Plan5500

New York, NY Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, New York, NY has 5,728 loaded benefit plan(s) reported by 3,454 plan sponsor(s), with $923,271,221,234 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5,728
Plan sponsors
3,454
Latest filing year
2023

What stands out in New York

  • 5,728 loaded plans hold $923.3B in reported assets across 3,454 sponsors.
  • The largest, Commingled Pension Trust Fund (Strategic Property) Of Jpmorgan Chase Bank, N.A., holds 3% of reported New York plan assets.
  • Plans cover 10,174,298 participants — about 1,776 per plan.
  • 63% of loaded plans report full Schedule H/I financial statements.
  • 43% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$905.9BSummed across loaded plans$905,943,080,521
Total reported assets$923.3B$923,271,221,234
Total reported participants10.2M10,174,298
Total reported liabilities$15.9B$15,935,770,394

Reported net position

Reported assets = net assets + liabilities (summed)$923.3B total assets
Net assets$905.9BLiabilities$15.9B
Contributions & income
Employer contributions$22.3B
Participant contributions$17.5B
Total income / additions$142.2B
Expenses & distributions
Benefits paid / distributions$51.7B
Total expenses$54.4B
Net increase / (decrease)$87.7B

Data coverage

Plans with financial statements3,627 / 5,728 (63%)
Plans with provider compensation2,445 / 5,728 (43%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for New York, NY plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

New York market comparison

Largest plan share of assets3%Commingled Pension Trust Fund (Strategic Property) Of Jpmorgan Chase Bank, N.A.
Participants per plan1,776Average across loaded plans
Plan sponsors3,454
Ranked by reported assets

Largest loaded plans in New York

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Commingled Pension Trust Fund (Strategic Property) Of Jpmorgan Chase Bank, N.A.$28.7B
    Jpmorgan Chase Bank, N.A. · 2023
  2. 2
    Tiaa Real Estate Account$27.2B
    Teachers Insurance & Annuity Association Of America · 2023
  3. 3
    Pfizer Savings Plan$19.6B
    Pfizer Inc · 2023
  4. 4
    Morgan Stanley 401(K) Plan$19.2B
    Morgan Stanley Domestic Holdings, LLC · 2023
  5. 5
    Consolidated Edison Retirement Plan$16.2B
    Consolidated Edison Company Of New York, Inc. · 2023
  6. 6
    1199seiu Health Care Employees Pension Fund$16.2B
    Board Of Trustees Of 1199seiu Health Care Employees Pension Fund · 2023
  7. 7
    Commingled Pension Trust Fund (Equity Index) Of Jpmorgan Chase Bank, N.A.$15.6B
    Jpmorgan Chase Bank, N.A. · 2023
  8. 8
    Mckinsey Retirement Trust$11.4B
    Mckinsey & Company, Inc. · 2023
  9. 9
    The Goldman Sachs 401(K) Plan$11.4B
    The Goldman Sachs Group, Inc. · 2023
  10. 10
    Commingled Pension Trust Fund (Core Bond) Of Jpmorgan Chase Bank, N.A.$11.2B
    Jpmorgan Chase Bank, N.A. · 2023
  11. 11
    Pfizer Consolidated Pension Plan$11B
    Pfizer Inc · 2023
  12. 12
    Master Trust Between Pfizer Inc And The Northern Trust Company$10.8B
    Pfizer Inc · 2023
  13. 13
    Mckinsey & Company, Inc. (Psrp) Profit Sharing Retirement Plan$9.1B
    Mckinsey & Company, Inc. · 2023
  14. 14
    The Silchester International Investors International Value Equity Group Trust$9.1B
    Silchester International Investors Llp · 2023
  15. 15
    Commingled Pension Trust Fund (Liquidity) Of Jpmorgan Chase Bank, N.A.$8.5B
    Jpmorgan Chase Bank, N.A. · 2023
  16. 16
    The Mount Sinai Medical Center 403(B) Retirement Plan$8.5B
    The Mount Sinai Medical Center · 2023
  17. 17
    Commingled Pension Trust Fund (Eafe Equity Index) Of Jpmorgan Chase Bank, N.A.$8.2B
    Jpmorgan Chase Bank, N.A. · 2023
  18. 18
    American Express Retirement Savings Plan$7.9B
    American Express Company And Its Participating Subsidiaries · 2023
  19. 19
    Warner Bros. Discovery 401(K) Savings Plan$7.6B
    Warner Bros. Discovery, Inc. · 2023
  20. 20
    Warner Bros. Discovery Defined Contribution Master Trust$7.5B
    Warner Bros. Discovery, Inc. · 2023
  21. 21
    Psa No. 25 (Stable Value Account)$7.2B
    New York Life Insurance Company · 2023
  22. 22
    Marsh & Mclennan Companies 401(K) Savings And Investment Plan$6.7B
    Marsh & Mclennan Companies, Inc. · 2023
  23. 23
    Paramount Global 401(K) Plan (Fka Viacomcbs 401(K) Plan)$6.1B
    Paramount Global · 2023
  24. 24
    Commingled Pension Trust Fund (Smartretirement Passive Blend 2040) Of Jpmorgan Chase Bank, N.A.$5.9B
    Jpmorgan Chase Bank, N.A. · 2023
  25. 25
    The Consolidated Edison Thrift Savings Plan$5.6B
    Consolidated Edison Company Of New York, Inc. · 2023

Largest plans in New York → · New York plans by participants → · New York plans with financial data → · New York plans with provider compensation → · $1B+ plans in New York →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for New York, NY?
5,728 plan(s) reported by 3,454 sponsor(s) are loaded for New York, NY.

Related Form 5500 pages