Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees I.U.O.E. Local 4 Pension Fund Pension Plan

Data updated 2026-08-11

$1.3B
Total assets: 3,509
Participants: 99th
Percentile by assets: $377,138
Avg per participant

Official DOL plan name: International Union of Operating Engineers Local 4 Pension Fund · Sponsored by Board of Trustees I.U.O.E. Local 4 Pension Fund · Massachusetts · Construction

$1.3B in assets, 3,509 participants

Board of Trustees I.U.O.E. Local 4 Pension Fund's International Union of Operating Engineers Local 4 Pension Fund reported $1.3B in total assets and 3,509 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.

99th percentile by assets (of 123,622 plans)
#8,935 in Construction (9,039 peers)

Coverage in Massachusetts

International Union of Operating Engineers Local 4 Pension Fund covers 3,509 participants in Massachusetts, 5.3x the typical Massachusetts plan (state average ~659 per filing). Assets: $1.3B.

$1.3B
total plan assets (2024 EOY): 3,509
covered participants: 99th
percentile by assets (of 123,622 plans): $377,138
avg assets per participant

International Union of Operating Engineers Local 4 Pension Fund reported net income rose from $129M in the plan year 2023 filing to $146M in the plan year 2024 filing.
International Union of Operating Engineers Local 4 Pension Fund end-of-year assets rose from $1.2B in the plan year 2023 filing to $1.3B in the plan year 2024 filing.
International Union of Operating Engineers Local 4 Pension Fund reported participants rose from 3,485 in the plan year 2023 filing to 3,509 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Massachusetts

Industry

Construction

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. International Union of Operating Engineers Local 4 Pension Fund reports 3,509 participants - 5.3x that state average ($1.3B EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)	$1.2B
Net Assets (End of Year)	$1.3B
Net Income	$146M
Employer EIN	046013863
Plan Effective Date	1959-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Board of Trustees I.U.O.E. Local 4 Pension Fund)

Total plan assets by year, all Board of Trustees I.U.O.E. Local 4 Pension Fund plans on file

Year	Plans	Participants	Total Assets
2022	1	3,379	$1.0B
2023	1	3,485	$1.2B
2024	1	3,509	$1.3B

Nearby Defined Benefit (Pension) Plans in Massachusetts

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

International Union of Operating Engineers Local 4 Pension Fund vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants

Consolidated Cash Balance Program of Mass General Brigham and Member Organizations $11.6B · 60,621
New England Teamsters Pension Fund $9.1B · 21,577
Liberty Mutual Retirement Benefit Plan $6.3B · 34,910
Massachusetts Institute of Technology Basic Retirement Plan $5.9B · 12,533
N. Atlantic States Carp. Pension Fund $5.1B · 16,946

Compare International Union of Operating Enginee… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to International Union of Operating Engineers Local 4 Pension Fund by total assets, not by location.

Relx Inc. US Retirement Plan (NY) $1.3B · 2,617
Puget Sound Electrical Workers Pension Plan (WA) $1.3B · 4,852
Thrivent Individual Pension Account Plan (MN) $1.3B · 4,467
Michigan Laborers' Pension Plan (MI) $1.3B · 9,786

Frequently Asked Questions

How did International Union of Operating Engineers Local 4 Pension Fund assets move in 2024? ▼

International Union of Operating Engineers Local 4 Pension Fund grew at a solid clip - up 12.0% during 2024, from $1.2B to $1.3B. Reported net income was $146M.

How have Board of Trustees I.U.O.E. Local 4 Pension Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees I.U.O.E. Local 4 Pension Fund's sponsor-wide assets grew 26.2%, from $1.0B to $1.3B.

Where does International Union of Operating Engineers Local 4 Pension Fund rank by assets among Form 5500 filers? ▼

International Union of Operating Engineers Local 4 Pension Fund ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).

Which Defined Benefit (Pension) plans are similar in size to International Union of Operating Engineers Local 4 Pension Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Relx Inc. US Retirement Plan in NY ($1.3B, 2,617 participants).

Next read for International Union of Operating Enginee…

Filing takeaways

Ways to act on International Union of Operating Engineers Local 4 Pension Fund's numbers.

By total assets, International Union of Operating Engineers Local 4 Pension Fund ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Massachusetts. Compare plans
Board of Trustees I.U.O.E. Local 4 Pension Fund's sponsor-wide assets have grown 26.2% 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 046013863.