Defined Benefit (Pension) · DOL Form 5500 · 2022
Bd of Trustees Pension Plan of the Iuoe 137 137a 137b 137c 137r Aflcio Pension Plan
Data updated 2026-08-25
- $217M
- Total assets Near avg plan size
- 605
- Participants Below avg headcount
- 96th
- Percentile by assets National rank
- $358,835
- Avg per participant High balance/head
Official DOL plan name: Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO · Sponsored by Bd of Trustees Pension Plan of the Iuoe 137 137a 137b 137c 137r Aflcio · New York · Construction
$217M in assets, 605 participants
Bd of Trustees Pension Plan of the Iuoe 137 137a 137b 137c 137r Aflcio's Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO reported $217M in total assets and 605 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- #9,449 in Construction (9,927 peers)
Where Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO sits by assets
Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO sits in the top 5% of all filed plans by assets, $217M for 605 participants (~$358,835/participant), down 19.8% in 2022.
- #9,449
- in Construction (9,927 peers)
- -19.8%
- assets change YoY
- 2.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $53M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO's outsized position by total assets
Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$217,095,301 Top 4% higher than 96% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO sits mid-pack in the medium band (605 participants).
Published 5500 schedule card
Filing strip 131825849 · Bd of Trustees Pension Plan of the Iuoe 137 137a 137b 137c 137r Aflcio PY 2022 · Defined Benefit (Pension)
Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO · $217M · 605 · 96th
- RANK $217M
- PHOTO 605
- IND 96th
- EOY Defined Benefit (Pension)
- 5500 near Barnes Group Inc. Consolidated Pension Plan
- ASSETS ind #9449
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 Construction retirement plans → · Plans in New York →
Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $271M |
|---|---|
| Net Assets (End of Year) | $217M |
| Net Income | -$53M |
| Employer EIN | 131825849 |
| Plan Effective Date | 1951-04-16 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bd of Trustees Pension Plan of the Iuoe 137 137a 137b 137c 137r Aflcio)
Sponsor-wide plan assets over time
All Bd of Trustees Pension Plan of the Iuoe 137 137a 137b 137c 137r Aflcio plans reported in each filing year
- Latest sponsor-wide plan assets
- $272M 25.237158864161692% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 605 | $217M |
| 2023 | 1 | 635 | $243M |
| 2024 | 1 | 599 | $272M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.5B · 16,431
- Consolidated Edison Retirement Plan $15.8B · 11,303
- Pepsico Employees Retirement Plan I $7.7B · 11,386
- New York State Nurses Association Pension Plan $5.0B · 18,592
- New York District Council of Carpenters Pension Pl $4.8B · 11,318
Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, 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 Barnes Group Inc. Consolidated Pension Plan in CT ($217M); by covered participants it is Parker Health Group Inc. Pension Plan in NJ (605 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($217M here).
- Barnes Group Inc. Consolidated Pension Plan (CT) $217M · 138
- Cenveo Worldwide Limited Pension Plan (CT) $217M · 288
- Dsm North America Consolidated Pension Plan (NJ) $217M · 89
- Cleveland-Cliffs Hibbing Management LLC Pension Plan (IL) $216M · 712
Similar participant headcount
Nearest other-state filings by covered participants (605 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.