Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees Consolidated Retirement Fund Pension Plan
Data updated 2026-08-11
- $492M
- Total assets
- 1,046
- Participants
- 97th
- Percentile by assets
- $470,628
- Avg per participant
Official DOL plan name: Consolidated Retirement Plan · Sponsored by Board of Trustees Consolidated Retirement Fund · New York · Other Services
$492M in assets, 1,046 participants
Board of Trustees Consolidated Retirement Fund's Consolidated Retirement Plan reported $492M in total assets and 1,046 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 123,622 plans)
- #7,667 in Other Services (7,719 peers)
Where Consolidated Retirement Plan sits by assets
Consolidated Retirement Plan sits in the top 5% of all filed plans by assets, $492M for 1,046 participants (~$470,628/participant), up 3.2% in 2024.
- $492M
- total plan assets (2024 EOY)
- 1,046
- covered participants
- 97th
- percentile by assets (of 123,622 plans)
- $470,628
- avg assets per participant
Where Consolidated Retirement Plan sits by total assets
Consolidated Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$492,276,881 Top 3% higher than 97% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Consolidated Retirement Plan reported net income fell from $32M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Consolidated Retirement Plan end-of-year assets rose from $477M in the plan year 2023 filing to $492M in the plan year 2024 filing.
- Consolidated Retirement Plan reported participants rose from 1,034 in the plan year 2023 filing to 1,046 in the plan year 2024 filing.
Consolidated Retirement Plan vs the 2024 asset distribution
By assets, Consolidated Retirement Plan outranks 97% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 4.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $477M |
|---|---|
| Net Assets (End of Year) | $492M |
| Net Income | $15M |
| Employer EIN | 133177000 |
| Plan Effective Date | 1946-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Consolidated Retirement Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,037 | $445M |
| 2023 | 1 | 1,034 | $477M |
| 2024 | 1 | 1,046 | $492M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Consolidated Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Consolidated Retirement Plan by total assets, not by location.
- Portland General Electric Company Pension Plan (OR) $492M · 792
- Western States Insulators and Allied Workers' Pension Plan (CA) $492M · 3,301
- The Auto Club Group Cash Value Plan Pension Plan (MI) $493M · 1,194
- Motiva Pension Plan (TX) $491M · 2,510
Frequently Asked Questions
How did Consolidated Retirement Plan assets move in 2024? ▼
How have Board of Trustees Consolidated Retirement Fund plan assets changed over time? ▼
Where does Consolidated Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Consolidated Retirement Plan? ▼
Next read for Consolidated Retirement Plan
Scale reading
Ways to act on Consolidated Retirement Plan's numbers.
- By total assets, Consolidated Retirement Plan 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
- Board of Trustees Consolidated Retirement Fund's sponsor-wide assets have grown 10.6% since 2022 across 3 plan years on file. More Other Services plans