Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees of the 1199seiu Home Care Employees Pension Fund Pension Plan

Data updated 2026-08-25

$569M
Total assets Above avg plan size
32,875
Participants Very large workforce
97th
Percentile by assets National rank
$17,314
Avg per participant Low balance/head
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Official DOL plan name: 1199seiu Home Care Employees Pension Fund · Sponsored by Board of Trustees of the 1199seiu Home Care Employees Pension Fund · New York · Healthcare & Social Assistance

$569M in assets, 32,875 participants

Board of Trustees of the 1199seiu Home Care Employees Pension Fund's 1199seiu Home Care Employees Pension Fund reported $569M in total assets and 32,875 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • #16,495 in Healthcare & Social Assistance (16,916 peers)

Coverage in New York

1199seiu Home Care Employees Pension Fund covers 32,875 participants in New York, 41x the typical New York plan (state average ~798 per filing). Assets: $569M.

#16,495
in Healthcare & Social Assistance (16,916 peers)
+2.7%
assets growth YoY
5.7×
vs typical plan assets (national mean)

1199seiu Home Care Employees Pension Fund's outsized position by total assets

1199seiu Home Care Employees Pension Fund vs every filed plan by assets

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

$569,192,890 Top 3% higher than 97% 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

1199seiu Home 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 Home Care Employees Pension Fund is a mega filing (32,875 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 1199seiu Home Care Employees Pension Fund reported participants fell from 34,420 in the plan year 2023 filing to 32,875 in the plan year 2024 filing.
  • 1199seiu Home Care Employees Pension Fund end-of-year assets rose from $554M in the plan year 2023 filing to $569M in the plan year 2024 filing.
  • 1199seiu Home Care Employees Pension Fund reported net income fell from $43M in the plan year 2023 filing to $42M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 133943904 · Board of Trustees of the 1199seiu Home Care Employees Pension Fund PY 2024 · Defined Benefit (Pension)

1199seiu Home Care Employees Pension Fund · $569M · 32,875 · 97th

  • RANK $569M
  • PHOTO 32,875
  • IND 97th
  • EOY Defined Benefit (Pension)
  • 5500 near Rhode Island Energy Retirement Plan
  • ASSETS ind #16495

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 Home Care Employees Pension Fund in the asset neighbourhood

West Virginia Laborers Pension Trust FundWest Virginia Laborers Pensi…$570MRhode Island Energy Retirement PlanRhode Island Energy Retireme…$570M1199seiu Home Care Employees Pension Fund1199seiu Home Care Employees…$569MRetirement Plan for Employees of the Univ of MiamiRetirement Plan for Employee…$567MGraphic Arts Industry Joint Pension TrustGraphic Arts Industry Joint …$567M
End-of-year total assets ($M) among 1199seiu Home Care Employees Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$554M
Net Assets (End of Year)$567M
Net Income$42M
Employer EIN133943904
Plan Effective Date1997-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the 1199seiu Home Care Employees Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees of the 1199seiu Home Care Employees Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$569M 14.285579530077447% vs 2022
2024 filing year
$450M$500M$550M$600M 202220232024 $498M $569M ▲ +14.3%
Year Plans Participants Total Assets
2022 1 38,318 $498M
2023 1 34,420 $554M
2024 1 32,875 $569M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

1199seiu Home Care Employees Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -505101520 Total assets ($B) Participants 1199seiu Home Care Employees Pension Fund, Total assets ($B): 0.56919289 · Participants: 328751199seiu Home Care Employees Pension 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
1199seiu Home Care Employees Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare 1199seiu Home Care Employees Pension Fund side-by-side with 3 peers →

Scale composition for 1199seiu Home Care Employees Pension Fund

1199seiu Home Care Employees Pension Fund reports $569M in end-of-year assets across 32,875 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.035% of 93,925,755 covered participants) - about $17,314 per participant (13% of the national average assets-per-participant) . Net income for plan year 2024 was $42M.

This plan identity (EIN 133943904, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $498M to $569M (+14.3%) while covered participants moved from 38,318 to 32,875 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 38,318 $498M Open filing
2023 34,420 $554M Open filing
2024 · index core 32,875 $569M This page

1199seiu Home 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 Rhode Island Energy Retirement Plan in PA ($570M); by covered participants it is Allstate Retirement Plan in TX (33,495 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($569M here).

Similar participant headcount

Nearest other-state filings by covered participants (32,875 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 1199seiu Home Care Employees Pension Fund assets move in 2024? ▼
1199seiu Home Care Employees Pension Fund edged up modestly - up 2.7% during 2024, from $554M to $569M. Reported net income was $42M.
How have Board of Trustees of the 1199seiu Home Care Employees Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of the 1199seiu Home Care Employees Pension Fund's sponsor-wide assets grew 14.3%, from $498M to $569M.
Where does 1199seiu Home Care Employees Pension Fund rank by assets among Form 5500 filers? ▼
1199seiu Home Care Employees Pension Fund ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to 1199seiu Home Care Employees Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Rhode Island Energy Retirement Plan in PA ($570M, 507 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to 1199seiu Home Care Employees Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Allstate Retirement Plan in TX (33,495 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 133943904.

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.