Defined Benefit (Pension) · DOL Form 5500 · 2024

United Associated Pension Fund Local 13 Pension Plan

Data updated 2026-08-25

$373M
Total assets Above avg plan size
554
Participants Below avg headcount
96th
Percentile by assets National rank
$673,982
Avg per participant High balance/head
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Official DOL plan name: U.a. Local 13 Pension Fund · Sponsored by United Associated Pension Fund Local 13 · New York · Construction

$373M in assets, 554 participants

United Associated Pension Fund Local 13's U.a. Local 13 Pension Fund reported $373M in total assets and 554 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.

  • #8,669 in Construction (9,039 peers)

Where U.a. Local 13 Pension Fund sits by assets

U.a. Local 13 Pension Fund sits in the top 5% of all filed plans by assets, $373M for 554 participants (~$673,982/participant), up 3.7% in 2024.

#8,669
in Construction (9,039 peers)
+3.7%
assets growth YoY
3.7×
vs typical plan assets (national mean)

U.a. Local 13 Pension Fund's outsized position by total assets

U.a. Local 13 Pension Fund vs every filed plan by assets

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

$373,386,084 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

U.a. Local 13 Pension Fund 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. U.a. Local 13 Pension Fund sits mid-pack in the medium band (554 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • U.a. Local 13 Pension Fund reported net income fell from $19M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • U.a. Local 13 Pension Fund end-of-year assets rose from $360M in the plan year 2023 filing to $373M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 160778864 · United Associated Pension Fund Local 13 PY 2024 · Defined Benefit (Pension)

U.a. Local 13 Pension Fund · $373M · 554 · 96th

  • BOY $373M
  • SCH 554
  • EBSA 96th
  • PART Defined Benefit (Pension)
  • TYPE near Fmc Technologies, Inc. Employees' Retirement Program
  • NET ind #8669

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 →

U.a. Local 13 Pension Fund in the asset neighbourhood

Fmc Technologies, Inc. Employees' Retirement ProgramFmc Technologies, Inc. Emplo…$374MU.a. Local 13 Pension Fund$373MInternational Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension FundInternational Association of…$373MKirby Pension Plan$373MChicago Area Ib of T Pension Trust FundChicago Area Ib of T Pension…$373M
End-of-year total assets ($M) among U.a. Local 13 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$360M
Net Assets (End of Year)$373M
Net Income$13M
Employer EIN160778864
Plan Effective Date1954-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Associated Pension Fund Local 13)

Sponsor-wide plan assets over time

All United Associated Pension Fund Local 13 plans reported in each filing year

Latest sponsor-wide plan assets
$373M 9.611070017496475% vs 2022
2024 filing year
$330M$340M$350M$360M$370M$380M 202220232024 $341M $373M ▲ +9.6%
Year Plans Participants Total Assets
2022 1 549 $341M
2023 1 554 $360M
2024 1 554 $373M

Nearby Defined Benefit (Pension) Plans in New York

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

U.a. Local 13 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants U.a. Local 13 Pension Fund, Total assets ($B): 0.373386084 · Participants: 554U.a. Local 13 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
U.a. Local 13 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare U.a. Local 13 Pension Fund side-by-side with 3 peers →

U.a. Local 13 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 Fmc Technologies, Inc. Employees' Retirement Program in TX ($374M); by covered participants it is Sps Technologies, LLC Retirement Income Plan in PA (554 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (554 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 U.a. Local 13 Pension Fund assets move in 2024? ▼
U.a. Local 13 Pension Fund edged up modestly - up 3.7% during 2024, from $360M to $373M. Reported net income was $13M.
How have United Associated Pension Fund Local 13 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Associated Pension Fund Local 13's sponsor-wide assets grew 9.6%, from $341M to $373M.
Where does U.a. Local 13 Pension Fund rank by assets among Form 5500 filers? ▼
U.a. Local 13 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 U.a. Local 13 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Fmc Technologies, Inc. Employees' Retirement Program in TX ($374M, 340 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to U.a. Local 13 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sps Technologies, LLC Retirement Income Plan in PA (554 participants, $146M 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 160778864.

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.