Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees I.U.O.E. Local 14-14b Pension Fund Pension Plan

Data updated 2026-08-11

$328M
Total assets: 830
Participants: 96th
Percentile by assets: $395,460
Avg per participant

Official DOL plan name: International Union of Operating Engineers Local 14-14b Pension Fd · Sponsored by Board of Trustees I.U.O.E. Local 14-14b Pension Fund · New York · Construction

$328M in assets, 830 participants

Board of Trustees I.U.O.E. Local 14-14b Pension Fund's International Union of Operating Engineers Local 14-14b Pension Fd reported $328M in total assets and 830 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

96th percentile by assets (of 127,072 plans)
#8,650 in Construction (9,030 peers)

Where International Union of Operating Engineers Local 14-14b Pension Fd sits by assets

International Union of Operating Engineers Local 14-14b Pension Fd sits in the top 5% of all filed plans by assets, $328M for 830 participants (~$395,460/participant), up 8.0% in 2023.

$328M
total plan assets (2023 EOY): 830
covered participants: 96th
percentile by assets (of 127,072 plans): $395,460
avg assets per participant

Where International Union of Operating Engineers Local 14-14b Pension Fd sits by total assets

International Union of Operating Engineers Local 14-14b Pension Fd vs every filed plan by assets

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

$328,231,441 Top 4% higher than 96% 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

International Union of Operating Engineers Local 14-14b Pension Fd reported net income rose from $18M in the plan year 2022 filing to $24M in the plan year 2023 filing.
International Union of Operating Engineers Local 14-14b Pension Fd end-of-year assets rose from $304M in the plan year 2022 filing to $328M in the plan year 2023 filing.
International Union of Operating Engineers Local 14-14b Pension Fd reported participants fell from 900 in the plan year 2022 filing to 830 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

New York

Industry

Construction

International Union of Operating Engineers Local 14-14b Pension Fd vs the 2023 asset distribution

By assets, International Union of Operating Engineers Local 14-14b Pension Fd outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 3.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$304M
Net Assets (End of Year)	$323M
Net Income	$24M
Employer EIN	112392157
Plan Effective Date	1975-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Board of Trustees I.U.O.E. Local 14-14b Pension Fund)

Total plan assets by year, all Board of Trustees I.U.O.E. Local 14-14b Pension Fund plans on file

Year	Plans	Participants	Total Assets
2022	1	900	$304M
2023	1	830	$328M
2024	1	826	$356M

Nearby Defined Benefit (Pension) Plans in New York

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

International Union of Operating Engineers Local 14-14b Pension Fd 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 International Union of Operating Enginee… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to International Union of Operating Engineers Local 14-14b Pension Fd by total assets, not by location.

Hubbell Incorporated Retirement Plan for Salaried and Hourly Employees (CT) $328M · 357
Henry Ford Health System Allegiance Combined Pension Plan (MI) $329M · 6,352
Omaha Construction Industry Pension Plan (NE) $329M · 1,447
Pension Plan of North Carolina Baptist Hospital (NC) $327M · 2,201

Frequently Asked Questions

How did International Union of Operating Engineers Local 14-14b Pension Fd assets move in 2023? ▼

International Union of Operating Engineers Local 14-14b Pension Fd grew at a solid clip - up 8.0% during 2023, from $304M to $328M. Reported net income was $24M.

How have Board of Trustees I.U.O.E. Local 14-14b Pension Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees I.U.O.E. Local 14-14b Pension Fund's sponsor-wide assets grew 17.1%, from $304M to $356M.

Where does International Union of Operating Engineers Local 14-14b Pension Fd rank by assets among Form 5500 filers? ▼

International Union of Operating Engineers Local 14-14b Pension Fd ranks in the 96th 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 International Union of Operating Engineers Local 14-14b Pension Fd? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Hubbell Incorporated Retirement Plan for Salaried and Hourly Employees in CT ($328M, 357 participants).

Next read for International Union of Operating Enginee…

Scale reading

Ways to act on International Union of Operating Engineers Local 14-14b Pension Fd's numbers.

By total assets, International Union of Operating Engineers Local 14-14b Pension Fd 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
Board of Trustees I.U.O.E. Local 14-14b Pension Fund's sponsor-wide assets have grown 17.1% 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 112392157.