Defined Benefit (Pension) · DOL Form 5500 · 2022
Office & Professional Employees International Union Pension Plan
Data updated 2026-08-25
- $68M
- Total assets Below avg plan size
- 91
- Participants Small participant base
- 90th
- Percentile by assets National rank
- $745,798
- Avg per participant High balance/head
Official DOL plan name: Office & Professional Employees Iu Pension Plan · Sponsored by Office & Professional Employees International Union · New York · Administrative & Support Services
$68M in assets, 91 participants
Office & Professional Employees International Union's Office & Professional Employees Iu Pension Plan reported $68M in total assets and 91 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.
- #4,717 in Administrative & Support Services (4,927 peers)
Where Office & Professional Employees Iu Pension Plan sits by assets
Office & Professional Employees Iu Pension Plan sits in the top 10% of all filed plans by assets, $68M for 91 participants (~$745,798/participant), down 17.6% in 2022.
- #4,717
- in Administrative & Support Services (4,927 peers)
- -17.6%
- assets change YoY
- 0.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Office & Professional Employees Iu Pension Plan's outsized position by total assets
Office & Professional Employees Iu Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$67,867,593 Top 10% higher than 90% 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
Office & Professional Employees Iu Pension Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Office & Professional Employees Iu Pension Plan is a small filing (91 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 530175463 · Office & Professional Employees International Union PY 2022 · Defined Benefit (Pension)
Office & Professional Employees Iu Pension Plan · $68M · 91 · 90th
- EBSA $68M
- EBSA 91
- EBSA 90th
- EBSA Defined Benefit (Pension)
- EBSA near Baylor Scott & White Health Consolidated Frozen Benefit Plan
- EBSA ind #4717
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 →
Office & Professional Employees Iu Pension Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $82M |
|---|---|
| Net Assets (End of Year) | $68M |
| Net Income | -$14M |
| Employer EIN | 530175463 |
| Plan Effective Date | 1958-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Office & Professional Employees International Union)
Sponsor-wide plan assets over time
All Office & Professional Employees International Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $77M 13.512366646036792% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 91 | $68M |
| 2023 | 1 | 96 | $72M |
| 2024 | 1 | 101 | $77M |
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
Office & Professional Employees Iu Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Baylor Scott & White Health Consolidated Frozen Benefit Plan in TX ($68M); by covered participants it is The Moore Company 4 Percent Plan in RI (91 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($68M here).
- Baylor Scott & White Health Consolidated Frozen Benefit Plan (TX) $68M · 173
- Instrumentarium Cash Balance Plan (IL) $68M · 167
- Nationwide Children's Hospital Pension Plan (OH) $68M · N/A
- Its, Inc. Pension Plan (IA) $68M · 240
Similar participant headcount
Nearest other-state filings by covered participants (91 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.