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
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
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.
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
New York filing particulars
| Total Assets (Beginning of Year) | $1.7B |
|---|---|
| Net Assets (End of Year) | $1.7B |
| Net Income | -$5M |
| Employer EIN | 516120204 |
| Plan Effective Date | 1959-10-02 |
| Filing Status | FILING 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
| 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.
- 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 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 (Defined Benefit (Pension), $3.2B, 19,021 participants)
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).
- Bricklayers & Trowel Trades International Pension Fund (DC) $1.8B · 27,803
- Unisys Pension Plan (PA) $1.7B · 387
- Automatic Data Processing Inc Pension Retirement Plan (NJ) $1.7B · 10,502
- Amica Pension Fund (RI) $1.8B · 2,338
Similar participant headcount
Nearest other-state filings by covered participants (18,826 participants); asset peers above are excluded.
- Macys Inc Cash Account Pension Plan (OH) 18,751 · 75 off
- Liuna National (Industrial) Pension Fund (DC) 18,687 · 139 off
- The Lilly Retirement Plan (IN) 19,111 · 285 off
- Ecolab Pension Plan (MN) 18,541 · 285 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.