Defined Benefit (Pension) · DOL Form 5500 · 2024
Excavators Union Pension Fund Loca Pension Plan
Data updated 2026-08-25
- $3.0B
- Total assets Very large vs avg
- 5,257
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $575,711
- Avg per participant High balance/head
Official DOL plan name: Excavators Union Local 731 Pension Fund · Sponsored by Excavators Union Pension Fund Loca · New York · Construction
$3.0B in assets, 5,257 participants
Excavators Union Pension Fund Loca's Excavators Union Local 731 Pension Fund reported $3.0B in total assets and 5,257 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.
- #9,001 in Construction (9,039 peers)
Coverage in New York
Excavators Union Local 731 Pension Fund covers 5,257 participants in New York, 6.6x the typical New York plan (state average ~798 per filing). Assets: $3.0B.
- #9,001
- in Construction (9,039 peers)
- +14.4%
- assets growth YoY
- 30×
- vs typical plan assets (national mean)
Excavators Union Local 731 Pension Fund's outsized position by total assets
Excavators Union Local 731 Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,026,514,062 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
Excavators Union Local 731 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. Excavators Union Local 731 Pension Fund lands in the large band (5,257 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Excavators Union Local 731 Pension Fund end-of-year assets rose from $2.6B in the plan year 2023 filing to $3.0B in the plan year 2024 filing.
- Excavators Union Local 731 Pension Fund reported net income rose from $359M in the plan year 2023 filing to $379M in the plan year 2024 filing.
- Excavators Union Local 731 Pension Fund reported participants fell from 5,279 in the plan year 2023 filing to 5,257 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 131809825 · Excavators Union Pension Fund Loca PY 2024 · Defined Benefit (Pension)
Excavators Union Local 731 Pension Fund · $3.0B · 5,257 · 99th
- 5500 $3.0B
- 5500 5,257
- 5500 99th
- 5500 Defined Benefit (Pension)
- 5500 near Factory Mutual Insurance Company Pension Plan
- 5500 ind #9001
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 →
Excavators Union Local 731 Pension Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $2.6B |
|---|---|
| Net Assets (End of Year) | $3.0B |
| Net Income | $379M |
| Employer EIN | 131809825 |
| Plan Effective Date | 1955-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Excavators Union Pension Fund Loca)
Sponsor-wide plan assets over time
All Excavators Union Pension Fund Loca plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.0B 32.30379143926037% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,145 | $2.3B |
| 2023 | 1 | 5,279 | $2.6B |
| 2024 | 1 | 5,257 | $3.0B |
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
Scale composition for Excavators Union Local 731 Pension Fund
Excavators Union Local 731 Pension Fund reports $3.0B in end-of-year assets across 5,257 participants (0.025% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $575,711 per participant (4.2x the national average assets-per-participant) . Net income for plan year 2024 was $379M.
This plan identity (EIN 131809825, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.3B to $3.0B (+32.3%) while covered participants moved from 5,145 to 5,257 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,145 | $2.3B | Open filing |
| 2023 | 5,279 | $2.6B | Open filing |
| 2024 · index core | 5,257 | $3.0B | This page |
Excavators Union Local 731 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 Factory Mutual Insurance Company Pension Plan in RI ($3.0B); by covered participants it is Cadence Retirement Plan and Trust Agreement in MS (5,242 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3.0B here).
- Factory Mutual Insurance Company Pension Plan (RI) $3.0B · 3,656
- Ernst & Young Partnership Defined Benefit Retirement Plan (NJ) $3.0B · 3,910
- Upmc Basic Retirement Plan (PA) $3.0B · 74,793
- Pipe Fitters Retirement Fund, Local 597 (IL) $3.0B · 6,435
Similar participant headcount
Nearest other-state filings by covered participants (5,257 participants); asset peers above are excluded.
- Cadence Retirement Plan and Trust Agreement (MS) 5,242 · 15 off
- Ufcw and Safeway Variable Annuity Pension Fund (MD) 5,208 · 49 off
- Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute (OH) 5,310 · 53 off
- John Hancock Pension Plan (MA) 5,193 · 64 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.