Defined Benefit (Pension) · DOL Form 5500 · 2024

Bd of Trustees Iuoe Local 30 Pension Fund Pension Plan

Data updated 2026-07-24

$367M
Total assets: 2,396
Participants: 96th
Percentile by assets: $153,238
Avg per participant

Official DOL plan name: Iuoe Local 30 Pension Fund · Sponsored by Bd of Trustees Iuoe Local 30 Pension Fund · New York · Construction

$367M in assets, 2,396 participants

Bd of Trustees Iuoe Local 30 Pension Fund's Iuoe Local 30 Pension Fund reported $367M in total assets and 2,396 participants in its 2024 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 116,472 plans)

Coverage in New York

Iuoe Local 30 Pension Fund covers 2,396 participants in New York, 3.0x the typical New York plan (state average ~795 per filing). Assets: $367M.

$367M
total plan assets (2024 EOY): 2,396
covered participants: 96th
percentile by assets (of 116,472 plans): $153,238
avg assets per participant

Iuoe Local 30 Pension Fund reported net income fell from $33M in the plan year 2023 filing to $29M in the plan year 2024 filing.
Iuoe Local 30 Pension Fund end-of-year assets rose from $331M in the plan year 2023 filing to $367M in the plan year 2024 filing.
Iuoe Local 30 Pension Fund reported participants rose from 2,205 in the plan year 2023 filing to 2,396 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

New York

Industry

Construction

Participants vs New York filers

In New York, the average filing covers about 795 participants across 8,491 plans. Iuoe Local 30 Pension Fund reports 2,396 participants - 3.0x that state average ($367M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)	$331M
Net Assets (End of Year)	$338M
Net Income	$29M
Employer EIN	516045848
Plan Effective Date	1954-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Bd of Trustees Iuoe Local 30 Pension Fund)

Total plan assets by year, all Bd of Trustees Iuoe Local 30 Pension Fund plans on file

Year	Plans	Participants	Total Assets
2022	1	2,219	$303M
2023	1	2,205	$331M
2024	1	2,396	$367M

Nearby Defined Benefit (Pension) Plans in New York

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

Iuoe Local 30 Pension Fund 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 Iuoe Local 30 Pension Fund side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Iuoe Local 30 Pension Fund by total assets, not by location.

IBEW Local 683 Pension Fund Pension Plan (MO) $368M · 2,325
Jones Day Pension Plan (OH) $368M · 458
Retail Food Employers & Ufcw Local 711 Pension (UT) $367M · 8,046
Metro Ila Pension Fund (NJ) $366M · 1,020

Frequently Asked Questions

How did Iuoe Local 30 Pension Fund assets move in 2024? ▼

Iuoe Local 30 Pension Fund grew at a solid clip - up 10.9% during 2024, from $331M to $367M. Reported net income was $29M.

How have Bd of Trustees Iuoe Local 30 Pension Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bd of Trustees Iuoe Local 30 Pension Fund's sponsor-wide assets grew 21.2%, from $303M to $367M.

Where does Iuoe Local 30 Pension Fund rank by assets among Form 5500 filers? ▼

Iuoe Local 30 Pension Fund ranks in the 96th 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 Iuoe Local 30 Pension Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is IBEW Local 683 Pension Fund Pension Plan in MO ($368M, 2,325 participants).

Next read for Iuoe Local 30 Pension Fund

Filing takeaways

Ways to act on Iuoe Local 30 Pension Fund's numbers.

By total assets, Iuoe Local 30 Pension Fund 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 Iuoe Local 30 Pension Fund's sponsor-wide assets have grown 21.2% 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 516045848.

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.