New York › Other services › 250 to 499 participants
Form 5500 statement · plan year 1 Apr 2024 to 31 Mar 2025
Actors' Equity Association Staff Pension Plan
Sponsored by Actors' Equity Association, New York, NY
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. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.
Actors' Equity Association Staff Pension Plan is a defined benefit pension plan sponsored by Actors' Equity Association of New York, New York. For the plan year ending 31 Mar 2025 it reported 363 participants, 137 of them active, and net assets of $48.7M.
Net assets came to $134,174 per participant, well above the $87,254 median for defined benefit plans with 250 to 499 participants and above the $110,377 median for defined benefit plans in other services. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.
Employer contributions were $2.3M for the year ($17,002 per active participant) and benefits paid were $2.8M. In a defined benefit plan the employer's contribution follows funding rules rather than a match formula, so it can swing widely from year to year.
Schedule C lists 7 service provider organisations paid $5,000 or more, with reported compensation of $183K: $504 per participant, above the same-size median of $413. Administrative expenses charged to the plan were $315K. Schedule C does not capture every cost: fees netted from fund returns and fees the employer pays directly are outside it.
Across the filings on record, net assets went from $23.2M in 2009 to $48.7M in 2024 (up 110%), and participants from 267 to 363 (up 36%).
The independent accountant's opinion on the financial statements was unmodified (unqualified).
Compared with similar plans
| Measure | This plan | Same size | Same industry | All US DB plans |
|---|---|---|---|---|
| Net assets per participant | $134,174 | $87,254 | $110,377 | $86,221 |
| Employer contributions per active participant | $17,002 | $11,032 | $13,001 | $10,244 |
| Schedule C compensation per participant | $504 | $413 | $486 | $344 |
| Schedule C compensation, share of net assets | 0.38% | 0.51% | 0.44% | 0.42% |
| Administrative expenses per participant | $869 | $596 | $662 | $527 |
Peer columns are medians for plan year 2024 across defined benefit plans with 100 or more participants: 250 to 499 participants (873 plans), other services (226) and all US plans (5,308). Fee medians cover plans that report an amount.
Trend by plan year
| Plan year | Participants | Net assets | Per participant | Employer contributions | Participant contributions | Schedule C compensation |
|---|---|---|---|---|---|---|
| 2024 | 363 | $48.7M | $134,174 | $2.3M | — | $183K |
| 2023 | 354 | $47.0M | $132,689 | $2.5M | — | $200K |
| 2022 | 324 | $43.4M | $134,083 | $2.3M | — | $252K |
| 2021 | 345 | $47.4M | $137,484 | $1.1M | — | $135K |
| 2020 | 322 | $47.4M | $147,323 | $2.2M | — | $97K |
| 2019 | 331 | $37.9M | $114,640 | $2.2M | — | $113K |
| 2018 | 330 | $39.4M | $119,285 | $1.1M | — | $106K |
| 2017 | 311 | $39.4M | $126,543 | $2.8M | — | $115K |
| 2016 | 309 | $36.2M | $117,259 | $1.7M | — | $172K |
| 2015 | 298 | $33.9M | $113,674 | $1.8M | — | $249K |
| 2014 | 293 | $34.1M | $116,324 | $1.6M | — | $346K |
| 2013 | 287 | $31.6M | $110,174 | $1.0M | — | $143K |
| 2012 | 272 | $28.9M | $106,401 | $1.2M | — | $151K |
| 2011 | 275 | $27.2M | $98,927 | $1.2M | — | $162K |
| 2010 | 251 | $25.8M | $102,857 | $1.2M | — | $132K |
| 2009 | 267 | $23.2M | $87,022 | $850K | — | $135K |
Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.
Statement for the year
- Net assets, beginning of year$46,972,023
- Employer contributions$2,329,339
- Participant contributions—
- Rollovers and other contributions—
- Total contributions$2,329,339
- Total income, including investment results$4,841,506
- Benefits paid$2,793,067
- Administrative expenses$315,356
- Total expenses$3,108,423
- Net income$1,733,083
- Net transfers$0
- Net assets, end of year$48,705,106
Participants
- Active participants137
- Retired or separated, receiving benefits110
- Retired or separated, entitled to future benefits108
- Total participants, end of year363
Fees and service providers
| Organisation | Services reported | Direct | Indirect |
|---|---|---|---|
| Income Research & Management | Recordkeeping and information management; Investment advisory (plan); Investment management | $44,393 | $0 |
| American Core Realty | Recordkeeping and information management; Investment advisory (plan); Investment management | $38,724 | $0 |
| Ullico Investment Advisors, Inc. | Recordkeeping and information management; Investment advisory (plan); Investment management | $31,584 | $0 |
| The Segal Company | Actuarial | $27,500 | $0 |
| Weaver | Accounting (including auditing) | $21,600 | $0 |
| ADP, Inc. | Other services | $13,020 | $0 |
| Invesco | Recordkeeping and information management; Investment advisory (plan); Investment management | $6,169 | $0 |
Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.
Administrative expenses on Schedule H
- Investment advisory and management fees$210,354
- Other administrative expenses$55,902
- Actuarial fees$27,500
- IQPA audit fees$21,600
- Total administrative expenses$315,356
Investment structure
Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.
- 103-12 investment entities$27.7M · 56.7%
- Common/collective trusts$12.3M · 25.2%
- Registered investment companies (mutual funds)$4.8M · 9.7%
- Other investments$3.1M · 6.4%
- Cash (interest and non-interest bearing)$512K · 1.0%
- Receivables$473K · 1.0%
Audit and compliance answers, as filed
- Accountant's opinionUnmodified (unqualified)
- Audit scope limited under ERISA section 103(a)(3)(C)No
- Accounting firmWeaver and Tidwell, LLP
- Participant contributions reported as transmitted lateNo
- Covered by a fidelity bondYes, $1,000,000
- Blackout period during the yearNo
These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.
Plan characteristics
1ABenefits are primarily pay related
Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 813000: Religious, Grantmaking, Civic, Professional, & Similar Organizations (including condominium and homeowners associations).
Similar plans in New York
| Plan | Sponsor | Participants | Net assets | Per participant |
|---|---|---|---|---|
| Jewish Guild for the Blind Bargaining Unit Employees' Pension Plan | The Jewish Guild for the Blind | 372 | $20.3M | $54,520 |
| Retirement Plan for Employees of Lighthouse International | Lighthouse International | 349 | $26.8M | $76,862 |
| Save on SP Cash Balance Plan | Save on SP LLC | 374 | $6.7M | $17,909 |
| Jewish Guild for the Blind Non-Bargaining Unit Employees' Pension Plan | The Jewish Guild for the Blind | 246 | $18.2M | $74,162 |
| International Union of Electrical Local 431 Pension Fund | Local 431 Pension Fund | 407 | $300K | $738 |
| Retirement Plan of the Jewish Federations of North America | The Jewish Federations of North America | 243 | $20.0M | $82,446 |
Defined benefit plans in other services closest in size.
Questions and answers
How big is Actors' Equity Association Staff Pension Plan?
363 participants at the end of the plan year ending 31 Mar 2025, of whom 137 were active employees, with net assets of $48,705,106. Among defined benefit plans that places it in the 250 to 499 participants band, which held 873 plans in plan year 2024.
What does Actors' Equity Association contribute per participant?
The filing reports $2,329,339 in employer contributions for the year, which is $17,002 per active participant; the median for plans of the same type and size was $11,032 in plan year 2024. Form 5500 reports the total only. It does not state the match formula, and the per-participant figure is an average, not any one person's contribution.
What fees does the plan pay and how do they compare?
Schedule C reports $182,990 in compensation to service provider organisations, $504 per participant or 0.38% of net assets. The same-size median among plans reporting any Schedule C compensation was $413 per participant. Administrative expenses on Schedule H were $315,356. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.
Who runs the plan?
The sponsor is Actors' Equity Association. Recordkeeping or administration: Income Research & Management, American Core Realty and Ullico Investment Advisors, Inc.. Investment advisory or management: Income Research & Management, American Core Realty and Ullico Investment Advisors, Inc.. The financial statements were audited by Weaver and Tidwell, LLP. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.
Was the audit opinion unqualified?
The filing reports an unmodified (unqualified) opinion. Unmodified (formerly "unqualified") is the standard clean opinion.
How current is this, and does it show my balance?
This is the Form 5500 for the plan year 1 Apr 2024 to 31 Mar 2025, received by the Department of Labor on 15 Jan 2026. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 13-0413995, plan 001, received 15 Jan 2026; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.