Defined Benefit (Pension) · DOL Form 5500 · 2024
Excavators Union Local 731 Pension Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 21
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $1.6M
- Avg per participant High balance/head
Official DOL plan name: Staff Retirement Plan of the Excavators Union Local 731 · Sponsored by Excavators Union Local 731 · New York · Administrative & Support Services
$34M in assets, 21 participants
Excavators Union Local 731's Staff Retirement Plan of the Excavators Union Local 731 reported $34M in total assets and 21 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- #3,902 in Administrative & Support Services (4,368 peers)
Where Staff Retirement Plan of the Excavators Union Local 731 sits by assets
Staff Retirement Plan of the Excavators Union Local 731 sits in the top quartile of all filed plans by assets, $34M for 21 participants (~$1.6M/participant), up 6.7% in 2024.
- #3,902
- in Administrative & Support Services (4,368 peers)
- +6.7%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Staff Retirement Plan of the Excavators Union Local 731's outsized position by total assets
Staff Retirement Plan of the Excavators Union Local 731 vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$34,194,786 Top 21% higher than 79% 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
Staff Retirement Plan of the Excavators Union Local 731 among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Staff Retirement Plan of the Excavators Union Local 731 is a small filing (21 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Staff Retirement Plan of the Excavators Union Local 731 reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Staff Retirement Plan of the Excavators Union Local 731 reported participants rose from 17 in the plan year 2023 filing to 21 in the plan year 2024 filing.
- Staff Retirement Plan of the Excavators Union Local 731 end-of-year assets rose from $32M in the plan year 2023 filing to $34M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 130688160 · Excavators Union Local 731 PY 2024 · Defined Benefit (Pension)
Staff Retirement Plan of the Excavators Union Local 731 · $34M · 21 · 79th
- PART $34M
- TYPE 21
- NET 79th
- BOOK Defined Benefit (Pension)
- VS-ST near Medical Group of Beverly Hills, Inc. Defined Benefit Pension Plan
- BOY ind #3902
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 →
Staff Retirement Plan of the Excavators Union Local 731 in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $2M |
| Employer EIN | 130688160 |
| Plan Effective Date | 1977-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Excavators Union Local 731)
Sponsor-wide plan assets over time
All Excavators Union Local 731 plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 17.614937806262514% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 18 | $29M |
| 2023 | 1 | 17 | $32M |
| 2024 | 1 | 21 | $34M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $17.9B · 48,014
- 1199seiu Health Care Employees Pension Fund $16.9B · 111,833
- Consolidated Edison Retirement Plan $15.6B · 10,608
- Pfizer Consolidated Pension Plan $10.0B · 8,876
- GE Energy Pension Plan $8.9B · 5,829
Staff Retirement Plan of the Excavators Union Local 731's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Medical Group of Beverly Hills, Inc. Defined Benefit Pension Plan in CA ($34M); by covered participants it is The Scott Fetzer Pension Plan for Hourly Employees of Wayne in OH (21 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
Similar participant headcount
Nearest other-state filings by covered participants (21 participants); asset peers above are excluded.
- The Scott Fetzer Pension Plan for Hourly Employees of Wayne (OH) 21 · 0 off
- Connecticut Legal Services, Inc. Defined Benefit Pension Plan (CT) 21 · 0 off
- Eye Research Foundation Inc. Defined Benefit Pension Plan (CA) 21 · 0 off
- Pension Plan for Employees of Jersey Shore Steel Company, Inc. (PA) 21 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.