Defined Benefit (Pension) · DOL Form 5500 · 2024

AARP Pension Plan

Data updated 2026-08-25

$1.6B
Total assets Very large vs avg
1,995
Participants Near avg headcount
99th
Percentile by assets National rank
$819,418
Avg per participant High balance/head
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Official DOL plan name: Aarp Employees' Pension Plan · Sponsored by AARP · District of Columbia · Other Services

$1.6B in assets, 1,995 participants

AARP's Aarp Employees' Pension Plan reported $1.6B in total assets and 1,995 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.

  • #7,707 in Other Services (7,719 peers)

Where Aarp Employees' Pension Plan sits by assets

Aarp Employees' Pension Plan sits among the largest 1% of all filed plans, $1.6B for 1,995 participants (~$819,418/participant), up 8.3% in 2024.

#7,707
in Other Services (7,719 peers)
+8.3%
assets growth YoY
16×
vs typical plan assets (national mean)

Aarp Employees' Pension Plan's outsized position by total assets

Aarp Employees' Pension Plan vs every filed plan by assets

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

$1,634,739,567 Top 1% higher than 99% 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

Aarp Employees' Pension 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. Aarp Employees' Pension Plan lands in the large band (1,995 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Aarp Employees' Pension Plan reported net income fell from $169M in the plan year 2023 filing to $106M in the plan year 2024 filing.
  • Aarp Employees' Pension Plan end-of-year assets rose from $1.5B in the plan year 2023 filing to $1.6B in the plan year 2024 filing.
  • Aarp Employees' Pension Plan reported participants rose from 1,957 in the plan year 2023 filing to 1,995 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 951985500 · AARP PY 2024 · Defined Benefit (Pension)

Aarp Employees' Pension Plan · $1.6B · 1,995 · 99th

  • BOOK $1.6B
  • VS-ST 1,995
  • BOY 99th
  • SCH Defined Benefit (Pension)
  • EBSA near Nissan Employee Retirement Plan
  • PART ind #7707

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 District of Columbia →

Aarp Employees' Pension Plan in the asset neighbourhood

Nissan Employee Retirement PlanNissan Employee Retirement P…$1.6BVerizon Management Pension PlanVerizon Management Pension P…$1.6BThe Tjx Companies, Inc Retirement PlanThe Tjx Companies, Inc Retir…$1.6BAarp Employees' Pension Plan$1.6BBoehringer Ingelheim USA Corporation & Its Affiliates Retirement PlanBoehringer Ingelheim USA Cor…$1.6B
End-of-year total assets ($B) among Aarp Employees' Pension 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)$1.5B
Net Assets (End of Year)$1.6B
Net Income$106M
Employer EIN951985500
Plan Effective Date1964-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (AARP)

Sponsor-wide plan assets over time

All AARP plans reported in each filing year

Latest sponsor-wide plan assets
$2.6B 28.59885860736297% vs 2022
2024 filing year
$1.8B$2B$2.2B$2.4B$2.6B$2.8B 202220232024 $2.05B $2.63B ▲ +28.3%
Year Plans Participants Total Assets
2022 2 4,390 $2.0B
2023 2 4,330 $2.4B
2024 2 4,534 $2.6B

Nearby Defined Benefit (Pension) Plans in District of Columbia

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

Aarp Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 0102030 Total assets ($B) Participants Aarp Employees' Pension Plan, Total assets ($B): 1.634739567 · Participants: 1995Aarp Employees' Pension PlanCentral Pension Fund of the Iuoe & Participating Employers, Total assets ($B): 27.435957137 · Participants: 103525Central Pension Fund of the Iuoe & Participating EmployersIam National Pension Fund, Total assets ($B): 15.01326453 · Participants: 102493Iam National Pension FundUnited Mine Workers of America 1974 Pension Plan, Total assets ($B): 3.795820295 · Participants: 58United Mine Workers of America 1974 Pension PlanLiuna Staff and Affiliates Pension Fund, Total assets ($B): 1.922502172 · Participants: 3559Liuna Staff and Affiliates Pension FundBricklayers & Trowel Trades International Pension Fund, Total assets ($B): 1.912910704 · Participants: 27474Bricklayers & Trowel Trades International Pension Fund
Aarp Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in District of Columbia, assets vs. participants
Compare Aarp Employees' Pension Plan side-by-side with 3 peers →

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

Outside District of Columbia, the nearest Defined Benefit (Pension) by assets is Nissan Employee Retirement Plan in TN ($1.6B); by covered participants it is IBEW Local No 640 & Az Chapter NECA Defined Benefit Pension Plan in AZ (1,996 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.6B here).

Similar participant headcount

Nearest other-state filings by covered participants (1,995 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 Aarp Employees' Pension Plan assets move in 2024? ▼
Aarp Employees' Pension Plan grew at a solid clip - up 8.3% during 2024, from $1.5B to $1.6B. Reported net income was $106M.
How have AARP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), AARP's sponsor-wide assets grew 28.6%, from $2.0B to $2.6B.
Where does Aarp Employees' Pension Plan rank by assets among Form 5500 filers? ▼
Aarp Employees' Pension Plan ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Aarp Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Nissan Employee Retirement Plan in TN ($1.6B, 4,074 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Aarp Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is IBEW Local No 640 & Az Chapter NECA Defined Benefit Pension Plan in AZ (1,996 participants, $229M 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 951985500.

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.