): 1.756221771 · Participants: 18826American Federation of Musicians and Employers' Pension Fund and SubsidiaryIBM 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
American Federation of Musicians and Employers' Pension Fund and Subsidiary vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Scale composition for American Federation of Musicians and Employers' Pension Fund and Subsidiary

American Federation of Musicians and Employers' Pension Fund and Subsidiary reports $1.8B in end-of-year assets across 18,826 participants (0.014% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.020% of 93,925,755 covered participants) - about $93,287 per participant (67% of the national average assets-per-participant) . Net income for plan year 2023 was -$5M.

This plan identity (EIN 516120204, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.7B to $3.2B (+81.3%) while covered participants moved from 15,003 to 19,021 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 15,003 $1.7B Open filing
2023 18,826 $1.8B This page
2024 · index core 19,021 $3.2B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

American Federation of Musicians and Employers' Pension Fund and Subsidiary's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Bricklayers & Trowel Trades International Pension Fund in DC ($1.8B); by covered participants it is Macys Inc Cash Account Pension Plan in OH (18,751 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.8B here).

Similar participant headcount

Nearest other-state filings by covered participants (18,826 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 American Federation of Musicians and Employers' Pension Fund and Subsidiary assets move in 2023? ▼
American Federation of Musicians and Employers' Pension Fund and Subsidiary held essentially flat - up 0.4% during 2023, from $1.7B to $1.8B. Reported net income was -$5M.
How have Board of Trustees of the American Federation of Musicians and Employe plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of the American Federation of Musicians and Employe's sponsor-wide assets grew 81.3%, from $1.7B to $3.2B.
Where does American Federation of Musicians and Employers' Pension Fund and Subsidiary rank by assets among Form 5500 filers? ▼
American Federation of Musicians and Employers' Pension Fund and Subsidiary ranks in the 99th 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 American Federation of Musicians and Employers' Pension Fund and Subsidiary? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bricklayers & Trowel Trades International Pension Fund in DC ($1.8B, 27,803 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to American Federation of Musicians and Employers' Pension Fund and Subsidiary? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Macys Inc Cash Account Pension Plan in OH (18,751 participants, $2.0B in assets).