How big is Aftra Retirement Fund's plan?

Aftra Retirement Fund's plan reported $969K in assets and 11 participants for 2024.

Original filing (PDF)20251015085456NAL0008725890001

Aftra Retirement Fund

Name: Aftra Retirement Fund — Aftra Retirement Fund Union, Form 5500 (2024)
Creator: Aftra Retirement Fund
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Aftra Retirement Fund Union Staff 401(k) Retirement Plan

401(k) retirement plan · Aftra Retirement Fund's Aftra Retirement Fund Union Staff 401(k) Retirement Plan held $969K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$969K

Net assets (EOY)

$969K

People on this filing

JUDY PENA signed Aftra Retirement Fund's 2024 Form 5500 as plan administrator.

JUDY PENA — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Aftra Retirement Fund's EIN is 13-6414972.

EIN 13-6414972

Plan number 003

Plan year 2024

ACK ID 20251015085456NAL0008725890001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Aftra Retirement Fund from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Aftra Retirement Fund's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AFTRA RETIREMENT FUND.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

AFTRA RETIREMENT FUND

EIN

all filings

Address

1411 BROADWAY STE 1850 · NEW YORK, NY · 100183496

Phone

(212) 499-4944

Industry

Finance & Insurance

Plan administrator