Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees of the Equity-League Pension Trust Fund Pension Plan
Data updated 2026-08-11
- $2.2B
- Total assets
- 22,936
- Participants
- 99th
- Percentile by assets
- $97,698
- Avg per participant
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.
- 99th percentile by assets (of 127,072 plans)
- #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.
- $2.2B
- total plan assets (2023 EOY)
- 22,936
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $97,698
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Equity-League Pension Trust Fund reports 22,936 participants - 29x that state average ($2.2B EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $2.0B |
|---|---|
| Net Assets (End of Year) | $2.2B |
| Net Income | $201M |
| Employer EIN | 136696817 |
| Plan Effective Date | 1960-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the Equity-League Pension Trust Fund)
| 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
- 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 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 (Defined Benefit (Pension), $2.4B, 20,243 participants)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Equity-League Pension Trust Fund by total assets, not by location.
- Retirement Accumulation Plan for Partners of Pwc (FL) $2.2B · 3,967
- Bell Helicopter Textron Master Retirement Plan (RI) $2.2B · 2,800
- Michelin Retirement Plan (SC) $2.2B · 3,743
- Directors Guild of America-Producer Pension Plan Basic Benefit Plan (CA) $2.2B · 8,710
Frequently Asked Questions
How did Equity-League Pension Trust Fund assets move in 2023? ▼
How have Board of Trustees of the Equity-League Pension Trust Fund plan assets changed over time? ▼
Where does Equity-League Pension Trust Fund rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Equity-League Pension Trust Fund? ▼
Next read for Equity-League Pension Trust Fund
Filing takeaways
Ways to act on Equity-League Pension Trust Fund's numbers.
- By total assets, Equity-League Pension Trust Fund ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
- Board of Trustees of the Equity-League Pension Trust Fund's sponsor-wide assets have grown 18.2% since 2022 across 3 plan years on file. More Arts, Entertainment & Recreation plans