Defined Benefit (Pension) · DOL Form 5500 · 2024

Bd of Trustees-Adjustable Plan of the National Retirement Fund Pension Plan

Data updated 2026-08-25

$162M
Total assets Near avg plan size
27,139
Participants Very large workforce
93rd
Percentile by assets National rank
$5,962
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#7,639
in Finance & Insurance (8,549 peers)
+16.0%
assets growth YoY
1.6×
vs typical plan assets (national mean)

Adjustable Plan of the National Retirement Fund's outsized position by total assets

Adjustable Plan of the National Retirement Fund vs every filed plan by assets

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

$161,807,879 Top 7% higher than 93% 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

Adjustable Plan of the National Retirement Fund's mega-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Adjustable Plan of the National Retirement Fund is a mega filing (27,139 participants), the rightmost band on the breakdown.

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.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 136130178 · Bd of Trustees-Adjustable Plan of the National Retirement Fund PY 2024 · Defined Benefit (Pension)

Adjustable Plan of the National Retirement Fund · $162M · 27,139 · 93rd

  • BOY $162M
  • BOY 27,139
  • BOY 93rd
  • BOY Defined Benefit (Pension)
  • BOY near Solano-Napa Counties Electrical Workers Pension Plan
  • BOY ind #7639

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 →

Adjustable Plan of the National Retirement Fund in the asset neighbourhood

Clariant Corporation Combined Retirement PlanClariant Corporation Combine…$162MAdjustable Plan of the National Retirement FundAdjustable Plan of the Natio…$162MSolano-Napa Counties Electrical Workers Pension PlanSolano-Napa Counties Electri…$162MSix Flags, Inc. Pension Plan$162MIntermountain Ironworkers Pension TrustIntermountain Ironworkers Pe…$162M
End-of-year total assets ($M) among Adjustable Plan of the National Retirement Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$139M
Net Assets (End of Year)$161M
Net Income$22M
Employer EIN136130178
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bd of Trustees-Adjustable Plan of the National Retirement Fund)

Sponsor-wide plan assets over time

All Bd of Trustees-Adjustable Plan of the National Retirement Fund plans reported in each filing year

Latest sponsor-wide plan assets
$2.0B 9.55082037932729% vs 2022
2024 filing year
$1.8B$1.9B$2B$2.1B 202220232024 $1.84B $2.01B ▲ +9.2%
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 Scatter plot of 6 data points. 050000100000150000 -505101520 Total assets ($B) Participants Adjustable Plan of the National Retirement Fund, Total assets ($B): 0.161807879 · Participants: 27139Adjustable Plan of the National Retirement 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
Adjustable Plan of the National Retirement Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Adjustable Plan of the National Retirement Fund side-by-side with 3 peers →

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:

Adjustable Plan of the National Retirement Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Solano-Napa Counties Electrical Workers Pension Plan in CA ($162M); by covered participants it is The Travelers Pension Plan in MN (27,237 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($162M here).

Similar participant headcount

Nearest other-state filings by covered participants (27,139 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 Adjustable Plan of the National Retirement Fund assets move in 2024? ▼
Adjustable Plan of the National Retirement Fund grew sharply - up 16.0% during 2024, from $139M to $162M. Reported net income was $22M.
How have Bd of Trustees-Adjustable Plan of the National Retirement Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bd of Trustees-Adjustable Plan of the National Retirement Fund's sponsor-wide assets grew 9.6%, from $1.8B to $2.0B.
Where does Adjustable Plan of the National Retirement Fund rank by assets among Form 5500 filers? ▼
Adjustable Plan of the National Retirement Fund ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Adjustable Plan of the National Retirement Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Solano-Napa Counties Electrical Workers Pension Plan in CA ($162M, 386 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Adjustable Plan of the National Retirement Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Travelers Pension Plan in MN (27,237 participants, $4.2B 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 136130178.

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.