Defined Benefit (Pension) · DOL Form 5500 · 2022
Bd of Trustees Iuoe Local 30 Pension Fund Pension Plan
Data updated 2026-08-11
- $303M
- Total assets
- 2,219
- Participants
- 97th
- Percentile by assets
- $136,485
- Avg per participant
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.
- 97th percentile by assets (of 139,126 plans)
- #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.
- $303M
- total plan assets (2022 EOY)
- 2,219
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $136,485
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Iuoe Local 30 Pension Fund reports 2,219 participants - 2.8x that state average ($303M EOY assets).
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)
| 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.
Iuoe Local 30 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Iuoe Local 30 Pension Fund by total assets, not by location.
- 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
Frequently Asked Questions
How did Iuoe Local 30 Pension Fund assets move in 2022? ▼
How have Bd of Trustees Iuoe Local 30 Pension Fund plan assets changed over time? ▼
Where does Iuoe Local 30 Pension Fund rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Iuoe Local 30 Pension Fund? ▼
Next read for Iuoe Local 30 Pension Fund
Filing takeaways
Ways to act on Iuoe Local 30 Pension Fund's numbers.
- By total assets, Iuoe Local 30 Pension Fund ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
- Bd of Trustees Iuoe Local 30 Pension Fund's sponsor-wide assets have grown 21.2% since 2022 across 3 plan years on file. More Construction plans