Defined Benefit (Pension) · DOL Form 5500 · 2023

The Shubert Organization, Inc. Pension Plan

Data updated 2026-08-25

$182M
Total assets Near avg plan size
153
Participants Small participant base
94th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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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.

  • #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.

#4,664
in Real Estate (4,727 peers)
+22.6%
assets growth YoY
1.8×
vs typical plan assets (national mean)

The Shubert Organization, Inc. Employees Pension Plan's outsized position by total assets

The Shubert Organization, Inc. Employees Pension Plan vs every filed plan by assets

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

$181,843,595 Top 6% higher than 94% 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 Shubert Organization, Inc. Employees Pension Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Shubert Organization, Inc. Employees Pension Plan sits mid-pack in the medium band (153 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

DOL schedule card

Filing strip 132751366 · The Shubert Organization, Inc. PY 2023 · Defined Benefit (Pension)

The Shubert Organization, Inc. Employees Pension Plan · $182M · 153 · 94th

  • EIN $182M
  • EIN 153
  • EIN 94th
  • EIN Defined Benefit (Pension)
  • EIN near Potlatchdeltic Retirement Plan
  • EIN ind #4664

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 Real Estate retirement plans → · Plans in New York →

The Shubert Organization, Inc. Employees Pension Plan in the asset neighbourhood

Pension Plan of Steamfitters Pension Fund 475Pension Plan of Steamfitters…$182MUnited Assn of Journeymen Plumbers & Pipefitters Local 357 Pension PlanUnited Assn of Journeymen Pl…$182MPotlatchdeltic Retirement PlanPotlatchdeltic Retirement Pl…$182MThe Shubert Organization, Inc. Employees Pension PlanThe Shubert Organization, In…$182MLee Enterprises, Incorporated Pension PlanLee Enterprises, Incorporate…$182M
End-of-year total assets ($M) among The Shubert Organization, Inc. Employees Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$148M
Net Assets (End of Year)$182M
Net Income$33M
Employer EIN132751366
Plan Effective Date1960-11-15
Filing StatusFILING RECEIVED

Sponsor Plan History (The Shubert Organization, Inc.)

Sponsor-wide plan assets over time

All The Shubert Organization, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$81M 60.836507445216206% vs 2022
2024 filing year
$0M$100M$200M$300M 202220232024 $208M $81.4M ▼ -60.8%
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 Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants The Shubert Organization, Inc. Employees Pension Plan, Total assets ($B): 0.181843595 · Participants: 153The Shubert Organization, Inc. Employees Pension 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 Shubert Organization, Inc. Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare The Shubert Organization, Inc. Employees Pension Plan side-by-side with 3 peers →

The Shubert Organization, Inc. Employees Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Potlatchdeltic Retirement Plan in WA ($182M); by covered participants it is Penn Mutual Retirement Plan in PA (153 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (153 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Shubert Organization, Inc. Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Penn Mutual Retirement Plan in PA (153 participants, $207M 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 132751366.

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.