Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees, Locals 302 & 612 of the Iuoe - Pension Plan
Data updated 2026-08-25
- $3.1B
- Total assets Very large vs avg
- 8,339
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $367,723
- Avg per participant High balance/head
Official DOL plan name: Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan · Sponsored by Board of Trustees, Locals 302 & 612 of the Iuoe - · Washington · Construction
$3.1B in assets, 8,339 participants
Board of Trustees, Locals 302 & 612 of the Iuoe -'s Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan reported $3.1B in total assets and 8,339 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.
- #8,997 in Construction (9,030 peers)
Coverage in Washington
Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan covers 8,339 participants in Washington, 5.6x the typical Washington plan (state average ~1,476 per filing). Assets: $3.1B.
- #8,997
- in Construction (9,030 peers)
- +8.9%
- assets growth YoY
- 31×
- vs typical plan assets (national mean)
Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan's outsized position by total assets
Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,066,446,219 Highest reported value at or above every one 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
Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan'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. Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan lands in the large band (8,339 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan reported net income rose from -$347M in the plan year 2022 filing to $252M in the plan year 2023 filing.
- Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan end-of-year assets rose from $2.8B in the plan year 2022 filing to $3.1B in the plan year 2023 filing.
- Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan reported participants rose from 8,083 in the plan year 2022 filing to 8,339 in the plan year 2023 filing.
DOL schedule card
Filing strip 916028571 · Board of Trustees, Locals 302 & 612 of the Iuoe - PY 2023 · Defined Benefit (Pension)
Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan · $3.1B · 8,339 · 100th
- 5500 $3.1B
- ASSETS 8,339
- PCT 100th
- EIN Defined Benefit (Pension)
- RANK near General Dynamics Retirement Plan (Government)
- PHOTO ind #8997
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 →
Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $2.8B |
|---|---|
| Net Assets (End of Year) | $3.1B |
| Net Income | $252M |
| Employer EIN | 916028571 |
| Plan Effective Date | 1957-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Locals 302 & 612 of the Iuoe -)
Sponsor-wide plan assets over time
All Board of Trustees, Locals 302 & 612 of the Iuoe - plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.3B 18.161480980852183% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8,083 | $2.8B |
| 2023 | 1 | 8,339 | $3.1B |
| 2024 | 1 | 8,695 | $3.3B |
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
- Sound Retirement Trust $2.6B · 93,701
Scale composition for Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan
Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan reports $3.1B in end-of-year assets across 8,339 participants (0.025% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $367,723 per participant (2.7x the national average assets-per-participant) . Net income for plan year 2023 was $252M.
This plan identity (EIN 916028571, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.8B to $3.3B (+18.2%) while covered participants moved from 8,083 to 8,695 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,083 | $2.8B | Open filing |
| 2023 | 8,339 | $3.1B | This page |
| 2024 · index core | 8,695 | $3.3B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan (Defined Benefit (Pension), $3.3B, 8,695 participants)
Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Washington, the nearest Defined Benefit (Pension) by assets is General Dynamics Retirement Plan (Government) in VA ($3.1B); by covered participants it is The Northwestern Mutual Employee Retirement Plan in WI (8,348 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3.1B here).
- General Dynamics Retirement Plan (Government) (VA) $3.1B · 3,183
- Willis Towers Watson Pension Plan for U.S. Employees (VA) $3.1B · 10,732
- Entergy Corporation Retirement Plan for Non-Bargaining Employees (LA) $3.1B · 7,501
- The Retirement Plan for Graham Holdings Company (VA) $3.0B · 5,213
Similar participant headcount
Nearest other-state filings by covered participants (8,339 participants); asset peers above are excluded.
- The Northwestern Mutual Employee Retirement Plan (WI) 8,348 · 9 off
- University of Pennsylvania Health Sysytem Pension Plan (PA) 8,369 · 30 off
- Umass Memorial Health Care Pension Plan (MA) 8,379 · 40 off
- Glaxosmithkline Cash Balance Pension Plan (PA) 8,441 · 102 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.