Defined Benefit (Pension) · DOL Form 5500 · 2023

Bd of Trustees Pension Plan of the Iuoe 137 137a 137b 137c 137r Aflcio Pension Plan

Data updated 2026-08-11

$243M
Total assets
635
Participants
95th
Percentile by assets
$382,220
Avg per participant
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Official DOL plan name: Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO · Sponsored by Bd of Trustees Pension Plan of the Iuoe 137 137a 137b 137c 137r Aflcio · New York · Construction

$243M in assets, 635 participants

Bd of Trustees Pension Plan of the Iuoe 137 137a 137b 137c 137r Aflcio's Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO reported $243M in total assets and 635 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • 95th percentile by assets (of 127,072 plans)
  • #8,545 in Construction (9,030 peers)

Where Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO sits by assets

Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO sits in the top 5% of all filed plans by assets, $243M for 635 participants (~$382,220/participant), up 11.8% in 2023.

$243M
total plan assets (2023 EOY)
635
covered participants
95th
percentile by assets (of 127,072 plans)
$382,220
avg assets per participant

Where Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO sits by total assets

Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$242,709,931 Top 5% higher than 95% of 127,068 filed plans

This plan $0 $2,010,000,000 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 2023

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO reported net income rose from -$53M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO end-of-year assets rose from $217M in the plan year 2022 filing to $243M in the plan year 2023 filing.
  • Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO reported participants rose from 605 in the plan year 2022 filing to 635 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
New York
Industry
Construction

Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO vs the 2023 asset distribution

By assets, Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$217M
Net Assets (End of Year)$239M
Net Income$23M
Employer EIN131825849
Plan Effective Date1951-04-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Bd of Trustees Pension Plan of the Iuoe 137 137a 137b 137c 137r Aflcio)

$200M$220M$240M$260M$280M 202220232024 $217M $272M ▲ +25.2%
Total plan assets by year, all Bd of Trustees Pension Plan of the Iuoe 137 137a 137b 137c 137r Aflcio plans on file
Year Plans Participants Total Assets
2022 1 605 $217M
2023 1 635 $243M
2024 1 599 $272M

Nearby Defined Benefit (Pension) Plans in New York

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

Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Pension Plan of the …, Total assets ($B): 0.242709931 · Participants: 635Pension Plan of the …IBM Personal Pension…, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension…Consolidated Edison …, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison …1199seiu Health Care…, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care…Pfizer Consolidated …, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated …Pepsico Employees Re…, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Re…
Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Pension Plan of the Iuoe Local 137 137a … side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO by total assets, not by location.

Frequently Asked Questions

How did Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO assets move in 2023? ▼
Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO grew at a solid clip - up 11.8% during 2023, from $217M to $243M. Reported net income was $23M.
How have Bd of Trustees Pension Plan of the Iuoe 137 137a 137b 137c 137r Aflcio plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bd of Trustees Pension Plan of the Iuoe 137 137a 137b 137c 137r Aflcio's sponsor-wide assets grew 25.2%, from $217M to $272M.
Where does Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO rank by assets among Form 5500 filers? ▼
Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Wisconsin Power & Light Co. Retirement Plan B in WI ($243M, 250 participants).

Next read for Pension Plan of the Iuoe Local 137 137a …

Scale reading

Ways to act on Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO's numbers.

  • By total assets, Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO 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 Trustees Pension Plan of the Iuoe 137 137a 137b 137c 137r Aflcio's sponsor-wide assets have grown 25.2% since 2022 across 3 plan years on file. More Construction plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 131825849.

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.