Defined Benefit (Pension) · DOL Form 5500 · 2023

Iuoe Local 15, 15a, 15c, 15d Pension Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
17
Participants Small participant base
84th
Percentile by assets National rank
$2.5M
Avg per participant High balance/head
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Official DOL plan name: Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO · Sponsored by Iuoe Local 15, 15a, 15c, 15d · New York · Finance & Insurance

$43M in assets, 17 participants

Iuoe Local 15, 15a, 15c, 15d's Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO reported $43M in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,683 in Finance & Insurance (8,869 peers)

Where Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO sits by assets

Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO sits in the top quartile of all filed plans by assets, $43M for 17 participants (~$2.5M/participant), up 14.7% in 2023.

#6,683
in Finance & Insurance (8,869 peers)
+14.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO's outsized position by total assets

Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO vs every filed plan by assets

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

$43,139,086 Top 16% higher than 84% of 127,068 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 2023

Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO reported net income rose from -$6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO end-of-year assets rose from $38M in the plan year 2022 filing to $43M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 135159024 · Iuoe Local 15, 15a, 15c, 15d PY 2023 · Defined Benefit (Pension)

Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO · $43M · 17 · 84th

  • PART $43M
  • TYPE 17
  • NET 84th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Lake Michigan Credit Union Cash Balance Defined Benefit Plan and Trust
  • BOY ind #6683

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 Finance & Insurance retirement plans → · Plans in New York →

Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO in the asset neighbourhood

Retirement Plan for the Benefit of Salaried and Other Employees of Boston Mutual Life Insurance CompanyRetirement Plan for the Bene…$43MPension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIOPension Plan for Employees o…$43MLake Michigan Credit Union Cash Balance Defined Benefit Plan and TrustLake Michigan Credit Union C…$43MPension Plan for Hourly Employees of Garlock Sealing Technologies LLC (Palmyra, Ny)Pension Plan for Hourly Empl…$43MMakino Inc. Pension Plan$43M
End-of-year total assets ($M) among Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$43M
Net Income$6M
Employer EIN135159024
Plan Effective Date1970-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Iuoe Local 15, 15a, 15c, 15d)

Sponsor-wide plan assets over time

All Iuoe Local 15, 15a, 15c, 15d plans reported in each filing year

Latest sponsor-wide plan assets
$47M 26.021397796496064% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $37.6M $47.4M ▲ +26.0%
Year Plans Participants Total Assets
2022 1 17 $38M
2023 1 17 $43M
2024 1 19 $47M

Nearby Defined Benefit (Pension) Plans in New York

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

Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO, Total assets ($B): 0.043139086 · Participants: 17Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIOIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO side-by-side with 3 peers →

Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe 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 Lake Michigan Credit Union Cash Balance Defined Benefit Plan and Trust in MI ($43M); by covered participants it is Tooling Concepts, Inc. Cash Balance Plan in MI (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO assets move in 2023? ▼
Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO grew at a solid clip - up 14.7% during 2023, from $38M to $43M. Reported net income was $6M.
How have Iuoe Local 15, 15a, 15c, 15d plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iuoe Local 15, 15a, 15c, 15d's sponsor-wide assets grew 26.0%, from $38M to $47M.
Where does Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO rank by assets among Form 5500 filers? ▼
Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Lake Michigan Credit Union Cash Balance Defined Benefit Plan and Trust in MI ($43M, 1,454 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Tooling Concepts, Inc. Cash Balance Plan in MI (17 participants, $1M in assets).

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 135159024.

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.