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 2026-08-25
- $243M
- Total assets Near avg plan size
- 635
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $382,220
- Avg per participant High balance/head
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.
- #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.
- #8,545
- in Construction (9,030 peers)
- +11.8%
- assets growth YoY
- 2.4×
- vs typical plan assets (national mean)
Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO sits mid-pack in the medium band (635 participants).
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.
Form 5500 schedule snapshot
Filing strip 131825849 · Bd of Trustees Pension Plan of the Iuoe 137 137a 137b 137c 137r Aflcio PY 2023 · Defined Benefit (Pension)
Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO · $243M · 635 · 95th
- BOY $243M
- SCH 635
- EBSA 95th
- PART Defined Benefit (Pension)
- TYPE near Wisconsin Power & Light Co. Retirement Plan B
- NET ind #8545
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 →
Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $217M |
|---|---|
| Net Assets (End of Year) | $239M |
| Net Income | $23M |
| Employer EIN | 131825849 |
| Plan Effective Date | 1951-04-16 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bd of Trustees Pension Plan of the Iuoe 137 137a 137b 137c 137r Aflcio)
Sponsor-wide plan assets over time
All Bd of Trustees Pension Plan of the Iuoe 137 137a 137b 137c 137r Aflcio plans reported in each filing year
- Latest sponsor-wide plan assets
- $272M 25.237158864161692% vs 2022
- 2024 filing year
| 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.
- IBM Personal Pension Plan $25.0B · 14,881
- Consolidated Edison Retirement Plan $16.2B · 10,779
- 1199seiu Health Care Employees Pension Fund $16.2B · 107,582
- Pfizer Consolidated Pension Plan $11.0B · 9,616
- Pepsico Employees Retirement Plan I $7.6B · 12,289
Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Wisconsin Power & Light Co. Retirement Plan B in WI ($243M); by covered participants it is Tuality Healthcare Cash Balance Pension Plan in OR (635 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($243M here).
- Wisconsin Power & Light Co. Retirement Plan B (WI) $243M · 250
- Schlumberger Pension Plan for U.S. Taxpayers Employed Abroad (TX) $243M · 374
- Baxter Healthcare of Puerto Rico Pension Plan (IL) $242M · 700
- Hill-Rom, Inc. Pension Plan (IN) $242M · 833
Similar participant headcount
Nearest other-state filings by covered participants (635 participants); asset peers above are excluded.
- Tuality Healthcare Cash Balance Pension Plan (OR) 635 · 0 off
- Integris Health, Inc Retirement Plan B (OK) 634 · 1 off
- General Dynamics Land Systems Pension Agreement (MI) 637 · 2 off
- Covestro LLC Pension Plan (PA) 637 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.