Other
2024 plan-year Other DOL Form 5500

Nurses and Local 813 Ibt Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees of Nurses and Local 813 Ibt Retirement Plan · New York · Healthcare & Social Assistance

What the 2023 filing shows

Nurses and Local 813 Ibt Retirement Plan holds $613M for 2,716 participants — about $225,752 per participant, down 1.0% over the 2024 plan year.

$613M
total plan assets (2024 EOY)
2,716
covered participants
$225,752
avg assets per participant
-1.0%
assets change YoY

The plan reported a net loss of $6M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$613M
Participants
2,716
State
Industry
Healthcare & Social Assistance

What the Filing Says About Nurses and Local 813 Ibt Retirement Plan

Nurses and Local 813 Ibt Retirement Plan is a Other retirement plan sponsored by Board of Trustees of Nurses and Local 813 Ibt Retirement Plan, headquartered in New York. As of the 2024 Form 5500 filing, the plan reports $613M in total end-of-year assets and covers 2,716 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 133628926, and the plan has been effective since 1962-09-18. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $619M at the beginning of 2024 to $613M at year-end — a decline of 1.0%. Net assets (after liabilities) closed the year at $613M, with reported net income of $-5,698,021 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$619M
Total Assets (End of Year)$613M
Net Assets (End of Year)$613M
Net Income$-5,698,021
Plan TypeOther
Employer EIN133628926
Plan Effective Date1962-09-18
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Nurses and Local 813 Ibt Retirement Plan)

Year Plans Participants Total Assets
2022 1 2,737 $589M
2023 1 2,649 $619M
2024 1 2,716 $613M

Nearby Other Plans in New York

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Nurses and Local 813 Ibt Retirement Plan?
As of the 2024 Form 5500 filing, Nurses and Local 813 Ibt Retirement Plan holds $613M in total assets with 2,716 participants. It is sponsored by Board of Trustees of Nurses and Local 813 Ibt Retirement Plan.
What type of plan is Nurses and Local 813 Ibt Retirement Plan?
Nurses and Local 813 Ibt Retirement Plan is a Other plan. It has been effective since 1962-09-18. The plan is filed with the U.S. Department of Labor under EIN 133628926.
Who sponsors the Nurses and Local 813 Ibt Retirement Plan?
Nurses and Local 813 Ibt Retirement Plan is sponsored by Board of Trustees of Nurses and Local 813 Ibt Retirement Plan, located in New York. The sponsor's EIN is 133628926 and the plan operates in the Healthcare & Social Assistance industry.
How did Nurses and Local 813 Ibt Retirement Plan perform in 2024?
Nurses and Local 813 Ibt Retirement Plan declined by 1.0% during 2024, moving from $619M to $613M in total assets. Net income was $-5,698,021.
Where can I find official filings for Nurses and Local 813 Ibt Retirement Plan?
Official Form 5500 filings for Nurses and Local 813 Ibt Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 133628926 or plan name at efast.dol.gov.
How does Nurses and Local 813 Ibt Retirement Plan compare to other plans?
You can compare Nurses and Local 813 Ibt Retirement Plan against other Other plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 133628926.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.