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Pension and retirement funds

There are 277 pension and retirement funds in the United States. Combined, these pension and retirement funds employ 6,033 people, earn more than $50 billion in revenue each year, and have assets of $125 billion.
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Job trends for Pension and retirement funds

Employees per organizationNumber of organizations
0
 
114
1-10
 
20
11-25
 
5
26-100
 
3
101 to 1,000
 
8
1,000+
 
2
Key takeaways for employment stats:

Sizes of pension and retirement funds

Revenues per organizationNumber of organizations
< $250k
 
45
$250k to $1M
 
31
$1M to $5M
 
30
$5M to $25M
 
11
$25M to $100M
 
12
$100M+
 
30
Key takeaways for revenue stats:

Directory of pension and retirement funds

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1-20 of 277

Eder Financial

Eder Financial is a not-for-profit agency that provides retirement, insurance, and organizational investing services. It is reportable to the Church of the Brethren Annual Conference.
Revenue
$74.6m
Assets
$340.6m
Employees
33
EIN
36-3668497
IRS type
501(c)(3)

YMCA Retirement Fund

The YMCA Retirement Fund strives to be a results-driven, high quality provider of financial services and education to its three constituent groups: Participants, Retirees and YMCAs as employers.
Revenue
$649.3m
Assets
$10.3b
Employees
135
EIN
13-5562401
IRS type
501(c)(3)

Steamfitters Industry Fund Office

The Steamfitters' Industry Trust Funds are the employee benefit programs providing pension and welfare benefits to the thousands of active and retired members of Steamfitters' Local 638, their dependents and beneficiaries.
Revenue
$54.4m
Assets
$319.0m
Employees
0
EIN
13-6149681
IRS type
501(c)(5)

MissionSquare

MissionSquare administers retirement plans and provides asset management and financial education to help state and local government employers and employees build financial security.
Revenue
$290.1m
Assets
$704.3m
Employees
725
EIN
23-7268394
IRS type
501(c)(3)

Multi-Plan Services Agency

Multi-Plan Services Agency (MPA) administers pension benefits and health and welfare benefits for Operating Engineers and Operating Engineers Health and Welfare Plan (OEHP) members in California. The nonprofit corporation is headquartered in Alameda, CA.
Revenue
$7.2m
Assets
$30.0m
Employees
12
EIN
81-3751949
IRS type
501(c)(5)

University of British Columbia Staff Pension Plan

UBC Staff Pension Plan is a Target Benefit Plan offering pensions, death benefits, and termination benefits to members via contributions and revenue.
Revenue
$284.3m
Assets
$3.3b
Employees
0
EIN
98-0058511
IRS type
501(c)(3)

University of British Columbia Faculty Pension Plan (UBC FPP)

The University of British Columbia (UBC) Faculty Pension Plan (FPP) is an independent trust and has served UBC faculty and administrative executive staff since the first contributions were received in 1967.
Revenue
$377.0m
Assets
$3.7b
Employees
0
EIN
98-0040652
IRS type
501(c)(3)

New Water Street Corporation

New Water Street Corporation owns and leases an office building, distributing the net profits for the benefit of a qualified pension fund for employees of the State of Alabama.
Revenue
$221.5m
Assets
$803.7m
Employees
53
EIN
51-0292269
IRS type
501(c)(25)

The Members Retirement Plan (ILPF)

ILPF is a pension or retirement fund in St Charles, IL whose mission is: Multiple Union Pension Program providing benefits to participants based on their contributions.
Revenue
$31.9m
Assets
$699.3m
Employees
9
EIN
36-2164320
IRS type
501(c)(18)

Iron Workers District Council of Philadelphia and Vicinity Benefit and Pension Plans

Iron Workers District Council of Philadelphia and Vicinity Benefit and Pension Plans delivers benefits information, health coverage, and resources for members and employers.
Revenue
$36.4m
Assets
$64.3m
Employees
2
EIN
23-1599740
IRS type
501(c)(9)

contd Systems Irrevocable Trust

The contd Systems Irrevocable Trust engages in educational or charitable activities related to public employee retirement systems. It operates as a government and public administration organization based in Washington, DC.
Revenue
$4.2m
Assets
$11.3m
Employees
16
EIN
01-6186835
IRS type
501(c)(3)

Central States Southeast and Southwest Areas Health and Welfare Fund

Central States Southeast and Southwest Areas Health and Welfare Fund is a pension or retirement fund in Chicago, IL whose mission is: To provide Health and Welfare benefits to participants.
Revenue
$5.5b
Assets
$16.6b
Employees
769
EIN
36-2154936
IRS type
501(c)(9)

At&t Veba Trust

The At&t Veba Trust funds benefit expenses and pays for health and insurance benefits for At&t, Inc. employees, retirees, and their dependents as permitted under irc 501(c)(9).
Revenue
$2.1b
Assets
$55.9m
Employees
0
EIN
43-1491162
IRS type
501(c)(9)

1199seiu National Benefit Fund for Health and Human Service Employees

1199seiu National Benefit Fund for Health and Human Service Employees provides health and welfare benefits, plus pensions, training, and child care supports, for eligible members.
Revenue
$2.5b
Assets
$1.6b
Employees
1,218
EIN
13-1628401
IRS type
501(c)(9)

Motion Picture Industry Health Plan

Motion Picture Industry Health Plan administers health benefits to participants who qualify, as outlined in the plan's trust agreement and collective bargaining agreements.
Revenue
$1.0b
Assets
$1.0b
Employees
342
EIN
95-6042583
IRS type
501(c)(9)

Heavy and General Laborers Local 472 and Local 172 of New Jersey Welfare Fund

The purpose of the plan is to provide health and other benefits to eligible participants and their dependents.
Revenue
$265.5m
Assets
$367.8m
Employees
46
EIN
22-1481564
IRS type
501(c)(9)

Trustees of the University of Pennsylvania Retiree Medical and Death Benefits Trust

The Trustees of the University of Pennsylvania Retiree Medical and Death Benefits Trust is responsible for paying medical and death benefits to retirees. It is a pension and retirement fund run by Maryann Piccolo in Philadelphia, PA.
Revenue
$71.8m
Assets
$910.2m
Employees
0
EIN
23-2769744
IRS type
501(c)(3)

Unite Here Health

Unite Here Health is a non-profit organization that provides health benefits to its participants. The organization is located in Aurora, IL.
Revenue
$1.5b
Assets
$1.4b
Employees
531
EIN
23-7385560
IRS type
501(c)(9)

University of Chicago Retiree Medical Trust

Trust provides medical reimbursement for University of Chicago's retired former employees. No disbursements made in FY2022; only investment fees paid.
Revenue
$4.8m
Assets
$134.8m
Employees
0
EIN
36-3999692
IRS type
501(c)(3)

Lower Merion Township Police Pension Association

Lower Merion Police Pension provides retirement benefits, death benefits, and life insurance premium payments to retired/disabled police department employees in Ardmore, PA.
Revenue
$1.1m
Assets
$15.5m
Employees
1
EIN
23-6292704
IRS type
501(c)(3)
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Methodology: Cause IQ mines all tax-exempt organizations that file a Form 990, Form 990-EZ, or Form 990-PF with the IRS. We collect and aggregate this information from OCR'd paper taxreturns, XML e-file taxreturns, IRS-provided extract, the Business Master File, and Cause IQ secret sauce for data cleaning, categorization, classification, analytics, etc.
This category corresponds to the "Y30: Pension and Retirement Funds" National Taxonomy of Exempt Entities (NTEE) code. Cause IQ determines NTEEs for organizations by its own internally-developed secret-sauce algorithms.
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