Other
2022 plan-year Other DOL Form 5500

LOCAL NO 731 EXCAVATORS AND PAVERS PENSION TRUST FUND

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

TRUSTEE OF EXCV & PVRS LOCAL 731 PENSION TRUST FUND

This Other plan holds $175M in total assets and serves 425 participants as of 2022. It is sponsored by TRUSTEE OF EXCV & PVRS LOCAL 731 PENSION TRUST FUND in Illinois. The plan reported a net loss of $27M for the year.

Total Assets (2023)
$175M
Participants
425
State
Industry
Construction

What the Filing Says About LOCAL NO 731 EXCAVATORS AND PAVERS PENSION TRUST FUND

LOCAL NO 731 EXCAVATORS AND PAVERS PENSION TRUST FUND is a Other retirement plan sponsored by TRUSTEE OF EXCV & PVRS LOCAL 731 PENSION TRUST FUND, headquartered in Illinois. As of the 2022 Form 5500 filing, the plan reports $175M in total end-of-year assets and covers 425 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 366513565, and the plan has been effective since 1963-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $202M at the beginning of 2022 to $175M at year-end — a decline of 13.6%. Net assets (after liabilities) closed the year at $175M, with reported net income of $-27,423,487 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$202M
Total Assets (End of Year)$175M
Net Assets (End of Year)$175M
Net Income$-27,423,487
Plan TypeOther
Employer EIN366513565
Plan Effective Date1963-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (TRUSTEE OF EXCV & PVRS LOCAL 731 PENSION TRUST FUND)

Year Plans Participants Total Assets
2022 2 453 $175M
2023 2 443 $191M
2024 2 434 $207M

Nearby Other Plans in Illinois

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the LOCAL NO 731 EXCAVATORS AND PAVERS PENSION TRUST FUND?
As of the 2022 Form 5500 filing, LOCAL NO 731 EXCAVATORS AND PAVERS PENSION TRUST FUND holds $175M in total assets with 425 participants. It is sponsored by TRUSTEE OF EXCV & PVRS LOCAL 731 PENSION TRUST FUND.
What type of plan is LOCAL NO 731 EXCAVATORS AND PAVERS PENSION TRUST FUND?
LOCAL NO 731 EXCAVATORS AND PAVERS PENSION TRUST FUND is a Other plan. It has been effective since 1963-01-01. The plan is filed with the U.S. Department of Labor under EIN 366513565.
Who sponsors the LOCAL NO 731 EXCAVATORS AND PAVERS PENSION TRUST FUND?
LOCAL NO 731 EXCAVATORS AND PAVERS PENSION TRUST FUND is sponsored by TRUSTEE OF EXCV & PVRS LOCAL 731 PENSION TRUST FUND, located in Illinois. The sponsor's EIN is 366513565 and the plan operates in the Construction industry.
How did LOCAL NO 731 EXCAVATORS AND PAVERS PENSION TRUST FUND perform in 2022?
LOCAL NO 731 EXCAVATORS AND PAVERS PENSION TRUST FUND declined by 13.6% during 2022, moving from $202M to $175M in total assets. Net income was $-27,423,487.
Where can I find official filings for LOCAL NO 731 EXCAVATORS AND PAVERS PENSION TRUST FUND?
Official Form 5500 filings for LOCAL NO 731 EXCAVATORS AND PAVERS PENSION TRUST FUND are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 366513565 or plan name at efast.dol.gov.
How does LOCAL NO 731 EXCAVATORS AND PAVERS PENSION TRUST FUND compare to other plans?
You can compare LOCAL NO 731 EXCAVATORS AND PAVERS PENSION TRUST FUND against other Other plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 366513565.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.