I.U.O.E. LOCAL 57 PENSION PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
TRUSTEES OF I.U.O.E. LOCAL 57
This Other plan holds $202M in total assets and serves 782 participants as of 2022. It is sponsored by TRUSTEES OF I.U.O.E. LOCAL 57 in Rhode Island. The plan reported a net loss of $15M for the year.
What the Filing Says About I.U.O.E. LOCAL 57 PENSION PLAN
I.U.O.E. LOCAL 57 PENSION PLAN is a Other retirement plan sponsored by TRUSTEES OF I.U.O.E. LOCAL 57, headquartered in Rhode Island. As of the 2022 Form 5500 filing, the plan reports $202M in total end-of-year assets and covers 782 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 050298773, and the plan has been effective since 1960-05-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $217M at the beginning of 2022 to $202M at year-end — a decline of 7.1%. Net assets (after liabilities) closed the year at $202M, with reported net income of $-15,462,439 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $217M |
| Total Assets (End of Year) | $202M |
| Net Assets (End of Year) | $202M |
| Net Income | $-15,462,439 |
| Plan Type | Other |
| Employer EIN | 050298773 |
| Plan Effective Date | 1960-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (TRUSTEES OF I.U.O.E. LOCAL 57)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 782 | $202M |
| 2023 | 1 | 856 | $230M |
| 2024 | 1 | 894 | $259M |
Nearby Other Plans in Rhode Island
Peer Other plans — same state, same plan type — ranked by total assets.
- LIFESPAN CORPORATION RETIREMENT PLAN $515M · 7,439
- RI LABORERS PENSION FUND $341M · 1,516
- I.U.O.E. LOCAL 57 PENSION PLAN $230M · 856
- UA OF PLUMBERS & PIPEFITTERS LOCAL 51 PENSION PLAN $122M · 550
- CWC CASTINGS DIV OF TEXTRON, INC. HRY-RATED EES' PEN PLAN $105M · 97
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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.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.