Defined Benefit (Pension) · DOL Form 5500 · 2023

Trustee of Excv & Pvrs Local 731 Pension Trust Fund Pension Plan

Data updated 2026-08-25

$191M
Total assets Near avg plan size: 414
Participants Below avg headcount: 95th
Percentile by assets National rank: $461,486
Avg per participant High balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Local No 731 Excavators and Pavers Pension Trust Fund · Sponsored by Trustee of Excv & Pvrs Local 731 Pension Trust Fund · Illinois · Construction

$191M in assets, 414 participants

Trustee of Excv & Pvrs Local 731 Pension Trust Fund's Local No 731 Excavators and Pavers Pension Trust Fund reported $191M in total assets and 414 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.

#8,435 in Construction (9,030 peers)

Where Local No 731 Excavators and Pavers Pension Trust Fund sits by assets

Local No 731 Excavators and Pavers Pension Trust Fund sits in the top 5% of all filed plans by assets, $191M for 414 participants (~$461,486/participant), up 9.4% in 2023.

#8,435
in Construction (9,030 peers): +9.4%
assets growth YoY: 1.9×
vs typical plan assets (national mean)

Local No 731 Excavators and Pavers Pension Trust Fund's outsized position by total assets

Local No 731 Excavators and Pavers Pension Trust Fund vs every filed plan by assets

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

$191,055,249 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

Local No 731 Excavators and Pavers Pension Trust Fund 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. Local No 731 Excavators and Pavers Pension Trust Fund sits mid-pack in the medium band (414 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Local No 731 Excavators and Pavers Pension Trust Fund reported net income rose from -$27M in the plan year 2022 filing to $16M in the plan year 2023 filing.
Local No 731 Excavators and Pavers Pension Trust Fund end-of-year assets rose from $175M in the plan year 2022 filing to $191M in the plan year 2023 filing.
Local No 731 Excavators and Pavers Pension Trust Fund reported participants fell from 425 in the plan year 2022 filing to 414 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 366513565 · Trustee of Excv & Pvrs Local 731 Pension Trust Fund PY 2023 · Defined Benefit (Pension)

Local No 731 Excavators and Pavers Pension Trust Fund · $191M · 414 · 95th

5500 $191M
5500 414
5500 95th
5500 Defined Benefit (Pension)
5500 near Hunterdon Medical Center Employees' Pension Plan
5500 ind #8435

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 Illinois →

End-of-year total assets ($M) among Local No 731 Excavators and Pavers Pension Trust Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$175M
Net Assets (End of Year)	$191M
Net Income	$16M
Employer EIN	366513565
Plan Effective Date	1963-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Trustee of Excv & Pvrs Local 731 Pension Trust Fund)

Latest sponsor-wide plan assets: $208M 18.628919565521475% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	453	$175M
2023	2	443	$192M
2024	2	434	$208M

Nearby Defined Benefit (Pension) Plans in Illinois

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

Local No 731 Excavators and Pavers Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants

Central States, Southeast & Southwest Areas Pension Plan $49.7B · 48,538
State Farm Insurance Companies Retirement Plan for United States Employees $35.2B · 45,001
United Food & Commercial Workers Intl Union - Industry Pension Fund $8.0B · 20,680
John Deere Pension Plan for Salaried Employees $8.0B · 16,346
Abbott Laboratories Annuity Retirement Plan $7.8B · 17,382

Compare Local No 731 Excavators and Pavers Pension Trust Fund side-by-side with 3 peers →

Local No 731 Excavators and Pavers Pension Trust Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Hunterdon Medical Center Employees' Pension Plan in NJ ($191M); by covered participants it is Cement Masons - Employers Pension Plan in OR (414 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($191M here).

Hunterdon Medical Center Employees' Pension Plan (NJ) $191M · 547
Laborers Pension Trust Fund for Northern Nevada (NV) $191M · 1,184
Wec Energy Group Retirement Plan for Wec Business Services (WI) $191M · 358
I.B.E.W. Local 769 Management Pension Plan a (AZ) $191M · 963

Similar participant headcount

Nearest other-state filings by covered participants (414 participants); asset peers above are excluded.

Cement Masons - Employers Pension Plan (OR) 414 · 0 off
Stmicroelectronics, Inc. Retirement Plan (TX) 413 · 1 off
Technicolor USA, Inc. Pension Plan for Employees (GA) 415 · 1 off
Retirement Plan for Employees of Indiana Regional Medical Center (PA) 415 · 1 off

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 Local No 731 Excavators and Pavers Pension Trust Fund assets move in 2023? ▼

Local No 731 Excavators and Pavers Pension Trust Fund grew at a solid clip - up 9.4% during 2023, from $175M to $191M. Reported net income was $16M.

How have Trustee of Excv & Pvrs Local 731 Pension Trust Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Trustee of Excv & Pvrs Local 731 Pension Trust Fund's sponsor-wide assets grew 18.6%, from $175M to $208M.

Where does Local No 731 Excavators and Pavers Pension Trust Fund rank by assets among Form 5500 filers? ▼

Local No 731 Excavators and Pavers Pension Trust Fund ranks in the 95th 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 Local No 731 Excavators and Pavers Pension Trust Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Hunterdon Medical Center Employees' Pension Plan in NJ ($191M, 547 participants).

Which Defined Benefit (Pension) plans cover a similar participant headcount to Local No 731 Excavators and Pavers Pension Trust Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cement Masons - Employers Pension Plan in OR (414 participants, $116M 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 366513565.