Defined Benefit (Pension) · DOL Form 5500 · 2024

Community Funds Inc. Pension Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
73
Participants Small participant base
84th
Percentile by assets National rank
$699,563
Avg per participant High balance/head
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Official DOL plan name: The New York Community Trust Retirement Plan · Sponsored by Community Funds Inc. · New York · Other Services

$51M in assets, 73 participants

Community Funds Inc.'s The New York Community Trust Retirement Plan reported $51M in total assets and 73 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #7,177 in Other Services (7,719 peers)

Where The New York Community Trust Retirement Plan sits by assets

The New York Community Trust Retirement Plan sits in the top quartile of all filed plans by assets, $51M for 73 participants (~$699,563/participant), up 10.7% in 2024.

#7,177
in Other Services (7,719 peers)
+10.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

The New York Community Trust Retirement Plan's outsized position by total assets

The New York Community Trust Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$51,068,097 Top 16% higher than 84% of 123,620 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 2024

The New York Community Trust Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The New York Community Trust Retirement Plan is a small filing (73 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The New York Community Trust Retirement Plan reported net income fell from $9M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • The New York Community Trust Retirement Plan end-of-year assets rose from $46M in the plan year 2023 filing to $51M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 136089923 · Community Funds Inc. PY 2024 · Defined Benefit (Pension)

The New York Community Trust Retirement Plan · $51M · 73 · 84th

  • PART $51M
  • TYPE 73
  • NET 84th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Allison Transmission Retirement Program for Salaried Employees
  • BOY ind #7177

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 →

The New York Community Trust Retirement Plan in the asset neighbourhood

Patriot Federal Credit Union Retirement Pension PlanPatriot Federal Credit Union…$51MAllison Transmission Retirement Program for Salaried EmployeesAllison Transmission Retirem…$51MThe New York Community Trust Retirement PlanThe New York Community Trust…$51MRyman Hospitality Properties Retirement PlanRyman Hospitality Properties…$51MLake Michigan Credit Union Cash Balance Defined Benefit Plan and TrustLake Michigan Credit Union C…$51M
End-of-year total assets ($M) among The New York Community Trust Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$51M
Net Income$5M
Employer EIN136089923
Plan Effective Date1968-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Community Funds Inc.)

Sponsor-wide plan assets over time

All Community Funds Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$51M 36.17813489108223% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $37.5M $51.1M ▲ +36.2%
Year Plans Participants Total Assets
2022 1 64 $38M
2023 1 73 $46M
2024 1 73 $51M

Nearby Defined Benefit (Pension) Plans in New York

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

The New York Community Trust Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants The New York Community Trust Retirement Plan, Total assets ($B): 0.051068097 · Participants: 73The New York Community Trust Retirement PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
The New York Community Trust Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare The New York Community Trust Retirement Plan side-by-side with 3 peers →

The New York Community Trust 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 Allison Transmission Retirement Program for Salaried Employees in IN ($51M); by covered participants it is Advancion Corporation Defined Benefit Plan in IL (73 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (73 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The New York Community Trust Retirement Plan assets move in 2024? ▼
The New York Community Trust Retirement Plan grew at a solid clip - up 10.7% during 2024, from $46M to $51M. Reported net income was $5M.
How have Community Funds Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Community Funds Inc.'s sponsor-wide assets grew 36.2%, from $38M to $51M.
Where does The New York Community Trust Retirement Plan rank by assets among Form 5500 filers? ▼
The New York Community Trust Retirement Plan ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to The New York Community Trust Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Allison Transmission Retirement Program for Salaried Employees in IN ($51M, 185 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The New York Community Trust Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Advancion Corporation Defined Benefit Plan in IL (73 participants, $11M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 136089923.

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.