Defined Benefit (Pension) · DOL Form 5500 · 2024
Bd of Trustees-Adjustable Plan of the National Retirement Fund Pension Plan
Data updated 2026-08-11
- $162M
- Total assets
- 27,139
- Participants
- 93rd
- Percentile by assets
- $5,962
- Avg per participant
Official DOL plan name: Adjustable Plan of the National Retirement Fund · Sponsored by Bd of Trustees-Adjustable Plan of the National Retirement Fund · New York · Finance & Insurance
$162M in assets, 27,139 participants
Bd of Trustees-Adjustable Plan of the National Retirement Fund's Adjustable Plan of the National Retirement Fund reported $162M in total assets and 27,139 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 123,622 plans)
- #7,639 in Finance & Insurance (8,549 peers)
Coverage in New York
Adjustable Plan of the National Retirement Fund covers 27,139 participants in New York, 34x the typical New York plan (state average ~798 per filing). Assets: $162M.
- $162M
- total plan assets (2024 EOY)
- 27,139
- covered participants
- 93rd
- percentile by assets (of 123,622 plans)
- $5,962
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Adjustable Plan of the National Retirement Fund reported participants rose from 23,035 in the plan year 2023 filing to 27,139 in the plan year 2024 filing.
- Adjustable Plan of the National Retirement Fund end-of-year assets rose from $139M in the plan year 2023 filing to $162M in the plan year 2024 filing.
- Adjustable Plan of the National Retirement Fund reported net income fell from $24M in the plan year 2023 filing to $22M in the plan year 2024 filing.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Adjustable Plan of the National Retirement Fund reports 27,139 participants - 34x that state average ($162M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $139M |
|---|---|
| Net Assets (End of Year) | $161M |
| Net Income | $22M |
| Employer EIN | 136130178 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bd of Trustees-Adjustable Plan of the National Retirement Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 37,240 | $1.8B |
| 2023 | 2 | 34,329 | $2.0B |
| 2024 | 2 | 37,843 | $2.0B |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Adjustable Plan of the National Retirement Fund 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
Scale composition for Adjustable Plan of the National Retirement Fund
Adjustable Plan of the National Retirement Fund reports $162M in end-of-year assets across 27,139 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.029% of 93,925,755 covered participants) - about $5,962 per participant (4% of the national average assets-per-participant) . Net income for plan year 2024 was $22M.
This plan identity (EIN 136130178, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $125M to $162M (+29.3%) while covered participants moved from 25,052 to 27,139 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 25,052 | $125M | Open filing |
| 2023 | 23,035 | $139M | Open filing |
| 2024 · index core | 27,139 | $162M | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Legacy Plan of the National Retirement Fund (Defined Benefit (Pension), $1.9B, 10,704 participants)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Adjustable Plan of the National Retirement Fund by total assets, not by location.
- Solano-Napa Counties Electrical Workers Pension Plan (CA) $162M · 386
- Six Flags, Inc. Pension Plan (TX) $162M · 369
- Intermountain Ironworkers Pension Trust (UT) $162M · 684
- Clariant Corporation Combined Retirement Plan (NC) $162M · 134
Frequently Asked Questions
How did Adjustable Plan of the National Retirement Fund assets move in 2024? ▼
How have Bd of Trustees-Adjustable Plan of the National Retirement Fund plan assets changed over time? ▼
Where does Adjustable Plan of the National Retirement Fund rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Adjustable Plan of the National Retirement Fund's numbers.
- By total assets, Adjustable Plan of the National Retirement Fund ranks in the top 10% 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
- Bd of Trustees-Adjustable Plan of the National Retirement Fund's sponsor-wide assets have grown 9.6% since 2022 across 3 plan years on file. More Finance & Insurance plans