Defined Benefit (Pension) · DOL Form 5500 · 2024
Disabled American Veterans Pension Plan
Data updated 2026-08-25
- $72M
- Total assets Below avg plan size
- 442
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $161,876
- Avg per participant Above avg balance/head
Official DOL plan name: Disabled American Veterans Retirement / Pension Equity Plan · Sponsored by Disabled American Veterans · Kentucky · Other Services
$72M in assets, 442 participants
Disabled American Veterans's Disabled American Veterans Retirement / Pension Equity Plan reported $72M in total assets and 442 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #7,339 in Other Services (7,719 peers)
Where Disabled American Veterans Retirement / Pension Equity Plan sits by assets
Disabled American Veterans Retirement / Pension Equity Plan sits in the top quartile of all filed plans by assets, $72M for 442 participants (~$161,876/participant), up 2.3% in 2024.
- #7,339
- in Other Services (7,719 peers)
- +2.3%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Disabled American Veterans Retirement / Pension Equity Plan's outsized position by total assets
Disabled American Veterans Retirement / Pension Equity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$71,549,221 Top 12% higher than 88% 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
Disabled American Veterans Retirement / Pension Equity Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Disabled American Veterans Retirement / Pension Equity Plan sits mid-pack in the medium band (442 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Disabled American Veterans Retirement / Pension Equity Plan reported net income fell from $8M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Disabled American Veterans Retirement / Pension Equity Plan reported participants rose from 432 in the plan year 2023 filing to 442 in the plan year 2024 filing.
- Disabled American Veterans Retirement / Pension Equity Plan end-of-year assets rose from $70M in the plan year 2023 filing to $72M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 310263158 · Disabled American Veterans PY 2024 · Defined Benefit (Pension)
Disabled American Veterans Retirement / Pension Equity Plan · $72M · 442 · 88th
- BOY $72M
- SCH 442
- EBSA 88th
- PART Defined Benefit (Pension)
- TYPE near Bakery, Confectionery, Tobacco Workers and Grain Millers International Union Employees' Pension Plan
- NET ind #7339
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 Kentucky →
Disabled American Veterans Retirement / Pension Equity Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $70M |
|---|---|
| Net Assets (End of Year) | $72M |
| Net Income | $2M |
| Employer EIN | 310263158 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Disabled American Veterans)
Sponsor-wide plan assets over time
All Disabled American Veterans plans reported in each filing year
- Latest sponsor-wide plan assets
- $149M 17.149993375180014% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 983 | $127M |
| 2023 | 2 | 970 | $144M |
| 2024 | 2 | 989 | $149M |
Nearby Defined Benefit (Pension) Plans in Kentucky
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Lg&e and Ku Pension Plan $1.0B · 742
- Ashland Hercules Pension Plan $924M · 43
- Yum Brands Retirement Plan $711M · 2,572
- Brown-Forman Corporation Salaried Employees Retirement Plan $478M · 1,237
- Ashland Hercules Pension Plan II $441M · 69
Disabled American Veterans Retirement / Pension Equity Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Bakery, Confectionery, Tobacco Workers and Grain Millers International Union Employees' Pension Plan in MD ($71M); by covered participants it is Ada Employees' Retirement Plan in IL (442 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($72M here).
- Bakery, Confectionery, Tobacco Workers and Grain Millers International Union Employees' Pension Plan (MD) $71M · 28
- Plumbers & Fitters Local Union 295 Pension Plan (FL) $71M · 244
- Pension Plan for Salaried Employees of Alcon (TX) $72M · 325
- Sappi North America, Inc. Retirement Plan for Hourly Employees (MA) $72M · 589
Similar participant headcount
Nearest other-state filings by covered participants (442 participants); asset peers above are excluded.
- Ada Employees' Retirement Plan (IL) 442 · 0 off
- Capital City Bank Group, Inc. Retirement Plan (FL) 441 · 1 off
- Jovia Financial Credit Union Defined Benefit Plan and Trust (NY) 441 · 1 off
- Retirement Plan for Employees of Emigrant Bank (FL) 441 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.