Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees of the Cpf of the Iuoe & Part. Empl. Pension Plan

Data updated 2026-08-11

$39M
Total assets
65
Participants
83rd
Percentile by assets
$606,389
Avg per participant
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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.

  • 83rd percentile by assets (of 127,072 plans)
  • #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.

$39M
total plan assets (2023 EOY)
65
covered participants
83rd
percentile by assets (of 127,072 plans)
$606,389
avg assets per participant

Where Staff Employees Pension Plan of the Cpf of the Iuoe & Part. Empl. sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2022→2023 release diff →

State
District of Columbia
Industry
Finance & Insurance

Staff Employees Pension Plan of the Cpf of the Iuoe & Part. Empl. vs the 2023 asset distribution

By assets, Staff Employees Pension Plan of the Cpf of the Iuoe & Part. Empl. outranks 83% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$39M
Net Income$3M
Employer EIN366052390
Plan Effective Date1972-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the Cpf of the Iuoe & Part. Empl.)

$22B$24B$26B$28B 202220232024 $23.5B $27.5B ▲ +16.9%
Total plan assets by year, all Board of Trustees of the Cpf of the Iuoe & Part. Empl. plans on file
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.

Staff Employees Pension Plan of the Cpf of the Iuoe & Part. Empl. vs. nearby Defined Benefit (Pension) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Staff Employees Pens…, Total assets ($B): 0.039415293 · Participants: 65Staff Employees Pens…Central Pension Fund…, Total assets ($B): 24.899227069 · Participants: 100627Central Pension Fund…Iam National Pension…, Total assets ($B): 14.299885772 · Participants: 92151Iam National Pension…United Mine Workers …, Total assets ($B): 3.510841748 · Participants: 52United Mine Workers …Danaher Corporation …, Total assets ($B): 1.889401706 · Participants: 3354Danaher Corporation …Liuna Staff and Affi…, Total assets ($B): 1.815316886 · Participants: 3533Liuna Staff and Affi…
Staff Employees Pension Plan of the Cpf of the Iuoe & Part. Empl. vs. nearby Defined Benefit (Pension) plans in District of Columbia, assets vs. participants
Compare Staff Employees Pension Plan of the Cpf … side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Staff Employees Pension Plan of the Cpf of the Iuoe & Part. Empl. by total assets, not by location.

Frequently Asked Questions

How did Staff Employees Pension Plan of the Cpf of the Iuoe & Part. Empl. assets move in 2023? ▼
Staff Employees Pension Plan of the Cpf of the Iuoe & Part. Empl. grew at a solid clip - up 8.0% during 2023, from $36M to $39M. Reported net income was $3M.
How have Board of Trustees of the Cpf of the Iuoe & Part. Empl. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of the Cpf of the Iuoe & Part. Empl.'s sponsor-wide assets grew 16.9%, from $23.5B to $27.5B.
Where does Staff Employees Pension Plan of the Cpf of the Iuoe & Part. Empl. rank by assets among Form 5500 filers? ▼
Staff Employees Pension Plan of the Cpf of the Iuoe & Part. Empl. ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Staff Employees Pension Plan of the Cpf of the Iuoe & Part. Empl.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Jovia Financial Credit Union Defined Benefit Plan and Trust in NY ($39M, 373 participants).

Next read for Staff Employees Pension Plan of the Cpf …

Scale reading

Ways to act on Staff Employees Pension Plan of the Cpf of the Iuoe & Part. Empl.'s numbers.

  • By total assets, Staff Employees Pension Plan of the Cpf of the Iuoe & Part. Empl. ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in District of Columbia. Compare plans
  • Board of Trustees of the Cpf of the Iuoe & Part. Empl.'s sponsor-wide assets have grown 16.9% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 366052390.

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.