Defined Benefit (Pension) · DOL Form 5500 · 2023

Excavators Union Local 731 Pension Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
17
Participants Small participant base
80th
Percentile by assets National rank
$1.9M
Avg per participant High balance/head
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Official DOL plan name: Staff Retirement Plan of the Excavators Union Local 731 · Sponsored by Excavators Union Local 731 · New York · Administrative & Support Services

$32M in assets, 17 participants

Excavators Union Local 731's Staff Retirement Plan of the Excavators Union Local 731 reported $32M in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #3,930 in Administrative & Support Services (4,372 peers)

Where Staff Retirement Plan of the Excavators Union Local 731 sits by assets

Staff Retirement Plan of the Excavators Union Local 731 sits in the top quartile of all filed plans by assets, $32M for 17 participants (~$1.9M/participant), up 10.3% in 2023.

#3,930
in Administrative & Support Services (4,372 peers)
+10.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Staff Retirement Plan of the Excavators Union Local 731's outsized position by total assets

Staff Retirement Plan of the Excavators Union Local 731 vs every filed plan by assets

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

$32,054,595 Top 20% higher than 80% 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

Staff Retirement Plan of the Excavators Union Local 731 among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Staff Retirement Plan of the Excavators Union Local 731 is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Staff Retirement Plan of the Excavators Union Local 731 reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Staff Retirement Plan of the Excavators Union Local 731 end-of-year assets rose from $29M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • Staff Retirement Plan of the Excavators Union Local 731 reported participants fell from 18 in the plan year 2022 filing to 17 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 130688160 · Excavators Union Local 731 PY 2023 · Defined Benefit (Pension)

Staff Retirement Plan of the Excavators Union Local 731 · $32M · 17 · 80th

  • RANK $32M
  • PHOTO 17
  • IND 80th
  • EOY Defined Benefit (Pension)
  • 5500 near Qualstar Credit Union Defined Benefit Plan
  • ASSETS ind #3930

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 →

Staff Retirement Plan of the Excavators Union Local 731 in the asset neighbourhood

Greater Lafayette Health Services, Inc. Pension Security PlanGreater Lafayette Health Ser…$32MQualstar Credit Union Defined Benefit PlanQualstar Credit Union Define…$32MStaff Retirement Plan of the Excavators Union Local 731Staff Retirement Plan of the…$32MTeamsters Joint Council No. 73 Pension & Trust FundTeamsters Joint Council No. …$32MNuclear Fuel Services, Inc. Retirement Plan for Hourly EmployeesNuclear Fuel Services, Inc. …$32M
End-of-year total assets ($M) among Staff Retirement Plan of the Excavators Union Local 731 and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$32M
Net Income$3M
Employer EIN130688160
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Excavators Union Local 731)

Sponsor-wide plan assets over time

All Excavators Union Local 731 plans reported in each filing year

Latest sponsor-wide plan assets
$34M 17.614937806262514% vs 2022
2024 filing year
$28M$30M$32M$34M$36M 202220232024 $29.1M $34.2M ▲ +17.6%
Year Plans Participants Total Assets
2022 1 18 $29M
2023 1 17 $32M
2024 1 21 $34M

Nearby Defined Benefit (Pension) Plans in New York

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

Staff Retirement Plan of the Excavators Union Local 731 vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Staff Retirement Plan of the Excavators Union Local 731, Total assets ($B): 0.032054595 · Participants: 17Staff Retirement Plan of the Excavators Union Local 731IBM 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
Staff Retirement Plan of the Excavators Union Local 731 vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Staff Retirement Plan of the Excavators Union Local 731 side-by-side with 3 peers →

Staff Retirement Plan of the Excavators Union Local 731's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Qualstar Credit Union Defined Benefit Plan in WA ($32M); by covered participants it is Tooling Concepts, Inc. Cash Balance Plan in MI (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Staff Retirement Plan of the Excavators Union Local 731 assets move in 2023? ▼
Staff Retirement Plan of the Excavators Union Local 731 grew at a solid clip - up 10.3% during 2023, from $29M to $32M. Reported net income was $3M.
How have Excavators Union Local 731 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excavators Union Local 731's sponsor-wide assets grew 17.6%, from $29M to $34M.
Where does Staff Retirement Plan of the Excavators Union Local 731 rank by assets among Form 5500 filers? ▼
Staff Retirement Plan of the Excavators Union Local 731 ranks in the 80th 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 Staff Retirement Plan of the Excavators Union Local 731? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Qualstar Credit Union Defined Benefit Plan in WA ($32M, 93 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Staff Retirement Plan of the Excavators Union Local 731? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Tooling Concepts, Inc. Cash Balance Plan in MI (17 participants, $1M 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 130688160.

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.