Defined Benefit (Pension) · DOL Form 5500 · 2023

United Associated Pension Fund Local 13 Pension Plan

Data updated 2026-08-25

$360M
Total assets Above avg plan size
554
Participants Below avg headcount
97th
Percentile by assets National rank
$649,852
Avg per participant High balance/head
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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.

  • #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.

#8,676
in Construction (9,030 peers)
+5.7%
assets growth YoY
3.6×
vs typical plan assets (national mean)

U.a. Local 13 Pension Fund's outsized position by total assets

U.a. Local 13 Pension Fund vs every filed plan by assets

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

$360,018,168 Top 3% higher than 97% 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

U.a. Local 13 Pension 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. U.a. Local 13 Pension Fund sits mid-pack in the medium band (554 participants).

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.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 160778864 · United Associated Pension Fund Local 13 PY 2023 · Defined Benefit (Pension)

U.a. Local 13 Pension Fund · $360M · 554 · 97th

  • PHOTO $360M
  • IND 554
  • EOY 97th
  • 5500 Defined Benefit (Pension)
  • ASSETS near Suez Water Resources LLC Retirement Plan
  • PCT ind #8676

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 →

U.a. Local 13 Pension Fund in the asset neighbourhood

Avient Merged Pension Plan$361MSuez Water Resources LLC Retirement PlanSuez Water Resources LLC Ret…$360MU.a. Local 13 Pension Fund$360MMetallus Inc. Bargaining Unit Pension PlanMetallus Inc. Bargaining Uni…$360MLos Angeles Hotel-Restaurant Employer-Union Retirement FundLos Angeles Hotel-Restaurant…$359M
End-of-year total assets ($M) among U.a. Local 13 Pension 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)$341M
Net Assets (End of Year)$360M
Net Income$19M
Employer EIN160778864
Plan Effective Date1954-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Associated Pension Fund Local 13)

Sponsor-wide plan assets over time

All United Associated Pension Fund Local 13 plans reported in each filing year

Latest sponsor-wide plan assets
$373M 9.611070017496475% vs 2022
2024 filing year
$330M$340M$350M$360M$370M$380M 202220232024 $341M $373M ▲ +9.6%
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 Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants U.a. Local 13 Pension Fund, Total assets ($B): 0.360018168 · Participants: 554U.a. Local 13 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
U.a. Local 13 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare U.a. Local 13 Pension Fund side-by-side with 3 peers →

U.a. Local 13 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 Suez Water Resources LLC Retirement Plan in NJ ($360M); by covered participants it is Ufcw Heartland Pension Fund in OH (554 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($360M here).

Similar participant headcount

Nearest other-state filings by covered participants (554 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 U.a. Local 13 Pension Fund assets move in 2023? ▼
U.a. Local 13 Pension Fund grew at a solid clip - up 5.7% during 2023, from $341M to $360M. Reported net income was $19M.
How have United Associated Pension Fund Local 13 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Associated Pension Fund Local 13's sponsor-wide assets grew 9.6%, from $341M to $373M.
Where does U.a. Local 13 Pension Fund rank by assets among Form 5500 filers? ▼
U.a. Local 13 Pension Fund ranks in the 97th 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 U.a. Local 13 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Suez Water Resources LLC Retirement Plan in NJ ($360M, 502 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to U.a. Local 13 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ufcw Heartland Pension Fund in OH (554 participants, $60M 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 160778864.

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.