Defined Benefit (Pension) · DOL Form 5500 · 2023
Bd of Trustees Iuoe Local 30 Pension Fund Pension Plan
Data updated 2026-08-11
- $331M
- Total assets
- 2,205
- Participants
- 96th
- Percentile by assets
- $150,165
- Avg per participant
Official DOL plan name: Iuoe Local 30 Pension Fund · Sponsored by Bd of Trustees Iuoe Local 30 Pension Fund · New York · Construction
$331M in assets, 2,205 participants
Bd of Trustees Iuoe Local 30 Pension Fund's Iuoe Local 30 Pension Fund reported $331M in total assets and 2,205 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 127,072 plans)
- #8,654 in Construction (9,030 peers)
Coverage in New York
Iuoe Local 30 Pension Fund covers 2,205 participants in New York, 2.8x the typical New York plan (state average ~798 per filing). Assets: $331M.
- $331M
- total plan assets (2023 EOY)
- 2,205
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $150,165
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Iuoe Local 30 Pension Fund reported net income rose from -$39M in the plan year 2022 filing to $33M in the plan year 2023 filing.
- Iuoe Local 30 Pension Fund end-of-year assets rose from $303M in the plan year 2022 filing to $331M in the plan year 2023 filing.
- Iuoe Local 30 Pension Fund reported participants fell from 2,219 in the plan year 2022 filing to 2,205 in the plan year 2023 filing.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Iuoe Local 30 Pension Fund reports 2,205 participants - 2.8x that state average ($331M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $303M |
|---|---|
| Net Assets (End of Year) | $309M |
| Net Income | $33M |
| Employer EIN | 516045848 |
| Plan Effective Date | 1954-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bd of Trustees Iuoe Local 30 Pension Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,219 | $303M |
| 2023 | 1 | 2,205 | $331M |
| 2024 | 1 | 2,396 | $367M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Iuoe Local 30 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Iuoe Local 30 Pension Fund by total assets, not by location.
- Bass Retirement Plan (TX) $331M · 327
- Nordson Corporation Salaried Employees Pension Plan (OH) $332M · 1,974
- Otter Tail Corporation Pension Plan (MN) $332M · 343
- Masters, Mates & Pilots Pension Plan (MD) $332M · 655
Frequently Asked Questions
How did Iuoe Local 30 Pension Fund assets move in 2023? ▼
How have Bd of Trustees Iuoe Local 30 Pension Fund plan assets changed over time? ▼
Where does Iuoe Local 30 Pension Fund rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Iuoe Local 30 Pension Fund? ▼
Next read for Iuoe Local 30 Pension Fund
Filing takeaways
Ways to act on Iuoe Local 30 Pension Fund's numbers.
- By total assets, Iuoe Local 30 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 Trustees Iuoe Local 30 Pension Fund's sponsor-wide assets have grown 21.2% since 2022 across 3 plan years on file. More Construction plans