Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees of the Cpf of the Iuoe & Part. Empl. Pension Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 65
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $606,389
- Avg per participant High balance/head
Official DOL plan name: Staff Employees Pension Plan of the Cpf of the Iuoe & Part. Empl. · Sponsored by Board of Trustees of the Cpf of the Iuoe & Part. Empl. · District of Columbia · Finance & Insurance
$39M in assets, 65 participants
Board of Trustees of the Cpf of the Iuoe & Part. Empl.'s Staff Employees Pension Plan of the Cpf of the Iuoe & Part. Empl. reported $39M in total assets and 65 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- #6,540 in Finance & Insurance (8,869 peers)
Where Staff Employees Pension Plan of the Cpf of the Iuoe & Part. Empl. sits by assets
Staff Employees Pension Plan of the Cpf of the Iuoe & Part. Empl. sits in the top quartile of all filed plans by assets, $39M for 65 participants (~$606,389/participant), up 8.0% in 2023.
- #6,540
- in Finance & Insurance (8,869 peers)
- +8.0%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Staff Employees Pension Plan of the Cpf of the Iuoe & Part. Empl.'s outsized position by total assets
Staff Employees Pension Plan of the Cpf of the Iuoe & Part. Empl. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$39,415,293 Top 17% higher than 83% 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
Staff Employees Pension Plan of the Cpf of the Iuoe & Part. Empl. among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Staff Employees Pension Plan of the Cpf of the Iuoe & Part. Empl. is a small filing (65 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Staff Employees Pension Plan of the Cpf of the Iuoe & Part. Empl. reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Staff Employees Pension Plan of the Cpf of the Iuoe & Part. Empl. end-of-year assets rose from $36M in the plan year 2022 filing to $39M in the plan year 2023 filing.
- Staff Employees Pension Plan of the Cpf of the Iuoe & Part. Empl. reported participants fell from 66 in the plan year 2022 filing to 65 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 366052390 · Board of Trustees of the Cpf of the Iuoe & Part. Empl. PY 2023 · Defined Benefit (Pension)
Staff Employees Pension Plan of the Cpf of the Iuoe & Part. Empl. · $39M · 65 · 83rd
- BOY $39M
- BOY 65
- BOY 83rd
- BOY Defined Benefit (Pension)
- BOY near Jovia Financial Credit Union Defined Benefit Plan and Trust
- BOY ind #6540
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 Finance & Insurance retirement plans → · Plans in District of Columbia →
Staff Employees Pension Plan of the Cpf of the Iuoe & Part. Empl. in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $36M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | $3M |
| Employer EIN | 366052390 |
| Plan Effective Date | 1972-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the Cpf of the Iuoe & Part. Empl.)
Sponsor-wide plan assets over time
All Board of Trustees of the Cpf of the Iuoe & Part. Empl. plans reported in each filing year
- Latest sponsor-wide plan assets
- $27.5B 16.919444687961356% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 97,351 | $23.5B |
| 2023 | 2 | 100,692 | $24.9B |
| 2024 | 2 | 103,599 | $27.5B |
Nearby Defined Benefit (Pension) Plans in District of Columbia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central Pension Fund of the Iuoe & Participating Employers $24.9B · 100,627
- Iam National Pension Fund $14.3B · 92,151
- United Mine Workers of America 1974 Pension Plan $3.5B · 52
- Danaher Corporation & Subsidiaries Pension Plan $1.9B · 3,354
- Liuna Staff and Affiliates Pension Fund $1.8B · 3,533
Staff Employees Pension Plan of the Cpf of the Iuoe & Part. Empl.'s out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside District of Columbia, the nearest Defined Benefit (Pension) by assets is Jovia Financial Credit Union Defined Benefit Plan and Trust in NY ($39M); by covered participants it is T. W. Garner Food Company Employees' Pension Plan in NC (65 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
- Jovia Financial Credit Union Defined Benefit Plan and Trust (NY) $39M · 373
- Virgin Islands Telephone Corporation Pension Plan for Hourly Employees (VI) $39M · 96
- Retirement Plan of Liggett Group Inc. for Salaried Non-Bargaining Unit Employees (FL) $39M · 11
- Pension Plan for Hourly Employees of Southern Indiana Gas & Electric Company (IN) $39M · 62
Similar participant headcount
Nearest other-state filings by covered participants (65 participants); asset peers above are excluded.
- T. W. Garner Food Company Employees' Pension Plan (NC) 65 · 0 off
- Pension Plan of Locals 794 & 819, I.a.T.S.E. (NY) 65 · 0 off
- Orange Regional Medical Center Employees' Retirement Plan (NY) 65 · 0 off
- Newmarket Corporation Retirement Income Plan for Union Employees Located in Houston, Texas (VA) 65 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.