Defined Benefit (Pension) · DOL Form 5500 · 2023
I.U.O.E. Local 132 Pension Fund Pension Plan
Data updated 2026-08-25
- $548M
- Total assets Above avg plan size
- 1,559
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $351,673
- Avg per participant High balance/head
Official DOL plan name: I.U.O.E. Local 132 Pension Fund · Sponsored by I.U.O.E. Local 132 Pension Fund · West Virginia · Finance & Insurance
$548M in assets, 1,559 participants
I.U.O.E. Local 132 Pension Fund's I.U.O.E. Local 132 Pension Fund reported $548M in total assets and 1,559 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #8,500 in Finance & Insurance (8,869 peers)
Coverage in West Virginia
I.U.O.E. Local 132 Pension Fund covers 1,559 participants in West Virginia, 3.3x the typical West Virginia plan (state average ~467 per filing). Assets: $548M.
- #8,500
- in Finance & Insurance (8,869 peers)
- +11.4%
- assets growth YoY
- 5.5×
- vs typical plan assets (national mean)
I.U.O.E. Local 132 Pension Fund's outsized position by total assets
I.U.O.E. Local 132 Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$548,257,437 Top 2% higher than 98% 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
I.U.O.E. Local 132 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. I.U.O.E. Local 132 Pension Fund lands in the large band (1,559 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- I.U.O.E. Local 132 Pension Fund reported net income rose from -$36M in the plan year 2022 filing to $56M in the plan year 2023 filing.
- I.U.O.E. Local 132 Pension Fund end-of-year assets rose from $492M in the plan year 2022 filing to $548M in the plan year 2023 filing.
- I.U.O.E. Local 132 Pension Fund reported participants fell from 1,691 in the plan year 2022 filing to 1,559 in the plan year 2023 filing.
DOL schedule card
Filing strip 556015364 · I.U.O.E. Local 132 Pension Fund PY 2023 · Defined Benefit (Pension)
I.U.O.E. Local 132 Pension Fund · $548M · 1,559 · 98th
- PCT $548M
- PCT 1,559
- PCT 98th
- PCT Defined Benefit (Pension)
- PCT near The Guardian Field Representative Employees' Retirement Plan
- PCT ind #8500
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 West Virginia →
I.U.O.E. Local 132 Pension Fund in the asset neighbourhood
West Virginia filing particulars
| Total Assets (Beginning of Year) | $492M |
|---|---|
| Net Assets (End of Year) | $547M |
| Net Income | $56M |
| Employer EIN | 556015364 |
| Plan Effective Date | 1962-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (I.U.O.E. Local 132 Pension Fund)
Sponsor-wide plan assets over time
All I.U.O.E. Local 132 Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $559M 13.624388238091065% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,691 | $492M |
| 2023 | 1 | 1,559 | $548M |
| 2024 | 1 | 1,858 | $559M |
Nearby Defined Benefit (Pension) Plans in West Virginia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- West Virginia Laborers Pension Trust Fund $556M · 1,965
- United Mine Workers of America 1985 Construction Workers Pension Plan $447M · 234
- Employer - Teamsters Local Nos 175 & 505 Pension Trust Fund $420M · 1,453
- Maryland Electrical Industry Pension Plan $268M · 1,667
- Constellium Rolled Products Master Retirement Trust $240M · N/A
I.U.O.E. Local 132 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside West Virginia, the nearest Defined Benefit (Pension) by assets is The Guardian Field Representative Employees' Retirement Plan in NY ($549M); by covered participants it is Harley-Davidson Retirement Plan in WI (1,560 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($548M here).
- The Guardian Field Representative Employees' Retirement Plan (NY) $549M · 1,889
- America First Credit Union Pension Plan (UT) $547M · 2,464
- Globe Life Inc. Pension Plan (TX) $547M · 1,854
- Atmos Energy Corporation Pension Account Plan (TX) $547M · 2,060
Similar participant headcount
Nearest other-state filings by covered participants (1,559 participants); asset peers above are excluded.
- Harley-Davidson Retirement Plan (WI) 1,560 · 1 off
- Employees' Retirement Plan of Bose Corporation (MA) 1,567 · 8 off
- Cbs Combined Pension Plan (NY) 1,568 · 9 off
- Local 295 I.B.T. Employer Group Pension Trust Fund (NY) 1,550 · 9 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.