Defined Benefit (Pension) · DOL Form 5500 · 2022

Iuoe Local 15, 15a, 15c, 15d Pension Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
17
Participants Small participant base
85th
Percentile by assets National rank
$2.2M
Avg per participant High balance/head
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Official DOL plan name: Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO · Sponsored by Iuoe Local 15, 15a, 15c, 15d · New York · Finance & Insurance

$38M in assets, 17 participants

Iuoe Local 15, 15a, 15c, 15d's Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO reported $38M in total assets and 17 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,073 in Finance & Insurance (9,261 peers)

Where Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO sits by assets

Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO sits in the top quartile of all filed plans by assets, $38M for 17 participants (~$2.2M/participant), down 13.9% in 2022.

#7,073
in Finance & Insurance (9,261 peers)
-13.9%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO's outsized position by total assets

Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO vs every filed plan by assets

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

$37,599,479 Top 15% higher than 85% 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

Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO is a small filing (17 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 135159024 · Iuoe Local 15, 15a, 15c, 15d PY 2022 · Defined Benefit (Pension)

Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO · $38M · 17 · 85th

  • BOOK $38M
  • BOOK 17
  • BOOK 85th
  • BOOK Defined Benefit (Pension)
  • BOOK near Retirement Plan for Employees of Castle & Cooke, Inc.
  • BOOK ind #7073

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 Finance & Insurance retirement plans → · Plans in New York →

Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO in the asset neighbourhood

Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIOPension Plan for Employees o…$38MRetirement Plan for Employees of Castle & Cooke, Inc.Retirement Plan for Employee…$38MOrix Financial Services, Inc. Retirement PlanOrix Financial Services, Inc…$38MNnss Igan Pension Plan$38MNovelis Terre Haute Hourly Pension PlanNovelis Terre Haute Hourly P…$38M
End-of-year total assets ($M) among Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$38M
Net Income-$6M
Employer EIN135159024
Plan Effective Date1970-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Iuoe Local 15, 15a, 15c, 15d)

Sponsor-wide plan assets over time

All Iuoe Local 15, 15a, 15c, 15d plans reported in each filing year

Latest sponsor-wide plan assets
$47M 26.021397796496064% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $37.6M $47.4M ▲ +26.0%
Year Plans Participants Total Assets
2022 1 17 $38M
2023 1 17 $43M
2024 1 19 $47M

Nearby Defined Benefit (Pension) Plans in New York

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

Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO, Total assets ($B): 0.037599479 · Participants: 17Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIOIBM 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
Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO side-by-side with 3 peers →

Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Castle & Cooke, Inc. in CA ($38M); by covered participants it is Retirement Plan for Employees of Woman's Life Insurance Society in MI (17 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($38M here).

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 Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO assets move in 2022? ▼
Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO pulled back noticeably - down 13.9% during 2022, from $44M to $38M. Reported net income was -$6M.
How have Iuoe Local 15, 15a, 15c, 15d plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iuoe Local 15, 15a, 15c, 15d's sponsor-wide assets grew 26.0%, from $38M to $47M.
Where does Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO rank by assets among Form 5500 filers? ▼
Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Castle & Cooke, Inc. in CA ($38M, 81 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Woman's Life Insurance Society in MI (17 participants, $17M 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 135159024.

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.