Defined Benefit (Pension) · DOL Form 5500 · 2023

Bd of Trust Upstate New York Engineers Pension Fund Pension Plan

Data updated 2026-08-11

$353M
Total assets: 1,942
Participants: 97th
Percentile by assets: $181,548
Avg per participant

Official DOL plan name: Upstate New York Engineers Pension Fund · Sponsored by Bd of Trust Upstate New York Engineers Pension Fund · New York · Construction

$353M in assets, 1,942 participants

Bd of Trust Upstate New York Engineers Pension Fund's Upstate New York Engineers Pension Fund reported $353M in total assets and 1,942 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

97th percentile by assets (of 127,072 plans)
#8,670 in Construction (9,030 peers)

Coverage in New York

Upstate New York Engineers Pension Fund covers 1,942 participants in New York, 2.4x the typical New York plan (state average ~798 per filing). Assets: $353M.

$353M
total plan assets (2023 EOY): 1,942
covered participants: 97th
percentile by assets (of 127,072 plans): $181,548
avg assets per participant

Upstate New York Engineers Pension Fund reported net income rose from -$26M in the plan year 2022 filing to $30M in the plan year 2023 filing.
Upstate New York Engineers Pension Fund end-of-year assets rose from $323M in the plan year 2022 filing to $353M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

New York

Industry

Construction

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Upstate New York Engineers Pension Fund reports 1,942 participants - 2.4x that state average ($353M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)	$323M
Net Assets (End of Year)	$352M
Net Income	$30M
Employer EIN	150614642
Plan Effective Date	1959-05-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Bd of Trust Upstate New York Engineers Pension Fund)

Total plan assets by year, all Bd of Trust Upstate New York Engineers Pension Fund plans on file

Year	Plans	Participants	Total Assets
2022	1	1,945	$323M
2023	1	1,942	$353M
2024	1	2,025	$455M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Upstate New York Engineers Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

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

Compare Upstate New York Engineers Pension Fund side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Upstate New York Engineers Pension Fund by total assets, not by location.

Plumbers Pipe Fitters & Mechanical Equipment Service Local Union No. 392 Pension Plan (OH) $353M · 1,526
Local Union No. 124 I. B. E. W. Pension Trust Fund (MO) $353M · 2,078
Pension Plan for Employees of the Chicago Mercantile Exchange, Inc. (IL) $352M · 2,110
Houston Pilots Retirement Plan and Trust (TX) $354M · 129

Frequently Asked Questions

How did Upstate New York Engineers Pension Fund assets move in 2023? ▼

Upstate New York Engineers Pension Fund grew at a solid clip - up 9.1% during 2023, from $323M to $353M. Reported net income was $30M.

How have Bd of Trust Upstate New York Engineers Pension Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bd of Trust Upstate New York Engineers Pension Fund's sponsor-wide assets grew 40.6%, from $323M to $455M.

Where does Upstate New York Engineers Pension Fund rank by assets among Form 5500 filers? ▼

Upstate New York Engineers Pension Fund ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to Upstate New York Engineers Pension Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Plumbers Pipe Fitters & Mechanical Equipment Service Local Union No. 392 Pension Plan in OH ($353M, 1,526 participants).

Next read for Upstate New York Engineers Pension Fund

Filing takeaways

Ways to act on Upstate New York Engineers Pension Fund's numbers.

By total assets, Upstate New York Engineers Pension Fund ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
Bd of Trust Upstate New York Engineers Pension Fund's sponsor-wide assets have grown 40.6% since 2022 across 3 plan years on file. More Construction 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 150614642.