Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees I.U.O.E. Local 4 Pension Fund Pension Plan
Data updated 2026-08-25
- $1.3B
- Total assets Very large vs avg
- 3,509
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $377,138
- Avg per participant High balance/head
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.
- #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.
- #8,935
- in Construction (9,039 peers)
- +12.0%
- assets growth YoY
- 13×
- vs typical plan assets (national mean)
International Union of Operating Engineers Local 4 Pension Fund's outsized position by total assets
International Union of Operating Engineers Local 4 Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,323,377,046 Top 1% higher than 99% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
International Union of Operating Engineers Local 4 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. International Union of Operating Engineers Local 4 Pension Fund lands in the large band (3,509 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
Plan-year Form 5500 strip
Filing strip 046013863 · Board of Trustees I.U.O.E. Local 4 Pension Fund PY 2024 · Defined Benefit (Pension)
International Union of Operating Engineers Local 4 Pension Fund · $1.3B · 3,509 · 99th
- PHOTO $1.3B
- IND 3,509
- EOY 99th
- 5500 Defined Benefit (Pension)
- ASSETS near Relx Inc. US Retirement Plan
- PCT ind #8935
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 Massachusetts →
International Union of Operating Engineers Local 4 Pension Fund in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees I.U.O.E. Local 4 Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.3B 26.234991944176265% vs 2022
- 2024 filing year
| 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.
- 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
International Union of Operating Engineers Local 4 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Relx Inc. US Retirement Plan in NY ($1.3B); by covered participants it is Volvo Group North America Retirement Plan in NC (3,512 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.3B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (3,509 participants); asset peers above are excluded.
- Volvo Group North America Retirement Plan (NC) 3,512 · 3 off
- Constellation Employee Pension Plan (PA) 3,518 · 9 off
- Teco Energy Group Retirement Plan (FL) 3,519 · 10 off
- Ibt Consolidated Pension Plan (WA) 3,491 · 18 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.