Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees of Nurses and Local 813 Ibt Retirement Plan Pension Plan
Data updated 2026-08-25
- $613M
- Total assets Above avg plan size
- 2,716
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $225,752
- Avg per participant Above avg balance/head
Official DOL plan name: Nurses and Local 813 Ibt Retirement Plan · Sponsored by Board of Trustees of Nurses and Local 813 Ibt Retirement Plan · New York · Healthcare & Social Assistance
$613M in assets, 2,716 participants
Board of Trustees of Nurses and Local 813 Ibt Retirement Plan's Nurses and Local 813 Ibt Retirement Plan reported $613M in total assets and 2,716 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #16,520 in Healthcare & Social Assistance (16,916 peers)
Coverage in New York
Nurses and Local 813 Ibt Retirement Plan covers 2,716 participants in New York, 3.4x the typical New York plan (state average ~798 per filing). Assets: $613M.
- #16,520
- in Healthcare & Social Assistance (16,916 peers)
- -1.0%
- assets change YoY
- 6.2×
- vs typical plan assets (national mean)
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.
Nurses and Local 813 Ibt Retirement Plan's outsized position by total assets
Nurses and Local 813 Ibt Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$613,143,034 Top 2% higher than 98% 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
Nurses and Local 813 Ibt Retirement Plan'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. Nurses and Local 813 Ibt Retirement Plan lands in the large band (2,716 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Nurses and Local 813 Ibt Retirement Plan reported net income fell from $31M in the plan year 2023 filing to -$6M in the plan year 2024 filing.
- Nurses and Local 813 Ibt Retirement Plan reported participants rose from 2,649 in the plan year 2023 filing to 2,716 in the plan year 2024 filing.
- Nurses and Local 813 Ibt Retirement Plan end-of-year assets fell from $619M in the plan year 2023 filing to $613M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 133628926 · Board of Trustees of Nurses and Local 813 Ibt Retirement Plan PY 2024 · Defined Benefit (Pension)
Nurses and Local 813 Ibt Retirement Plan · $613M · 2,716 · 98th
- 5500 $613M
- ASSETS 2,716
- PCT 98th
- EIN Defined Benefit (Pension)
- RANK near Pension Plan for Employees of Skf USA Inc.
- PHOTO ind #16520
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 Healthcare & Social Assistance retirement plans → · Plans in New York →
Nurses and Local 813 Ibt Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $619M |
|---|---|
| Net Assets (End of Year) | $613M |
| Net Income | -$6M |
| Employer EIN | 133628926 |
| Plan Effective Date | 1962-09-18 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Nurses and Local 813 Ibt Retirement Plan)
Sponsor-wide plan assets over time
All Board of Trustees of Nurses and Local 813 Ibt Retirement Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $613M 4.0314314872503605% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,737 | $589M |
| 2023 | 1 | 2,649 | $619M |
| 2024 | 1 | 2,716 | $613M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $17.9B · 48,014
- 1199seiu Health Care Employees Pension Fund $16.9B · 111,833
- Consolidated Edison Retirement Plan $15.6B · 10,608
- Pfizer Consolidated Pension Plan $10.0B · 8,876
- GE Energy Pension Plan $8.9B · 5,829
Nurses and Local 813 Ibt 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 Pension Plan for Employees of Skf USA Inc. in PA ($614M); by covered participants it is Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust in MA (2,709 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($613M here).
- Pension Plan for Employees of Skf USA Inc. (PA) $614M · 970
- Retirement Plan for Employees of the Avista Corporation (WA) $614M · 1,170
- Pension Plan for Employees of Dartmouth-Hitchcock (NH) $609M · 1,373
- Banco Popular De Puerto Rico Retirement Plan (PR) $607M · 1,845
Similar participant headcount
Nearest other-state filings by covered participants (2,716 participants); asset peers above are excluded.
- Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust (MA) 2,709 · 7 off
- I.a.T.S.E. Local 16 Pension Plan (CA) 2,709 · 7 off
- Georgia-Pacific LLC Salaried Pension Plan (GA) 2,724 · 8 off
- Ikon Office Solutions, Inc. Pension Plan (PA) 2,708 · 8 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.