Defined Benefit (Pension) · DOL Form 5500 · 2024

Phipps Houses Pension Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
109
Participants Small participant base
85th
Percentile by assets National rank
$487,806
Avg per participant High balance/head
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Official DOL plan name: Pension Plan for Employees of Phipps Houses and Affiliates · Sponsored by Phipps Houses · New York · Real Estate

$53M in assets, 109 participants

Phipps Houses's Pension Plan for Employees of Phipps Houses and Affiliates reported $53M in total assets and 109 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #4,315 in Real Estate (4,605 peers)

Coverage in New York

Pension Plan for Employees of Phipps Houses and Affiliates covers 109 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $53M.

#4,315
in Real Estate (4,605 peers)
+2.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Pension Plan for Employees of Phipps Houses and Affiliates's outsized position by total assets

Pension Plan for Employees of Phipps Houses and Affiliates vs every filed plan by assets

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

$53,170,840 Top 15% higher than 85% 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

Pension Plan for Employees of Phipps Houses and Affiliates among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan for Employees of Phipps Houses and Affiliates sits mid-pack in the medium band (109 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pension Plan for Employees of Phipps Houses and Affiliates reported participants fell from 131 in the plan year 2023 filing to 109 in the plan year 2024 filing.
  • Pension Plan for Employees of Phipps Houses and Affiliates reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Pension Plan for Employees of Phipps Houses and Affiliates end-of-year assets rose from $52M in the plan year 2023 filing to $53M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 111187480 · Phipps Houses PY 2024 · Defined Benefit (Pension)

Pension Plan for Employees of Phipps Houses and Affiliates · $53M · 109 · 85th

  • PART $53M
  • TYPE 109
  • NET 85th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Defined Benefit Retirement Income Plan for Certain Employees of American Multi-Cinema, Inc.
  • BOY ind #4315

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 Real Estate retirement plans → · Plans in New York →

Pension Plan for Employees of Phipps Houses and Affiliates in the asset neighbourhood

Bic Consumer Products Manufacturing Co., Inc. Local Union 134l Pension PlanBic Consumer Products Manufa…$53MSbera Pension Plan as Adopted by Charlesbridge, MhcSbera Pension Plan as Adopte…$53MService Benefit Plan Administrative Services Corp. Retirement PlanService Benefit Plan Adminis…$53MPension Plan for Employees of Phipps Houses and AffiliatesPension Plan for Employees o…$53MDefined Benefit Retirement Income Plan for Certain Employees of American Multi-Cinema, Inc.Defined Benefit Retirement I…$53M
End-of-year total assets ($M) among Pension Plan for Employees of Phipps Houses and Affiliates and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$53M
Net Income$2M
Employer EIN111187480
Plan Effective Date1975-07-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Phipps Houses)

Sponsor-wide plan assets over time

All Phipps Houses plans reported in each filing year

Latest sponsor-wide plan assets
$80M 15.124658881358794% vs 2022
2024 filing year
$65M$70M$75M$80M$85M 202220232024 $69.8M $80.3M ▲ +15.1%
Year Plans Participants Total Assets
2022 2 541 $70M
2023 2 582 $76M
2024 2 562 $80M

Nearby Defined Benefit (Pension) Plans in New York

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

Pension Plan for Employees of Phipps Houses and Affiliates vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Pension Plan for Employees of Phipps Houses and Affiliates, Total assets ($B): 0.05317084 · Participants: 109Pension Plan for Employees of Phipps Houses and AffiliatesIBM 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
Pension Plan for Employees of Phipps Houses and Affiliates vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Pension Plan for Employees of Phipps Houses and Affiliates side-by-side with 3 peers →

Pension Plan for Employees of Phipps Houses and Affiliates's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Defined Benefit Retirement Income Plan for Certain Employees of American Multi-Cinema, Inc. in KS ($53M); by covered participants it is Spencer Savings Bank, Sla Employees' Pension Plan in NJ (109 participants). Same-state nearby plans are listed separately above.

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 Pension Plan for Employees of Phipps Houses and Affiliates assets move in 2024? ▼
Pension Plan for Employees of Phipps Houses and Affiliates edged up modestly - up 2.8% during 2024, from $52M to $53M. Reported net income was $2M.
How have Phipps Houses plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phipps Houses's sponsor-wide assets grew 15.1%, from $70M to $80M.
Where does Pension Plan for Employees of Phipps Houses and Affiliates rank by assets among Form 5500 filers? ▼
Pension Plan for Employees of Phipps Houses and Affiliates ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Pension Plan for Employees of Phipps Houses and Affiliates? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Defined Benefit Retirement Income Plan for Certain Employees of American Multi-Cinema, Inc. in KS ($53M, 273 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan for Employees of Phipps Houses and Affiliates? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Spencer Savings Bank, Sla Employees' Pension Plan in NJ (109 participants, $69M 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 111187480.

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.