Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees - the Retirement Plan of the Amalgamated Ins. Fund Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
N/A
Participants Small participant base
38th
Percentile by assets National rank
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Retirement Plan of the Amalgamated Insurance Fund · Sponsored by Board of Trustees - the Retirement Plan of the Amalgamated Ins. Fund · New York · Finance & Insurance

$4M in assets, N/A participants

Board of Trustees - the Retirement Plan of the Amalgamated Ins. Fund's The Retirement Plan of the Amalgamated Insurance Fund reported $4M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #2,174 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

The Retirement Plan of the Amalgamated Insurance Fund holds $4M for N/A participants, in the lower half of filed plans by assets.

#2,174
in Finance & Insurance (8,549 peers)
-2.1%
assets change YoY

The plan reported a net loss of $82M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Retirement Plan of the Amalgamated Insurance Fund's mid-pack asset rank among Finance & Insurance and all filers

The Retirement Plan of the Amalgamated Insurance Fund vs every filed plan by assets

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

$4,044,251 38th percentile higher than 38% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Retirement Plan of the Amalgamated Insurance Fund reported net income fell from -$71M in the plan year 2023 filing to -$82M in the plan year 2024 filing.
  • The Retirement Plan of the Amalgamated Insurance Fund end-of-year assets fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 134920446 · Board of Trustees - the Retirement Plan of the Amalgamated Ins. Fund PY 2024 · Defined Benefit (Pension)

The Retirement Plan of the Amalgamated Insurance Fund · $4M · N/A · 38th

  • PART $4M
  • PART N/A
  • PART 38th
  • PART Defined Benefit (Pension)
  • PART near Benesch, Friedlander, Coplan & Aronoff LLP Market-Based Cash Balance Plan
  • PART ind #2174

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 Finance & Insurance retirement plans → · Plans in New York →

The Retirement Plan of the Amalgamated Insurance Fund in the asset neighbourhood

Jack Rubin & Sons, Inc. Defined Benefit Pension PlanJack Rubin & Sons, Inc. Defi…$4MBenesch, Friedlander, Coplan & Aronoff LLP Market-Based Cash Balance PlanBenesch, Friedlander, Coplan…$4MSfmb Management, LLC Cash Balance Pension PlanSfmb Management, LLC Cash Ba…$4MThe Retirement Plan of the Amalgamated Insurance FundThe Retirement Plan of the A…$4MCamden Casting Center, Inc. Hourly Pension PlanCamden Casting Center, Inc. …$4M
End-of-year total assets ($M) among The Retirement Plan of the Amalgamated Insurance Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)-$852M
Net Income-$82M
Employer EIN134920446
Plan Effective Date1945-12-10
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees - the Retirement Plan of the Amalgamated Ins. Fund)

Sponsor-wide plan assets over time

All Board of Trustees - the Retirement Plan of the Amalgamated Ins. Fund plans reported in each filing year

Latest sponsor-wide plan assets
$4M 8.102727684425629% vs 2022
2024 filing year
$4M$4.2M$4.4M$4.6M 202220232024 $4.4M $4.04M ▼ -8.2%
Year Plans Participants Total Assets
2022 1 N/A $4M
2023 1 N/A $4M
2024 1 N/A $4M

Nearby Defined Benefit (Pension) Plans in New York

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

The Retirement Plan of the Amalgamated Insurance Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants The Retirement Plan of the Amalgamated Insurance Fund, Total assets ($B): 0.004044251 · Participants: 0The Retirement Plan of the Amalgamated Insurance FundIBM 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
The Retirement Plan of the Amalgamated Insurance Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare The Retirement Plan of the Amalgamated Insurance Fund side-by-side with 3 peers →

The Retirement Plan of the Amalgamated Insurance Fund's closest out-of-state Defined Benefit (Pension) peers by assets

Outside New York, the nearest Defined Benefit (Pension) by end-of-year assets is Benesch, Friedlander, Coplan & Aronoff LLP Market-Based Cash Balance Plan in OH at $4M (this filing: $4M).

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 The Retirement Plan of the Amalgamated Insurance Fund assets move in 2024? ▼
The Retirement Plan of the Amalgamated Insurance Fund edged down modestly - down 2.1% during 2024, from $4M to $4M. Reported net income was -$82M.
How have Board of Trustees - the Retirement Plan of the Amalgamated Ins. Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees - the Retirement Plan of the Amalgamated Ins. Fund's sponsor-wide assets declined 8.1%, from $4M to $4M.
Which Defined Benefit (Pension) plans are similar in size to The Retirement Plan of the Amalgamated Insurance Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Benesch, Friedlander, Coplan & Aronoff LLP Market-Based Cash Balance Plan in OH ($4M, 51 participants).

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 134920446.

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.