Defined Benefit (Pension) · DOL Form 5500 · 2023
Bd Trustees Ret and Pension Plan for Officers and Pension Plan
Data updated 2026-08-25
- $110M
- Total assets Near avg plan size
- 52
- Participants Small participant base
- 92nd
- Percentile by assets National rank
- $2.1M
- Avg per participant High balance/head
Official DOL plan name: Retirement and Pension Plan for Officers & Employees of the Nycdcc and Related Organizations · Sponsored by Bd Trustees Ret and Pension Plan for Officers and · New York · Other Services
$110M in assets, 52 participants
Bd Trustees Ret and Pension Plan for Officers and's Retirement and Pension Plan for Officers & Employees of the Nycdcc and Related Organizations reported $110M in total assets and 52 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #7,634 in Other Services (7,857 peers)
Where Retirement and Pension Plan for Officers & Employees of the Nycdcc and Related Organizations sits by assets
Retirement and Pension Plan for Officers & Employees of the Nycdcc and Related Organizations sits in the top 10% of all filed plans by assets, $110M for 52 participants (~$2.1M/participant), up 7.0% in 2023.
- #7,634
- in Other Services (7,857 peers)
- +7.0%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $25K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Retirement and Pension Plan for Officers & Employees of the Nycdcc and Related Organizations's outsized position by total assets
Retirement and Pension Plan for Officers & Employees of the Nycdcc and Related Organizations vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$110,042,582 Top 8% higher than 92% 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
Retirement and Pension Plan for Officers & Employees of the Nycdcc and Related Organizations among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement and Pension Plan for Officers & Employees of the Nycdcc and Related Organizations is a small filing (52 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Retirement and Pension Plan for Officers & Employees of the Nycdcc and Related Organizations reported net income rose from -$2M in the plan year 2022 filing to -$25K in the plan year 2023 filing.
- Retirement and Pension Plan for Officers & Employees of the Nycdcc and Related Organizations reported participants fell from 63 in the plan year 2022 filing to 52 in the plan year 2023 filing.
- Retirement and Pension Plan for Officers & Employees of the Nycdcc and Related Organizations end-of-year assets rose from $103M in the plan year 2022 filing to $110M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 510167964 · Bd Trustees Ret and Pension Plan for Officers and PY 2023 · Defined Benefit (Pension)
Retirement and Pension Plan for Officers & Employees of the Nycdcc and Related Organizations · $110M · 52 · 92nd
- BOOK $110M
- VS-ST 52
- BOY 92nd
- SCH Defined Benefit (Pension)
- EBSA near Plumbers & Pipefitters Lu 421 Pension Fund Trust
- PART ind #7634
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 Other Services retirement plans → · Plans in New York →
Retirement and Pension Plan for Officers & Employees of the Nycdcc and Related Organizations in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $103M |
|---|---|
| Net Assets (End of Year) | $102M |
| Net Income | -$25K |
| Employer EIN | 510167964 |
| Plan Effective Date | 1961-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bd Trustees Ret and Pension Plan for Officers and)
Sponsor-wide plan assets over time
All Bd Trustees Ret and Pension Plan for Officers and plans reported in each filing year
- Latest sponsor-wide plan assets
- $105M 2.2363857881653524% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 63 | $103M |
| 2023 | 1 | 52 | $110M |
| 2024 | 1 | 43 | $105M |
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
Retirement and Pension Plan for Officers & Employees of the Nycdcc and Related Organizations's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Plumbers & Pipefitters Lu 421 Pension Fund Trust in FL ($110M); by covered participants it is Retirement Income Plan for Employees of Edison Electric Institute in DC (52 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($110M here).
Similar participant headcount
Nearest other-state filings by covered participants (52 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.