Defined Benefit (Pension) · DOL Form 5500 · 2022

Trustees of I.U.O.E. Local 57 Pension Plan

Data updated 2026-08-25

$202M
Total assets Near avg plan size
782
Participants Near avg headcount
96th
Percentile by assets National rank
$258,123
Avg per participant Above avg balance/head
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Official DOL plan name: I.U.O.E. Local 57 Pension Plan · Sponsored by Trustees of I.U.O.E. Local 57 · Rhode Island · Construction

$202M in assets, 782 participants

Trustees of I.U.O.E. Local 57's I.U.O.E. Local 57 Pension Plan reported $202M in total assets and 782 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.

  • #9,424 in Construction (9,927 peers)

Where I.U.O.E. Local 57 Pension Plan sits by assets

I.U.O.E. Local 57 Pension Plan sits in the top 5% of all filed plans by assets, $202M for 782 participants (~$258,123/participant), down 7.1% in 2022.

#9,424
in Construction (9,927 peers)
-7.1%
assets change YoY
2.0×
vs typical plan assets (national mean)

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

I.U.O.E. Local 57 Pension Plan's outsized position by total assets

I.U.O.E. Local 57 Pension Plan vs every filed plan by assets

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

$201,852,274 Top 4% higher than 96% 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

I.U.O.E. Local 57 Pension Plan 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. I.U.O.E. Local 57 Pension Plan sits mid-pack in the medium band (782 participants).

EBSA filing schedule strip

Filing strip 050298773 · Trustees of I.U.O.E. Local 57 PY 2022 · Defined Benefit (Pension)

I.U.O.E. Local 57 Pension Plan · $202M · 782 · 96th

  • ASSETS $202M
  • ASSETS 782
  • ASSETS 96th
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Carpenters & Millwrights of Houston Vicinity Pension Fund
  • ASSETS ind #9424

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 Rhode Island →

I.U.O.E. Local 57 Pension Plan in the asset neighbourhood

The Goodyear Tire & Rubber Company Retail Pension PlanThe Goodyear Tire & Rubber C…$202MCarpenters & Millwrights of Houston Vicinity Pension FundCarpenters & Millwrights of …$202MI.U.O.E. Local 57 Pension PlanI.U.O.E. Local 57 Pension Pl…$202MWebster Bank Pension Plan$201MElmhurst Memorial Hospital Retirement PlanElmhurst Memorial Hospital R…$201M
End-of-year total assets ($M) among I.U.O.E. Local 57 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$217M
Net Assets (End of Year)$202M
Net Income-$15M
Employer EIN050298773
Plan Effective Date1960-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of I.U.O.E. Local 57)

Sponsor-wide plan assets over time

All Trustees of I.U.O.E. Local 57 plans reported in each filing year

Latest sponsor-wide plan assets
$259M 28.184595532473416% vs 2022
2024 filing year
$180M$200M$220M$240M$260M$280M 202220232024 $202M $259M ▲ +28.2%
Year Plans Participants Total Assets
2022 1 782 $202M
2023 1 856 $230M
2024 1 894 $259M

Nearby Defined Benefit (Pension) Plans in Rhode Island

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

I.U.O.E. Local 57 Pension Plan vs. nearby Defined Benefit (Pension) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants I.U.O.E. Local 57 Pension Plan, Total assets ($B): 0.201852274 · Participants: 782I.U.O.E. Local 57 Pension PlanThe Bank of America Pension Plan, Total assets ($B): 18.835300915 · Participants: 59906The Bank of America Pension PlanTextron Master Retirement Plan, Total assets ($B): 4.972448304 · Participants: 7702Textron Master Retirement PlanFactory Mutual Insurance Company Pension Plan, Total assets ($B): 2.658220492 · Participants: 3598Factory Mutual Insurance Company Pension PlanBell Helicopter Textron Master Retirement Plan, Total assets ($B): 2.134460957 · Participants: 2995Bell Helicopter Textron Master Retirement PlanAmica Pension Fund, Total assets ($B): 1.727351006 · Participants: 2750Amica Pension Fund
I.U.O.E. Local 57 Pension Plan vs. nearby Defined Benefit (Pension) plans in Rhode Island, assets vs. participants
Compare I.U.O.E. Local 57 Pension Plan side-by-side with 3 peers →

I.U.O.E. Local 57 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Rhode Island, the nearest Defined Benefit (Pension) by assets is Carpenters & Millwrights of Houston Vicinity Pension Fund in TN ($202M); by covered participants it is Nintendo of America Inc. Defined Benefit Retirement Plan in WA (782 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (782 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 I.U.O.E. Local 57 Pension Plan assets move in 2022? ▼
I.U.O.E. Local 57 Pension Plan pulled back noticeably - down 7.1% during 2022, from $217M to $202M. Reported net income was -$15M.
How have Trustees of I.U.O.E. Local 57 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of I.U.O.E. Local 57's sponsor-wide assets grew 28.2%, from $202M to $259M.
Where does I.U.O.E. Local 57 Pension Plan rank by assets among Form 5500 filers? ▼
I.U.O.E. Local 57 Pension Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to I.U.O.E. Local 57 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Carpenters & Millwrights of Houston Vicinity Pension Fund in TN ($202M, 1,355 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to I.U.O.E. Local 57 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Nintendo of America Inc. Defined Benefit Retirement Plan in WA (782 participants, $182M 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 050298773.

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.