Defined Benefit (Pension) · DOL Form 5500 · 2022

Bd of Trust Upstate New York Engineers Pension Fund Pension Plan

Data updated 2026-08-25

$323M
Total assets Above avg plan size
1,945
Participants Near avg headcount
97th
Percentile by assets National rank
$166,186
Avg per participant Above avg balance/head
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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.

  • #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.

#9,586
in Construction (9,927 peers)
-7.4%
assets change YoY
3.2×
vs typical plan assets (national mean)

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.

Upstate New York Engineers Pension Fund's outsized position by total assets

Upstate New York Engineers Pension Fund vs every filed plan by assets

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

$323,231,208 Top 3% higher than 97% 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

Upstate New York Engineers 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. Upstate New York Engineers Pension Fund lands in the large band (1,945 participants).

Form 5500 schedule snapshot

Filing strip 150614642 · Bd of Trust Upstate New York Engineers Pension Fund PY 2022 · Defined Benefit (Pension)

Upstate New York Engineers Pension Fund · $323M · 1,945 · 97th

  • IND $323M
  • IND 1,945
  • IND 97th
  • IND Defined Benefit (Pension)
  • IND near Black Hills Retirement Plan
  • IND ind #9586

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 New York →

Upstate New York Engineers Pension Fund in the asset neighbourhood

Refrigeration, a/C & Service Div. (Ua-Nj) Pension PlanRefrigeration, a/C & Service…$324MThe Retirement Plan for Lilly Affiliate Employees in Puerto RicoThe Retirement Plan for Lill…$324MUpstate New York Engineers Pension FundUpstate New York Engineers P…$323MBlack Hills Retirement Plan$323MBass Retirement Plan$323M
End-of-year total assets ($M) among Upstate New York Engineers Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$349M
Net Assets (End of Year)$322M
Net Income-$26M
Employer EIN150614642
Plan Effective Date1959-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bd of Trust Upstate New York Engineers Pension Fund)

Sponsor-wide plan assets over time

All Bd of Trust Upstate New York Engineers Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$455M 40.636018970049456% vs 2022
2024 filing year
$300M$350M$400M$450M$500M 202220232024 $323M $455M ▲ +40.6%
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 Scatter plot of 6 data points. 05000100001500020000 -100102030 Total assets ($B) Participants Upstate New York Engineers Pension Fund, Total assets ($B): 0.323231208 · Participants: 1945Upstate New York Engineers Pension FundIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Upstate New York Engineers Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Upstate New York Engineers Pension Fund side-by-side with 3 peers →

Upstate New York Engineers Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Black Hills Retirement Plan in SD ($323M); by covered participants it is American United Life Insurance Company Employees Retirement Plan and Trust in IN (1,946 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($323M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,945 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 Upstate New York Engineers Pension Fund assets move in 2022? ▼
Upstate New York Engineers Pension Fund pulled back noticeably - down 7.4% during 2022, from $349M to $323M. Reported net income was -$26M.
How have Bd of Trust Upstate New York Engineers Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bd of Trust Upstate New York Engineers Pension Fund's sponsor-wide assets grew 40.6%, from $323M to $455M.
Where does Upstate New York Engineers Pension Fund rank by assets among Form 5500 filers? ▼
Upstate New York Engineers Pension Fund ranks in the 97th 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 Upstate New York Engineers Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Black Hills Retirement Plan in SD ($323M, 857 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Upstate New York Engineers Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is American United Life Insurance Company Employees Retirement Plan and Trust in IN (1,946 participants, $409M 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 150614642.

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.