Defined Benefit (Pension) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$480M
Total assets Above avg plan size
676
Participants Below avg headcount
97th
Percentile by assets National rank
$709,916
Avg per participant High balance/head
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Official DOL plan name: Iue-Cwa Pension Plan · Sponsored by Trustees of Iue- Cwa AFL-CIO Pension Fund · Pennsylvania · Information & Media

$480M in assets, 676 participants

Trustees of Iue- Cwa AFL-CIO Pension Fund's Iue-Cwa Pension Plan reported $480M in total assets and 676 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #2,688 in Information & Media (2,818 peers)

Where Iue-Cwa Pension Plan sits by assets

Iue-Cwa Pension Plan sits in the top 5% of all filed plans by assets, $480M for 676 participants (~$709,916/participant), up 119.4% in 2023.

#2,688
in Information & Media (2,818 peers)
+119.4%
assets growth YoY
4.8×
vs typical plan assets (national mean)

Iue-Cwa Pension Plan's outsized position by total assets

Iue-Cwa Pension Plan vs every filed plan by assets

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

$479,903,398 Top 3% higher than 97% 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

Iue-Cwa 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. Iue-Cwa Pension Plan sits mid-pack in the medium band (676 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Iue-Cwa Pension Plan reported net income rose from -$70M in the plan year 2022 filing to $262M in the plan year 2023 filing.
  • Iue-Cwa Pension Plan end-of-year assets rose from $219M in the plan year 2022 filing to $480M in the plan year 2023 filing.
  • Iue-Cwa Pension Plan reported participants rose from 658 in the plan year 2022 filing to 676 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

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

Iue-Cwa Pension Plan · $480M · 676 · 97th

  • SCH $480M
  • EBSA 676
  • PART 97th
  • TYPE Defined Benefit (Pension)
  • NET near Ims Health Incorporated Retirement Plan
  • BOOK ind #2688

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 →

Iue-Cwa Pension Plan in the asset neighbourhood

The Rowan Pension Plan$482MRetirement Plan for Employees of Devon Energy CorporationRetirement Plan for Employee…$480MIue-Cwa Pension Plan$480MIms Health Incorporated Retirement PlanIms Health Incorporated Reti…$480MPremera Pension Equity Plan$479M
End-of-year total assets ($M) among Iue-Cwa 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)$219M
Net Assets (End of Year)$480M
Net Income$262M
Employer EIN226250252
Plan Effective Date1958-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of Iue- Cwa AFL-CIO Pension Fund)

Sponsor-wide plan assets over time

All Trustees of Iue- Cwa AFL-CIO Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$475M 112.81395998595671% vs 2022
2024 filing year
$100M$200M$300M$400M$500M$600M 202220232024 $223M $475M ▲ +112.8%
Year Plans Participants Total Assets
2022 2 664 $223M
2023 2 676 $485M
2024 2 532 $475M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Iue-Cwa Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Iue-Cwa Pension Plan, Total assets ($B): 0.479903398 · Participants: 676Iue-Cwa Pension PlanNational 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
Iue-Cwa Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Iue-Cwa Pension Plan side-by-side with 3 peers →

Iue-Cwa Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Ims Health Incorporated Retirement Plan in CT ($480M); by covered participants it is Tropicana Casino and Resort Variable Annuity Pension Plan in NJ (677 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($480M here).

Similar participant headcount

Nearest other-state filings by covered participants (676 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 Iue-Cwa Pension Plan assets move in 2023? ▼
Iue-Cwa Pension Plan surged - up 119.4% during 2023, from $219M to $480M. Reported net income was $262M.
How have Trustees of Iue- Cwa AFL-CIO Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of Iue- Cwa AFL-CIO Pension Fund's sponsor-wide assets grew 112.8%, from $223M to $475M.
Where does Iue-Cwa Pension Plan rank by assets among Form 5500 filers? ▼
Iue-Cwa Pension Plan ranks in the 97th 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 Iue-Cwa Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ims Health Incorporated Retirement Plan in CT ($480M, 1,307 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Iue-Cwa Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Tropicana Casino and Resort Variable Annuity Pension Plan in NJ (677 participants, $26M 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 226250252.

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.