Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees of the Equity-League Pension Trust Fund Pension Plan
Data updated 2026-08-25
- $2.4B
- Total assets Very large vs avg
- 20,243
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $119,460
- Avg per participant Near avg balance/head
Official DOL plan name: Equity-League Pension Trust Fund · Sponsored by Board of Trustees of the Equity-League Pension Trust Fund · New York · Arts, Entertainment & Recreation
$2.4B in assets, 20,243 participants
Board of Trustees of the Equity-League Pension Trust Fund's Equity-League Pension Trust Fund reported $2.4B in total assets and 20,243 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- #2,917 in Arts, Entertainment & Recreation (2,921 peers)
Coverage in New York
Equity-League Pension Trust Fund covers 20,243 participants in New York, 25x the typical New York plan (state average ~798 per filing). Assets: $2.4B.
- #2,917
- in Arts, Entertainment & Recreation (2,921 peers)
- +7.9%
- assets growth YoY
- 24×
- vs typical plan assets (national mean)
Equity-League Pension Trust Fund's outsized position by total assets
Equity-League Pension Trust Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,418,223,992 Top 1% higher than 99% 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
Equity-League Pension Trust 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. Equity-League Pension Trust Fund is a mega filing (20,243 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Equity-League Pension Trust Fund reported net income fell from $201M in the plan year 2023 filing to $110M in the plan year 2024 filing.
- Equity-League Pension Trust Fund reported participants fell from 22,936 in the plan year 2023 filing to 20,243 in the plan year 2024 filing.
- Equity-League Pension Trust Fund end-of-year assets rose from $2.2B in the plan year 2023 filing to $2.4B in the plan year 2024 filing.
DOL schedule card
Filing strip 136696817 · Board of Trustees of the Equity-League Pension Trust Fund PY 2024 · Defined Benefit (Pension)
Equity-League Pension Trust Fund · $2.4B · 20,243 · 99th
- RANK $2.4B
- PHOTO 20,243
- IND 99th
- EOY Defined Benefit (Pension)
- 5500 near Frontier Communications Pension Plan
- ASSETS ind #2917
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 Arts, Entertainment & Recreation retirement plans → · Plans in New York →
Equity-League Pension Trust Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $2.2B |
|---|---|
| Net Assets (End of Year) | $2.3B |
| Net Income | $110M |
| Employer EIN | 136696817 |
| Plan Effective Date | 1960-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the Equity-League Pension Trust Fund)
Sponsor-wide plan assets over time
All Board of Trustees of the Equity-League Pension Trust Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.4B 18.19821858292411% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 25,404 | $2.0B |
| 2023 | 1 | 22,936 | $2.2B |
| 2024 | 1 | 20,243 | $2.4B |
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
- 1199seiu Health Care Employees Pension Fund $16.9B · 111,833
- Consolidated Edison Retirement Plan $15.6B · 10,608
- Pfizer Consolidated Pension Plan $10.0B · 8,876
- GE Energy Pension Plan $8.9B · 5,829
Scale composition for Equity-League Pension Trust Fund
Equity-League Pension Trust Fund reports $2.4B in end-of-year assets across 20,243 participants (0.020% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.022% of 93,925,755 covered participants) - about $119,460 per participant (86% of the national average assets-per-participant) . Net income for plan year 2024 was $110M.
This plan identity (EIN 136696817, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.0B to $2.4B (+18.2%) while covered participants moved from 25,404 to 20,243 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 25,404 | $2.0B | Open filing |
| 2023 | 22,936 | $2.2B | Open filing |
| 2024 · index core | 20,243 | $2.4B | This page |
Equity-League Pension Trust Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Frontier Communications Pension Plan in CT ($2.4B); by covered participants it is Penske Cash Balance Benefit Plan in PA (20,195 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.4B here).
- Frontier Communications Pension Plan (CT) $2.4B · 8,761
- Ernst & Young Defined Benefit Retirement Plan (NJ) $2.4B · 48,793
- Medtronic Retirement Plan for Certain Participants and Beneficiaries (MN) $2.4B · 7,184
- Pension Plan for Employees at Ornl (TN) $2.4B · 6,357
Similar participant headcount
Nearest other-state filings by covered participants (20,243 participants); asset peers above are excluded.
- Penske Cash Balance Benefit Plan (PA) 20,195 · 48 off
- Pension Trust Fund for Operating Engineers (CA) 20,372 · 129 off
- Northside Hospital, Inc. Pension Plan (GA) 20,425 · 182 off
- Oregon Retail Employees Pension Plan (OR) 19,961 · 282 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.