Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees Agc-Iuoe Local of Agc-Iuoe Local 701 Pension Trus Pension Plan
Data updated 2026-08-25
- $342M
- Total assets Above avg plan size
- 2,236
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $153,052
- Avg per participant Above avg balance/head
Official DOL plan name: Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund · Sponsored by Board of Trustees Agc-Iuoe Local of Agc-Iuoe Local 701 Pension Trus · Washington · Construction
$342M in assets, 2,236 participants
Board of Trustees Agc-Iuoe Local of Agc-Iuoe Local 701 Pension Trus's Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund reported $342M in total assets and 2,236 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #8,661 in Construction (9,030 peers)
Where Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund sits by assets
Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund sits in the top 5% of all filed plans by assets, $342M for 2,236 participants (~$153,052/participant), up 7.6% in 2023.
- #8,661
- in Construction (9,030 peers)
- +7.6%
- assets growth YoY
- 3.4×
- vs typical plan assets (national mean)
Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund's outsized position by total assets
Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$342,224,967 Top 4% higher than 96% 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
Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund'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. Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund lands in the large band (2,236 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund reported net income rose from -$45M in the plan year 2022 filing to $24M in the plan year 2023 filing.
- Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund end-of-year assets rose from $318M in the plan year 2022 filing to $342M in the plan year 2023 filing.
- Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund reported participants rose from 2,137 in the plan year 2022 filing to 2,236 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 936075580 · Board of Trustees Agc-Iuoe Local of Agc-Iuoe Local 701 Pension Trus PY 2023 · Defined Benefit (Pension)
Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund · $342M · 2,236 · 96th
- NET $342M
- NET 2,236
- NET 96th
- NET Defined Benefit (Pension)
- NET near The Hertz Corporation Account Balance Defined Benefit Pension Plan
- NET ind #8661
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 Washington →
Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $318M |
|---|---|
| Net Assets (End of Year) | $341M |
| Net Income | $24M |
| Employer EIN | 936075580 |
| Plan Effective Date | 1960-03-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Agc-Iuoe Local of Agc-Iuoe Local 701 Pension Trus)
Sponsor-wide plan assets over time
All Board of Trustees Agc-Iuoe Local of Agc-Iuoe Local 701 Pension Trus plans reported in each filing year
- Latest sponsor-wide plan assets
- $515M 16.857978530849373% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 6,066 | $441M |
| 2023 | 2 | 6,333 | $486M |
| 2024 | 2 | 6,422 | $515M |
Nearby Defined Benefit (Pension) Plans in Washington
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Western Conference of Teamsters Pension Plan $57.4B · 229,511
- The Pension Value Plan for Employees of the Boeing Company $25.0B · 31,566
- The Boeing Company Employee Retirement Plan $16.3B · 32,477
- Northwest Carpenters Retirement Plan $3.3B · 15,892
- Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan $3.1B · 8,339
Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Washington, the nearest Defined Benefit (Pension) by assets is The Hertz Corporation Account Balance Defined Benefit Pension Plan in FL ($342M); by covered participants it is Ahold USA, Inc. Pension Plan in MA (2,234 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($342M here).
- The Hertz Corporation Account Balance Defined Benefit Pension Plan (FL) $342M · 3,201
- International Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension Fund (MO) $343M · 1,245
- Valeo, Inc. Pension Plan (MI) $341M · 273
- Olympus Corporation of the Americas Pension Plan (PA) $343M · 632
Similar participant headcount
Nearest other-state filings by covered participants (2,236 participants); asset peers above are excluded.
- Ahold USA, Inc. Pension Plan (MA) 2,234 · 2 off
- Cement Masons Southern California Pension Trust (CA) 2,234 · 2 off
- Huntington Ingalls Industries Retirement Plan B (VA) 2,232 · 4 off
- Baystate Health, Inc. Retirement Program (MA) 2,242 · 6 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.