Defined Benefit (Pension) · DOL Form 5500 · 2023

International Union of Operting Eng. Pen Fund of E.Pennsylvania and De Pension Plan

Data updated 2026-08-25

$1.0B
Total assets Very large vs avg
2,911
Participants Above avg headcount
99th
Percentile by assets National rank
$344,616
Avg per participant High balance/head
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Official DOL plan name: International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware · Sponsored by International Union of Operting Eng. Pen Fund of E.Pennsylvania and De · Pennsylvania · Construction

$1.0B in assets, 2,911 participants

International Union of Operting Eng. Pen Fund of E.Pennsylvania and De's International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware reported $1.0B in total assets and 2,911 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.

  • #8,907 in Construction (9,030 peers)

Coverage in Pennsylvania

International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware covers 2,911 participants in Pennsylvania, 3.5x the typical Pennsylvania plan (state average ~822 per filing). Assets: $1.0B.

#8,907
in Construction (9,030 peers)
+4.9%
assets growth YoY
10×
vs typical plan assets (national mean)

International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware's outsized position by total assets

International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware vs every filed plan by assets

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

$1,003,178,181 Top 1% higher than 99% 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

International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware'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 Pension Fund of Eastern Pennsylvania and Delaware lands in the large band (2,911 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware reported net income rose from -$111M in the plan year 2022 filing to $47M in the plan year 2023 filing.
  • International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware end-of-year assets rose from $956M in the plan year 2022 filing to $1.0B in the plan year 2023 filing.
  • International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware reported participants rose from 2,860 in the plan year 2022 filing to 2,911 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 236405239 · International Union of Operting Eng. Pen Fund of E.Pennsylvania and De PY 2023 · Defined Benefit (Pension)

International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware · $1.0B · 2,911 · 99th

  • TYPE $1.0B
  • NET 2,911
  • BOOK 99th
  • VS-ST Defined Benefit (Pension)
  • BOY near Desert States Employers & Ufcw Unions Pension Plan
  • SCH ind #8907

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 Pennsylvania →

International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware in the asset neighbourhood

Desert States Employers & Ufcw Unions Pension PlanDesert States Employers & Uf…$1.0BIron Workers District Council of So Oh & Vicinity Pension TrustIron Workers District Counci…$1.0BInternational Union of Operating Engineers Pension Fund of Eastern Pennsylvania and DelawareInternational Union of Opera…$1.0BNational Fuel Gas Company Retirement PlanNational Fuel Gas Company Re…$999MShands Healthcare Pension Plan IIShands Healthcare Pension Pl…$999M
End-of-year total assets ($B) among International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$956M
Net Assets (End of Year)$1.0B
Net Income$47M
Employer EIN236405239
Plan Effective Date1960-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (International Union of Operting Eng. Pen Fund of E.Pennsylvania and De)

Sponsor-wide plan assets over time

All International Union of Operting Eng. Pen Fund of E.Pennsylvania and De plans reported in each filing year

Latest sponsor-wide plan assets
$1.1B 10.928738509757762% vs 2022
2024 filing year
$0.9B$0.95B$1B$1.05B$1.1B 202220232024 $0.96B $1.06B ▲ +10.4%
Year Plans Participants Total Assets
2022 1 2,860 $956M
2023 1 2,911 $1.0B
2024 1 2,918 $1.1B

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 051015 Total assets ($B) Participants International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware, Total assets ($B): 1.003178181 · Participants: 2911International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and DelawareNational Elevator Industry Pension Plan, Total assets ($B): 11.224377797 · Participants: 27434National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 6.602912146 · Participants: 47052Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.63715 · Participants: 63680The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.323012123 · Participants: 5080Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.257223708 · Participants: 7374The Bank of New York Mellon Corporation Pension Plan
International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware side-by-side with 3 peers →

International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Desert States Employers & Ufcw Unions Pension Plan in AZ ($1.0B); by covered participants it is Fca US LLC Pension Plan in MI (2,903 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,911 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 International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware assets move in 2023? ▼
International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware edged up modestly - up 4.9% during 2023, from $956M to $1.0B. Reported net income was $47M.
How have International Union of Operting Eng. Pen Fund of E.Pennsylvania and De plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), International Union of Operting Eng. Pen Fund of E.Pennsylvania and De's sponsor-wide assets grew 10.9%, from $956M to $1.1B.
Where does International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware rank by assets among Form 5500 filers? ▼
International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Desert States Employers & Ufcw Unions Pension Plan in AZ ($1.0B, 19,139 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Fca US LLC Pension Plan in MI (2,903 participants, $4.1B 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 236405239.

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.