Defined Benefit (Pension) · DOL Form 5500 · 2024

Apartment Employees' Pension Trust Pension Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
552
Participants Below avg headcount
78th
Percentile by assets National rank
$57,119
Avg per participant Low balance/head
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Official DOL plan name: Apartment Employees' Pension Trust · Sponsored by Apartment Employees' Pension Trust · California · Real Estate

$32M in assets, 552 participants

Apartment Employees' Pension Trust's Apartment Employees' Pension Trust reported $32M in total assets and 552 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #4,144 in Real Estate (4,605 peers)

Where Apartment Employees' Pension Trust sits by assets

Apartment Employees' Pension Trust sits in the top quartile of all filed plans by assets, $32M for 552 participants (~$57,119/participant), up 4.6% in 2024.

#4,144
in Real Estate (4,605 peers)
+4.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Apartment Employees' Pension Trust's outsized position by total assets

Apartment Employees' Pension Trust vs every filed plan by assets

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

$31,529,462 Top 22% higher than 78% 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

Apartment Employees' Pension Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Apartment Employees' Pension Trust sits mid-pack in the medium band (552 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Apartment Employees' Pension Trust reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Apartment Employees' Pension Trust end-of-year assets rose from $30M in the plan year 2023 filing to $32M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 946069859 · Apartment Employees' Pension Trust PY 2024 · Defined Benefit (Pension)

Apartment Employees' Pension Trust · $32M · 552 · 78th

  • SCH $32M
  • EBSA 552
  • PART 78th
  • TYPE Defined Benefit (Pension)
  • NET near Pension Plan of United Way Worldwide
  • BOOK ind #4144

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 Real Estate retirement plans → · Plans in California →

Apartment Employees' Pension Trust in the asset neighbourhood

New Mexico Orthopaedic Associates, P.C. Defined Benefit PlanNew Mexico Orthopaedic Assoc…$32MPension Plan for Employees of Coca-Cola Beverages Northeast, Inc.Pension Plan for Employees o…$32MPension Plan of United Way WorldwidePension Plan of United Way W…$32MApartment Employees' Pension TrustApartment Employees' Pension…$32MWingspan Care Group Defined Benefit Retirement PlanWingspan Care Group Defined …$31M
End-of-year total assets ($M) among Apartment Employees' Pension Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$31M
Net Income$1M
Employer EIN946069859
Plan Effective Date1976-01-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Apartment Employees' Pension Trust)

Sponsor-wide plan assets over time

All Apartment Employees' Pension Trust plans reported in each filing year

Latest sponsor-wide plan assets
$32M 8.973892202555128% vs 2022
2024 filing year
$28M$29M$30M$31M$32M 202220232024 $28.9M $31.5M ▲ +9.0%
Year Plans Participants Total Assets
2022 1 465 $29M
2023 1 549 $30M
2024 1 552 $32M

Nearby Defined Benefit (Pension) Plans in California

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

Apartment Employees' Pension Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Apartment Employees' Pension Trust, Total assets ($B): 0.031529462 · Participants: 552Apartment Employees' Pension TrustKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
Apartment Employees' Pension Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Apartment Employees' Pension Trust side-by-side with 3 peers →

Apartment Employees' Pension Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Pension Plan of United Way Worldwide in VA ($32M); by covered participants it is Knights of Columbus Retirement Plan for Non-Bargaining Unit Employees in CT (552 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (552 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 Apartment Employees' Pension Trust assets move in 2024? ▼
Apartment Employees' Pension Trust edged up modestly - up 4.6% during 2024, from $30M to $32M. Reported net income was $1M.
How have Apartment Employees' Pension Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Apartment Employees' Pension Trust's sponsor-wide assets grew 9.0%, from $29M to $32M.
Where does Apartment Employees' Pension Trust rank by assets among Form 5500 filers? ▼
Apartment Employees' Pension Trust ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Apartment Employees' Pension Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan of United Way Worldwide in VA ($32M, 13 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Apartment Employees' Pension Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Knights of Columbus Retirement Plan for Non-Bargaining Unit Employees in CT (552 participants, $290M 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 946069859.

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.