Defined Benefit (Pension) · DOL Form 5500 · 2023
United Associated Pension Fund Local 13 Pension Plan
Data updated 2026-08-11
- $360M
- Total assets
- 554
- Participants
- 97th
- Percentile by assets
- $649,852
- Avg per participant
Official DOL plan name: U.a. Local 13 Pension Fund · Sponsored by United Associated Pension Fund Local 13 · New York · Construction
$360M in assets, 554 participants
United Associated Pension Fund Local 13's U.a. Local 13 Pension Fund reported $360M in total assets and 554 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 127,072 plans)
- #8,676 in Construction (9,030 peers)
Where U.a. Local 13 Pension Fund sits by assets
U.a. Local 13 Pension Fund sits in the top 5% of all filed plans by assets, $360M for 554 participants (~$649,852/participant), up 5.7% in 2023.
- $360M
- total plan assets (2023 EOY)
- 554
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $649,852
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- U.a. Local 13 Pension Fund reported net income rose from -$46M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- U.a. Local 13 Pension Fund end-of-year assets rose from $341M in the plan year 2022 filing to $360M in the plan year 2023 filing.
U.a. Local 13 Pension Fund vs the 2023 asset distribution
By assets, U.a. Local 13 Pension Fund outranks 97% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 3.6x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $341M |
|---|---|
| Net Assets (End of Year) | $360M |
| Net Income | $19M |
| Employer EIN | 160778864 |
| Plan Effective Date | 1954-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Associated Pension Fund Local 13)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 549 | $341M |
| 2023 | 1 | 554 | $360M |
| 2024 | 1 | 554 | $373M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
U.a. Local 13 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 U.a. Local 13 Pension Fund by total assets, not by location.
- Suez Water Resources LLC Retirement Plan (NJ) $360M · 502
- Metallus Inc. Bargaining Unit Pension Plan (OH) $360M · 1,120
- Avient Merged Pension Plan (OH) $361M · 98
- Los Angeles Hotel-Restaurant Employer-Union Retirement Fund (CA) $359M · 12,087
Frequently Asked Questions
How did U.a. Local 13 Pension Fund assets move in 2023? ▼
How have United Associated Pension Fund Local 13 plan assets changed over time? ▼
Where does U.a. Local 13 Pension Fund rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to U.a. Local 13 Pension Fund? ▼
Next read for U.a. Local 13 Pension Fund
Scale reading
Ways to act on U.a. Local 13 Pension Fund's numbers.
- By total assets, U.a. Local 13 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
- United Associated Pension Fund Local 13's sponsor-wide assets have grown 9.6% since 2022 across 3 plan years on file. More Construction plans