Defined Benefit (Pension) · DOL Form 5500 · 2024

Iuoe Local 137, 137a, 137b, 137c, 137r, AFL-CIO Pension Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
4
Participants Small participant base
48th
Percentile by assets National rank
$1.8M
Avg per participant High balance/head
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Official DOL plan name: Pension Plan for Employees of Local 137,137a, 137b,137c,137r Iuoe, AFL-CIO · Sponsored by Iuoe Local 137, 137a, 137b, 137c, 137r, AFL-CIO · New York · Finance & Insurance

$7M in assets, 4 participants

Iuoe Local 137, 137a, 137b, 137c, 137r, AFL-CIO's Pension Plan for Employees of Local 137,137a, 137b,137c,137r Iuoe, AFL-CIO reported $7M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #2,836 in Finance & Insurance (8,549 peers)

Iuoe Local 137, 137a, 137b, 137c, 137r, AFL-CIO multi-year trail

Iuoe Local 137, 137a, 137b, 137c, 137r, AFL-CIO's plans moved +26.6% in assets from 2022 to 2024; this filing shows Pension Plan for Employees of Local 137,137a, 137b,137c,137r Iuoe, AFL-CIO at $7M / 4 participants.

#2,836
in Finance & Insurance (8,549 peers)
+12.7%
assets growth YoY

Pension Plan for Employees of Local 137,137a, 137b,137c,137r Iuoe, AFL-CIO's mid-pack asset rank among Finance & Insurance and all filers

Pension Plan for Employees of Local 137,137a, 137b,137c,137r Iuoe, AFL-CIO vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$7,018,904 48th percentile higher than 48% of 123,620 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 2024

Pension Plan for Employees of Local 137,137a, 137b,137c,137r Iuoe, AFL-CIO among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan for Employees of Local 137,137a, 137b,137c,137r Iuoe, AFL-CIO is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pension Plan for Employees of Local 137,137a, 137b,137c,137r Iuoe, AFL-CIO reported net income rose from $680K in the plan year 2023 filing to $789K in the plan year 2024 filing.
  • Pension Plan for Employees of Local 137,137a, 137b,137c,137r Iuoe, AFL-CIO end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 131739715 · Iuoe Local 137, 137a, 137b, 137c, 137r, AFL-CIO PY 2024 · Defined Benefit (Pension)

Pension Plan for Employees of Local 137,137a, 137b,137c,137r Iuoe, AFL-CIO · $7M · 4 · 48th

  • NET $7M
  • NET 4
  • NET 48th
  • NET Defined Benefit (Pension)
  • NET near U.S. Silver-Idaho, Inc. Salaried Employee Retirement Plan
  • NET ind #2836

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 New York →

Pension Plan for Employees of Local 137,137a, 137b,137c,137r Iuoe, AFL-CIO in the asset neighbourhood

Pension Plan for Employees of Local 137,137a, 137b,137c,137r Iuoe, AFL-CIOPension Plan for Employees o…$7MU.S. Silver-Idaho, Inc. Salaried Employee Retirement PlanU.S. Silver-Idaho, Inc. Sala…$7MKryger Institute of Plastic Surgery, Amc Cash Balance PlanKryger Institute of Plastic …$7MDefined Benefit Pension Plan of the Allendale AssociationDefined Benefit Pension Plan…$7MThe Johnstown Tribune Publishing Company Non-Bargaining Pension PlanThe Johnstown Tribune Publis…$7M
End-of-year total assets ($M) among Pension Plan for Employees of Local 137,137a, 137b,137c,137r Iuoe, AFL-CIO and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Iuoe Local 137, 137a, 137b, 137c, 137r, AFL-CIO multi-year asset trail

Sponsor-wide plan assets over time

All Iuoe Local 137, 137a, 137b, 137c, 137r, AFL-CIO plans reported in each filing year

Latest sponsor-wide plan assets
$7M 26.57070916451911% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.55M $7.02M ▲ +26.5%
Year Plans Participants Total Assets
2022 1 4 $6M
2023 1 4 $6M
2024 1 4 $7M

Iuoe Local 137, 137a, 137b, 137c, 137r, AFL-CIO filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$789K
Employer EIN131739715
Plan Effective Date1969-11-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

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

Pension Plan for Employees of Local 137,137a, 137b,137c,137r Iuoe, AFL-CIO vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Pension Plan for Employees of Local 137,137a, 137b,137c,137r Iuoe, AFL-CIO, Total assets ($B): 0.007018904 · Participants: 4Pension Plan for Employees of Local 137,137a, 137b,137c,137r Iuoe, AFL-CIOIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Pension Plan for Employees of Local 137,137a, 137b,137c,137r Iuoe, AFL-CIO vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Pension Plan for Employees of Local 137,137a, 137b,137c,137r Iuoe, AFL-CIO side-by-side with 3 peers →

Pension Plan for Employees of Local 137,137a, 137b,137c,137r Iuoe, AFL-CIO's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is U.S. Silver-Idaho, Inc. Salaried Employee Retirement Plan in ID ($7M); by covered participants it is Bordeaux Dyno-Cam & Machine Shop Defined Benefit Pension Plan in NC (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Pension Plan for Employees of Local 137,137a, 137b,137c,137r Iuoe, AFL-CIO assets move in 2024? ▼
Pension Plan for Employees of Local 137,137a, 137b,137c,137r Iuoe, AFL-CIO grew at a solid clip - up 12.7% during 2024, from $6M to $7M. Reported net income was $789K.
How have Iuoe Local 137, 137a, 137b, 137c, 137r, AFL-CIO plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iuoe Local 137, 137a, 137b, 137c, 137r, AFL-CIO's sponsor-wide assets grew 26.6%, from $6M to $7M.
Which Defined Benefit (Pension) plans are similar in size to Pension Plan for Employees of Local 137,137a, 137b,137c,137r Iuoe, AFL-CIO? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is U.S. Silver-Idaho, Inc. Salaried Employee Retirement Plan in ID ($7M, 46 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan for Employees of Local 137,137a, 137b,137c,137r Iuoe, AFL-CIO? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bordeaux Dyno-Cam & Machine Shop Defined Benefit Pension Plan in NC (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 131739715.

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.