Defined Benefit (Pension) · DOL Form 5500 · 2023

Trustees of I.U.O.E. Local 57 Pension Plan

Data updated 2026-08-25

$230M
Total assets Near avg plan size
856
Participants Near avg headcount
95th
Percentile by assets National rank
$268,682
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: I.U.O.E. Local 57 Pension Plan · Sponsored by Trustees of I.U.O.E. Local 57 · Rhode Island · Construction

$230M in assets, 856 participants

Trustees of I.U.O.E. Local 57's I.U.O.E. Local 57 Pension Plan reported $230M in total assets and 856 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #8,525 in Construction (9,030 peers)

Where I.U.O.E. Local 57 Pension Plan sits by assets

I.U.O.E. Local 57 Pension Plan sits in the top 5% of all filed plans by assets, $230M for 856 participants (~$268,682/participant), up 13.9% in 2023.

#8,525
in Construction (9,030 peers)
+13.9%
assets growth YoY
2.3×
vs typical plan assets (national mean)

I.U.O.E. Local 57 Pension Plan's outsized position by total assets

I.U.O.E. Local 57 Pension Plan vs every filed plan by assets

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

$229,992,027 Top 5% higher than 95% 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

I.U.O.E. Local 57 Pension Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. I.U.O.E. Local 57 Pension Plan sits mid-pack in the medium band (856 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • I.U.O.E. Local 57 Pension Plan reported net income rose from -$15M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • I.U.O.E. Local 57 Pension Plan end-of-year assets rose from $202M in the plan year 2022 filing to $230M in the plan year 2023 filing.
  • I.U.O.E. Local 57 Pension Plan reported participants rose from 782 in the plan year 2022 filing to 856 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 050298773 · Trustees of I.U.O.E. Local 57 PY 2023 · Defined Benefit (Pension)

I.U.O.E. Local 57 Pension Plan · $230M · 856 · 95th

  • EIN $230M
  • RANK 856
  • PHOTO 95th
  • IND Defined Benefit (Pension)
  • EOY near Southern Farm Bureau Life Insurance Company Retirement Plan
  • 5500 ind #8525

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 Rhode Island →

I.U.O.E. Local 57 Pension Plan in the asset neighbourhood

Gwinnett Hospital System, Inc. Retirement PlanGwinnett Hospital System, In…$231MI.U.O.E. Local 57 Pension PlanI.U.O.E. Local 57 Pension Pl…$230MSouthern Farm Bureau Life Insurance Company Retirement PlanSouthern Farm Bureau Life In…$230MInternational Brotherhood of Electrical Workers Local Union No. 252 Pension PlanInternational Brotherhood of…$230MElevator Division Retirement Benefit PlanElevator Division Retirement…$230M
End-of-year total assets ($M) among I.U.O.E. Local 57 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)$202M
Net Assets (End of Year)$230M
Net Income$28M
Employer EIN050298773
Plan Effective Date1960-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of I.U.O.E. Local 57)

Sponsor-wide plan assets over time

All Trustees of I.U.O.E. Local 57 plans reported in each filing year

Latest sponsor-wide plan assets
$259M 28.184595532473416% vs 2022
2024 filing year
$180M$200M$220M$240M$260M$280M 202220232024 $202M $259M ▲ +28.2%
Year Plans Participants Total Assets
2022 1 782 $202M
2023 1 856 $230M
2024 1 894 $259M

Nearby Defined Benefit (Pension) Plans in Rhode Island

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

I.U.O.E. Local 57 Pension Plan vs. nearby Defined Benefit (Pension) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510152025 Total assets ($B) Participants I.U.O.E. Local 57 Pension Plan, Total assets ($B): 0.229992027 · Participants: 856I.U.O.E. Local 57 Pension PlanThe Bank of America Pension Plan, Total assets ($B): 19.18921965 · Participants: 56519The Bank of America Pension PlanTextron Master Retirement Plan, Total assets ($B): 5.244382313 · Participants: 7320Textron Master Retirement PlanFactory Mutual Insurance Company Pension Plan, Total assets ($B): 2.905288129 · Participants: 3478Factory Mutual Insurance Company Pension PlanBell Helicopter Textron Master Retirement Plan, Total assets ($B): 2.242403648 · Participants: 2800Bell Helicopter Textron Master Retirement PlanAmica Pension Fund, Total assets ($B): 1.772694319 · Participants: 2338Amica Pension Fund
I.U.O.E. Local 57 Pension Plan vs. nearby Defined Benefit (Pension) plans in Rhode Island, assets vs. participants
Compare I.U.O.E. Local 57 Pension Plan side-by-side with 3 peers →

I.U.O.E. Local 57 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Rhode Island, the nearest Defined Benefit (Pension) by assets is Southern Farm Bureau Life Insurance Company Retirement Plan in MS ($230M); by covered participants it is International Association Pension Plan in IL (856 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (856 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 I.U.O.E. Local 57 Pension Plan assets move in 2023? ▼
I.U.O.E. Local 57 Pension Plan grew at a solid clip - up 13.9% during 2023, from $202M to $230M. Reported net income was $28M.
How have Trustees of I.U.O.E. Local 57 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of I.U.O.E. Local 57's sponsor-wide assets grew 28.2%, from $202M to $259M.
Where does I.U.O.E. Local 57 Pension Plan rank by assets among Form 5500 filers? ▼
I.U.O.E. Local 57 Pension Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to I.U.O.E. Local 57 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Southern Farm Bureau Life Insurance Company Retirement Plan in MS ($230M, 607 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to I.U.O.E. Local 57 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is International Association Pension Plan in IL (856 participants, $383M 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 050298773.

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.