Defined Benefit (Pension) · DOL Form 5500 · 2023

Excavators Union Pension Fund Loca Pension Plan

Data updated 2026-08-25

$2.6B
Total assets Very large vs avg
5,279
Participants Above avg headcount
99th
Percentile by assets National rank
$501,139
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Excavators Union Local 731 Pension Fund · Sponsored by Excavators Union Pension Fund Loca · New York · Construction

$2.6B in assets, 5,279 participants

Excavators Union Pension Fund Loca's Excavators Union Local 731 Pension Fund reported $2.6B in total assets and 5,279 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #8,992 in Construction (9,030 peers)

Coverage in New York

Excavators Union Local 731 Pension Fund covers 5,279 participants in New York, 6.6x the typical New York plan (state average ~798 per filing). Assets: $2.6B.

#8,992
in Construction (9,030 peers)
+15.6%
assets growth YoY
27×
vs typical plan assets (national mean)

Excavators Union Local 731 Pension Fund's outsized position by total assets

Excavators Union Local 731 Pension Fund vs every filed plan by assets

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

$2,645,510,619 Top 1% higher than 99% 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

Excavators Union Local 731 Pension Fund's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Excavators Union Local 731 Pension Fund lands in the large band (5,279 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Excavators Union Local 731 Pension Fund reported net income rose from -$385M in the plan year 2022 filing to $359M in the plan year 2023 filing.
  • Excavators Union Local 731 Pension Fund end-of-year assets rose from $2.3B in the plan year 2022 filing to $2.6B in the plan year 2023 filing.
  • Excavators Union Local 731 Pension Fund reported participants rose from 5,145 in the plan year 2022 filing to 5,279 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 131809825 · Excavators Union Pension Fund Loca PY 2023 · Defined Benefit (Pension)

Excavators Union Local 731 Pension Fund · $2.6B · 5,279 · 99th

  • BOOK $2.6B
  • BOOK 5,279
  • BOOK 99th
  • BOOK Defined Benefit (Pension)
  • BOOK near Sysco Corporation Retirement Plan
  • BOOK ind #8992

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 →

Excavators Union Local 731 Pension Fund in the asset neighbourhood

Comerica Incorporated Retirement Income Account PlanComerica Incorporated Retire…$2.7BSysco Corporation Retirement PlanSysco Corporation Retirement…$2.7BExcavators Union Local 731 Pension FundExcavators Union Local 731 P…$2.6BEmployees' Retirement Plan of Duke UniversityEmployees' Retirement Plan o…$2.6BPension Plan for Eaton Corporation EmployeesPension Plan for Eaton Corpo…$2.6B
End-of-year total assets ($B) among Excavators Union Local 731 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$2.3B
Net Assets (End of Year)$2.6B
Net Income$359M
Employer EIN131809825
Plan Effective Date1955-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Excavators Union Pension Fund Loca)

Sponsor-wide plan assets over time

All Excavators Union Pension Fund Loca plans reported in each filing year

Latest sponsor-wide plan assets
$3.0B 32.30379143926037% vs 2022
2024 filing year
$2B$2.5B$3B$3.5B 202220232024 $2.29B $3.03B ▲ +32.3%
Year Plans Participants Total Assets
2022 1 5,145 $2.3B
2023 1 5,279 $2.6B
2024 1 5,257 $3.0B

Nearby Defined Benefit (Pension) Plans in New York

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

Excavators Union Local 731 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. 050000100000150000 051015202530 Total assets ($B) Participants Excavators Union Local 731 Pension Fund, Total assets ($B): 2.645510619 · Participants: 5279Excavators Union Local 731 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
Excavators Union Local 731 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Excavators Union Local 731 Pension Fund side-by-side with 3 peers →

Scale composition for Excavators Union Local 731 Pension Fund

Excavators Union Local 731 Pension Fund reports $2.6B in end-of-year assets across 5,279 participants (0.021% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $501,139 per participant (3.6x the national average assets-per-participant) . Net income for plan year 2023 was $359M.

This plan identity (EIN 131809825, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.3B to $3.0B (+32.3%) while covered participants moved from 5,145 to 5,257 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 5,145 $2.3B Open filing
2023 5,279 $2.6B This page
2024 · index core 5,257 $3.0B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Excavators Union Local 731 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 Sysco Corporation Retirement Plan in TX ($2.7B); by covered participants it is US Foods Consolidated Defined Benefit Retirement Plan in IL (5,282 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2.6B here).

Similar participant headcount

Nearest other-state filings by covered participants (5,279 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 Excavators Union Local 731 Pension Fund assets move in 2023? ▼
Excavators Union Local 731 Pension Fund grew sharply - up 15.6% during 2023, from $2.3B to $2.6B. Reported net income was $359M.
How have Excavators Union Pension Fund Loca plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excavators Union Pension Fund Loca's sponsor-wide assets grew 32.3%, from $2.3B to $3.0B.
Where does Excavators Union Local 731 Pension Fund rank by assets among Form 5500 filers? ▼
Excavators Union Local 731 Pension Fund ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Excavators Union Local 731 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sysco Corporation Retirement Plan in TX ($2.7B, 10,406 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Excavators Union Local 731 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is US Foods Consolidated Defined Benefit Retirement Plan in IL (5,282 participants, $761M 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 131809825.

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.