Defined Benefit (Pension) · DOL Form 5500 · 2024

The Webster Apartments Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
6
Participants Small participant base
46th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: The Webster Apartments Pension Plan · Sponsored by The Webster Apartments · New York · Healthcare & Social Assistance

$6M in assets, 6 participants

The Webster Apartments's The Webster Apartments Pension Plan reported $6M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,509 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

The Webster Apartments Pension Plan holds $6M for 6 participants - about $1.0M per participant, in the lower half of filed plans by assets.

#8,509
in Healthcare & Social Assistance (16,916 peers)
-4.0%
assets change YoY

The plan reported a net loss of $262K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Webster Apartments Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Webster Apartments Pension Plan vs every filed plan by assets

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

$6,287,260 46th percentile higher than 46% 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

The Webster Apartments Pension Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Webster Apartments Pension Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Webster Apartments Pension Plan reported net income fell from $559K in the plan year 2023 filing to -$262K in the plan year 2024 filing.
  • The Webster Apartments Pension Plan end-of-year assets fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 135563411 · The Webster Apartments PY 2024 · Defined Benefit (Pension)

The Webster Apartments Pension Plan · $6M · 6 · 46th

  • EBSA $6M
  • PART 6
  • TYPE 46th
  • NET Defined Benefit (Pension)
  • BOOK near Entergy Corporation Retirement Plan IV for Bargaining Employees
  • VS-ST ind #8509

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 →

The Webster Apartments Pension Plan in the asset neighbourhood

The Webster Apartments Pension PlanThe Webster Apartments Pensi…$6MEntergy Corporation Retirement Plan IV for Bargaining EmployeesEntergy Corporation Retireme…$6MPension Plan for the Employees of Local 3 UnionPension Plan for the Employe…$6MSouthern Ca. Oral & Maxillofacial Surgical Arts Defined Benefit Pension PlanSouthern Ca. Oral & Maxillof…$6MSbera Pension Plan as Adopted by Millbury National Bank (Cash Balance Plan Conversion)Sbera Pension Plan as Adopte…$6M
End-of-year total assets ($M) among The Webster Apartments Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$262K
Employer EIN135563411
Plan Effective Date1956-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Webster Apartments)

Sponsor-wide plan assets over time

All The Webster Apartments plans reported in each filing year

Latest sponsor-wide plan assets
$6M 4.9629723242769295% vs 2022
2024 filing year
$5.8M$6M$6.2M$6.4M$6.6M$6.8M 202220232024 $5.99M $6.29M ▲ +5.0%
Year Plans Participants Total Assets
2022 1 21 $6M
2023 1 6 $7M
2024 1 6 $6M

Nearby Defined Benefit (Pension) Plans in New York

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

The Webster Apartments Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants The Webster Apartments Pension Plan, Total assets ($B): 0.00628726 · Participants: 6The Webster Apartments Pension PlanIBM 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
The Webster Apartments Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare The Webster Apartments Pension Plan side-by-side with 3 peers →

The Webster Apartments Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Entergy Corporation Retirement Plan IV for Bargaining Employees in LA ($6M); by covered participants it is White Oak Pictures Inc Defined Benefit Pension Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 The Webster Apartments Pension Plan assets move in 2024? ▼
The Webster Apartments Pension Plan edged down modestly - down 4.0% during 2024, from $7M to $6M. Reported net income was -$262K.
How have The Webster Apartments plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Webster Apartments's sponsor-wide assets grew 5.0%, from $6M to $6M.
Which Defined Benefit (Pension) plans are similar in size to The Webster Apartments Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Entergy Corporation Retirement Plan IV for Bargaining Employees in LA ($6M, 24 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Webster Apartments Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is White Oak Pictures Inc Defined Benefit Pension Plan in CA (6 participants, $2M 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 135563411.

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.