I.U.O.E. LOCAL 57 PENSION PLAN

Reviewed byPlainRetire Editorial, Retirement Plans Editorial Team · June 3, 2026

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

TRUSTEES OF I.U.O.E. LOCAL 57

This Other plan holds $230M in total assets and serves 856 participants as of 2023. It is sponsored by TRUSTEES OF I.U.O.E. LOCAL 57 in Rhode Island. The plan reported positive net income of $28M for the year.

Total Assets (2023)

$230M

Participants

856

State

Rhode Island

Industry

Construction

What the Filing Says About I.U.O.E. LOCAL 57 PENSION PLAN

I.U.O.E. LOCAL 57 PENSION PLAN is a Other retirement plan sponsored by TRUSTEES OF I.U.O.E. LOCAL 57, headquartered in Rhode Island. As of the 2023 Form 5500 filing, the plan reports $230M in total end-of-year assets and covers 856 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 050298773, and the plan has been effective since 1960-05-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $202M at the beginning of 2023 to $230M at year-end — a gain of 13.9%. Net assets (after liabilities) closed the year at $230M, with reported net income of $28M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	$202M
Total Assets (End of Year)	$230M
Net Assets (End of Year)	$230M
Net Income	$28M
Plan Type	Other
Employer EIN	050298773
Plan Effective Date	1960-05-01
Filing Status	FILING RECEIVED

Sponsor Plan History (TRUSTEES OF I.U.O.E. LOCAL 57)

Year	Plans	Participants	Total Assets
2022	1	782	$202M
2023	1	856	$230M
2024	1	894	$259M

Nearby Other Plans in Rhode Island

Peer Other plans — same state, same plan type — ranked by total assets.

LIFESPAN CORPORATION RETIREMENT PLAN $515M · 7,439
RI LABORERS PENSION FUND $341M · 1,516
UA OF PLUMBERS & PIPEFITTERS LOCAL 51 PENSION PLAN $122M · 550
CWC CASTINGS DIV OF TEXTRON, INC. HRY-RATED EES' PEN PLAN $105M · 97
AMERICAN MATHEMATICAL SOCIETY TAX-DEFERRED ANNUITY PLAN $70M · 201

Compare I.U.O.E. LOCAL 57 PENSION PLAN side-by-side with 3 peers →

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Frequently Asked Questions

How much money is in the I.U.O.E. LOCAL 57 PENSION PLAN? ▼

As of the 2023 Form 5500 filing, I.U.O.E. LOCAL 57 PENSION PLAN holds $230M in total assets with 856 participants. It is sponsored by TRUSTEES OF I.U.O.E. LOCAL 57.

What type of plan is I.U.O.E. LOCAL 57 PENSION PLAN? ▼

I.U.O.E. LOCAL 57 PENSION PLAN is a Other plan. It has been effective since 1960-05-01. The plan is filed with the U.S. Department of Labor under EIN 050298773.

Who sponsors the I.U.O.E. LOCAL 57 PENSION PLAN? ▼

I.U.O.E. LOCAL 57 PENSION PLAN is sponsored by TRUSTEES OF I.U.O.E. LOCAL 57, located in Rhode Island. The sponsor's EIN is 050298773 and the plan operates in the Construction industry.

How did I.U.O.E. LOCAL 57 PENSION PLAN perform in 2023? ▼

I.U.O.E. LOCAL 57 PENSION PLAN grew by 13.9% during 2023, moving from $202M to $230M in total assets. Net income was $28M.

Where can I find official filings for I.U.O.E. LOCAL 57 PENSION PLAN? ▼

Official Form 5500 filings for I.U.O.E. LOCAL 57 PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 050298773 or plan name at efast.dol.gov.

How does I.U.O.E. LOCAL 57 PENSION PLAN compare to other plans? ▼

You can compare I.U.O.E. LOCAL 57 PENSION PLAN against other Other plans on the plan type page, or view plans in Rhode Island on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.