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 2026-08-25
- $272M
- Total assets Near avg plan size
- 599
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $453,896
- Avg per participant High balance/head
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.
- #8,565 in Construction (9,039 peers)
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.
- #8,565
- in Construction (9,039 peers)
- +12.0%
- assets growth YoY
- 2.7×
- vs typical plan assets (national mean)
Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO's outsized position by total assets
Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$271,883,987 Top 5% higher than 95% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO sits mid-pack in the medium band (599 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
Plan-year Form 5500 strip
Filing strip 131825849 · Bd of Trustees Pension Plan of the Iuoe 137 137a 137b 137c 137r Aflcio PY 2024 · Defined Benefit (Pension)
Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO · $272M · 599 · 95th
- IND $272M
- EOY 599
- 5500 95th
- ASSETS Defined Benefit (Pension)
- PCT near Black Hills Retirement Plan
- EIN ind #8565
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 →
Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Bd of Trustees Pension Plan of the Iuoe 137 137a 137b 137c 137r Aflcio plans reported in each filing year
- Latest sponsor-wide plan assets
- $272M 25.237158864161692% vs 2022
- 2024 filing year
| 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.
- 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
Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, 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 Black Hills Retirement Plan in SD ($272M); by covered participants it is Evonik Corporation Retirement Plan in NJ (599 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($272M here).
- Black Hills Retirement Plan (SD) $272M · 692
- West Mi Plumbers Fitters & Service Trades Local Union No 174 Pension Plan (MI) $272M · 745
- Pension Plan for Plant Employees of Green Bay Pack (WI) $271M · 1,814
- Stmicroelectronics, Inc. Retirement Plan (TX) $273M · 400
Similar participant headcount
Nearest other-state filings by covered participants (599 participants); asset peers above are excluded.
- Evonik Corporation Retirement Plan (NJ) 599 · 0 off
- Retirement Plan of Murphy Oil Corporation (TX) 600 · 1 off
- IBEW Local Union No. 98, Zone 2 Pension Trust Fund (PA) 598 · 1 off
- The Bausch & Lomb Retirement Benefits Plan (NJ) 602 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.