Defined Benefit (Pension) · DOL Form 5500 · 2023

Bd of Trustees Iuoe Local 30 Pension Fund Pension Plan

Data updated 2026-08-25

$331M
Total assets Above avg plan size
2,205
Participants Above avg headcount
96th
Percentile by assets National rank
$150,165
Avg per participant Above avg balance/head
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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.

  • #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.

#8,654
in Construction (9,030 peers)
+9.3%
assets growth YoY
3.3×
vs typical plan assets (national mean)

Iuoe Local 30 Pension Fund's outsized position by total assets

Iuoe Local 30 Pension Fund vs every filed plan by assets

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

$331,113,674 Top 4% higher than 96% 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

Iuoe Local 30 Pension Fund's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Iuoe Local 30 Pension Fund lands in the large band (2,205 participants).

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 516045848 · Bd of Trustees Iuoe Local 30 Pension Fund PY 2023 · Defined Benefit (Pension)

Iuoe Local 30 Pension Fund · $331M · 2,205 · 96th

  • BOY $331M
  • SCH 2,205
  • EBSA 96th
  • PART Defined Benefit (Pension)
  • TYPE near Bass Retirement Plan
  • NET ind #8654

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 →

Iuoe Local 30 Pension Fund in the asset neighbourhood

Masters, Mates & Pilots Pension PlanMasters, Mates & Pilots Pens…$332MOtter Tail Corporation Pension PlanOtter Tail Corporation Pensi…$332MNordson Corporation Salaried Employees Pension PlanNordson Corporation Salaried…$332MIuoe Local 30 Pension Fund$331MBass Retirement Plan$331M
End-of-year total assets ($M) among Iuoe Local 30 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$303M
Net Assets (End of Year)$309M
Net Income$33M
Employer EIN516045848
Plan Effective Date1954-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bd of Trustees Iuoe Local 30 Pension Fund)

Sponsor-wide plan assets over time

All Bd of Trustees Iuoe Local 30 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$367M 21.23015053119358% vs 2022
2024 filing year
$280M$300M$320M$340M$360M$380M 202220232024 $303M $367M ▲ +21.2%
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 Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Iuoe Local 30 Pension Fund, Total assets ($B): 0.331113674 · Participants: 2205Iuoe Local 30 Pension FundIBM 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
Iuoe Local 30 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Iuoe Local 30 Pension Fund side-by-side with 3 peers →

Iuoe Local 30 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 Bass Retirement Plan in TX ($331M); by covered participants it is Aflac Incorporated Pension Plan in GA (2,206 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($331M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,205 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 Iuoe Local 30 Pension Fund assets move in 2023? ▼
Iuoe Local 30 Pension Fund grew at a solid clip - up 9.3% during 2023, from $303M to $331M. Reported net income was $33M.
How have Bd of Trustees Iuoe Local 30 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bd of Trustees Iuoe Local 30 Pension Fund's sponsor-wide assets grew 21.2%, from $303M to $367M.
Where does Iuoe Local 30 Pension Fund rank by assets among Form 5500 filers? ▼
Iuoe Local 30 Pension Fund ranks in the 96th 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 Iuoe Local 30 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bass Retirement Plan in TX ($331M, 327 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Iuoe Local 30 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Aflac Incorporated Pension Plan in GA (2,206 participants, $650M 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 516045848.

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.