Aftra Retirement Fund 401(k) and pension plans

Aftra Retirement Fund, New York, NY. EIN 13-6414972. Annual reports 2009–2024. Also filed as Aftra Retirement Plan; Aftra Health & Retirement Funds; Aftra Retirement Fund 401(K) Retirement Plan.

Aftra Retirement Fund has 2 active retirement plans on file. The largest is the Aftra Retirement Plan, with 45,462 participants and $3.0 billion in assets in 2024. Sag-Aftra HP is its administrator.

Active plans: 2
Participants: 45,542
Plan assets: $3.0 billion
Administered by: Sag-Aftra HP
Plans on file: 2
Industry: Finance and insurance

All 2 plans

Active plans first

Aftra Retirement Plan

Pension (defined benefit)ActiveUnion (multiemployer)

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 13-6414972
Participants (2024): 45,462
Net assets (2024): $3.0 billion
Administered by: Sag-Aftra HPEarlier: Sag-Aftra Health Plan (2022–2023), Sag-Aftra HP (2020–2021), Sag Aftra Health Plan (2019), Sag-Aftra Health Plan (2018), Alfred Munksgard and Associates (2010)
Plan administrator: Aftra Retirement Plan
1411 Broadway, 18TH Floor
New York, NY 10018
(818) 954-9400As filed for 2024
In effect since: November 16, 1954

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	45,462	$3.0 billion	Sag-Aftra HP
2023	45,702	$2.9 billion	Sag-Aftra Health Plan
2022	45,395	$2.7 billion	Sag-Aftra Health Plan
2021	45,451	$2.8 billion	Sag-Aftra HP
2020	45,160	$3.0 billion	Sag-Aftra HP
2019	43,729	$2.7 billion	Sag Aftra Health Plan
2018	44,727	$2.5 billion	Sag-Aftra Health Plan
2017	44,175	$2.4 billion	not listed
2016	43,911	$2.5 billion	not listed
2015	43,585	$2.3 billion	not listed
2013	41,381	$2.3 billion	not listed
2012	38,878	$2.1 billion	not listed
2011	37,038	$1.9 billion	not listed
2010	36,558	$1.8 billion	Alfred Munksgard and Associates
2009	35,527	$1.7 billion	not listed

Aftra Retirement Fund 401(k) Retirement Plan

401(k)ActiveUnion (multiemployer)

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 13-6414972
Participants (2024): 80
Net assets (2024): $17.4 million
Last listed recordkeeper: T. Rowe Price2014–2019
Plan administrator: Aftra Retirement Fund
1411 Broadway Ste 1850
New York, NY 10018
(212) 499-4944As filed for 2024
In effect since: January 1, 1998

Earlier sponsors: Aftra Health & Retirement Funds (2009–2015); Aftra Retirement Fund 401(K) Retirement Plan (2016–2017).

Earlier plan names: Aftra Health & Retirement Funds 401K Retirement Plan; Aftra Health & Retirement Funds 401(k) Retirement Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	80	$17.4 million	not listed
2023	78	$15.1 million	not listed
2022	72	$13.0 million	not listed
2021	84	$15.2 million	not listed
2020	97	$13.0 million	not listed
2019	99	$11.7 million	T. Rowe Price
2018	116	$9.2 million	T. Rowe Price
2017	120	$9.7 million	T. Rowe Price
2016	125	$8.4 million	T. Rowe Price
2015	132	$7.7 million	T. Rowe Price
2014	123	$7.1 million	T. Rowe Price
2013	122	$5.9 million	not listed
2012	117	$4.5 million	not listed
2011	111	$3.7 million	not listed
2010	105	$3.3 million	not listed
2009	102	$2.6 million	not listed

If you had money in one of these plans

Call Sag-Aftra HP, which runs the Aftra Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((818) 954-9400). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Aftra Retirement Plan

Aftra Retirement Fund 401(k) Retirement Plan

If you had money in one of these plans

What these numbers are

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