Defined Benefit (Pension) · DOL Form 5500 · 2024
The Legal Aid Society Pension Plan
Data updated 2026-08-25
- $53M
- Total assets Below avg plan size
- 67
- Participants Small participant base
- 85th
- Percentile by assets National rank
- $786,539
- Avg per participant High balance/head
Official DOL plan name: The Legal Aid Society Retirement Plan · Sponsored by The Legal Aid Society · New York · Professional & Technical Services
$53M in assets, 67 participants
The Legal Aid Society's The Legal Aid Society Retirement Plan reported $53M in total assets and 67 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.
- #17,263 in Professional & Technical Services (20,173 peers)
Where The Legal Aid Society Retirement Plan sits by assets
The Legal Aid Society Retirement Plan sits in the top quartile of all filed plans by assets, $53M for 67 participants (~$786,539/participant), down 4.9% in 2024.
- #17,263
- in Professional & Technical Services (20,173 peers)
- -4.9%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Legal Aid Society Retirement Plan's outsized position by total assets
The Legal Aid Society Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$52,698,121 Top 15% higher than 85% 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
The Legal Aid Society Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Legal Aid Society Retirement Plan is a small filing (67 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Legal Aid Society Retirement Plan reported net income fell from $833K in the plan year 2023 filing to -$3M in the plan year 2024 filing.
- The Legal Aid Society Retirement Plan reported participants fell from 78 in the plan year 2023 filing to 67 in the plan year 2024 filing.
- The Legal Aid Society Retirement Plan end-of-year assets fell from $55M in the plan year 2023 filing to $53M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 135562265 · The Legal Aid Society PY 2024 · Defined Benefit (Pension)
The Legal Aid Society Retirement Plan · $53M · 67 · 85th
- NET $53M
- NET 67
- NET 85th
- NET Defined Benefit (Pension)
- NET near Nysa-Ppgu Pension Fund & Plan
- NET ind #17263
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 Professional & Technical Services retirement plans → · Plans in New York →
The Legal Aid Society Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $55M |
|---|---|
| Net Assets (End of Year) | $52M |
| Net Income | -$3M |
| Employer EIN | 135562265 |
| Plan Effective Date | 1951-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Legal Aid Society)
Sponsor-wide plan assets over time
All The Legal Aid Society plans reported in each filing year
- Latest sponsor-wide plan assets
- $390M 17.102847074587675% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 1,864 | $333M |
| 2023 | 3 | 1,761 | $367M |
| 2024 | 3 | 1,784 | $390M |
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
The Legal Aid Society Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Nysa-Ppgu Pension Fund & Plan in NJ ($53M); by covered participants it is Jack Rubin & Sons, Inc. Defined Benefit Pension Plan in CA (67 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($53M here).
- Nysa-Ppgu Pension Fund & Plan (NJ) $53M · 198
- Nidec Minster Corporation Consolidated Pension Trust (OH) $53M · 65
- Ufcw-Giant Variable Annuity Fund (MD) $53M · 9,542
- Velocity Credit Union Pension Plan (TX) $53M · 87
Similar participant headcount
Nearest other-state filings by covered participants (67 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.