Defined Benefit (Pension) · DOL Form 5500 · 2024

Excavators Union Local 731 Pen.Fun Employees Pension Plan Pension Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
35
Participants Small participant base
77th
Percentile by assets National rank
$851,380
Avg per participant High balance/head
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Official DOL plan name: Excavators Union Local 731 Fund Employees Pension Plan · Sponsored by Excavators Union Local 731 Pen.Fun Employees Pension Plan · New York · Administrative & Support Services

$30M in assets, 35 participants

Excavators Union Local 731 Pen.Fun Employees Pension Plan's Excavators Union Local 731 Fund Employees Pension Plan reported $30M in total assets and 35 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #3,858 in Administrative & Support Services (4,368 peers)

Where Excavators Union Local 731 Fund Employees Pension Plan sits by assets

Excavators Union Local 731 Fund Employees Pension Plan sits in the top quartile of all filed plans by assets, $30M for 35 participants (~$851,380/participant), up 13.5% in 2024.

#3,858
in Administrative & Support Services (4,368 peers)
+13.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Excavators Union Local 731 Fund Employees Pension Plan's outsized position by total assets

Excavators Union Local 731 Fund Employees Pension Plan vs every filed plan by assets

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

$29,798,307 Top 23% higher than 77% 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

Excavators Union Local 731 Fund Employees Pension Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Excavators Union Local 731 Fund Employees Pension Plan is a small filing (35 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Excavators Union Local 731 Fund Employees Pension Plan reported net income rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Excavators Union Local 731 Fund Employees Pension Plan end-of-year assets rose from $26M in the plan year 2023 filing to $30M in the plan year 2024 filing.
  • Excavators Union Local 731 Fund Employees Pension Plan reported participants rose from 33 in the plan year 2023 filing to 35 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 136136002 · Excavators Union Local 731 Pen.Fun Employees Pension Plan PY 2024 · Defined Benefit (Pension)

Excavators Union Local 731 Fund Employees Pension Plan · $30M · 35 · 77th

  • TYPE $30M
  • NET 35
  • BOOK 77th
  • VS-ST Defined Benefit (Pension)
  • BOY near Plasterers' Local 8 Pension Fund
  • SCH ind #3858

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 →

Excavators Union Local 731 Fund Employees Pension Plan in the asset neighbourhood

W.R. Grace & Co. Retirement Plan for Lake Charles PlantW.R. Grace & Co. Retirement …$30MPlasterers' Local 8 Pension FundPlasterers' Local 8 Pension …$30MExcavators Union Local 731 Fund Employees Pension PlanExcavators Union Local 731 F…$30MThe Warren Employees' Retirement PlanThe Warren Employees' Retire…$30MEmployee Benefit Plan of the Commission on Accreditation of Rehabilitation FacilitiesEmployee Benefit Plan of the…$30M
End-of-year total assets ($M) among Excavators Union Local 731 Fund Employees Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$30M
Net Income$4M
Employer EIN136136002
Plan Effective Date1962-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Excavators Union Local 731 Pen.Fun Employees Pension Plan)

Sponsor-wide plan assets over time

All Excavators Union Local 731 Pen.Fun Employees Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$30M 20.943890819613912% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $24.6M $29.8M ▲ +20.9%
Year Plans Participants Total Assets
2022 1 32 $25M
2023 1 33 $26M
2024 1 35 $30M

Nearby Defined Benefit (Pension) Plans in New York

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

Excavators Union Local 731 Fund Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Excavators Union Local 731 Fund Employees Pension Plan, Total assets ($B): 0.029798307 · Participants: 35Excavators Union Local 731 Fund Employees Pension PlanIBM 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
Excavators Union Local 731 Fund Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Excavators Union Local 731 Fund Employees Pension Plan side-by-side with 3 peers →

Excavators Union Local 731 Fund Employees Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Plasterers' Local 8 Pension Fund in PA ($30M); by covered participants it is Retirement Plan for Employees of Richardson Aviation in TX (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 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 Excavators Union Local 731 Fund Employees Pension Plan assets move in 2024? ▼
Excavators Union Local 731 Fund Employees Pension Plan grew at a solid clip - up 13.5% during 2024, from $26M to $30M. Reported net income was $4M.
How have Excavators Union Local 731 Pen.Fun Employees Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excavators Union Local 731 Pen.Fun Employees Pension Plan's sponsor-wide assets grew 20.9%, from $25M to $30M.
Where does Excavators Union Local 731 Fund Employees Pension Plan rank by assets among Form 5500 filers? ▼
Excavators Union Local 731 Fund Employees Pension Plan ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Excavators Union Local 731 Fund Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Plasterers' Local 8 Pension Fund in PA ($30M, 97 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Excavators Union Local 731 Fund Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Richardson Aviation in TX (35 participants, $19M 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 136136002.

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.