Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees, Aftra Retirement Plan Pension Plan
Data updated 2026-08-11
- $2.9B
- Total assets
- 17,061
- Participants
- 100th
- Percentile by assets
- $170,979
- Avg per participant
Official DOL plan name: Aftra Retirement Plan · Sponsored by Board of Trustees, Aftra Retirement Plan · New York · Information & Media
$2.9B in assets, 17,061 participants
Board of Trustees, Aftra Retirement Plan's Aftra Retirement Plan reported $2.9B in total assets and 17,061 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.
- 100th percentile by assets (of 127,072 plans)
- #2,784 in Information & Media (2,818 peers)
Coverage in New York
Aftra Retirement Plan covers 17,061 participants in New York, 21x the typical New York plan (state average ~798 per filing). Assets: $2.9B.
- $2.9B
- total plan assets (2023 EOY)
- 17,061
- covered participants
- 100th
- percentile by assets (of 127,072 plans)
- $170,979
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Aftra Retirement Plan reported net income rose from -$42M in the plan year 2022 filing to $165M in the plan year 2023 filing.
- Aftra Retirement Plan end-of-year assets rose from $2.7B in the plan year 2022 filing to $2.9B in the plan year 2023 filing.
- Aftra Retirement Plan reported participants fell from 17,771 in the plan year 2022 filing to 17,061 in the plan year 2023 filing.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Aftra Retirement Plan reports 17,061 participants - 21x that state average ($2.9B EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $2.7B |
|---|---|
| Net Assets (End of Year) | $2.9B |
| Net Income | $165M |
| Employer EIN | 136414972 |
| Plan Effective Date | 1955-11-16 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Aftra Retirement Plan)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 17,771 | $2.7B |
| 2023 | 1 | 17,061 | $2.9B |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Aftra Retirement 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Aftra Retirement Plan by total assets, not by location.
- Factory Mutual Insurance Company Pension Plan (RI) $2.9B · 3,478
- Glaxosmithkline Cash Balance Pension Plan (PA) $2.9B · 8,441
- Ufcw No. Califiornia Employers Joint Pension Plan (CA) $2.9B · 46,714
- Verizon Management Pension Plan (NJ) $2.9B · 12,474
Frequently Asked Questions
How did Aftra Retirement Plan assets move in 2023? ▼
How have Board of Trustees, Aftra Retirement Plan plan assets changed over time? ▼
Where does Aftra Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Aftra Retirement Plan? ▼
Next read for Aftra Retirement Plan
Filing takeaways
Ways to act on Aftra Retirement Plan's numbers.
- By total assets, Aftra Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
- Board of Trustees, Aftra Retirement Plan's sponsor-wide assets have grown 6.6% since 2022 across 2 plan years on file. More Information & Media plans