Defined Benefit (Pension) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$1.9B
Total assets Very large vs avg
10,704
Participants Very large workforce
99th
Percentile by assets National rank
$172,907
Avg per participant Above avg balance/head
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Official DOL plan name: Legacy Plan of the National Retirement Fund · Sponsored by Bd of Trustees-Legacy Plan of the National Retirement Fund · New York · Finance & Insurance

$1.9B in assets, 10,704 participants

Bd of Trustees-Legacy Plan of the National Retirement Fund's Legacy Plan of the National Retirement Fund reported $1.9B in total assets and 10,704 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.

  • #8,403 in Finance & Insurance (8,549 peers)

Coverage in New York

Legacy Plan of the National Retirement Fund covers 10,704 participants in New York, 13x the typical New York plan (state average ~798 per filing). Assets: $1.9B.

#8,403
in Finance & Insurance (8,549 peers)
+1.6%
assets growth YoY
19×
vs typical plan assets (national mean)

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

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

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

$1,850,801,237 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

Legacy 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. Legacy Plan of the National Retirement Fund is a mega filing (10,704 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Legacy Plan of the National Retirement Fund reported net income fell from $105M in the plan year 2023 filing to $35M in the plan year 2024 filing.
  • Legacy Plan of the National Retirement Fund reported participants fell from 11,294 in the plan year 2023 filing to 10,704 in the plan year 2024 filing.
  • Legacy Plan of the National Retirement Fund end-of-year assets rose from $1.8B in the plan year 2023 filing to $1.9B in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

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

Legacy Plan of the National Retirement Fund · $1.9B · 10,704 · 99th

  • BOOK $1.9B
  • BOOK 10,704
  • BOOK 99th
  • BOOK Defined Benefit (Pension)
  • BOOK near Harley-Davidson Retirement Plan
  • BOOK ind #8403

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 →

Legacy Plan of the National Retirement Fund in the asset neighbourhood

Kpmg Partner Pension Plan$1.9BLegacy Plan of the National Retirement FundLegacy Plan of the National …$1.9BHarley-Davidson Retirement PlanHarley-Davidson Retirement P…$1.9BDisney Associated Companies' Retirement PlanDisney Associated Companies'…$1.8BAramco U.S. Retirement Income PlanAramco U.S. Retirement Incom…$1.8B
End-of-year total assets ($B) among Legacy 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)$1.8B
Net Assets (End of Year)$1.8B
Net Income$35M
Employer EIN136130178
Plan Effective Date1950-10-26
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Bd of Trustees-Legacy 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.

Legacy 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 05101520 Total assets ($B) Participants Legacy Plan of the National Retirement Fund, Total assets ($B): 1.850801237 · Participants: 10704Legacy 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
Legacy Plan of the National Retirement Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Legacy Plan of the National Retirement Fund side-by-side with 3 peers →

Scale composition for Legacy Plan of the National Retirement Fund

Legacy Plan of the National Retirement Fund reports $1.9B in end-of-year assets across 10,704 participants (0.015% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $172,907 per participant (1.3x the national average assets-per-participant) . Net income for plan year 2024 was $35M.

This plan identity (EIN 136130178, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.7B to $1.9B (+8.1%) while covered participants moved from 12,188 to 10,704 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 12,188 $1.7B Open filing
2023 11,294 $1.8B Open filing
2024 · index core 10,704 $1.9B This page

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Legacy 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 Harley-Davidson Retirement Plan in WI ($1.9B); by covered participants it is Willis Towers Watson Pension Plan for U.S. Employees in VA (10,677 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.9B here).

Similar participant headcount

Nearest other-state filings by covered participants (10,704 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 Legacy Plan of the National Retirement Fund assets move in 2024? ▼
Legacy Plan of the National Retirement Fund edged up modestly - up 1.6% during 2024, from $1.8B to $1.9B. Reported net income was $35M.
How have Bd of Trustees-Legacy Plan of the National Retirement Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bd of Trustees-Legacy Plan of the National Retirement Fund's sponsor-wide assets grew 9.6%, from $1.8B to $2.0B.
Where does Legacy Plan of the National Retirement Fund rank by assets among Form 5500 filers? ▼
Legacy Plan of the National Retirement Fund 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 Legacy Plan of the National Retirement Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Harley-Davidson Retirement Plan in WI ($1.9B, 1,414 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Legacy Plan of the National Retirement Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Willis Towers Watson Pension Plan for U.S. Employees in VA (10,677 participants, $2.8B 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.