Defined Benefit (Pension) · DOL Form 5500 · 2023

Bd of Trust Upstate New York Engineers Pension Fund Pension Plan

Data updated 2026-08-25

$353M
Total assets Above avg plan size
1,942
Participants Near avg headcount
97th
Percentile by assets National rank
$181,548
Avg per participant Above avg balance/head
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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.

  • #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.

#8,670
in Construction (9,030 peers)
+9.1%
assets growth YoY
3.5×
vs typical plan assets (national mean)

Upstate New York Engineers Pension Fund's outsized position by total assets

Upstate New York Engineers Pension Fund vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$352,565,674 Top 3% higher than 97% of 127,068 filed plans

This plan $0 $2,050,000,000 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

Upstate New York Engineers Pension 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. Upstate New York Engineers Pension Fund lands in the large band (1,942 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

EBSA filing schedule strip

Filing strip 150614642 · Bd of Trust Upstate New York Engineers Pension Fund PY 2023 · Defined Benefit (Pension)

Upstate New York Engineers Pension Fund · $353M · 1,942 · 97th

  • ASSETS $353M
  • PCT 1,942
  • EIN 97th
  • RANK Defined Benefit (Pension)
  • PHOTO near Plumbers Pipe Fitters & Mechanical Equipment Service Local Union No. 392 Pension Plan
  • IND ind #8670

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 New York →

Upstate New York Engineers Pension Fund in the asset neighbourhood

Houston Pilots Retirement Plan and TrustHouston Pilots Retirement Pl…$354MLocal Union No. 124 I. B. E. W. Pension Trust FundLocal Union No. 124 I. B. E.…$353MPlumbers Pipe Fitters & Mechanical Equipment Service Local Union No. 392 Pension PlanPlumbers Pipe Fitters & Mech…$353MUpstate New York Engineers Pension FundUpstate New York Engineers P…$353MPension Plan for Employees of the Chicago Mercantile Exchange, Inc.Pension Plan for Employees o…$352M
End-of-year total assets ($M) among Upstate New York Engineers Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$323M
Net Assets (End of Year)$352M
Net Income$30M
Employer EIN150614642
Plan Effective Date1959-05-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Bd of Trust Upstate New York Engineers Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$455M 40.636018970049456% vs 2022
2024 filing year
$300M$350M$400M$450M$500M 202220232024 $323M $455M ▲ +40.6%
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 Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Upstate New York Engineers Pension Fund, Total assets ($B): 0.352565674 · Participants: 1942Upstate New York Engineers Pension FundIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Upstate New York Engineers Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Upstate New York Engineers Pension Fund side-by-side with 3 peers →

Upstate New York Engineers Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Plumbers Pipe Fitters & Mechanical Equipment Service Local Union No. 392 Pension Plan in OH ($353M); by covered participants it is Employees' Retirement Plan of Consolidated Electrical Distributors, Inc. in TX (1,943 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Upstate New York Engineers Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Employees' Retirement Plan of Consolidated Electrical Distributors, Inc. in TX (1,943 participants, $1.1B in assets).

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.

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.