Defined Benefit (Pension) · DOL Form 5500 · 2024

Trustees of Massachusetts Service Employees' Pension Fund Pension Plan

Data updated 2026-08-11

$300M
Total assets
12,813
Participants
96th
Percentile by assets
$23,427
Avg per participant
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Official DOL plan name: Massachusetts Service Employees' Pension Fund · Sponsored by Trustees of Massachusetts Service Employees' Pension Fund · New York · Other Services

$300M in assets, 12,813 participants

Trustees of Massachusetts Service Employees' Pension Fund's Massachusetts Service Employees' Pension Fund reported $300M in total assets and 12,813 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • 96th percentile by assets (of 123,622 plans)
  • #7,637 in Other Services (7,719 peers)

Coverage in New York

Massachusetts Service Employees' Pension Fund covers 12,813 participants in New York, 16x the typical New York plan (state average ~798 per filing). Assets: $300M.

$300M
total plan assets (2024 EOY)
12,813
covered participants
96th
percentile by assets (of 123,622 plans)
$23,427
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Massachusetts Service Employees' Pension Fund reported net income fell from $28M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • Massachusetts Service Employees' Pension Fund end-of-year assets rose from $276M in the plan year 2023 filing to $300M in the plan year 2024 filing.
  • Massachusetts Service Employees' Pension Fund reported participants rose from 12,718 in the plan year 2023 filing to 12,813 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Industry

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Massachusetts Service Employees' Pension Fund reports 12,813 participants - 16x that state average ($300M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$276M
Net Assets (End of Year)$297M
Net Income$24M
Employer EIN046344921
Plan Effective Date1973-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of Massachusetts Service Employees' Pension Fund)

$240M$260M$280M$300M$320M 202220232024 $248M $300M ▲ +21.0%
Total plan assets by year, all Trustees of Massachusetts Service Employees' Pension Fund plans on file
Year Plans Participants Total Assets
2022 1 12,521 $248M
2023 1 12,718 $276M
2024 1 12,813 $300M

Nearby Defined Benefit (Pension) Plans in New York

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

Massachusetts Service Employees' Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Massachusetts Service Employees' Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -505101520 Total assets ($B) Participants Massachusetts Servic…IBM Personal Pension…1199seiu Health Care…Consolidated Edison …Pfizer Consolidated …GE Energy Pension Plan
Massachusetts Service Employees' Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Scale composition for Massachusetts Service Employees' Pension Fund

Massachusetts Service Employees' Pension Fund reports $300M in end-of-year assets across 12,813 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.014% of 93,925,755 covered participants) - about $23,427 per participant (17% of the national average assets-per-participant) . Net income for plan year 2024 was $24M.

This plan identity (EIN 046344921, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $248M to $300M (+21.0%) while covered participants moved from 12,521 to 12,813 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 12,521 $248M Open filing
2023 12,718 $276M Open filing
2024 · index core 12,813 $300M This page

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Massachusetts Service Employees' Pension Fund by total assets, not by location.

Frequently Asked Questions

How did Massachusetts Service Employees' Pension Fund assets move in 2024?
Massachusetts Service Employees' Pension Fund grew at a solid clip - up 8.7% during 2024, from $276M to $300M. Reported net income was $24M.
How have Trustees of Massachusetts Service Employees' Pension Fund plan assets changed over time?
Across 3 plan years on file (2022-2024), Trustees of Massachusetts Service Employees' Pension Fund's sponsor-wide assets grew 21.0%, from $248M to $300M.
Where does Massachusetts Service Employees' Pension Fund rank by assets among Form 5500 filers?
Massachusetts Service Employees' Pension Fund ranks in the 96th 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 Massachusetts Service Employees' Pension Fund?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ufcw International Union-Industry Variable Annuity Pension Plan in IL ($300M, 41,671 participants).

Next read for Massachusetts Service Employees' Pension…

Filing takeaways

Ways to act on Massachusetts Service Employees' Pension Fund's numbers.

  • By total assets, Massachusetts Service Employees' Pension Fund ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
  • Trustees of Massachusetts Service Employees' Pension Fund's sponsor-wide assets have grown 21.0% since 2022 across 3 plan years on file. More Other Services plans