Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees I.U.O.E. Local 4 Pension Fund Pension Plan
Data updated 2026-08-25
- $1.0B
- Total assets Very large vs avg
- 3,379
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $310,253
- Avg per participant High balance/head
Official DOL plan name: International Union of Operating Engineers Local 4 Pension Fund · Sponsored by Board of Trustees I.U.O.E. Local 4 Pension Fund · Massachusetts · Construction
$1.0B in assets, 3,379 participants
Board of Trustees I.U.O.E. Local 4 Pension Fund's International Union of Operating Engineers Local 4 Pension Fund reported $1.0B in total assets and 3,379 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #9,824 in Construction (9,927 peers)
Coverage in Massachusetts
International Union of Operating Engineers Local 4 Pension Fund covers 3,379 participants in Massachusetts, 5.1x the typical Massachusetts plan (state average ~659 per filing). Assets: $1.0B.
- #9,824
- in Construction (9,927 peers)
- -11.0%
- assets change YoY
- 11×
- vs typical plan assets (national mean)
The plan reported a net loss of $133M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
International Union of Operating Engineers Local 4 Pension Fund's outsized position by total assets
International Union of Operating Engineers Local 4 Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,048,344,065 Top 1% higher than 99% 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
International Union of Operating Engineers Local 4 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. International Union of Operating Engineers Local 4 Pension Fund lands in the large band (3,379 participants).
DOL schedule card
Filing strip 046013863 · Board of Trustees I.U.O.E. Local 4 Pension Fund PY 2022 · Defined Benefit (Pension)
International Union of Operating Engineers Local 4 Pension Fund · $1.0B · 3,379 · 99th
- IND $1.0B
- IND 3,379
- IND 99th
- IND Defined Benefit (Pension)
- IND near Nisource Pension Plan
- IND ind #9824
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 Massachusetts →
International Union of Operating Engineers Local 4 Pension Fund in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $1.2B |
|---|---|
| Net Assets (End of Year) | $1.0B |
| Net Income | -$133M |
| Employer EIN | 046013863 |
| Plan Effective Date | 1959-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees I.U.O.E. Local 4 Pension Fund)
Sponsor-wide plan assets over time
All Board of Trustees I.U.O.E. Local 4 Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.3B 26.234991944176265% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,379 | $1.0B |
| 2023 | 1 | 3,485 | $1.2B |
| 2024 | 1 | 3,509 | $1.3B |
Nearby Defined Benefit (Pension) Plans in Massachusetts
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Consolidated Cash Balance Program of Mass General Brigham and Member Organizations $9.1B · 55,495
- Liberty Mutual Retirement Benefit Plan $6.8B · 33,087
- Massachusetts Institute of Technology Basic Retirement Plan $5.3B · 11,835
- N. Atlantic States Carp. Pension Fund $4.8B · 17,323
- N. Atlantic States Carp. Guaranteed Annuity Fund $3.6B · 10,962
International Union of Operating Engineers Local 4 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Nisource Pension Plan in IN ($1.1B); by covered participants it is Michigan Carpenters' Pension Fund in MI (3,379 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.0B here).
- Nisource Pension Plan (IN) $1.1B · 2,283
- Evergy, Inc. Retirement Plan (MO) $1.0B · 2,979
- Wa State Plumbing and Pipefitting Industry Pension Plan (WA) $1.1B · 4,860
- Cytec Retirement Plan (NJ) $1.1B · 989
Similar participant headcount
Nearest other-state filings by covered participants (3,379 participants); asset peers above are excluded.
- Michigan Carpenters' Pension Fund (MI) 3,379 · 0 off
- Minor League Players Pension Plan (NY) 3,377 · 2 off
- Cottage Health Pension Plan (CA) 3,376 · 3 off
- Packaging Corporation of America Hourly Pension Plan (IL) 3,360 · 19 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.