Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees of 1199seiu Health Care Employees Pension Fund Pension Plan
Data updated 2026-07-24
- $16.9B
- Total assets
- 111,833
- Participants
- 100th
- Percentile by assets
- $151,237
- Avg per participant
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.
- 100th percentile by assets (of 116,472 plans)
Coverage in New York
1199seiu Health Care Employees Pension Fund covers 111,833 participants in New York, 141x the typical New York plan (state average ~795 per filing). Assets: $16.9B.
- $16.9B
- total plan assets (2024 EOY)
- 111,833
- covered participants
- 100th
- percentile by assets (of 116,472 plans)
- $151,237
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 795 participants across 8,491 plans. 1199seiu Health Care Employees Pension Fund reports 111,833 participants - 141x that state average ($16.9B EOY assets).
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)
| 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.
1199seiu Health Care Employees Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to 1199seiu Health Care Employees Pension Fund by total assets, not by location.
- 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
Frequently Asked Questions
How did 1199seiu Health Care Employees Pension Fund assets move in 2024? ▼
How have Board of Trustees of 1199seiu Health Care Employees Pension Fund plan assets changed over time? ▼
Where does 1199seiu Health Care Employees Pension Fund rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to 1199seiu Health Care Employees Pension Fund? ▼
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Filing takeaways
Ways to act on 1199seiu Health Care Employees Pension Fund's numbers.
- By total assets, 1199seiu Health Care Employees Pension Fund ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
- Board of Trustees of 1199seiu Health Care Employees Pension Fund's sponsor-wide assets have grown 4.6% since 2023 across 2 plan years on file. More Healthcare & Social Assistance plans
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 133604862.
Read our methodology - how this data is sourced, computed, and verified.