Defined Benefit (Pension) · DOL Form 5500 · 2024

Ywca Retirement Fund, Inc. Pension Plan

Data updated 2026-08-25

$407M
Total assets Above avg plan size
4,468
Participants Above avg headcount
97th
Percentile by assets National rank
$91,130
Avg per participant Below avg balance/head
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Official DOL plan name: Ywca Retirement Fund, Inc. · Sponsored by Ywca Retirement Fund, Inc. · New York · Finance & Insurance

$407M in assets, 4,468 participants

Ywca Retirement Fund, Inc.'s Ywca Retirement Fund, Inc. reported $407M in total assets and 4,468 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,063 in Finance & Insurance (8,549 peers)

Coverage in New York

Ywca Retirement Fund, Inc. covers 4,468 participants in New York, 5.6x the typical New York plan (state average ~798 per filing). Assets: $407M.

#8,063
in Finance & Insurance (8,549 peers)
+5.3%
assets growth YoY
4.1×
vs typical plan assets (national mean)

Ywca Retirement Fund, Inc.'s outsized position by total assets

Ywca Retirement Fund, Inc. vs every filed plan by assets

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

$407,169,941 Top 3% higher than 97% 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

Ywca Retirement Fund, Inc.'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. Ywca Retirement Fund, Inc. lands in the large band (4,468 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ywca Retirement Fund, Inc. reported net income rose from $17M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Ywca Retirement Fund, Inc. end-of-year assets rose from $387M in the plan year 2023 filing to $407M in the plan year 2024 filing.
  • Ywca Retirement Fund, Inc. reported participants fell from 4,483 in the plan year 2023 filing to 4,468 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 131624231 · Ywca Retirement Fund, Inc. PY 2024 · Defined Benefit (Pension)

Ywca Retirement Fund, Inc. · $407M · 4,468 · 97th

  • VS-ST $407M
  • VS-ST 4,468
  • VS-ST 97th
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Retirement Plan for Employees of S.C. Johnson & So
  • VS-ST ind #8063

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 Finance & Insurance retirement plans → · Plans in New York →

Ywca Retirement Fund, Inc. in the asset neighbourhood

Ywca Retirement Fund, Inc.$407MRetirement Plan for Employees of S.C. Johnson & SoRetirement Plan for Employee…$407MSheet Metal Workers' Local 10 Pension FundSheet Metal Workers' Local 1…$406MRetirement Plan for Union Represented EmployeesRetirement Plan for Union Re…$406MAbx Air, Inc Pilots Minimum Monthly Retirement Income PlanAbx Air, Inc Pilots Minimum …$406M
End-of-year total assets ($M) among Ywca Retirement Fund, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$387M
Net Assets (End of Year)$400M
Net Income$21M
Employer EIN131624231
Plan Effective Date1925-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ywca Retirement Fund, Inc.)

Sponsor-wide plan assets over time

All Ywca Retirement Fund, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$407M 9.885127964565475% vs 2022
2024 filing year
$360M$380M$400M$420M 202220232024 $371M $407M ▲ +9.9%
Year Plans Participants Total Assets
2022 1 5,138 $371M
2023 1 4,483 $387M
2024 1 4,468 $407M

Nearby Defined Benefit (Pension) Plans in New York

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

Ywca Retirement Fund, Inc. vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Ywca Retirement Fund, Inc., Total assets ($B): 0.407169941 · Participants: 4468Ywca Retirement Fund, Inc.IBM 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
Ywca Retirement Fund, Inc. vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Ywca Retirement Fund, Inc. side-by-side with 3 peers →

Ywca Retirement Fund, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of S.C. Johnson & So in WI ($407M); by covered participants it is Thrivent Individual Pension Account Plan in MN (4,467 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,468 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 Ywca Retirement Fund, Inc. assets move in 2024? ▼
Ywca Retirement Fund, Inc. grew at a solid clip - up 5.3% during 2024, from $387M to $407M. Reported net income was $21M.
How have Ywca Retirement Fund, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ywca Retirement Fund, Inc.'s sponsor-wide assets grew 9.9%, from $371M to $407M.
Where does Ywca Retirement Fund, Inc. rank by assets among Form 5500 filers? ▼
Ywca Retirement Fund, Inc. ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Ywca Retirement Fund, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of S.C. Johnson & So in WI ($407M, 557 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ywca Retirement Fund, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Thrivent Individual Pension Account Plan in MN (4,467 participants, $1.3B 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 131624231.

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.