Defined Benefit (Pension) · DOL Form 5500 · 2023

Excavators Union Local 731 Pen.Fun Employees Pension Plan Pension Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
33
Participants Small participant base
77th
Percentile by assets National rank
$795,817
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Excavators Union Local 731 Fund Employees Pension Plan · Sponsored by Excavators Union Local 731 Pen.Fun Employees Pension Plan · New York · Administrative & Support Services

$26M in assets, 33 participants

Excavators Union Local 731 Pen.Fun Employees Pension Plan's Excavators Union Local 731 Fund Employees Pension Plan reported $26M in total assets and 33 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #3,866 in Administrative & Support Services (4,372 peers)

Where Excavators Union Local 731 Fund Employees Pension Plan sits by assets

Excavators Union Local 731 Fund Employees Pension Plan sits in the top quartile of all filed plans by assets, $26M for 33 participants (~$795,817/participant), up 6.6% in 2023.

#3,866
in Administrative & Support Services (4,372 peers)
+6.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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

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

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

$26,261,948 Top 23% higher than 77% 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 Fund Employees Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Excavators Union Local 731 Fund Employees Pension Plan is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Excavators Union Local 731 Fund Employees Pension Plan reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Excavators Union Local 731 Fund Employees Pension Plan end-of-year assets rose from $25M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Excavators Union Local 731 Fund Employees Pension Plan reported participants rose from 32 in the plan year 2022 filing to 33 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 136136002 · Excavators Union Local 731 Pen.Fun Employees Pension Plan PY 2023 · Defined Benefit (Pension)

Excavators Union Local 731 Fund Employees Pension Plan · $26M · 33 · 77th

  • BOY $26M
  • BOY 33
  • BOY 77th
  • BOY Defined Benefit (Pension)
  • BOY near Marine Acquisition Corp. Retirement Income Plan
  • BOY ind #3866

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 →

Excavators Union Local 731 Fund Employees Pension Plan in the asset neighbourhood

Marine Acquisition Corp. Retirement Income PlanMarine Acquisition Corp. Ret…$26MCincinnati Incorporated Employees' Retirement Pension PlanCincinnati Incorporated Empl…$26MExcavators Union Local 731 Fund Employees Pension PlanExcavators Union Local 731 F…$26MGE Aviation Systems Pension Plan for UAW Local 330 Union Employees of the Grand Rapids, Mi DivisionGE Aviation Systems Pension …$26MThe Retirement Plan for Employees of Middlesex Federal Savings, F.a.The Retirement Plan for Empl…$26M
End-of-year total assets ($M) among Excavators Union Local 731 Fund Employees Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$26M
Net Income$2M
Employer EIN136136002
Plan Effective Date1962-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Excavators Union Local 731 Pen.Fun Employees Pension Plan)

Sponsor-wide plan assets over time

All Excavators Union Local 731 Pen.Fun Employees Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$30M 20.943890819613912% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $24.6M $29.8M ▲ +20.9%
Year Plans Participants Total Assets
2022 1 32 $25M
2023 1 33 $26M
2024 1 35 $30M

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 Fund Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Excavators Union Local 731 Fund Employees Pension Plan, Total assets ($B): 0.026261948 · Participants: 33Excavators Union Local 731 Fund Employees Pension PlanIBM 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 Fund Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Excavators Union Local 731 Fund Employees Pension Plan side-by-side with 3 peers →

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

Outside New York, the nearest Defined Benefit (Pension) by assets is Marine Acquisition Corp. Retirement Income Plan in PA ($26M); by covered participants it is Vermont Gas Systems, Inc. Retirement Plan in VT (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 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 Fund Employees Pension Plan assets move in 2023? ▼
Excavators Union Local 731 Fund Employees Pension Plan grew at a solid clip - up 6.6% during 2023, from $25M to $26M. Reported net income was $2M.
How have Excavators Union Local 731 Pen.Fun Employees Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excavators Union Local 731 Pen.Fun Employees Pension Plan's sponsor-wide assets grew 20.9%, from $25M to $30M.
Where does Excavators Union Local 731 Fund Employees Pension Plan rank by assets among Form 5500 filers? ▼
Excavators Union Local 731 Fund Employees Pension Plan ranks in the 77th 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 Excavators Union Local 731 Fund Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Marine Acquisition Corp. Retirement Income Plan in PA ($26M, 26 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Excavators Union Local 731 Fund Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Vermont Gas Systems, Inc. Retirement Plan in VT (33 participants, $18M 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 136136002.

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.