Defined Benefit (Pension) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$328M
Total assets Above avg plan size
830
Participants Near avg headcount
96th
Percentile by assets National rank
$395,460
Avg per participant High balance/head
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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.

  • #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.

#8,650
in Construction (9,030 peers)
+8.0%
assets growth YoY
3.3×
vs typical plan assets (national mean)

International Union of Operating Engineers Local 14-14b Pension Fd's outsized position 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

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

International Union of Operating Engineers Local 14-14b Pension Fd among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. International Union of Operating Engineers Local 14-14b Pension Fd sits mid-pack in the medium band (830 participants).

What changed between DOL Form 5500 filings

plan year 2022 → 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 →

EBSA filing schedule strip

Filing strip 112392157 · Board of Trustees I.U.O.E. Local 14-14b Pension Fund PY 2023 · Defined Benefit (Pension)

International Union of Operating Engineers Local 14-14b Pension Fd · $328M · 830 · 96th

  • ASSETS $328M
  • PCT 830
  • EIN 96th
  • RANK Defined Benefit (Pension)
  • PHOTO near Hubbell Incorporated Retirement Plan for Salaried and Hourly Employees
  • IND ind #8650

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 →

International Union of Operating Engineers Local 14-14b Pension Fd in the asset neighbourhood

Omaha Construction Industry Pension PlanOmaha Construction Industry …$329MHenry Ford Health System Allegiance Combined Pension PlanHenry Ford Health System All…$329MInternational Union of Operating Engineers Local 14-14b Pension FdInternational Union of Opera…$328MHubbell Incorporated Retirement Plan for Salaried and Hourly EmployeesHubbell Incorporated Retirem…$328MPension Plan of North Carolina Baptist HospitalPension Plan of North Caroli…$327M
End-of-year total assets ($M) among International Union of Operating Engineers Local 14-14b Pension Fd and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$304M
Net Assets (End of Year)$323M
Net Income$24M
Employer EIN112392157
Plan Effective Date1975-07-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Board of Trustees I.U.O.E. Local 14-14b Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$356M 17.06704203687092% vs 2022
2024 filing year
$280M$300M$320M$340M$360M$380M 202220232024 $304M $356M ▲ +17.1%
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 Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants International Union of Operating Engineers Local 14-14b Pension Fd, Total assets ($B): 0.328231441 · Participants: 830International Union of Operating Engineers Local 14-14b Pension FdIBM 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
International Union of Operating Engineers Local 14-14b Pension Fd vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare International Union of Operating Engineers Local 14-14b Pension Fd side-by-side with 3 peers →

International Union of Operating Engineers Local 14-14b Pension Fd's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Hubbell Incorporated Retirement Plan for Salaried and Hourly Employees in CT ($328M); by covered participants it is Ntn Employees Pension Plan in IL (830 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (830 participants); asset peers above are excluded.

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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to International Union of Operating Engineers Local 14-14b Pension Fd? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ntn Employees Pension Plan in IL (830 participants, $122M 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 112392157.

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.