Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees I.U.O.E. Local 4 Pension Fund Pension Plan
Data updated 2026-08-25
- $1.2B
- Total assets Very large vs avg
- 3,485
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $339,000
- Avg per participant High balance/head
Official DOL plan name: International Union of Operating Engineers Local 4 Pension Fund · Sponsored by Board of Trustees I.U.O.E. Local 4 Pension Fund · Massachusetts · Construction
$1.2B in assets, 3,485 participants
Board of Trustees I.U.O.E. Local 4 Pension Fund's International Union of Operating Engineers Local 4 Pension Fund reported $1.2B in total assets and 3,485 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.
- #8,925 in Construction (9,030 peers)
Coverage in Massachusetts
International Union of Operating Engineers Local 4 Pension Fund covers 3,485 participants in Massachusetts, 5.3x the typical Massachusetts plan (state average ~659 per filing). Assets: $1.2B.
- #8,925
- in Construction (9,030 peers)
- +12.7%
- assets growth YoY
- 12×
- vs typical plan assets (national mean)
International Union of Operating Engineers Local 4 Pension Fund's outsized position by total assets
International Union of Operating Engineers Local 4 Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,181,414,351 Top 1% higher than 99% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
International Union of Operating Engineers Local 4 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. International Union of Operating Engineers Local 4 Pension Fund lands in the large band (3,485 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- International Union of Operating Engineers Local 4 Pension Fund reported net income rose from -$133M in the plan year 2022 filing to $129M in the plan year 2023 filing.
- International Union of Operating Engineers Local 4 Pension Fund end-of-year assets rose from $1.0B in the plan year 2022 filing to $1.2B in the plan year 2023 filing.
- International Union of Operating Engineers Local 4 Pension Fund reported participants rose from 3,379 in the plan year 2022 filing to 3,485 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 046013863 · Board of Trustees I.U.O.E. Local 4 Pension Fund PY 2023 · Defined Benefit (Pension)
International Union of Operating Engineers Local 4 Pension Fund · $1.2B · 3,485 · 99th
- EIN $1.2B
- RANK 3,485
- PHOTO 99th
- IND Defined Benefit (Pension)
- EOY near Retirement Plan for Employees of Southwest Gas Corporation
- 5500 ind #8925
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 Massachusetts →
International Union of Operating Engineers Local 4 Pension Fund in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $1.0B |
|---|---|
| Net Assets (End of Year) | $1.1B |
| Net Income | $129M |
| Employer EIN | 046013863 |
| Plan Effective Date | 1959-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees I.U.O.E. Local 4 Pension Fund)
Sponsor-wide plan assets over time
All Board of Trustees I.U.O.E. Local 4 Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.3B 26.234991944176265% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,379 | $1.0B |
| 2023 | 1 | 3,485 | $1.2B |
| 2024 | 1 | 3,509 | $1.3B |
Nearby Defined Benefit (Pension) Plans in Massachusetts
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Consolidated Cash Balance Program of Mass General Brigham and Member Organizations $10.3B · 58,745
- New England Teamsters Pension Fund $9.1B · 21,786
- Liberty Mutual Retirement Benefit Plan $6.9B · 37,145
- Massachusetts Institute of Technology Basic Retirement Plan $5.4B · 11,888
- N. Atlantic States Carp. Pension Fund $5.0B · 17,166
International Union of Operating Engineers Local 4 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Southwest Gas Corporation in NV ($1.2B); by covered participants it is Enbridge Employee Services, Inc. Employees' Pension Plan in TX (3,482 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.2B here).
- Retirement Plan for Employees of Southwest Gas Corporation (NV) $1.2B · 2,020
- Laborers' District Council Construction Industry Pension Fund (PA) $1.2B · 2,881
- United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Plan (MD) $1.2B · 1,846
- Pension Plan for Eligible Bettis Employees and Retirees (PA) $1.2B · 1,524
Similar participant headcount
Nearest other-state filings by covered participants (3,485 participants); asset peers above are excluded.
- Enbridge Employee Services, Inc. Employees' Pension Plan (TX) 3,482 · 3 off
- Construction Laborers Pension Trust of Greater St. (MO) 3,491 · 6 off
- Factory Mutual Insurance Company Pension Plan (RI) 3,478 · 7 off
- Associated Banc-Corp Retirement Account Plan (WI) 3,497 · 12 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.