Defined Benefit (Pension) · DOL Form 5500 · 2024
Trustees of Massachusetts Service Employees' Pension Fund Pension Plan
Data updated 2026-08-25
- $300M
- Total assets Above avg plan size
- 12,813
- Participants Very large workforce
- 96th
- Percentile by assets National rank
- $23,427
- Avg per participant Low balance/head
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.
- #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.
- #7,637
- in Other Services (7,719 peers)
- +8.7%
- assets growth YoY
- 3.0×
- vs typical plan assets (national mean)
Massachusetts Service Employees' Pension Fund's outsized position by total assets
Massachusetts Service Employees' Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$300,169,595 Top 4% higher than 96% 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
Massachusetts Service Employees' Pension Fund's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Massachusetts Service Employees' Pension Fund is a mega filing (12,813 participants), the rightmost band on the breakdown.
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.
Published 5500 schedule card
Filing strip 046344921 · Trustees of Massachusetts Service Employees' Pension Fund PY 2024 · Defined Benefit (Pension)
Massachusetts Service Employees' Pension Fund · $300M · 12,813 · 96th
- EIN $300M
- RANK 12,813
- PHOTO 96th
- IND Defined Benefit (Pension)
- EOY near Ufcw International Union-Industry Variable Annuity Pension Plan
- 5500 ind #7637
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 Other Services retirement plans → · Plans in New York →
Massachusetts Service Employees' Pension Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $276M |
|---|---|
| Net Assets (End of Year) | $297M |
| Net Income | $24M |
| Employer EIN | 046344921 |
| Plan Effective Date | 1973-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Massachusetts Service Employees' Pension Fund)
Sponsor-wide plan assets over time
All Trustees of Massachusetts Service Employees' Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $300M 20.973062977927263% vs 2022
- 2024 filing year
| 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.
- 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
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 |
Massachusetts Service Employees' 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 Ufcw International Union-Industry Variable Annuity Pension Plan in IL ($300M); by covered participants it is Fca US LLC UAW Pension Agreement in MI (12,752 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($300M here).
Similar participant headcount
Nearest other-state filings by covered participants (12,813 participants); asset peers above are excluded.
- Fca US LLC UAW Pension Agreement (MI) 12,752 · 61 off
- Shell Pension Plan (TX) 12,688 · 125 off
- Northrop Grumman Pension Plan (VA) 12,678 · 135 off
- The Cchs Retirement Plan (OH) 12,592 · 221 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.