Defined Benefit (Pension) · DOL Form 5500 · 2023

The Shubert Organization, Inc. Pension Plan

Data updated 2026-08-11

$182M
Total assets: 153
Participants: 94th
Percentile by assets: $1.2M
Avg per participant

Official DOL plan name: The Shubert Organization, Inc. Employees Pension Plan · Sponsored by The Shubert Organization, Inc. · New York · Real Estate

$182M in assets, 153 participants

The Shubert Organization, Inc.'s The Shubert Organization, Inc. Employees Pension Plan reported $182M in total assets and 153 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

94th percentile by assets (of 127,072 plans)
#4,664 in Real Estate (4,727 peers)

Coverage in New York

The Shubert Organization, Inc. Employees Pension Plan covers 153 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $182M.

$182M
total plan assets (2023 EOY): 153
covered participants: 94th
percentile by assets (of 127,072 plans): $1.2M
avg assets per participant

The Shubert Organization, Inc. Employees Pension Plan reported net income rose from $403K in the plan year 2022 filing to $33M in the plan year 2023 filing.
The Shubert Organization, Inc. Employees Pension Plan end-of-year assets rose from $148M in the plan year 2022 filing to $182M in the plan year 2023 filing.
The Shubert Organization, Inc. Employees Pension Plan reported participants rose from 146 in the plan year 2022 filing to 153 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

New York

Industry

Real Estate

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. The Shubert Organization, Inc. Employees Pension Plan reports 153 participants - about 19% of that state average ($182M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)	$148M
Net Assets (End of Year)	$182M
Net Income	$33M
Employer EIN	132751366
Plan Effective Date	1960-11-15
Filing Status	FILING RECEIVED

Sponsor Plan History (The Shubert Organization, Inc.)

Total plan assets by year, all The Shubert Organization, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	374	$208M
2023	2	461	$253M
2024	1	317	$81M

Nearby Defined Benefit (Pension) Plans in New York

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

The Shubert Organization, Inc. Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

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

Compare The Shubert Organization, Inc. Employees… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to The Shubert Organization, Inc. Employees Pension Plan by total assets, not by location.

Potlatchdeltic Retirement Plan (WA) $182M · 581
United Assn of Journeymen Plumbers & Pipefitters Local 357 Pension Plan (MI) $182M · 589
Lee Enterprises, Incorporated Pension Plan (IA) $182M · 291
Pension Plan of Steamfitters Pension Fund 475 (NJ) $182M · 451

Frequently Asked Questions

How did The Shubert Organization, Inc. Employees Pension Plan assets move in 2023? ▼

The Shubert Organization, Inc. Employees Pension Plan grew sharply - up 22.6% during 2023, from $148M to $182M. Reported net income was $33M.

How have The Shubert Organization, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), The Shubert Organization, Inc.'s sponsor-wide assets declined 60.8%, from $208M to $81M.

Where does The Shubert Organization, Inc. Employees Pension Plan rank by assets among Form 5500 filers? ▼

The Shubert Organization, Inc. Employees Pension Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to The Shubert Organization, Inc. Employees Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Potlatchdeltic Retirement Plan in WA ($182M, 581 participants).

Next read for The Shubert Organization, Inc. Employees…

Filing takeaways

Ways to act on The Shubert Organization, Inc. Employees Pension Plan's numbers.

By total assets, The Shubert Organization, Inc. Employees Pension Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
The Shubert Organization, Inc.'s sponsor-wide assets have declined 60.8% since 2022 across 3 plan years on file. More Real Estate plans

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 132751366.