Defined Benefit (Pension) · DOL Form 5500 · 2023

Trustees of the Iue-Cwa AFL-CIO Pension Fund Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: N/A
Participants Small participant base: 44th
Percentile by assets National rank

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Official DOL plan name: Iue-Cwa Fund Employees' Pension Plan · Sponsored by Trustees of the Iue-Cwa AFL-CIO Pension Fund · Pennsylvania · Information & Media

$5M in assets, N/A participants

Trustees of the Iue-Cwa AFL-CIO Pension Fund's Iue-Cwa Fund Employees' Pension Plan reported $5M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

#777 in Information & Media (2,818 peers)

Trustees of the Iue-Cwa AFL-CIO Pension Fund multi-year trail

Trustees of the Iue-Cwa AFL-CIO Pension Fund's plans moved +112.8% in assets from 2022 to 2024; this filing shows Iue-Cwa Fund Employees' Pension Plan at $5M / N/A participants.

#777
in Information & Media (2,818 peers): +8.5%
assets growth YoY

Iue-Cwa Fund Employees' Pension Plan's mid-pack asset rank among Information & Media and all filers

Iue-Cwa Fund Employees' Pension Plan vs every filed plan by assets

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

$4,851,362 44th percentile higher than 44% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Iue-Cwa Fund Employees' Pension Plan reported net income rose from -$937K in the plan year 2022 filing to $352K in the plan year 2023 filing.
Iue-Cwa Fund Employees' Pension Plan reported participants fell from 6 in the plan year 2022 filing to N/A in the plan year 2023 filing.
Iue-Cwa Fund Employees' Pension Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 226250252 · Trustees of the Iue-Cwa AFL-CIO Pension Fund PY 2023 · Defined Benefit (Pension)

Iue-Cwa Fund Employees' Pension Plan · $5M · N/A · 44th

IND $5M
EOY N/A
5500 44th
ASSETS Defined Benefit (Pension)
PCT near Proficium Inc Cash Balance Plan
EIN ind #777

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 Information & Media retirement plans → · Plans in Pennsylvania →

End-of-year total assets ($M) among Iue-Cwa Fund Employees' Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Trustees of the Iue-Cwa AFL-CIO Pension Fund multi-year asset trail

Latest sponsor-wide plan assets: $475M 112.81395998595671% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	664	$223M
2023	2	676	$485M
2024	2	532	$475M

Trustees of the Iue-Cwa AFL-CIO Pension Fund filing trail (2023)

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$5M
Net Income	$352K
Employer EIN	226250252
Plan Effective Date	1973-07-01
Filing Status	FILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Iue-Cwa Fund Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants

National Elevator Industry Pension Plan $11.2B · 27,434
Steelworkers Pension Trust $6.6B · 47,052
The PNC Financial Services Group, Inc. Pension Plan $5.6B · 63,680
Constellation Retirement Program $5.3B · 5,080
The Bank of New York Mellon Corporation Pension Plan $5.3B · 7,374

Compare Iue-Cwa Fund Employees' Pension Plan side-by-side with 3 peers →

Iue-Cwa Fund Employees' Pension Plan's closest out-of-state Defined Benefit (Pension) peers by assets

Outside Pennsylvania, the nearest Defined Benefit (Pension) by end-of-year assets is Proficium Inc Cash Balance Plan in CA at $5M (this filing: $5M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Proficium Inc Cash Balance Plan (CA) $5M · 25
C & C Jewelry, Mfg., Inc. Defined Benefit Pension Plan (CA) $5M · 72
Michigan Spine and Brain Surgeons, PLLC Cash Balance Plan (MI) $5M · 18
Pension Plan for Hourly Employees of Cloverdale Employing Unit (NC) $5M · 43

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 Iue-Cwa Fund Employees' Pension Plan assets move in 2023? ▼

Iue-Cwa Fund Employees' Pension Plan grew at a solid clip - up 8.5% during 2023, from $4M to $5M. Reported net income was $352K.

How have Trustees of the Iue-Cwa AFL-CIO Pension Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Trustees of the Iue-Cwa AFL-CIO Pension Fund's sponsor-wide assets grew 112.8%, from $223M to $475M.

Which Defined Benefit (Pension) plans are similar in size to Iue-Cwa Fund Employees' Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Proficium Inc Cash Balance Plan in CA ($5M, 25 participants).

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 226250252.