Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees Consolidated Retirement Fund Pension Plan

Data updated 2026-08-25

$492M
Total assets Above avg plan size
1,046
Participants Near avg headcount
97th
Percentile by assets National rank
$470,628
Avg per participant High balance/head
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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.

  • #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.

#7,667
in Other Services (7,719 peers)
+3.2%
assets growth YoY
4.9×
vs typical plan assets (national mean)

Consolidated Retirement Plan's outsized position 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

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

Consolidated 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. Consolidated Retirement Plan lands in the large band (1,046 participants).

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.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 133177000 · Board of Trustees Consolidated Retirement Fund PY 2024 · Defined Benefit (Pension)

Consolidated Retirement Plan · $492M · 1,046 · 97th

  • VS-ST $492M
  • VS-ST 1,046
  • VS-ST 97th
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Portland General Electric Company Pension Plan
  • VS-ST ind #7667

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 →

Consolidated Retirement Plan in the asset neighbourhood

The Auto Club Group Cash Value Plan Pension PlanThe Auto Club Group Cash Val…$493MConsolidated Retirement Plan$492MPortland General Electric Company Pension PlanPortland General Electric Co…$492MWestern States Insulators and Allied Workers' Pension PlanWestern States Insulators an…$492MMotiva Pension Plan$491M
End-of-year total assets ($M) among Consolidated Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$477M
Net Assets (End of Year)$492M
Net Income$15M
Employer EIN133177000
Plan Effective Date1946-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Consolidated Retirement Fund)

Sponsor-wide plan assets over time

All Board of Trustees Consolidated Retirement Fund plans reported in each filing year

Latest sponsor-wide plan assets
$492M 10.55751698622647% vs 2022
2024 filing year
$440M$460M$480M$500M 202220232024 $445M $492M ▲ +10.6%
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 Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Consolidated Retirement Plan, Total assets ($B): 0.492276881 · Participants: 1046Consolidated Retirement PlanIBM 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
Consolidated Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Consolidated Retirement Plan side-by-side with 3 peers →

Consolidated 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 Portland General Electric Company Pension Plan in OR ($492M); by covered participants it is Owensboro Health Retirement Plan in KY (1,045 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($492M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,046 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 Consolidated Retirement Plan assets move in 2024? ▼
Consolidated Retirement Plan edged up modestly - up 3.2% during 2024, from $477M to $492M. Reported net income was $15M.
How have Board of Trustees Consolidated Retirement Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Consolidated Retirement Fund's sponsor-wide assets grew 10.6%, from $445M to $492M.
Where does Consolidated Retirement Plan rank by assets among Form 5500 filers? ▼
Consolidated Retirement Plan ranks in the 97th 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 Consolidated Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Portland General Electric Company Pension Plan in OR ($492M, 792 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Consolidated Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Owensboro Health Retirement Plan in KY (1,045 participants, $123M 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 133177000.

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.