Defined Benefit (Pension) · DOL Form 5500 · 2024

Bd of Trustees Pension Plan of the Iuoe 137 137a 137b 137c 137r Aflcio Pension Plan

Data updated 2026-07-24

$272M
Total assets: 599
Participants: 95th
Percentile by assets: $453,896
Avg per participant

Official DOL plan name: Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO · Sponsored by Bd of Trustees Pension Plan of the Iuoe 137 137a 137b 137c 137r Aflcio · New York · Construction

$272M in assets, 599 participants

Bd of Trustees Pension Plan of the Iuoe 137 137a 137b 137c 137r Aflcio's Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO reported $272M in total assets and 599 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

95th percentile by assets (of 116,472 plans)

Where Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO sits by assets

Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO sits in the top 5% of all filed plans by assets, $272M for 599 participants (~$453,896/participant), up 12.0% in 2024.

$272M
total plan assets (2024 EOY): 599
covered participants: 95th
percentile by assets (of 116,472 plans): $453,896
avg assets per participant

Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO reported net income rose from $23M in the plan year 2023 filing to $31M in the plan year 2024 filing.
Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO end-of-year assets rose from $243M in the plan year 2023 filing to $272M in the plan year 2024 filing.
Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO reported participants fell from 635 in the plan year 2023 filing to 599 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

New York

Industry

Construction

Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO vs the 2024 asset distribution

By assets, Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO outranks 95% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.7x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$243M
Net Assets (End of Year)	$270M
Net Income	$31M
Employer EIN	131825849
Plan Effective Date	1951-04-16
Filing Status	FILING RECEIVED

Sponsor Plan History (Bd of Trustees Pension Plan of the Iuoe 137 137a 137b 137c 137r Aflcio)

Total plan assets by year, all Bd of Trustees Pension Plan of the Iuoe 137 137a 137b 137c 137r Aflcio plans on file

Year	Plans	Participants	Total Assets
2022	1	605	$217M
2023	1	635	$243M
2024	1	599	$272M

Nearby Defined Benefit (Pension) Plans in New York

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

Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

IBM Personal Pension Plan $17.9B · 48,014
1199seiu Health Care Employees Pension Fund $16.9B · 111,833
Consolidated Edison Retirement Plan $15.6B · 10,608
Pfizer Consolidated Pension Plan $10.0B · 8,876
GE Energy Pension Plan $8.9B · 5,829

Compare Pension Plan of the Iuoe Local 137 137a … side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO by total assets, not by location.

Black Hills Retirement Plan (SD) $272M · 692
Pension Plan for Plant Employees of Green Bay Pack (WI) $271M · 1,814
Stmicroelectronics, Inc. Retirement Plan (TX) $273M · 400
Pension Plan of Newmont (CO) $271M · 837

Frequently Asked Questions

How did Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO assets move in 2024? ▼

Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO grew at a solid clip - up 12.0% during 2024, from $243M to $272M. Reported net income was $31M.

How have Bd of Trustees Pension Plan of the Iuoe 137 137a 137b 137c 137r Aflcio plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bd of Trustees Pension Plan of the Iuoe 137 137a 137b 137c 137r Aflcio's sponsor-wide assets grew 25.2%, from $217M to $272M.

Where does Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO rank by assets among Form 5500 filers? ▼

Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO ranks in the 95th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Black Hills Retirement Plan in SD ($272M, 692 participants).

Next read for Pension Plan of the Iuoe Local 137 137a …

Scale reading

Ways to act on Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO's numbers.

By total assets, Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO 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
Bd of Trustees Pension Plan of the Iuoe 137 137a 137b 137c 137r Aflcio's sponsor-wide assets have grown 25.2% 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 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 131825849.

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.