Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees, Iuoe Local 295-295b,C Pension Plan
Data updated 2026-08-25
- $72M
- Total assets Below avg plan size
- 330
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $217,598
- Avg per participant Above avg balance/head
Official DOL plan name: Iuoe Local 295-295b,C Pension Fund · Sponsored by Board of Trustees, Iuoe Local 295-295b,C · New York · Construction
$72M in assets, 330 participants
Board of Trustees, Iuoe Local 295-295b,C's Iuoe Local 295-295b,C Pension Fund reported $72M in total assets and 330 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #7,839 in Construction (9,030 peers)
Coverage in New York
Iuoe Local 295-295b,C Pension Fund covers 330 participants in New York, about 41% of the average New York filer (state average ~798 per filing). Assets: $72M.
- #7,839
- in Construction (9,030 peers)
- +12.4%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Iuoe Local 295-295b,C Pension Fund's outsized position by total assets
Iuoe Local 295-295b,C Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$71,807,396 Top 11% higher than 89% 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
Iuoe Local 295-295b,C Pension Fund 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. Iuoe Local 295-295b,C Pension Fund sits mid-pack in the medium band (330 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Iuoe Local 295-295b,C Pension Fund reported net income rose from -$4M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Iuoe Local 295-295b,C Pension Fund reported participants fell from 408 in the plan year 2022 filing to 330 in the plan year 2023 filing.
- Iuoe Local 295-295b,C Pension Fund end-of-year assets rose from $64M in the plan year 2022 filing to $72M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 116042885 · Board of Trustees, Iuoe Local 295-295b,C PY 2023 · Defined Benefit (Pension)
Iuoe Local 295-295b,C Pension Fund · $72M · 330 · 89th
- NET $72M
- NET 330
- NET 89th
- NET Defined Benefit (Pension)
- NET near Hitachi High-Tech America, Inc. Retirement Plan
- NET ind #7839
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 New York →
Iuoe Local 295-295b,C Pension Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $64M |
|---|---|
| Net Assets (End of Year) | $71M |
| Net Income | $8M |
| Employer EIN | 116042885 |
| Plan Effective Date | 1964-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Iuoe Local 295-295b,C)
Sponsor-wide plan assets over time
All Board of Trustees, Iuoe Local 295-295b,C plans reported in each filing year
- Latest sponsor-wide plan assets
- $77M 21.032354102617777% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 408 | $64M |
| 2023 | 1 | 330 | $72M |
| 2024 | 1 | 362 | $77M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.0B · 14,881
- Consolidated Edison Retirement Plan $16.2B · 10,779
- 1199seiu Health Care Employees Pension Fund $16.2B · 107,582
- Pfizer Consolidated Pension Plan $11.0B · 9,616
- Pepsico Employees Retirement Plan I $7.6B · 12,289
Iuoe Local 295-295b,C Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Hitachi High-Tech America, Inc. Retirement Plan in IL ($72M); by covered participants it is Eastern Shore Teamsters Pension Fund in MD (330 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($72M here).
Similar participant headcount
Nearest other-state filings by covered participants (330 participants); asset peers above are excluded.
- Eastern Shore Teamsters Pension Fund (MD) 330 · 0 off
- Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies (PA) 330 · 0 off
- Sbera Pension Plan as Adopted by Bristol County Savings Bank (MA) 330 · 0 off
- Allina Health Pension Plan for Collectively Bargained Employees (MN) 329 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.