Defined Benefit (Pension) · DOL Form 5500 · 2023

Office & Professional Employees International Union Pension Plan

Data updated 2026-08-25

$72M
Total assets Below avg plan size
96
Participants Small participant base
89th
Percentile by assets National rank
$749,844
Avg per participant High balance/head
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Official DOL plan name: Office & Professional Employees Iu Pension Plan · Sponsored by Office & Professional Employees International Union · New York · Administrative & Support Services

$72M in assets, 96 participants

Office & Professional Employees International Union's Office & Professional Employees Iu Pension Plan reported $72M in total assets and 96 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #4,138 in Administrative & Support Services (4,372 peers)

Where Office & Professional Employees Iu Pension Plan sits by assets

Office & Professional Employees Iu Pension Plan sits in the top quartile of all filed plans by assets, $72M for 96 participants (~$749,844/participant), up 6.1% in 2023.

#4,138
in Administrative & Support Services (4,372 peers)
+6.1%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Office & Professional Employees Iu Pension Plan's outsized position by total assets

Office & Professional Employees Iu Pension Plan vs every filed plan by assets

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

$71,985,008 Top 11% higher than 89% 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

Office & Professional Employees Iu Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Office & Professional Employees Iu Pension Plan is a small filing (96 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Office & Professional Employees Iu Pension Plan reported net income rose from -$14M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Office & Professional Employees Iu Pension Plan end-of-year assets rose from $68M in the plan year 2022 filing to $72M in the plan year 2023 filing.
  • Office & Professional Employees Iu Pension Plan reported participants rose from 91 in the plan year 2022 filing to 96 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 530175463 · Office & Professional Employees International Union PY 2023 · Defined Benefit (Pension)

Office & Professional Employees Iu Pension Plan · $72M · 96 · 89th

  • 5500 $72M
  • 5500 96
  • 5500 89th
  • 5500 Defined Benefit (Pension)
  • 5500 near Patelco Credit Union Pension Plan
  • 5500 ind #4138

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 Administrative & Support Services retirement plans → · Plans in New York →

Office & Professional Employees Iu Pension Plan in the asset neighbourhood

Goulston & Storrs Cash Balance Plan for DirectorsGoulston & Storrs Cash Balan…$72MUfcw Local 1776 & Participating Employers Pension FundUfcw Local 1776 & Participat…$72MOffice & Professional Employees Iu Pension PlanOffice & Professional Employ…$72MPatelco Credit Union Pension PlanPatelco Credit Union Pension…$72MHitachi High-Tech America, Inc. Retirement PlanHitachi High-Tech America, I…$72M
End-of-year total assets ($M) among Office & Professional Employees Iu Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$72M
Net Income$4M
Employer EIN530175463
Plan Effective Date1958-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Office & Professional Employees International Union)

Sponsor-wide plan assets over time

All Office & Professional Employees International Union plans reported in each filing year

Latest sponsor-wide plan assets
$77M 13.512366646036792% vs 2022
2024 filing year
$65M$70M$75M$80M 202220232024 $67.9M $77M ▲ +13.5%
Year Plans Participants Total Assets
2022 1 91 $68M
2023 1 96 $72M
2024 1 101 $77M

Nearby Defined Benefit (Pension) Plans in New York

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

Office & Professional Employees Iu Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Office & Professional Employees Iu Pension Plan, Total assets ($B): 0.071985008 · Participants: 96Office & Professional Employees Iu Pension PlanIBM 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
Office & Professional Employees Iu Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Office & Professional Employees Iu Pension Plan side-by-side with 3 peers →

Office & Professional Employees Iu Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Patelco Credit Union Pension Plan in CA ($72M); by covered participants it is Keweenaw Bay Indian Community Defined Benefit Plan in MI (96 participants). Same-state nearby plans are listed separately above.

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 Office & Professional Employees Iu Pension Plan assets move in 2023? ▼
Office & Professional Employees Iu Pension Plan grew at a solid clip - up 6.1% during 2023, from $68M to $72M. Reported net income was $4M.
How have Office & Professional Employees International Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Office & Professional Employees International Union's sponsor-wide assets grew 13.5%, from $68M to $77M.
Where does Office & Professional Employees Iu Pension Plan rank by assets among Form 5500 filers? ▼
Office & Professional Employees Iu Pension Plan ranks in the 89th 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 Office & Professional Employees Iu Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Patelco Credit Union Pension Plan in CA ($72M, 143 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Office & Professional Employees Iu Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Keweenaw Bay Indian Community Defined Benefit Plan in MI (96 participants, N/A 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 530175463.

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.