Defined Benefit (Pension) · DOL Form 5500 · 2022
Excavators Union Pension Fund Loca Pension Plan
Data updated 2026-08-11
- $2.3B
- Total assets
- 5,145
- Participants
- 100th
- Percentile by assets
- $444,616
- Avg per participant
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.
- 100th percentile by assets (of 139,126 plans)
- #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.
- $2.3B
- total plan assets (2022 EOY)
- 5,145
- covered participants
- 100th
- percentile by assets (of 139,126 plans)
- $444,616
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Excavators Union Local 731 Pension Fund reports 5,145 participants - 6.4x that state average ($2.3B EOY assets).
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)
| 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.
Excavators Union Local 731 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
- 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)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Excavators Union Local 731 Pension Fund by total assets, not by location.
- 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
Frequently Asked Questions
How did Excavators Union Local 731 Pension Fund assets move in 2022? ▼
How have Excavators Union Pension Fund Loca plan assets changed over time? ▼
Where does Excavators Union Local 731 Pension Fund rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Excavators Union Local 731 Pension Fund? ▼
Next read for Excavators Union Local 731 Pension Fund
Filing takeaways
Ways to act on Excavators Union Local 731 Pension Fund's numbers.
- By total assets, Excavators Union Local 731 Pension Fund ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
- Excavators Union Pension Fund Loca's sponsor-wide assets have grown 32.3% since 2022 across 3 plan years on file. More Construction plans