Defined Benefit (Pension) · DOL Form 5500 · 2024

Social Studies Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
24th
Percentile by assets National rank
$380,137
Avg per participant High balance/head
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Official DOL plan name: Social Studies Defined Benefit Pension Plan · Sponsored by Social Studies · New York · Educational Services

$1M in assets, 3 participants

Social Studies's Social Studies Defined Benefit Pension Plan reported $1M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #557 in Educational Services (3,638 peers)

Social Studies multi-year trail

Social Studies's plans moved +280.1% in assets from 2022 to 2024; this filing shows Social Studies Defined Benefit Pension Plan at $1M / 3 participants.

#557
in Educational Services (3,638 peers)
+26.2%
assets growth YoY

Social Studies Defined Benefit Pension Plan among the smaller filed plans by assets

Social Studies Defined Benefit Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,140,410 24th percentile higher than 24% of 123,620 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 2024

Social Studies Defined Benefit Pension Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Social Studies Defined Benefit Pension Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Social Studies Defined Benefit Pension Plan reported net income fell from $604K in the plan year 2023 filing to $236K in the plan year 2024 filing.
  • Social Studies Defined Benefit Pension Plan reported participants rose from 2 in the plan year 2023 filing to 3 in the plan year 2024 filing.
  • Social Studies Defined Benefit Pension Plan end-of-year assets rose from $904K in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 464569018 · Social Studies PY 2024 · Defined Benefit (Pension)

Social Studies Defined Benefit Pension Plan · $1M · 3 · 24th

  • BOOK $1M
  • BOOK 3
  • BOOK 24th
  • BOOK Defined Benefit (Pension)
  • BOOK near Altium Packaging LP Salaried Pension Plan
  • BOOK ind #557

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 Educational Services retirement plans → · Plans in New York →

Social Studies Defined Benefit Pension Plan in the asset neighbourhood

Social Studies Defined Benefit Pension PlanSocial Studies Defined Benef…$1MAltium Packaging LP Salaried Pension PlanAltium Packaging LP Salaried…$1MKinetic Composites, Inc. Defined Benefit Pension PlanKinetic Composites, Inc. Def…$1MBoiler Room Pictures Inc Defined Benefit Pension PlanBoiler Room Pictures Inc Def…$1MGsg Capital Advisors Cash Balance PlanGsg Capital Advisors Cash Ba…$1M
End-of-year total assets ($M) among Social Studies Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Social Studies multi-year asset trail

Sponsor-wide plan assets over time

All Social Studies plans reported in each filing year

Latest sponsor-wide plan assets
$1M 280.13666666666666% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $0.3M $1.14M ▲ +280.0%
Year Plans Participants Total Assets
2022 1 2 $300K
2023 1 2 $904K
2024 1 3 $1M

Social Studies filing trail (2024)

Total Assets (Beginning of Year)$904K
Net Assets (End of Year)$1M
Net Income$236K
Employer EIN464569018
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

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

Social Studies Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Social Studies Defined Benefit Pension Plan, Total assets ($B): 0.00114041 · Participants: 3Social Studies Defined Benefit Pension PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Social Studies Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Social Studies Defined Benefit Pension Plan side-by-side with 3 peers →

Social Studies Defined Benefit 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 Altium Packaging LP Salaried Pension Plan in GA ($1M); by covered participants it is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Social Studies Defined Benefit Pension Plan assets move in 2024? ▼
Social Studies Defined Benefit Pension Plan grew sharply - up 26.2% during 2024, from $904K to $1M. Reported net income was $236K.
How have Social Studies plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Social Studies's sponsor-wide assets grew 280.1%, from $300K to $1M.
Where does Social Studies Defined Benefit Pension Plan rank by assets among Form 5500 filers? ▼
Social Studies Defined Benefit Pension Plan ranks in the 24th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Social Studies Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Altium Packaging LP Salaried Pension Plan in GA ($1M, 6 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Social Studies Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants, $2M in assets).

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 464569018.

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.