Defined Benefit (Pension) · DOL Form 5500 · 2022
Bd of Trust Upstate New York Engineers Pension Fund Pension Plan
Data updated 2026-08-11
- $323M
- Total assets
- 1,945
- Participants
- 97th
- Percentile by assets
- $166,186
- Avg per participant
Official DOL plan name: Upstate New York Engineers Pension Fund · Sponsored by Bd of Trust Upstate New York Engineers Pension Fund · New York · Construction
$323M in assets, 1,945 participants
Bd of Trust Upstate New York Engineers Pension Fund's Upstate New York Engineers Pension Fund reported $323M in total assets and 1,945 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 139,126 plans)
- #9,586 in Construction (9,927 peers)
Coverage in New York
Upstate New York Engineers Pension Fund covers 1,945 participants in New York, 2.4x the typical New York plan (state average ~798 per filing). Assets: $323M.
- $323M
- total plan assets (2022 EOY)
- 1,945
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $166,186
- avg assets per participant
The plan reported a net loss of $26M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Upstate New York Engineers Pension Fund reports 1,945 participants - 2.4x that state average ($323M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $349M |
|---|---|
| Net Assets (End of Year) | $322M |
| Net Income | -$26M |
| Employer EIN | 150614642 |
| Plan Effective Date | 1959-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bd of Trust Upstate New York Engineers Pension Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,945 | $323M |
| 2023 | 1 | 1,942 | $353M |
| 2024 | 1 | 2,025 | $455M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Upstate New York Engineers Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Upstate New York Engineers Pension Fund by total assets, not by location.
- Black Hills Retirement Plan (SD) $323M · 857
- Bass Retirement Plan (TX) $323M · 325
- The Retirement Plan for Lilly Affiliate Employees in Puerto Rico (PR) $324M · 1,067
- Refrigeration, a/C & Service Div. (Ua-Nj) Pension Plan (NJ) $324M · 1,677
Frequently Asked Questions
How did Upstate New York Engineers Pension Fund assets move in 2022? ▼
How have Bd of Trust Upstate New York Engineers Pension Fund plan assets changed over time? ▼
Where does Upstate New York Engineers Pension Fund rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Upstate New York Engineers Pension Fund? ▼
Next read for Upstate New York Engineers Pension Fund
Filing takeaways
Ways to act on Upstate New York Engineers Pension Fund's numbers.
- By total assets, Upstate New York Engineers Pension Fund ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
- Bd of Trust Upstate New York Engineers Pension Fund's sponsor-wide assets have grown 40.6% since 2022 across 3 plan years on file. More Construction plans