Defined Benefit (Pension) · DOL Form 5500 · 2022

Trustees of Iue- Cwa AFL-CIO Pension Fund Pension Plan

Data updated 2026-08-25

$219M
Total assets Near avg plan size
658
Participants Below avg headcount
96th
Percentile by assets National rank
$332,405
Avg per participant High balance/head
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Official DOL plan name: Iue-Cwa Pension Plan · Sponsored by Trustees of Iue- Cwa AFL-CIO Pension Fund · Pennsylvania · Information & Media

$219M in assets, 658 participants

Trustees of Iue- Cwa AFL-CIO Pension Fund's Iue-Cwa Pension Plan reported $219M in total assets and 658 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #2,726 in Information & Media (2,911 peers)

Where Iue-Cwa Pension Plan sits by assets

Iue-Cwa Pension Plan sits in the top 5% of all filed plans by assets, $219M for 658 participants (~$332,405/participant), down 24.1% in 2022.

#2,726
in Information & Media (2,911 peers)
-24.1%
assets change YoY
2.2×
vs typical plan assets (national mean)

The plan reported a net loss of $70M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Iue-Cwa Pension Plan's outsized position by total assets

Iue-Cwa Pension Plan vs every filed plan by assets

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

$218,722,316 Top 4% higher than 96% 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

Iue-Cwa Pension Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Iue-Cwa Pension Plan sits mid-pack in the medium band (658 participants).

Published 5500 schedule card

Filing strip 226250252 · Trustees of Iue- Cwa AFL-CIO Pension Fund PY 2022 · Defined Benefit (Pension)

Iue-Cwa Pension Plan · $219M · 658 · 96th

  • PCT $219M
  • EIN 658
  • RANK 96th
  • PHOTO Defined Benefit (Pension)
  • IND near I.a.T.S.E. Local No. 33 Pension Trust Fund
  • EOY ind #2726

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 Information & Media retirement plans → · Plans in Pennsylvania →

Iue-Cwa Pension Plan in the asset neighbourhood

Leidos Biomedical Research, Inc. Retirement PlanLeidos Biomedical Research, …$219MErc Retirement Plan$219MI.a.T.S.E. Local No. 33 Pension Trust FundI.a.T.S.E. Local No. 33 Pens…$219MIue-Cwa Pension Plan$219MPension and Annuity Plan of the Bricklayers Pension FundPension and Annuity Plan of …$219M
End-of-year total assets ($M) among Iue-Cwa Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$288M
Net Assets (End of Year)$218M
Net Income-$70M
Employer EIN226250252
Plan Effective Date1958-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of Iue- Cwa AFL-CIO Pension Fund)

Sponsor-wide plan assets over time

All Trustees of Iue- Cwa AFL-CIO Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$475M 112.81395998595671% vs 2022
2024 filing year
$100M$200M$300M$400M$500M$600M 202220232024 $223M $475M ▲ +112.8%
Year Plans Participants Total Assets
2022 2 664 $223M
2023 2 676 $485M
2024 2 532 $475M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Iue-Cwa Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Iue-Cwa Pension Plan, Total assets ($B): 0.218722316 · Participants: 658Iue-Cwa Pension PlanNational Elevator Industry Pension Plan, Total assets ($B): 10.401485458 · Participants: 27097National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 5.908424468 · Participants: 52395Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.402519 · Participants: 63731The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.359207207 · Participants: 5314Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 4.968344232 · Participants: 8098The Bank of New York Mellon Corporation Pension Plan
Iue-Cwa Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Iue-Cwa Pension Plan side-by-side with 3 peers →

Iue-Cwa Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is I.a.T.S.E. Local No. 33 Pension Trust Fund in CA ($219M); by covered participants it is Atlanta Ironworkers Local #387 Pension Plan in TN (658 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($219M here).

Similar participant headcount

Nearest other-state filings by covered participants (658 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 Iue-Cwa Pension Plan assets move in 2022? ▼
Iue-Cwa Pension Plan declined sharply - down 24.1% during 2022, from $288M to $219M. Reported net income was -$70M.
How have Trustees of Iue- Cwa AFL-CIO Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of Iue- Cwa AFL-CIO Pension Fund's sponsor-wide assets grew 112.8%, from $223M to $475M.
Where does Iue-Cwa Pension Plan rank by assets among Form 5500 filers? ▼
Iue-Cwa Pension Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Iue-Cwa Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is I.a.T.S.E. Local No. 33 Pension Trust Fund in CA ($219M, 1,100 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Iue-Cwa Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Atlanta Ironworkers Local #387 Pension Plan in TN (658 participants, $124M 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 226250252.

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.