Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees, Iuoe Local 295-295b,C Pension Fund Pension Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
408
Participants Below avg headcount
90th
Percentile by assets National rank
$156,646
Avg per participant Above avg balance/head
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Official DOL plan name: Iuoe Local 295-295b,C Pension Fund · Sponsored by Board of Trustees, Iuoe Local 295-295b,C Pension Fund · New York · Construction

$64M in assets, 408 participants

Board of Trustees, Iuoe Local 295-295b,C Pension Fund's Iuoe Local 295-295b,C Pension Fund reported $64M in total assets and 408 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #8,762 in Construction (9,927 peers)

Where Iuoe Local 295-295b,C Pension Fund sits by assets

Iuoe Local 295-295b,C Pension Fund sits in the top 10% of all filed plans by assets, $64M for 408 participants (~$156,646/participant), down 5.9% in 2022.

#8,762
in Construction (9,927 peers)
-5.9%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Iuoe Local 295-295b,C Pension Fund's outsized position by total assets

Iuoe Local 295-295b,C Pension Fund vs every filed plan by assets

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

$63,911,462 Top 10% higher than 90% 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

Iuoe Local 295-295b,C Pension Fund 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. Iuoe Local 295-295b,C Pension Fund sits mid-pack in the medium band (408 participants).

EBSA filing schedule strip

Filing strip 116042885 · Board of Trustees, Iuoe Local 295-295b,C Pension Fund PY 2022 · Defined Benefit (Pension)

Iuoe Local 295-295b,C Pension Fund · $64M · 408 · 90th

  • NET $64M
  • NET 408
  • NET 90th
  • NET Defined Benefit (Pension)
  • NET near Bradford White Corporation UAW Retirement Income Plan
  • NET ind #8762

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 295-295b,C Pension Fund in the asset neighbourhood

Amadeus North America, Inc. Pension PlanAmadeus North America, Inc. …$64MOccidental Oil & Gas Consolidated Retirement PlanOccidental Oil & Gas Consoli…$64MIuoe Local 295-295b,C Pension FundIuoe Local 295-295b,C Pensio…$64MBradford White Corporation UAW Retirement Income PlanBradford White Corporation U…$64MThe Okonite Company Cash Balance Pension PlanThe Okonite Company Cash Bal…$64M
End-of-year total assets ($M) among Iuoe Local 295-295b,C Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$63M
Net Income-$4M
Employer EIN116042885
Plan Effective Date1964-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Iuoe Local 295-295b,C Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees, Iuoe Local 295-295b,C Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$77M 21.032354102617777% vs 2022
2024 filing year
$60M$65M$70M$75M$80M 202220232024 $63.9M $77.4M ▲ +21.0%
Year Plans Participants Total Assets
2022 1 408 $64M
2023 1 330 $72M
2024 1 362 $77M

Nearby Defined Benefit (Pension) Plans in New York

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

Iuoe Local 295-295b,C Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Iuoe Local 295-295b,C Pension Fund, Total assets ($B): 0.063911462 · Participants: 408Iuoe Local 295-295b,C Pension FundIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Iuoe Local 295-295b,C Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Iuoe Local 295-295b,C Pension Fund side-by-side with 3 peers →

Iuoe Local 295-295b,C 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 Bradford White Corporation UAW Retirement Income Plan in PA ($64M); by covered participants it is I.B.E.W. Local Union # 654 - Defined Benefit Pension Plan in NJ (408 participants). Same-state nearby plans are listed separately above.

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 Iuoe Local 295-295b,C Pension Fund assets move in 2022? ▼
Iuoe Local 295-295b,C Pension Fund pulled back noticeably - down 5.9% during 2022, from $68M to $64M. Reported net income was -$4M.
How have Board of Trustees, Iuoe Local 295-295b,C Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Iuoe Local 295-295b,C Pension Fund's sponsor-wide assets grew 21.0%, from $64M to $77M.
Where does Iuoe Local 295-295b,C Pension Fund rank by assets among Form 5500 filers? ▼
Iuoe Local 295-295b,C Pension Fund ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Iuoe Local 295-295b,C Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bradford White Corporation UAW Retirement Income Plan in PA ($64M, 371 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Iuoe Local 295-295b,C Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is I.B.E.W. Local Union # 654 - Defined Benefit Pension Plan in NJ (408 participants, $129M 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 116042885.

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.