Defined Benefit (Pension) · DOL Form 5500 · 2023

The Legal Aid Society Pension Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
78
Participants Small participant base
87th
Percentile by assets National rank
$710,077
Avg per participant High balance/head
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Official DOL plan name: The Legal Aid Society Retirement Plan · Sponsored by The Legal Aid Society · New York · Professional & Technical Services

$55M in assets, 78 participants

The Legal Aid Society's The Legal Aid Society Retirement Plan reported $55M in total assets and 78 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #17,822 in Professional & Technical Services (20,321 peers)

Where The Legal Aid Society Retirement Plan sits by assets

The Legal Aid Society Retirement Plan sits in the top quartile of all filed plans by assets, $55M for 78 participants (~$710,077/participant), up 1.4% in 2023.

#17,822
in Professional & Technical Services (20,321 peers)
+1.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

The Legal Aid Society Retirement Plan's outsized position by total assets

The Legal Aid Society Retirement Plan vs every filed plan by assets

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

$55,386,024 Top 13% higher than 87% 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

The Legal Aid Society Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Legal Aid Society Retirement Plan is a small filing (78 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Legal Aid Society Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $833K in the plan year 2023 filing.
  • The Legal Aid Society Retirement Plan reported participants fell from 92 in the plan year 2022 filing to 78 in the plan year 2023 filing.
  • The Legal Aid Society Retirement Plan end-of-year assets rose from $55M in the plan year 2022 filing to $55M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 135562265 · The Legal Aid Society PY 2023 · Defined Benefit (Pension)

The Legal Aid Society Retirement Plan · $55M · 78 · 87th

  • BOY $55M
  • BOY 78
  • BOY 87th
  • BOY Defined Benefit (Pension)
  • BOY near Gkn Driveline Pension Plan
  • BOY ind #17822

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 Professional & Technical Services retirement plans → · Plans in New York →

The Legal Aid Society Retirement Plan in the asset neighbourhood

Vesuvius USA Corporation Pension PlanVesuvius USA Corporation Pen…$55MThe Legal Aid Society Retirement PlanThe Legal Aid Society Retire…$55MGkn Driveline Pension Plan$55MPermanente Dentists Retirement Plan for Permanente Dental AssociatesPermanente Dentists Retireme…$55MMdu Resources Group, Inc. Pension Plan for Collective Bargaining Unit EmployeesMdu Resources Group, Inc. Pe…$55M
End-of-year total assets ($M) among The Legal Aid Society Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$55M
Net Income$833K
Employer EIN135562265
Plan Effective Date1951-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Legal Aid Society)

Sponsor-wide plan assets over time

All The Legal Aid Society plans reported in each filing year

Latest sponsor-wide plan assets
$390M 17.102847074587675% vs 2022
2024 filing year
$320M$340M$360M$380M$400M 202220232024 $333M $390M ▲ +17.1%
Year Plans Participants Total Assets
2022 3 1,864 $333M
2023 3 1,761 $367M
2024 3 1,784 $390M

Nearby Defined Benefit (Pension) Plans in New York

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

The Legal Aid Society Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants The Legal Aid Society Retirement Plan, Total assets ($B): 0.055386024 · Participants: 78The Legal Aid Society Retirement PlanIBM 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
The Legal Aid Society Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare The Legal Aid Society Retirement Plan side-by-side with 3 peers →

The Legal Aid Society Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Gkn Driveline Pension Plan in MI ($55M); by covered participants it is Companion Care of Southwest La, LLC Cash Balance Plan in LA (78 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (78 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 The Legal Aid Society Retirement Plan assets move in 2023? ▼
The Legal Aid Society Retirement Plan edged up modestly - up 1.4% during 2023, from $55M to $55M. Reported net income was $833K.
How have The Legal Aid Society plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Legal Aid Society's sponsor-wide assets grew 17.1%, from $333M to $390M.
Where does The Legal Aid Society Retirement Plan rank by assets among Form 5500 filers? ▼
The Legal Aid Society Retirement Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to The Legal Aid Society Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Gkn Driveline Pension Plan in MI ($55M, 284 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Legal Aid Society Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Companion Care of Southwest La, LLC Cash Balance Plan in LA (78 participants, $1M 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 135562265.

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.