Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees of the Equity-League Pension Trust Fund Pension Plan

Data updated 2026-08-25

$2.2B
Total assets Very large vs avg
22,936
Participants Very large workforce
99th
Percentile by assets National rank
$97,698
Avg per participant Below avg balance/head
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Official DOL plan name: Equity-League Pension Trust Fund · Sponsored by Board of Trustees of the Equity-League Pension Trust Fund · New York · Arts, Entertainment & Recreation

$2.2B in assets, 22,936 participants

Board of Trustees of the Equity-League Pension Trust Fund's Equity-League Pension Trust Fund reported $2.2B in total assets and 22,936 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.

  • #2,942 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in New York

Equity-League Pension Trust Fund covers 22,936 participants in New York, 29x the typical New York plan (state average ~798 per filing). Assets: $2.2B.

#2,942
in Arts, Entertainment & Recreation (2,945 peers)
+9.5%
assets growth YoY
22×
vs typical plan assets (national mean)

Equity-League Pension Trust Fund's outsized position by total assets

Equity-League Pension Trust Fund vs every filed plan by assets

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

$2,240,800,914 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

Equity-League Pension Trust 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. Equity-League Pension Trust Fund is a mega filing (22,936 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Equity-League Pension Trust Fund reported net income rose from -$87M in the plan year 2022 filing to $201M in the plan year 2023 filing.
  • Equity-League Pension Trust Fund reported participants fell from 25,404 in the plan year 2022 filing to 22,936 in the plan year 2023 filing.
  • Equity-League Pension Trust Fund end-of-year assets rose from $2.0B in the plan year 2022 filing to $2.2B in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 136696817 · Board of Trustees of the Equity-League Pension Trust Fund PY 2023 · Defined Benefit (Pension)

Equity-League Pension Trust Fund · $2.2B · 22,936 · 99th

  • EBSA $2.2B
  • EBSA 22,936
  • EBSA 99th
  • EBSA Defined Benefit (Pension)
  • EBSA near Retirement Accumulation Plan for Partners of Pwc
  • EBSA ind #2942

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 →

Equity-League Pension Trust Fund in the asset neighbourhood

Equity-League Pension Trust FundEquity-League Pension Trust …$2.2BRetirement Accumulation Plan for Partners of PwcRetirement Accumulation Plan…$2.2BBell Helicopter Textron Master Retirement PlanBell Helicopter Textron Mast…$2.2BMichelin Retirement Plan$2.2BDirectors Guild of America-Producer Pension Plan Basic Benefit PlanDirectors Guild of America-P…$2.2B
End-of-year total assets ($B) among Equity-League Pension Trust Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$2.0B
Net Assets (End of Year)$2.2B
Net Income$201M
Employer EIN136696817
Plan Effective Date1960-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the Equity-League Pension Trust Fund)

Sponsor-wide plan assets over time

All Board of Trustees of the Equity-League Pension Trust Fund plans reported in each filing year

Latest sponsor-wide plan assets
$2.4B 18.19821858292411% vs 2022
2024 filing year
$2B$2.2B$2.4B$2.6B 202220232024 $2.05B $2.42B ▲ +18.0%
Year Plans Participants Total Assets
2022 1 25,404 $2.0B
2023 1 22,936 $2.2B
2024 1 20,243 $2.4B

Nearby Defined Benefit (Pension) Plans in New York

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

Equity-League Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. 050000100000150000 051015202530 Total assets ($B) Participants Equity-League Pension Trust Fund, Total assets ($B): 2.240800914 · Participants: 22936Equity-League Pension Trust 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 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
Equity-League Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Equity-League Pension Trust Fund side-by-side with 3 peers →

Scale composition for Equity-League Pension Trust Fund

Equity-League Pension Trust Fund reports $2.2B in end-of-year assets across 22,936 participants (0.018% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.024% of 93,925,755 covered participants) - about $97,698 per participant (71% of the national average assets-per-participant) . Net income for plan year 2023 was $201M.

This plan identity (EIN 136696817, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.0B to $2.4B (+18.2%) while covered participants moved from 25,404 to 20,243 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 25,404 $2.0B Open filing
2023 22,936 $2.2B This page
2024 · index core 20,243 $2.4B Open filing

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

Equity-League Pension Trust Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Retirement Accumulation Plan for Partners of Pwc in FL ($2.2B); by covered participants it is Pacific Gas and Electric Company Retirement Plan in CA (22,914 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22,936 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 Equity-League Pension Trust Fund assets move in 2023? ▼
Equity-League Pension Trust Fund grew at a solid clip - up 9.5% during 2023, from $2.0B to $2.2B. Reported net income was $201M.
How have Board of Trustees of the Equity-League Pension Trust Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of the Equity-League Pension Trust Fund's sponsor-wide assets grew 18.2%, from $2.0B to $2.4B.
Where does Equity-League Pension Trust Fund rank by assets among Form 5500 filers? ▼
Equity-League Pension Trust Fund 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 Equity-League Pension Trust Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Accumulation Plan for Partners of Pwc in FL ($2.2B, 3,967 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Equity-League Pension Trust Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pacific Gas and Electric Company Retirement Plan in CA (22,914 participants, $21.4B 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 136696817.

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.