Defined Benefit (Pension) · DOL Form 5500 · 2022

The Welfare Plan of the Iuoe Local 137,137a,137b,137r Iuoe, AFL-CIO Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
8
Participants Small participant base
51st
Percentile by assets National rank
$649,107
Avg per participant High balance/head
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Official DOL plan name: Pension Plan for Employees of Local 137 Benefit Funds · Sponsored by The Welfare Plan of the Iuoe Local 137,137a,137b,137r Iuoe, AFL-CIO · New York · Finance & Insurance

$5M in assets, 8 participants

The Welfare Plan of the Iuoe Local 137,137a,137b,137r Iuoe, AFL-CIO's Pension Plan for Employees of Local 137 Benefit Funds reported $5M in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 51st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #3,316 in Finance & Insurance (9,261 peers)

The Welfare Plan of the Iuoe Local 137,137a,137b,137r Iuoe, AFL-CIO multi-year trail

The Welfare Plan of the Iuoe Local 137,137a,137b,137r Iuoe, AFL-CIO's plans moved +24.6% in assets from 2022 to 2024; this filing shows Pension Plan for Employees of Local 137 Benefit Funds at $5M / 8 participants.

#3,316
in Finance & Insurance (9,261 peers)
-13.5%
assets change YoY

The plan reported a net loss of $809K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pension Plan for Employees of Local 137 Benefit Funds's mid-pack asset rank among Finance & Insurance and all filers

Pension Plan for Employees of Local 137 Benefit Funds vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$5,192,859 Top 49% higher than 51% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Pension Plan for Employees of Local 137 Benefit Funds among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan for Employees of Local 137 Benefit Funds is a micro filing (8 participants), the leftmost band.

Published 5500 schedule card

Filing strip 131739714 · The Welfare Plan of the Iuoe Local 137,137a,137b,137r Iuoe, AFL-CIO PY 2022 · Defined Benefit (Pension)

Pension Plan for Employees of Local 137 Benefit Funds · $5M · 8 · 51st

  • RANK $5M
  • RANK 8
  • RANK 51st
  • RANK Defined Benefit (Pension)
  • RANK near Hitchcock Industries, Inc. Employee Pension Plan
  • RANK ind #3316

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in New York →

Pension Plan for Employees of Local 137 Benefit Funds in the asset neighbourhood

Chillicothe Telephone Company Union Employees' Pension Plan and Trust AgreementChillicothe Telephone Compan…$5MPension Plan for Employees of Local 137 Benefit FundsPension Plan for Employees o…$5MHitchcock Industries, Inc. Employee Pension PlanHitchcock Industries, Inc. E…$5MSbera Pension Plan as Adopted by Clinton Savings BankSbera Pension Plan as Adopte…$5MAza Cash Balance Plan$5M
End-of-year total assets ($M) among Pension Plan for Employees of Local 137 Benefit Funds and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

The Welfare Plan of the Iuoe Local 137,137a,137b,137r Iuoe, AFL-CIO multi-year asset trail

Sponsor-wide plan assets over time

All The Welfare Plan of the Iuoe Local 137,137a,137b,137r Iuoe, AFL-CIO plans reported in each filing year

Latest sponsor-wide plan assets
$6M 24.590249802661692% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M 202220232024 $5.19M $6.47M ▲ +24.7%
Year Plans Participants Total Assets
2022 1 8 $5M
2023 1 8 $6M
2024 1 5 $6M

The Welfare Plan of the Iuoe Local 137,137a,137b,137r Iuoe, AFL-CIO filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$809K
Employer EIN131739714
Plan Effective Date1969-11-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Pension Plan for Employees of Local 137 Benefit Funds vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Pension Plan for Employees of Local 137 Benefit Funds, Total assets ($B): 0.005192859 · Participants: 8Pension Plan for Employees of Local 137 Benefit FundsIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Pension Plan for Employees of Local 137 Benefit Funds vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Pension Plan for Employees of Local 137 Benefit Funds side-by-side with 3 peers →

Pension Plan for Employees of Local 137 Benefit Funds's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Hitchcock Industries, Inc. Employee Pension Plan in MN ($5M); by covered participants it is R. Ward & Associates, Inc. Cash Balance Plan in MO (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Pension Plan for Employees of Local 137 Benefit Funds assets move in 2022? ▼
Pension Plan for Employees of Local 137 Benefit Funds pulled back noticeably - down 13.5% during 2022, from $6M to $5M. Reported net income was -$809K.
How have The Welfare Plan of the Iuoe Local 137,137a,137b,137r Iuoe, AFL-CIO plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Welfare Plan of the Iuoe Local 137,137a,137b,137r Iuoe, AFL-CIO's sponsor-wide assets grew 24.6%, from $5M to $6M.
Which Defined Benefit (Pension) plans are similar in size to Pension Plan for Employees of Local 137 Benefit Funds? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Hitchcock Industries, Inc. Employee Pension Plan in MN ($5M, 46 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan for Employees of Local 137 Benefit Funds? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is R. Ward & Associates, Inc. Cash Balance Plan in MO (8 participants, $756K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 131739714.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.