Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees of 1199seiu Health Care Employees Pension Fund Pension Plan
Data updated 2026-08-25
- $16.9B
- Total assets Mega-plan scale
- 111,833
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $151,237
- Avg per participant Above avg balance/head
Official DOL plan name: 1199seiu Health Care Employees Pension Fund · Sponsored by Board of Trustees of 1199seiu Health Care Employees Pension Fund · New York · Healthcare & Social Assistance
$16.9B in assets, 111,833 participants
Board of Trustees of 1199seiu Health Care Employees Pension Fund's 1199seiu Health Care Employees Pension Fund reported $16.9B in total assets and 111,833 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.
- #16,913 in Healthcare & Social Assistance (16,916 peers)
Coverage in New York
1199seiu Health Care Employees Pension Fund covers 111,833 participants in New York, 140x the typical New York plan (state average ~798 per filing). Assets: $16.9B.
- #16,913
- in Healthcare & Social Assistance (16,916 peers)
- +4.6%
- assets growth YoY
- 170×
- vs typical plan assets (national mean)
1199seiu Health Care Employees Pension Fund's outsized position by total assets
1199seiu Health Care Employees Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$16,913,316,696 Highest reported value at or above every one of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
1199seiu Health Care Employees Pension 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. 1199seiu Health Care Employees Pension Fund is a mega filing (111,833 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 1199seiu Health Care Employees Pension Fund reported net income fell from $1.1B in the plan year 2023 filing to $902M in the plan year 2024 filing.
- 1199seiu Health Care Employees Pension Fund end-of-year assets rose from $16.2B in the plan year 2023 filing to $16.9B in the plan year 2024 filing.
- 1199seiu Health Care Employees Pension Fund reported participants rose from 107,582 in the plan year 2023 filing to 111,833 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 133604862 · Board of Trustees of 1199seiu Health Care Employees Pension Fund PY 2024 · Defined Benefit (Pension)
1199seiu Health Care Employees Pension Fund · $16.9B · 111,833 · 100th
- EBSA $16.9B
- EBSA 111,833
- EBSA 100th
- EBSA Defined Benefit (Pension)
- EBSA near Honeywell Retirement Earnings Plan
- EBSA ind #16913
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 Healthcare & Social Assistance retirement plans → · Plans in New York →
1199seiu Health Care Employees Pension Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $16.2B |
|---|---|
| Net Assets (End of Year) | $16.1B |
| Net Income | $902M |
| Employer EIN | 133604862 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of 1199seiu Health Care Employees Pension Fund)
Sponsor-wide plan assets over time
All Board of Trustees of 1199seiu Health Care Employees Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $16.9B 4.621443827412445% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 107,582 | $16.2B |
| 2024 | 1 | 111,833 | $16.9B |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $17.9B · 48,014
- Consolidated Edison Retirement Plan $15.6B · 10,608
- Pfizer Consolidated Pension Plan $10.0B · 8,876
- GE Energy Pension Plan $8.9B · 5,829
- Pepsico Employees Retirement Plan I $6.8B · 11,289
1199seiu Health Care Employees Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Honeywell Retirement Earnings Plan in NC ($16.6B); by covered participants it is Central Pension Fund of the Iuoe & Participating Employers in DC (103,525 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16.9B here).
- Honeywell Retirement Earnings Plan (NC) $16.6B · 9,923
- Pacific Gas and Electric Company Retirement Plan (CA) $17.6B · 27,500
- JPMorgan Chase Retirement Plan (NJ) $16.1B · 83,812
- Ford Motor Company UAW Retirement Plan (MI) $17.8B · 25,742
Similar participant headcount
Nearest other-state filings by covered participants (111,833 participants); asset peers above are excluded.
- Central Pension Fund of the Iuoe & Participating Employers (DC) 103,525 · 8,308 off
- Iam National Pension Fund (DC) 102,493 · 9,340 off
- AT&T Pension Benefit Plan (TX) 100,400 · 11,433 off
- Fedex Corporation Employees' Pension Plan (TN) 125,941 · 14,108 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.