Defined Benefit (Pension) · DOL Form 5500 · 2024
Service Employees Pension Fund of Upstate Ny Pension Plan
Data updated 2026-08-25
- $230M
- Total assets Near avg plan size
- 3,247
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $70,903
- Avg per participant Below avg balance/head
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.
- #7,611 in Other Services (7,719 peers)
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 ~798 per filing). Assets: $230M.
- #7,611
- in Other Services (7,719 peers)
- +6.8%
- assets growth YoY
- 2.3×
- vs typical plan assets (national mean)
Service Employees Pension Fund of Upstate Ny Upstate New York's outsized position by total assets
Service Employees Pension Fund of Upstate Ny Upstate New York vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$230,223,532 Top 5% higher than 95% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Service Employees Pension Fund of Upstate Ny Upstate New York's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Service Employees Pension Fund of Upstate Ny Upstate New York lands in the large band (3,247 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
Form 5500 schedule snapshot
Filing strip 160908576 · Service Employees Pension Fund of Upstate Ny PY 2024 · Defined Benefit (Pension)
Service Employees Pension Fund of Upstate Ny Upstate New York · $230M · 3,247 · 95th
- PART $230M
- TYPE 3,247
- NET 95th
- BOOK Defined Benefit (Pension)
- VS-ST near Pjm Interconnection, LLC Pension Plan
- BOY ind #7611
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 →
Service Employees Pension Fund of Upstate Ny Upstate New York in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Service Employees Pension Fund of Upstate Ny plans reported in each filing year
- Latest sponsor-wide plan assets
- $230M 18.12983200145214% vs 2022
- 2024 filing year
| 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.
- 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
Service Employees Pension Fund of Upstate Ny Upstate New York's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Pjm Interconnection, LLC Pension Plan in PA ($230M); by covered participants it is Minneapolis Retail Meat Cutters and Food Handlers Variable Annuity Pension Plan in MN (3,247 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($230M here).
- Pjm Interconnection, LLC Pension Plan (PA) $230M · 377
- Mfa Incorporated Retirement Plan (MO) $230M · 1,145
- I.B.E.W. Local 769 Management Pension Plan a (MI) $230M · 1,175
- Retirement Plan for Partners of Wilmer Cutler Pickering Hale and Dorr LLP (MA) $230M · 254
Similar participant headcount
Nearest other-state filings by covered participants (3,247 participants); asset peers above are excluded.
- Minneapolis Retail Meat Cutters and Food Handlers Variable Annuity Pension Plan (MN) 3,247 · 0 off
- Local No. 731, I.B. of T., Pension Fund (IL) 3,248 · 1 off
- Iron Workers District Council of So Oh & Vicinity Pension Trust (OH) 3,250 · 3 off
- Emory Healthcare, Inc. Retirement Plan (GA) 3,235 · 12 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.