Defined Benefit (Pension) · DOL Form 5500 · 2022
Excavators Union Pension Fund Loca Pension Plan
Data updated 2026-08-25
- $2.3B
- Total assets Very large vs avg
- 5,145
- Participants Above avg headcount
- 100th
- Percentile by assets National rank
- $444,616
- Avg per participant High balance/head
Official DOL plan name: Excavators Union Local 731 Pension Fund · Sponsored by Excavators Union Pension Fund Loca · New York · Construction
$2.3B in assets, 5,145 participants
Excavators Union Pension Fund Loca's Excavators Union Local 731 Pension Fund reported $2.3B in total assets and 5,145 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- #9,890 in Construction (9,927 peers)
Coverage in New York
Excavators Union Local 731 Pension Fund covers 5,145 participants in New York, 6.4x the typical New York plan (state average ~798 per filing). Assets: $2.3B.
- #9,890
- in Construction (9,927 peers)
- -14.4%
- assets change YoY
- 23×
- vs typical plan assets (national mean)
The plan reported a net loss of $385M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Excavators Union Local 731 Pension Fund's outsized position by total assets
Excavators Union Local 731 Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,287,549,003 Highest reported value at or above every one of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Excavators Union Local 731 Pension Fund's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Excavators Union Local 731 Pension Fund lands in the large band (5,145 participants).
Plan-year Form 5500 strip
Filing strip 131809825 · Excavators Union Pension Fund Loca PY 2022 · Defined Benefit (Pension)
Excavators Union Local 731 Pension Fund · $2.3B · 5,145 · 100th
- EOY $2.3B
- EOY 5,145
- EOY 100th
- EOY Defined Benefit (Pension)
- EOY near Paccar Inc Retirement Plan
- EOY ind #9890
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 →
Excavators Union Local 731 Pension Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $2.7B |
|---|---|
| Net Assets (End of Year) | $2.3B |
| Net Income | -$385M |
| Employer EIN | 131809825 |
| Plan Effective Date | 1955-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Excavators Union Pension Fund Loca)
Sponsor-wide plan assets over time
All Excavators Union Pension Fund Loca plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.0B 32.30379143926037% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,145 | $2.3B |
| 2023 | 1 | 5,279 | $2.6B |
| 2024 | 1 | 5,257 | $3.0B |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- 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
Scale composition for Excavators Union Local 731 Pension Fund
Excavators Union Local 731 Pension Fund reports $2.3B in end-of-year assets across 5,145 participants (0.019% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.005% of 93,925,755 covered participants) - about $444,616 per participant (3.2x the national average assets-per-participant) . Net income for plan year 2022 was -$385M.
This plan identity (EIN 131809825, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.3B to $3.0B (+32.3%) while covered participants moved from 5,145 to 5,257 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,145 | $2.3B | This page |
| 2023 | 5,279 | $2.6B | Open filing |
| 2024 · index core | 5,257 | $3.0B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Excavators Union Local 731 Pension Fund (Defined Benefit (Pension), $3.0B, 5,257 participants)
Excavators Union Local 731 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 Paccar Inc Retirement Plan in WA ($2.3B); by covered participants it is Meijer Omp Pension Plan in MI (5,128 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.3B here).
- Paccar Inc Retirement Plan (WA) $2.3B · 8,688
- Macys Inc Cash Account Pension Plan (OH) $2.3B · 20,642
- Club Pension Plan (CA) $2.3B · 9,816
- Saint-Gobain Retirement Income Plan (PA) $2.3B · 11,456
Similar participant headcount
Nearest other-state filings by covered participants (5,145 participants); asset peers above are excluded.
- Meijer Omp Pension Plan (MI) 5,128 · 17 off
- Shaws Supermarkets, Inc. Pension Plan for Union Employees (ID) 5,165 · 20 off
- Genuine Parts Company Pension Plan (GA) 5,106 · 39 off
- Toyota Motor Sales, U.S.a., Inc. Pension Plan (TX) 5,192 · 47 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.