Defined Benefit (Pension) · DOL Form 5500 · 2022

Excavators Union Local 731 Pension Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
18
Participants Small participant base
82nd
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
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Official DOL plan name: Staff Retirement Plan of the Excavators Union Local 731 · Sponsored by Excavators Union Local 731 · New York · Administrative & Support Services

$29M in assets, 18 participants

Excavators Union Local 731's Staff Retirement Plan of the Excavators Union Local 731 reported $29M in total assets and 18 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #4,523 in Administrative & Support Services (4,927 peers)

Where Staff Retirement Plan of the Excavators Union Local 731 sits by assets

Staff Retirement Plan of the Excavators Union Local 731 sits in the top quartile of all filed plans by assets, $29M for 18 participants (~$1.6M/participant), down 12.3% in 2022.

#4,523
in Administrative & Support Services (4,927 peers)
-12.3%
assets change YoY
0.3×
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.

Staff Retirement Plan of the Excavators Union Local 731's outsized position by total assets

Staff Retirement Plan of the Excavators Union Local 731 vs every filed plan by assets

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

$29,073,506 Top 18% higher than 82% 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

Staff Retirement Plan of the Excavators Union Local 731 among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Staff Retirement Plan of the Excavators Union Local 731 is a small filing (18 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 130688160 · Excavators Union Local 731 PY 2022 · Defined Benefit (Pension)

Staff Retirement Plan of the Excavators Union Local 731 · $29M · 18 · 82nd

  • BOY $29M
  • SCH 18
  • EBSA 82nd
  • PART Defined Benefit (Pension)
  • TYPE near Flowers Foods, Inc. Retirement Plan No. 2
  • NET ind #4523

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 Administrative & Support Services retirement plans → · Plans in New York →

Staff Retirement Plan of the Excavators Union Local 731 in the asset neighbourhood

Nnss Staff Pension Plan$29MFiber Industries, Inc. Retirement Income PlanFiber Industries, Inc. Retir…$29MMt. Elliott Cemetery Association Retirement PlanMt. Elliott Cemetery Associa…$29MStaff Retirement Plan of the Excavators Union Local 731Staff Retirement Plan of the…$29MFlowers Foods, Inc. Retirement Plan No. 2Flowers Foods, Inc. Retireme…$29M
End-of-year total assets ($M) among Staff Retirement Plan of the Excavators Union Local 731 and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$29M
Net Income-$4M
Employer EIN130688160
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Excavators Union Local 731)

Sponsor-wide plan assets over time

All Excavators Union Local 731 plans reported in each filing year

Latest sponsor-wide plan assets
$34M 17.614937806262514% vs 2022
2024 filing year
$28M$30M$32M$34M$36M 202220232024 $29.1M $34.2M ▲ +17.6%
Year Plans Participants Total Assets
2022 1 18 $29M
2023 1 17 $32M
2024 1 21 $34M

Nearby Defined Benefit (Pension) Plans in New York

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

Staff Retirement Plan of the Excavators Union Local 731 vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Staff Retirement Plan of the Excavators Union Local 731, Total assets ($B): 0.029073506 · Participants: 18Staff Retirement Plan of the Excavators Union Local 731IBM 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
Staff Retirement Plan of the Excavators Union Local 731 vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Staff Retirement Plan of the Excavators Union Local 731 side-by-side with 3 peers →

Staff Retirement Plan of the Excavators Union Local 731's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Flowers Foods, Inc. Retirement Plan No. 2 in GA ($29M); by covered participants it is Roadrunner Glass Company, Inc. Retirement Plan in AZ (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 participants); asset peers above are excluded.

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 Staff Retirement Plan of the Excavators Union Local 731 assets move in 2022? ▼
Staff Retirement Plan of the Excavators Union Local 731 pulled back noticeably - down 12.3% during 2022, from $33M to $29M. Reported net income was -$4M.
How have Excavators Union Local 731 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excavators Union Local 731's sponsor-wide assets grew 17.6%, from $29M to $34M.
Where does Staff Retirement Plan of the Excavators Union Local 731 rank by assets among Form 5500 filers? ▼
Staff Retirement Plan of the Excavators Union Local 731 ranks in the 82nd 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 Staff Retirement Plan of the Excavators Union Local 731? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Flowers Foods, Inc. Retirement Plan No. 2 in GA ($29M, 232 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Staff Retirement Plan of the Excavators Union Local 731? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Roadrunner Glass Company, Inc. Retirement Plan in AZ (18 participants, $2M 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 130688160.

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.