Defined Benefit (Pension) · DOL Form 5500 · 2022
Bd of Trustees Iuoe Local 30 Pension Fund Pension Plan
Data updated 2026-08-25
- $303M
- Total assets Above avg plan size
- 2,219
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $136,485
- Avg per participant Near avg balance/head
Official DOL plan name: Iuoe Local 30 Pension Fund · Sponsored by Bd of Trustees Iuoe Local 30 Pension Fund · New York · Construction
$303M in assets, 2,219 participants
Bd of Trustees Iuoe Local 30 Pension Fund's Iuoe Local 30 Pension Fund reported $303M in total assets and 2,219 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #9,563 in Construction (9,927 peers)
Coverage in New York
Iuoe Local 30 Pension Fund covers 2,219 participants in New York, 2.8x the typical New York plan (state average ~798 per filing). Assets: $303M.
- #9,563
- in Construction (9,927 peers)
- -5.1%
- assets change YoY
- 3.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $39M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Iuoe Local 30 Pension Fund's outsized position by total assets
Iuoe Local 30 Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$302,859,553 Top 3% higher than 97% 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
Iuoe Local 30 Pension Fund's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Iuoe Local 30 Pension Fund lands in the large band (2,219 participants).
EBSA filing schedule strip
Filing strip 516045848 · Bd of Trustees Iuoe Local 30 Pension Fund PY 2022 · Defined Benefit (Pension)
Iuoe Local 30 Pension Fund · $303M · 2,219 · 97th
- NET $303M
- NET 2,219
- NET 97th
- NET Defined Benefit (Pension)
- NET near Sparrow Health System Associate Pension Plan A2
- NET ind #9563
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 →
Iuoe Local 30 Pension Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $319M |
|---|---|
| Net Assets (End of Year) | $276M |
| Net Income | -$39M |
| Employer EIN | 516045848 |
| Plan Effective Date | 1954-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bd of Trustees Iuoe Local 30 Pension Fund)
Sponsor-wide plan assets over time
All Bd of Trustees Iuoe Local 30 Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $367M 21.23015053119358% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,219 | $303M |
| 2023 | 1 | 2,205 | $331M |
| 2024 | 1 | 2,396 | $367M |
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
Iuoe Local 30 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Sparrow Health System Associate Pension Plan A2 in MI ($303M); by covered participants it is Crown Cork & Seal Company, Inc. Pension Plan in PA (2,222 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($303M here).
- Sparrow Health System Associate Pension Plan A2 (MI) $303M · 870
- Omaha Construction Industry Pension Plan (NE) $304M · 1,440
- Formosa Plastics Corporation, U.S.a. Pension Plan (NJ) $304M · 3,292
- Dex Pension Plan (TX) $302M · 465
Similar participant headcount
Nearest other-state filings by covered participants (2,219 participants); asset peers above are excluded.
- Crown Cork & Seal Company, Inc. Pension Plan (PA) 2,222 · 3 off
- Precision Castparts Corp. Retirement Plan (OR) 2,212 · 7 off
- Pension Fund United Scenic Artists Local 829 (NJ) 2,229 · 10 off
- New Jersey Building Laborers Statewide Pension Fund (NJ) 2,202 · 17 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.