Defined Benefit (Pension) · DOL Form 5500 · 2024

Service Employees Pension Fund of Upstate Ny Pension Plan

Data updated 2026-08-06

$230M
Total assets: 3,247
Participants: 95th
Percentile by assets: $70,903
Avg per participant

Official DOL plan name: Service Employees Pension Fund of Upstate Ny Upstate New York · Sponsored by Service Employees Pension Fund of Upstate Ny · New York · Other Services

$230M in assets, 3,247 participants

Service Employees Pension Fund of Upstate Ny's Service Employees Pension Fund of Upstate Ny Upstate New York reported $230M in total assets and 3,247 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

95th percentile by assets (of 116,472 plans)

Coverage in New York

Service Employees Pension Fund of Upstate Ny Upstate New York covers 3,247 participants in New York, 4.1x the typical New York plan (state average ~795 per filing). Assets: $230M.

$230M
total plan assets (2024 EOY): 3,247
covered participants: 95th
percentile by assets (of 116,472 plans): $70,903
avg assets per participant

Service Employees Pension Fund of Upstate Ny Upstate New York reported net income fell from $21M in the plan year 2023 filing to $15M in the plan year 2024 filing.
Service Employees Pension Fund of Upstate Ny Upstate New York end-of-year assets rose from $216M in the plan year 2023 filing to $230M in the plan year 2024 filing.
Service Employees Pension Fund of Upstate Ny Upstate New York reported participants fell from 3,267 in the plan year 2023 filing to 3,247 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

New York

Industry

Other Services

Participants vs New York filers

In New York, the average filing covers about 795 participants across 8,491 plans. Service Employees Pension Fund of Upstate Ny Upstate New York reports 3,247 participants - 4.1x that state average ($230M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)	$216M
Net Assets (End of Year)	$230M
Net Income	$15M
Employer EIN	160908576
Plan Effective Date	1965-04-29
Filing Status	FILING RECEIVED

Sponsor Plan History (Service Employees Pension Fund of Upstate Ny)

Total plan assets by year, all Service Employees Pension Fund of Upstate Ny plans on file

Year	Plans	Participants	Total Assets
2022	1	3,715	$195M
2023	1	3,267	$216M
2024	1	3,247	$230M

Nearby Defined Benefit (Pension) Plans in New York

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

Service Employees Pension Fund of Upstate Ny Upstate New York vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

IBM Personal Pension Plan $17.9B · 48,014
1199seiu Health Care Employees Pension Fund $16.9B · 111,833
Consolidated Edison Retirement Plan $15.6B · 10,608
Pfizer Consolidated Pension Plan $10.0B · 8,876
GE Energy Pension Plan $8.9B · 5,829

Compare Service Employees Pension Fund of Upstat… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Service Employees Pension Fund of Upstate Ny Upstate New York by total assets, not by location.

Pjm Interconnection, LLC Pension Plan (PA) $230M · 377
Mfa Incorporated Retirement Plan (MO) $230M · 1,145
Retirement Plan for Partners of Wilmer Cutler Pickering Hale and Dorr LLP (MA) $230M · 254
2018 US Graphic Packaging International Pension Plan (GA) $230M · 2,144

Frequently Asked Questions

How did Service Employees Pension Fund of Upstate Ny Upstate New York assets move in 2024? ▼

Service Employees Pension Fund of Upstate Ny Upstate New York grew at a solid clip - up 6.8% during 2024, from $216M to $230M. Reported net income was $15M.

How have Service Employees Pension Fund of Upstate Ny plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Service Employees Pension Fund of Upstate Ny's sponsor-wide assets grew 18.1%, from $195M to $230M.

Where does Service Employees Pension Fund of Upstate Ny Upstate New York rank by assets among Form 5500 filers? ▼

Service Employees Pension Fund of Upstate Ny Upstate New York ranks in the 95th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to Service Employees Pension Fund of Upstate Ny Upstate New York? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Pjm Interconnection, LLC Pension Plan in PA ($230M, 377 participants).

Next read for Service Employees Pension Fund of Upstat…

Filing takeaways

Ways to act on Service Employees Pension Fund of Upstate Ny Upstate New York's numbers.

By total assets, Service Employees Pension Fund of Upstate Ny Upstate New York ranks in the top 5% 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
Service Employees Pension Fund of Upstate Ny's sponsor-wide assets have grown 18.1% since 2022 across 3 plan years on file. More Other Services plans

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 160908576.

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.