Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees of Division 1181 Atu- Ny Employees Pension Fund Pension Plan

Data updated 2026-08-25

$767M
Total assets Above avg plan size
5,983
Participants Above avg headcount
98th
Percentile by assets National rank
$128,181
Avg per participant Near avg balance/head
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Official DOL plan name: Division 1181 Atu- Ny Employees Pension Fund and Plan · Sponsored by Board of Trustees of Division 1181 Atu- Ny Employees Pension Fund · New York · Transportation & Warehousing

$767M in assets, 5,983 participants

Board of Trustees of Division 1181 Atu- Ny Employees Pension Fund's Division 1181 Atu- Ny Employees Pension Fund and Plan reported $767M in total assets and 5,983 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.

  • #3,265 in Transportation & Warehousing (3,362 peers)

Coverage in New York

Division 1181 Atu- Ny Employees Pension Fund and Plan covers 5,983 participants in New York, 7.5x the typical New York plan (state average ~798 per filing). Assets: $767M.

#3,265
in Transportation & Warehousing (3,362 peers)
+10.7%
assets growth YoY
7.7×
vs typical plan assets (national mean)

Division 1181 Atu- Ny Employees Pension Fund and Plan's outsized position by total assets

Division 1181 Atu- Ny Employees Pension Fund and Plan vs every filed plan by assets

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

$766,905,247 Top 2% higher than 98% 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

Division 1181 Atu- Ny Employees Pension Fund and Plan'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. Division 1181 Atu- Ny Employees Pension Fund and Plan lands in the large band (5,983 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Division 1181 Atu- Ny Employees Pension Fund and Plan reported net income rose from $11M in the plan year 2022 filing to $73M in the plan year 2023 filing.
  • Division 1181 Atu- Ny Employees Pension Fund and Plan end-of-year assets rose from $693M in the plan year 2022 filing to $767M in the plan year 2023 filing.
  • Division 1181 Atu- Ny Employees Pension Fund and Plan reported participants rose from 5,769 in the plan year 2022 filing to 5,983 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 116183515 · Board of Trustees of Division 1181 Atu- Ny Employees Pension Fund PY 2023 · Defined Benefit (Pension)

Division 1181 Atu- Ny Employees Pension Fund and Plan · $767M · 5,983 · 98th

  • BOY $767M
  • BOY 5,983
  • BOY 98th
  • BOY Defined Benefit (Pension)
  • BOY near The Depository Trust & Clearing Corporation Retirement Plan
  • BOY ind #3265

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 Transportation & Warehousing retirement plans → · Plans in New York →

Division 1181 Atu- Ny Employees Pension Fund and Plan in the asset neighbourhood

Talen Energy Retirement Plan$768MDivision 1181 Atu- Ny Employees Pension Fund and PlanDivision 1181 Atu- Ny Employ…$767MThe Depository Trust & Clearing Corporation Retirement PlanThe Depository Trust & Clear…$767MUfcw Union Local No. 655, Food Employer's Joint PeUfcw Union Local No. 655, Fo…$765MRevised Retirement Plan for Eligible Employees of the New York Stock Exchange & Subsidiary CompaniesRevised Retirement Plan for …$765M
End-of-year total assets ($M) among Division 1181 Atu- Ny Employees Pension Fund and Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$693M
Net Assets (End of Year)$765M
Net Income$73M
Employer EIN116183515
Plan Effective Date1955-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Division 1181 Atu- Ny Employees Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees of Division 1181 Atu- Ny Employees Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$825M 19.07996454392865% vs 2022
2024 filing year
$650M$700M$750M$800M$850M 202220232024 $693M $825M ▲ +19.1%
Year Plans Participants Total Assets
2022 1 5,769 $693M
2023 1 5,983 $767M
2024 1 6,025 $825M

Nearby Defined Benefit (Pension) Plans in New York

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

Division 1181 Atu- Ny Employees Pension Fund and Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -100102030 Total assets ($B) Participants Division 1181 Atu- Ny Employees Pension Fund and Plan, Total assets ($B): 0.766905247 · Participants: 5983Division 1181 Atu- Ny Employees Pension Fund and 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
Division 1181 Atu- Ny Employees Pension Fund and Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Division 1181 Atu- Ny Employees Pension Fund and Plan side-by-side with 3 peers →

Scale composition for Division 1181 Atu- Ny Employees Pension Fund and Plan

Division 1181 Atu- Ny Employees Pension Fund and Plan reports $767M in end-of-year assets across 5,983 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $128,181 per participant (93% of the national average assets-per-participant) . Net income for plan year 2023 was $73M.

This plan identity (EIN 116183515, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $693M to $825M (+19.1%) while covered participants moved from 5,769 to 6,025 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 5,769 $693M Open filing
2023 5,983 $767M This page
2024 · index core 6,025 $825M Open filing

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

Division 1181 Atu- Ny Employees Pension Fund and Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is The Depository Trust & Clearing Corporation Retirement Plan in NJ ($767M); by covered participants it is Northern Light Health Retirement Partnership Plan in ME (5,979 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5,983 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 Division 1181 Atu- Ny Employees Pension Fund and Plan assets move in 2023? ▼
Division 1181 Atu- Ny Employees Pension Fund and Plan grew at a solid clip - up 10.7% during 2023, from $693M to $767M. Reported net income was $73M.
How have Board of Trustees of Division 1181 Atu- Ny Employees Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Division 1181 Atu- Ny Employees Pension Fund's sponsor-wide assets grew 19.1%, from $693M to $825M.
Where does Division 1181 Atu- Ny Employees Pension Fund and Plan rank by assets among Form 5500 filers? ▼
Division 1181 Atu- Ny Employees Pension Fund and Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Division 1181 Atu- Ny Employees Pension Fund and Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Depository Trust & Clearing Corporation Retirement Plan in NJ ($767M, 908 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Division 1181 Atu- Ny Employees Pension Fund and Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Northern Light Health Retirement Partnership Plan in ME (5,979 participants, $279M 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 116183515.

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.