Defined Benefit (Pension) · DOL Form 5500 · 2023

Apartment Employees' Pension Trust Pension Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
549
Participants Below avg headcount
79th
Percentile by assets National rank
$54,900
Avg per participant Low balance/head
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Official DOL plan name: Apartment Employees' Pension Trust · Sponsored by Apartment Employees' Pension Trust · California · Real Estate

$30M in assets, 549 participants

Apartment Employees' Pension Trust's Apartment Employees' Pension Trust reported $30M in total assets and 549 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #4,302 in Real Estate (4,727 peers)

Where Apartment Employees' Pension Trust sits by assets

Apartment Employees' Pension Trust sits in the top quartile of all filed plans by assets, $30M for 549 participants (~$54,900/participant), up 4.2% in 2023.

#4,302
in Real Estate (4,727 peers)
+4.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Apartment Employees' Pension Trust's outsized position by total assets

Apartment Employees' Pension Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$30,140,138 Top 21% higher than 79% of 127,068 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 2023

Apartment Employees' Pension Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Apartment Employees' Pension Trust sits mid-pack in the medium band (549 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Apartment Employees' Pension Trust reported net income rose from -$4M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Apartment Employees' Pension Trust reported participants rose from 465 in the plan year 2022 filing to 549 in the plan year 2023 filing.
  • Apartment Employees' Pension Trust end-of-year assets rose from $29M in the plan year 2022 filing to $30M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 946069859 · Apartment Employees' Pension Trust PY 2023 · Defined Benefit (Pension)

Apartment Employees' Pension Trust · $30M · 549 · 79th

  • PHOTO $30M
  • PHOTO 549
  • PHOTO 79th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Explorer Pipeline Company Retirement Plan
  • PHOTO ind #4302

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 California →

Apartment Employees' Pension Trust in the asset neighbourhood

Southwest Airlines Federal Credit Union Pension PlanSouthwest Airlines Federal C…$30MExplorer Pipeline Company Retirement PlanExplorer Pipeline Company Re…$30MApartment Employees' Pension TrustApartment Employees' Pension…$30MThe Combined Defined Benefit Plan for Nacco Industries, Inc. and Its SubsidiariesThe Combined Defined Benefit…$30MSbera Pension Plan as Adopted by Martha's Vineyard BankSbera Pension Plan as Adopte…$30M
End-of-year total assets ($M) among Apartment Employees' Pension Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$30M
Net Income$1M
Employer EIN946069859
Plan Effective Date1976-01-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Apartment Employees' Pension Trust)

Sponsor-wide plan assets over time

All Apartment Employees' Pension Trust plans reported in each filing year

Latest sponsor-wide plan assets
$32M 8.973892202555128% vs 2022
2024 filing year
$28M$29M$30M$31M$32M 202220232024 $28.9M $31.5M ▲ +9.0%
Year Plans Participants Total Assets
2022 1 465 $29M
2023 1 549 $30M
2024 1 552 $32M

Nearby Defined Benefit (Pension) Plans in California

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

Apartment Employees' Pension Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Apartment Employees' Pension Trust, Total assets ($B): 0.030140138 · Participants: 549Apartment Employees' Pension TrustKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Apartment Employees' Pension Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Apartment Employees' Pension Trust side-by-side with 3 peers →

Apartment Employees' Pension Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Explorer Pipeline Company Retirement Plan in OK ($30M); by covered participants it is Baxalta Incorporated and Subsidiaries Pension Plan in PA (549 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (549 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Apartment Employees' Pension Trust assets move in 2023? ▼
Apartment Employees' Pension Trust edged up modestly - up 4.2% during 2023, from $29M to $30M. Reported net income was $1M.
How have Apartment Employees' Pension Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Apartment Employees' Pension Trust's sponsor-wide assets grew 9.0%, from $29M to $32M.
Where does Apartment Employees' Pension Trust rank by assets among Form 5500 filers? ▼
Apartment Employees' Pension Trust ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Apartment Employees' Pension Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Explorer Pipeline Company Retirement Plan in OK ($30M, 61 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Apartment Employees' Pension Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Baxalta Incorporated and Subsidiaries Pension Plan in PA (549 participants, $375M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 946069859.

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.