Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees, Aftra Retirement Plan Pension Plan

Data updated 2026-08-25

$2.9B
Total assets Very large vs avg
17,061
Participants Very large workforce
100th
Percentile by assets National rank
$170,979
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#2,784
in Information & Media (2,818 peers)
+6.6%
assets growth YoY
29×
vs typical plan assets (national mean)

Aftra Retirement Plan's outsized position by total assets

Aftra Retirement Plan vs every filed plan by assets

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

$2,917,078,987 Highest reported value at or above every one 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

Aftra Retirement Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aftra Retirement Plan is a mega filing (17,061 participants), the rightmost band on the breakdown.

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 136414972 · Board of Trustees, Aftra Retirement Plan PY 2023 · Defined Benefit (Pension)

Aftra Retirement Plan · $2.9B · 17,061 · 100th

  • EBSA $2.9B
  • EBSA 17,061
  • EBSA 100th
  • EBSA Defined Benefit (Pension)
  • EBSA near Factory Mutual Insurance Company Pension Plan
  • EBSA ind #2784

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 Information & Media retirement plans → · Plans in New York →

Aftra Retirement Plan in the asset neighbourhood

Ufcw No. Califiornia Employers Joint Pension PlanUfcw No. Califiornia Employe…$2.9BGlaxosmithkline Cash Balance Pension PlanGlaxosmithkline Cash Balance…$2.9BAftra Retirement Plan$2.9BFactory Mutual Insurance Company Pension PlanFactory Mutual Insurance Com…$2.9BVerizon Management Pension PlanVerizon Management Pension P…$2.9B
End-of-year total assets ($B) among Aftra Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$2.7B
Net Assets (End of Year)$2.9B
Net Income$165M
Employer EIN136414972
Plan Effective Date1955-11-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Aftra Retirement Plan)

Sponsor-wide plan assets over time

All Board of Trustees, Aftra Retirement Plan plans reported in each filing year

Latest sponsor-wide plan assets
$2.9B 6.571220069613351% vs 2022
2023 filing year
$2.7B$2.8B$2.9B$3B 20222023 $2.74B $2.92B ▲ +6.6%
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 Scatter plot of 6 data points. 050000100000150000 051015202530 Total assets ($B) Participants Aftra Retirement Plan, Total assets ($B): 2.917078987 · Participants: 17061Aftra Retirement 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
Aftra Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Aftra Retirement Plan side-by-side with 3 peers →

Aftra Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Factory Mutual Insurance Company Pension Plan in RI ($2.9B); by covered participants it is Time Warner Cable Pension Plan in NC (16,981 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2.9B here).

Similar participant headcount

Nearest other-state filings by covered participants (17,061 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 Aftra Retirement Plan assets move in 2023? ▼
Aftra Retirement Plan grew at a solid clip - up 6.6% during 2023, from $2.7B to $2.9B. Reported net income was $165M.
How have Board of Trustees, Aftra Retirement Plan plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Board of Trustees, Aftra Retirement Plan's sponsor-wide assets grew 6.6%, from $2.7B to $2.9B.
Where does Aftra Retirement Plan rank by assets among Form 5500 filers? ▼
Aftra Retirement Plan ranks in the 100th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Aftra Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Factory Mutual Insurance Company Pension Plan in RI ($2.9B, 3,478 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Aftra Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Time Warner Cable Pension Plan in NC (16,981 participants, $2.6B 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 136414972.

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.