Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees of the 32bj School Workers Pension Fund Pension Plan
Data updated 2026-08-25
- $565M
- Total assets Above avg plan size
- 5,675
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $99,597
- Avg per participant Below avg balance/head
Official DOL plan name: 32bj School Workers Pension Fund · Sponsored by Board of Trustees of the 32bj School Workers Pension Fund · New York · Finance & Insurance
$565M in assets, 5,675 participants
Board of Trustees of the 32bj School Workers Pension Fund's 32bj School Workers Pension Fund reported $565M in total assets and 5,675 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #8,511 in Finance & Insurance (8,869 peers)
Coverage in New York
32bj School Workers Pension Fund covers 5,675 participants in New York, 7.1x the typical New York plan (state average ~798 per filing). Assets: $565M.
- #8,511
- in Finance & Insurance (8,869 peers)
- +9.8%
- assets growth YoY
- 5.7×
- vs typical plan assets (national mean)
32bj School Workers Pension Fund's outsized position by total assets
32bj School Workers Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$565,212,808 Top 2% higher than 98% 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
32bj School Workers Pension Fund's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 32bj School Workers Pension Fund lands in the large band (5,675 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 32bj School Workers Pension Fund reported net income rose from $33M in the plan year 2022 filing to $48M in the plan year 2023 filing.
- 32bj School Workers Pension Fund end-of-year assets rose from $515M in the plan year 2022 filing to $565M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 131957585 · Board of Trustees of the 32bj School Workers Pension Fund PY 2023 · Defined Benefit (Pension)
32bj School Workers Pension Fund · $565M · 5,675 · 98th
- VS-ST $565M
- VS-ST 5,675
- VS-ST 98th
- VS-ST Defined Benefit (Pension)
- VS-ST near Arconic Corp. Pension Plan B
- VS-ST ind #8511
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 Finance & Insurance retirement plans → · Plans in New York →
32bj School Workers Pension Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $515M |
|---|---|
| Net Assets (End of Year) | $542M |
| Net Income | $48M |
| Employer EIN | 131957585 |
| Plan Effective Date | 1976-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the 32bj School Workers Pension Fund)
Sponsor-wide plan assets over time
All Board of Trustees of the 32bj School Workers Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $625M 21.35942774556242% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,673 | $515M |
| 2023 | 1 | 5,675 | $565M |
| 2024 | 1 | 5,425 | $625M |
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 32bj School Workers Pension Fund
32bj School Workers Pension Fund reports $565M in end-of-year assets across 5,675 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $99,597 per participant (72% of the national average assets-per-participant) . Net income for plan year 2023 was $48M.
This plan identity (EIN 131957585, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $515M to $625M (+21.4%) while covered participants moved from 5,673 to 5,425 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,673 | $515M | Open filing |
| 2023 | 5,675 | $565M | This page |
| 2024 · index core | 5,425 | $625M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- 32bj School Workers Pension Fund (Defined Benefit (Pension), $625M, 5,425 participants)
32bj School Workers 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 Arconic Corp. Pension Plan B in PA ($565M); by covered participants it is North Central States Regional Council of Carpenters Pension Fund in WI (5,662 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($565M here).
- Arconic Corp. Pension Plan B (PA) $565M · 3,877
- Blue Shield of California Employees Retirement Plan (CA) $566M · 2,766
- Connecticut Laborers' Pension Plan (CT) $565M · 2,423
- St Louis Painters Pension Plan (MO) $566M · 1,345
Similar participant headcount
Nearest other-state filings by covered participants (5,675 participants); asset peers above are excluded.
- North Central States Regional Council of Carpenters Pension Fund (WI) 5,662 · 13 off
- United Food & Commercial Workers Union Local 880 - Retail Food Employers Joint Pension Fund (OH) 5,701 · 26 off
- Usg Corporation Retirement Plan (IL) 5,647 · 28 off
- Local 705 Int'l Brotherhood of Teamsters Pension Tr. Fd. (IL) 5,722 · 47 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.