Defined Benefit (Pension) · DOL Form 5500 · 2024

Bd of Trustees Iuoe Local 30 Pension Fund Pension Plan

Data updated 2026-08-25

$367M
Total assets Above avg plan size
2,396
Participants Above avg headcount
96th
Percentile by assets National rank
$153,238
Avg per participant Above avg balance/head
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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.

  • #8,665 in Construction (9,039 peers)

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 ~798 per filing). Assets: $367M.

#8,665
in Construction (9,039 peers)
+10.9%
assets growth YoY
3.7×
vs typical plan assets (national mean)

Iuoe Local 30 Pension Fund's outsized position by total assets

Iuoe Local 30 Pension Fund vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$367,157,092 Top 4% higher than 96% of 123,620 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 2024

Iuoe Local 30 Pension Fund's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Iuoe Local 30 Pension Fund lands in the large band (2,396 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

EBSA filing schedule strip

Filing strip 516045848 · Bd of Trustees Iuoe Local 30 Pension Fund PY 2024 · Defined Benefit (Pension)

Iuoe Local 30 Pension Fund · $367M · 2,396 · 96th

  • NET $367M
  • NET 2,396
  • NET 96th
  • NET Defined Benefit (Pension)
  • NET near IBEW Local 683 Pension Fund Pension Plan
  • NET ind #8665

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 →

Iuoe Local 30 Pension Fund in the asset neighbourhood

Jones Day Pension Plan$368MIBEW Local 683 Pension Fund Pension PlanIBEW Local 683 Pension Fund …$368MIuoe Local 30 Pension Fund$367MRetail Food Employers & Ufcw Local 711 PensionRetail Food Employers & Ufcw…$367MMetro Ila Pension Fund$366M
End-of-year total assets ($M) among Iuoe Local 30 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$331M
Net Assets (End of Year)$338M
Net Income$29M
Employer EIN516045848
Plan Effective Date1954-07-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Bd of Trustees Iuoe Local 30 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$367M 21.23015053119358% vs 2022
2024 filing year
$280M$300M$320M$340M$360M$380M 202220232024 $303M $367M ▲ +21.2%
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 Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Iuoe Local 30 Pension Fund, Total assets ($B): 0.367157092 · Participants: 2396Iuoe Local 30 Pension FundIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Iuoe Local 30 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Iuoe Local 30 Pension Fund side-by-side with 3 peers →

Iuoe Local 30 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is IBEW Local 683 Pension Fund Pension Plan in MO ($368M); by covered participants it is Gmp & Employers Pension Plan in OH (2,397 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($367M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,396 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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 123,622 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Iuoe Local 30 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Gmp & Employers Pension Plan in OH (2,397 participants, $566M in assets).

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.