Defined Benefit (Pension) · DOL Form 5500 · 2022

Iuoe Local 137, 137a, 137b, 137c, 137r, AFL-CIO Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
4
Participants Small participant base
53rd
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
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Official DOL plan name: Pension Plan for Employees of Local 137,137a, 137b,137c,137r Iuoe, AFL-CIO · Sponsored by Iuoe Local 137, 137a, 137b, 137c, 137r, AFL-CIO · New York · Finance & Insurance

$6M in assets, 4 participants

Iuoe Local 137, 137a, 137b, 137c, 137r, AFL-CIO's Pension Plan for Employees of Local 137,137a, 137b,137c,137r Iuoe, AFL-CIO reported $6M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.

  • #3,412 in Finance & Insurance (9,261 peers)

Iuoe Local 137, 137a, 137b, 137c, 137r, AFL-CIO multi-year trail

Iuoe Local 137, 137a, 137b, 137c, 137r, AFL-CIO's plans moved +26.6% in assets from 2022 to 2024; this filing shows Pension Plan for Employees of Local 137,137a, 137b,137c,137r Iuoe, AFL-CIO at $6M / 4 participants.

#3,412
in Finance & Insurance (9,261 peers)
-11.7%
assets change YoY

The plan reported a net loss of $737K 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 137,137a, 137b,137c,137r Iuoe, AFL-CIO's mid-pack asset rank among Finance & Insurance and all filers

Pension Plan for Employees of Local 137,137a, 137b,137c,137r Iuoe, AFL-CIO vs every filed plan by assets

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

$5,545,441 Top 47% higher than 53% 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 137,137a, 137b,137c,137r Iuoe, AFL-CIO 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 137,137a, 137b,137c,137r Iuoe, AFL-CIO is a micro filing (4 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 131739715 · Iuoe Local 137, 137a, 137b, 137c, 137r, AFL-CIO PY 2022 · Defined Benefit (Pension)

Pension Plan for Employees of Local 137,137a, 137b,137c,137r Iuoe, AFL-CIO · $6M · 4 · 53rd

  • VS-ST $6M
  • BOY 4
  • SCH 53rd
  • EBSA Defined Benefit (Pension)
  • PART near Continental Motors UAW Pension Plan
  • TYPE ind #3412

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 137,137a, 137b,137c,137r Iuoe, AFL-CIO in the asset neighbourhood

Pension Plan for Employees of Local 137,137a, 137b,137c,137r Iuoe, AFL-CIOPension Plan for Employees o…$6MAdvanced Cardiology Center Defined Benefit Pension PlanAdvanced Cardiology Center D…$6MContinental Motors UAW Pension PlanContinental Motors UAW Pensi…$6MThe Aaron and Dolly Lenz Defined Benefit PlanThe Aaron and Dolly Lenz Def…$6MRetirement Plan for Employees of Sid W. Richardson FoundationRetirement Plan for Employee…$6M
End-of-year total assets ($M) among Pension Plan for Employees of Local 137,137a, 137b,137c,137r Iuoe, AFL-CIO and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Iuoe Local 137, 137a, 137b, 137c, 137r, AFL-CIO multi-year asset trail

Sponsor-wide plan assets over time

All Iuoe Local 137, 137a, 137b, 137c, 137r, AFL-CIO plans reported in each filing year

Latest sponsor-wide plan assets
$7M 26.57070916451911% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.55M $7.02M ▲ +26.5%
Year Plans Participants Total Assets
2022 1 4 $6M
2023 1 4 $6M
2024 1 4 $7M

Iuoe Local 137, 137a, 137b, 137c, 137r, AFL-CIO filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$737K
Employer EIN131739715
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 137,137a, 137b,137c,137r Iuoe, AFL-CIO vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Pension Plan for Employees of Local 137,137a, 137b,137c,137r Iuoe, AFL-CIO, Total assets ($B): 0.005545441 · Participants: 4Pension Plan for Employees of Local 137,137a, 137b,137c,137r Iuoe, AFL-CIOIBM 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 137,137a, 137b,137c,137r Iuoe, AFL-CIO vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Pension Plan for Employees of Local 137,137a, 137b,137c,137r Iuoe, AFL-CIO side-by-side with 3 peers →

Pension Plan for Employees of Local 137,137a, 137b,137c,137r Iuoe, AFL-CIO's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Continental Motors UAW Pension Plan in AL ($6M); by covered participants it is Valher Inc Defined Benefit Pension Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 137,137a, 137b,137c,137r Iuoe, AFL-CIO assets move in 2022? ▼
Pension Plan for Employees of Local 137,137a, 137b,137c,137r Iuoe, AFL-CIO pulled back noticeably - down 11.7% during 2022, from $6M to $6M. Reported net income was -$737K.
How have Iuoe Local 137, 137a, 137b, 137c, 137r, AFL-CIO plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iuoe Local 137, 137a, 137b, 137c, 137r, AFL-CIO's sponsor-wide assets grew 26.6%, from $6M to $7M.
Which Defined Benefit (Pension) plans are similar in size to Pension Plan for Employees of Local 137,137a, 137b,137c,137r Iuoe, AFL-CIO? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Continental Motors UAW Pension Plan in AL ($6M, 82 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan for Employees of Local 137,137a, 137b,137c,137r Iuoe, AFL-CIO? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Valher Inc Defined Benefit Pension Plan in CA (4 participants, N/A 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 131739715.

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.