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Civil Service Employees Association

Albany, NY · Other services

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$236Mnet assets across plans
1,029participant records701 active
$5.2Memployer contributions, latest plan years$7,418 per active record
$116KSchedule C compensation to organisations$113.08 per participant record

Civil Service Employees Association, based in Albany, New York, sponsors 2 retirement plans with 100 or more participants: 1 defined contribution and 1 defined benefit. Together they reported 1,029 participant records and $236M in net assets.

The largest is Civil Service Employees Association, Inc. Pension Plan, a defined benefit pension plan with 584 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $5.2M and participant contributions $1.2M in the latest plan years; benefits paid were $6.3M. Schedule C compensation reported to service provider organisations totalled $116K.

Combined net assets moved from $72.3M in 2009 to $236M in 2024 (up 227%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Civil Service Employees Association, Inc. Pension Plandefined benefit pension plan2024584$208M$355,581$17,931$98K
Civil Service Employees Association Employees' Salary Savings Plan401(k) plan2024445$28.5M$64,007$0$18K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $72.3M2010: $86.0M2011: $92.7M2012: $109M2013: $127M2014: $138M2015: $136M2016: $119M2017: $135M2018: $128M2019: $151M2020: $172M2021: $193M2022: $161M2023: $187M2024: $236M$72.3M$236M20092012201620202024
Combined net assets
2009: 4492010: 4562011: 4682012: 4672013: 4632014: 4732015: 4832016: 4552017: 4622018: 4972019: 5132020: 5272021: 5372022: 5392023: 5582024: 1,0294491,02920092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202421,029$236M$5.2M$1.2M
20231558$187M$7.7M$225K
20221539$161M$6.8M$185K
20211537$193M$6.0M$161K
20201527$172M$6.0M$144K
20191513$151M$6.0M$113K
20181497$128M$5.0M$91K
20171462$135M$5.0M$66K
20161455$119M$5.0M$23K
20151483$136M$5.0M$6,000
20141473$138M$6.0M$0
20131463$127M$6.8M$0
20121467$109M$9.5M$0
20111468$92.7M$8.0M$0
20101456$86.0M$7.0M$0
20091449$72.3M$10.0M$0

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Trustco BankInvestment management1$73,619
Voya Investment Trust Co.Investment management1$24,494
USI Advisors Inc.Investment advisory (plan)1$11,081
Fidelity Investments InstitutionalParticipant loan processing1$7,161

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Trustco Bank$74K
Voya Investment Trust Co.$24K
USI Advisors Inc.$11K
Fidelity Investments Institutional$7,161

Questions and answers

How many retirement plans does Civil Service Employees Association have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Civil Service Employees Association, Inc. Pension Plan and Civil Service Employees Association Employees' Salary Savings Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Civil Service Employees Association contribute to its plans?

$5,200,000 in employer contributions across these plans in their latest plan years, about $7,418 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Trustco Bank, Voya Investment Trust Co., USI Advisors Inc. and Fidelity Investments Institutional. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.