Defined Benefit (Pension) · DOL Form 5500 · 2024

Office & Professional Employees International Union Pension Plan

Data updated 2026-08-25

$77M
Total assets Below avg plan size
101
Participants Small participant base
88th
Percentile by assets National rank
$762,754
Avg per participant High balance/head
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Official DOL plan name: Office & Professional Employees Iu Pension Plan · Sponsored by Office & Professional Employees International Union · New York · Administrative & Support Services

$77M in assets, 101 participants

Office & Professional Employees International Union's Office & Professional Employees Iu Pension Plan reported $77M in total assets and 101 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #4,122 in Administrative & Support Services (4,368 peers)

Coverage in New York

Office & Professional Employees Iu Pension Plan covers 101 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $77M.

#4,122
in Administrative & Support Services (4,368 peers)
+7.0%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Office & Professional Employees Iu Pension Plan's outsized position by total assets

Office & Professional Employees Iu Pension Plan vs every filed plan by assets

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

$77,038,111 Top 12% higher than 88% 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

Office & Professional Employees Iu Pension Plan 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. Office & Professional Employees Iu Pension Plan sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Office & Professional Employees Iu Pension Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Office & Professional Employees Iu Pension Plan end-of-year assets rose from $72M in the plan year 2023 filing to $77M in the plan year 2024 filing.
  • Office & Professional Employees Iu Pension Plan reported participants rose from 96 in the plan year 2023 filing to 101 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 530175463 · Office & Professional Employees International Union PY 2024 · Defined Benefit (Pension)

Office & Professional Employees Iu Pension Plan · $77M · 101 · 88th

  • BOY $77M
  • SCH 101
  • EBSA 88th
  • PART Defined Benefit (Pension)
  • TYPE near State Department Federal Credit Union Defined Benefit Pension Plan
  • NET ind #4122

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 Administrative & Support Services retirement plans → · Plans in New York →

Office & Professional Employees Iu Pension Plan in the asset neighbourhood

Sunkist Retirement Plan - a$77ML3harris Communication Systems - East Pension Plan for Bargaining Unit EmployeesL3harris Communication Syste…$77MOffice & Professional Employees Iu Pension PlanOffice & Professional Employ…$77MState Department Federal Credit Union Defined Benefit Pension PlanState Department Federal Cre…$77MEmployees' Retirement Income Plan of Bank Leumi USAEmployees' Retirement Income…$77M
End-of-year total assets ($M) among Office & Professional Employees Iu Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$72M
Net Assets (End of Year)$77M
Net Income$5M
Employer EIN530175463
Plan Effective Date1958-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Office & Professional Employees International Union)

Sponsor-wide plan assets over time

All Office & Professional Employees International Union plans reported in each filing year

Latest sponsor-wide plan assets
$77M 13.512366646036792% vs 2022
2024 filing year
$65M$70M$75M$80M 202220232024 $67.9M $77M ▲ +13.5%
Year Plans Participants Total Assets
2022 1 91 $68M
2023 1 96 $72M
2024 1 101 $77M

Nearby Defined Benefit (Pension) Plans in New York

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

Office & Professional Employees Iu Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Office & Professional Employees Iu Pension Plan, Total assets ($B): 0.077038111 · Participants: 101Office & Professional Employees Iu Pension PlanIBM 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
Office & Professional Employees Iu Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Office & Professional Employees Iu Pension Plan side-by-side with 3 peers →

Office & Professional Employees Iu Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is State Department Federal Credit Union Defined Benefit Pension Plan in VA ($77M); by covered participants it is Pontiac Bancorp, Inc. Pension Plan in IL (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 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 Office & Professional Employees Iu Pension Plan assets move in 2024? ▼
Office & Professional Employees Iu Pension Plan grew at a solid clip - up 7.0% during 2024, from $72M to $77M. Reported net income was $5M.
How have Office & Professional Employees International Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Office & Professional Employees International Union's sponsor-wide assets grew 13.5%, from $68M to $77M.
Where does Office & Professional Employees Iu Pension Plan rank by assets among Form 5500 filers? ▼
Office & Professional Employees Iu Pension Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Office & Professional Employees Iu Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is State Department Federal Credit Union Defined Benefit Pension Plan in VA ($77M, 37 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Office & Professional Employees Iu Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pontiac Bancorp, Inc. Pension Plan in IL (101 participants, $13M 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 530175463.

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.