Defined Benefit (Pension) · DOL Form 5500 · 2024

Trustees of 1199 SEIU Regional Pension Fund Pension Plan

Data updated 2026-08-25

$232M
Total assets Near avg plan size
4,169
Participants Above avg headcount
95th
Percentile by assets National rank
$55,539
Avg per participant Low balance/head
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Official DOL plan name: 1199 SEIU Regional Pension Fund · Sponsored by Trustees of 1199 SEIU Regional Pension Fund · New York · Healthcare & Social Assistance

$232M in assets, 4,169 participants

Trustees of 1199 SEIU Regional Pension Fund's 1199 SEIU Regional Pension Fund reported $232M in total assets and 4,169 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #16,119 in Healthcare & Social Assistance (16,916 peers)

Coverage in New York

1199 SEIU Regional Pension Fund covers 4,169 participants in New York, 5.2x the typical New York plan (state average ~798 per filing). Assets: $232M.

#16,119
in Healthcare & Social Assistance (16,916 peers)
+7.2%
assets growth YoY
2.3×
vs typical plan assets (national mean)

1199 SEIU Regional Pension Fund's outsized position by total assets

1199 SEIU Regional Pension Fund vs every filed plan by assets

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

$231,543,825 Top 5% higher than 95% 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

1199 SEIU Regional Pension Fund'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. 1199 SEIU Regional Pension Fund lands in the large band (4,169 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 1199 SEIU Regional Pension Fund reported net income fell from $17M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • 1199 SEIU Regional Pension Fund reported participants rose from 3,888 in the plan year 2023 filing to 4,169 in the plan year 2024 filing.
  • 1199 SEIU Regional Pension Fund end-of-year assets rose from $216M in the plan year 2023 filing to $232M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 161112391 · Trustees of 1199 SEIU Regional Pension Fund PY 2024 · Defined Benefit (Pension)

1199 SEIU Regional Pension Fund · $232M · 4,169 · 95th

  • IND $232M
  • EOY 4,169
  • 5500 95th
  • ASSETS Defined Benefit (Pension)
  • PCT near I.a.T.S.E. Local No. 33 Pension Trust Fund
  • EIN ind #16119

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 →

1199 SEIU Regional Pension Fund in the asset neighbourhood

Blue Cross and Blue Shield of Minnesota Pension PlanBlue Cross and Blue Shield o…$232MMo-Kan Teamsters Pension Fund$232MI.a.T.S.E. Local No. 33 Pension Trust FundI.a.T.S.E. Local No. 33 Pens…$232M1199 SEIU Regional Pension Fund1199 SEIU Regional Pension F…$232MDana U.S.W. Hourly Employees' Pension PlanDana U.S.W. Hourly Employees…$231M
End-of-year total assets ($M) among 1199 SEIU Regional Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$216M
Net Assets (End of Year)$232M
Net Income$15M
Employer EIN161112391
Plan Effective Date1971-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of 1199 SEIU Regional Pension Fund)

Sponsor-wide plan assets over time

All Trustees of 1199 SEIU Regional Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$232M 16.465276879373665% vs 2022
2024 filing year
$190M$200M$210M$220M$230M$240M 202220232024 $199M $232M ▲ +16.5%
Year Plans Participants Total Assets
2022 1 5,168 $199M
2023 1 3,888 $216M
2024 1 4,169 $232M

Nearby Defined Benefit (Pension) Plans in New York

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

1199 SEIU Regional Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants 1199 SEIU Regional Pension Fund, Total assets ($B): 0.231543825 · Participants: 41691199 SEIU Regional Pension FundIBM 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
1199 SEIU Regional Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare 1199 SEIU Regional Pension Fund side-by-side with 3 peers →

1199 SEIU Regional Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is I.a.T.S.E. Local No. 33 Pension Trust Fund in CA ($232M); by covered participants it is Siemens Pension Plan in NJ (4,187 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($232M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,169 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 1199 SEIU Regional Pension Fund assets move in 2024? ▼
1199 SEIU Regional Pension Fund grew at a solid clip - up 7.2% during 2024, from $216M to $232M. Reported net income was $15M.
How have Trustees of 1199 SEIU Regional Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of 1199 SEIU Regional Pension Fund's sponsor-wide assets grew 16.5%, from $199M to $232M.
Where does 1199 SEIU Regional Pension Fund rank by assets among Form 5500 filers? ▼
1199 SEIU Regional Pension Fund ranks in the 95th 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 1199 SEIU Regional Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is I.a.T.S.E. Local No. 33 Pension Trust Fund in CA ($232M, 1,094 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to 1199 SEIU Regional Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Siemens Pension Plan in NJ (4,187 participants, $1.4B 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 161112391.

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.