NY Form 5500 retirement and benefit plan filings
State 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, NY has 15,096 loaded benefit plan(s) reported by 9,686 plan sponsor(s), with $1,447,530,318,247 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 15,096
- Plan sponsors
- 9,686
- Total reported assets (EOY)
- $1,447,530,318,247
- Latest filing year
- 2023
Cities by loaded plan count
- New York, NY — 5,728 plan(s)
- Brooklyn, NY — 599 plan(s)
- Rochester, NY — 590 plan(s)
- Buffalo, NY — 362 plan(s)
- Syracuse, NY — 318 plan(s)
- Albany, NY — 215 plan(s)
- Bronx, NY — 209 plan(s)
- White Plains, NY — 178 plan(s)
- Long Island City, NY — 154 plan(s)
- Melville, NY — 141 plan(s)
- Hauppauge, NY — 131 plan(s)
- Staten Island, NY — 106 plan(s)
- Binghamton, NY — 83 plan(s)
- Garden City, NY — 82 plan(s)
- Poughkeepsie, NY — 81 plan(s)
Largest loaded plans by reported assets
| Plan | Sponsor | City | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Ibm 401 (K) Plus Plan | International Business Machines Corporation | Armonk | $57,428,456,306 | 2023 |
| Commingled Pension Trust Fund (Strategic Property) Of Jpmorgan Chase Bank, N.A. | Jpmorgan Chase Bank, N.A. | New York | $28,720,580,841 | 2023 |
| Tiaa Real Estate Account | Teachers Insurance & Annuity Association Of America | New York | $27,180,439,786 | 2023 |
| Ibm Personal Pension Plan | International Business Machines Corporation | Armonk | $24,955,758,896 | 2023 |
| Pfizer Savings Plan | Pfizer Inc | New York | $19,561,340,850 | 2023 |
| Morgan Stanley 401(K) Plan | Morgan Stanley Domestic Holdings, LLC | New York | $19,235,068,266 | 2023 |
| Consolidated Edison Retirement Plan | Consolidated Edison Company Of New York, Inc. | New York | $16,184,377,155 | 2023 |
| 1199seiu Health Care Employees Pension Fund | Board Of Trustees Of 1199seiu Health Care Employees Pension Fund | New York | $16,166,204,630 | 2023 |
| Commingled Pension Trust Fund (Equity Index) Of Jpmorgan Chase Bank, N.A. | Jpmorgan Chase Bank, N.A. | New York | $15,569,293,155 | 2023 |
| The Pepsico Savings Plan | Pepsico, Inc. | Purchase | $13,651,296,000 | 2023 |
| Pepsico, Inc. Defined Contribution Plans Master Trust | Pepsico, Inc. | Purchase | $13,335,034,000 | 2023 |
| Pepsico, Inc. Defined Benefit Master Trust | Pepsico, Inc. | Purchase | $11,676,103,000 | 2023 |
| Mckinsey Retirement Trust | Mckinsey & Company, Inc. | New York | $11,430,969,718 | 2023 |
| The Goldman Sachs 401(K) Plan | The Goldman Sachs Group, Inc. | New York | $11,428,659,742 | 2023 |
| Commingled Pension Trust Fund (Core Bond) Of Jpmorgan Chase Bank, N.A. | Jpmorgan Chase Bank, N.A. | New York | $11,201,715,259 | 2023 |
Largest NY plans → · NY plans with financial data → · $1B+ NY plans →
Related Form 5500 pages
- New York, NY Form 5500 filings
- Brooklyn, NY Form 5500 filings
- Rochester, NY Form 5500 filings
- Buffalo, NY Form 5500 filings
- Syracuse, NY Form 5500 filings
- Albany, NY Form 5500 filings
- Bronx, NY Form 5500 filings
- White Plains, NY Form 5500 filings
- Long Island City, NY Form 5500 filings
- Melville, NY Form 5500 filings
- Hauppauge, NY Form 5500 filings
- Staten Island, NY Form 5500 filings
- Binghamton, NY Form 5500 filings
- Garden City, NY Form 5500 filings
- Poughkeepsie, NY Form 5500 filings
- Ibm 401 (K) Plus Plan (plan 005)
- Commingled Pension Trust Fund (Strategic Property) Of Jpmorgan Chase Bank, N.A. (plan 001)
- Tiaa Real Estate Account (plan 004)
- Ibm Personal Pension Plan (plan 001)
- Pfizer Savings Plan (plan 002)
- Morgan Stanley 401(K) Plan (plan 003)
- Consolidated Edison Retirement Plan (plan 001)
- 1199seiu Health Care Employees Pension Fund (plan 001)
- Commingled Pension Trust Fund (Equity Index) Of Jpmorgan Chase Bank, N.A. (plan 001)
- The Pepsico Savings Plan (plan 203)
- Methodology
- Data sources