Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees Iron Workers Locals 40, 361 & 417 Pension Fund Pension Plan
Data updated 2026-08-25
- $729M
- Total assets Above avg plan size
- 1,891
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $385,419
- Avg per participant High balance/head
Official DOL plan name: Iron Workers Locals 40, 361 & 417 Pension Fund · Sponsored by Board of Trustees Iron Workers Locals 40, 361 & 417 Pension Fund · New York · Construction
$729M in assets, 1,891 participants
Board of Trustees Iron Workers Locals 40, 361 & 417 Pension Fund's Iron Workers Locals 40, 361 & 417 Pension Fund reported $729M in total assets and 1,891 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #8,855 in Construction (9,039 peers)
Coverage in New York
Iron Workers Locals 40, 361 & 417 Pension Fund covers 1,891 participants in New York, 2.4x the typical New York plan (state average ~798 per filing). Assets: $729M.
- #8,855
- in Construction (9,039 peers)
- +8.4%
- assets growth YoY
- 7.3×
- vs typical plan assets (national mean)
Iron Workers Locals 40, 361 & 417 Pension Fund's outsized position by total assets
Iron Workers Locals 40, 361 & 417 Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$728,827,076 Top 2% higher than 98% 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
Iron Workers Locals 40, 361 & 417 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. Iron Workers Locals 40, 361 & 417 Pension Fund lands in the large band (1,891 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Iron Workers Locals 40, 361 & 417 Pension Fund reported net income fell from $53M in the plan year 2023 filing to $36M in the plan year 2024 filing.
- Iron Workers Locals 40, 361 & 417 Pension Fund reported participants fell from 2,181 in the plan year 2023 filing to 1,891 in the plan year 2024 filing.
- Iron Workers Locals 40, 361 & 417 Pension Fund end-of-year assets rose from $672M in the plan year 2023 filing to $729M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 516102576 · Board of Trustees Iron Workers Locals 40, 361 & 417 Pension Fund PY 2024 · Defined Benefit (Pension)
Iron Workers Locals 40, 361 & 417 Pension Fund · $729M · 1,891 · 98th
- BOY $729M
- SCH 1,891
- EBSA 98th
- PART Defined Benefit (Pension)
- TYPE near The Hershey Company Retirement Plan
- NET ind #8855
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 →
Iron Workers Locals 40, 361 & 417 Pension Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $672M |
|---|---|
| Net Assets (End of Year) | $706M |
| Net Income | $36M |
| Employer EIN | 516102576 |
| Plan Effective Date | 1955-12-14 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Iron Workers Locals 40, 361 & 417 Pension Fund)
Sponsor-wide plan assets over time
All Board of Trustees Iron Workers Locals 40, 361 & 417 Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $729M 13.590424308919003% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,251 | $642M |
| 2023 | 1 | 2,181 | $672M |
| 2024 | 1 | 1,891 | $729M |
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
Iron Workers Locals 40, 361 & 417 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 The Hershey Company Retirement Plan in PA ($730M); by covered participants it is Precision Castparts Corp. Retirement Plan in OR (1,890 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($729M here).
- The Hershey Company Retirement Plan (PA) $730M · 2,280
- Ohio Farmers Insurance Company Pension Plan (OH) $728M · 2,247
- The Trane Merged Hourly Pension Plan (NC) $726M · 1,100
- One Gas, Inc. Retirement Plan (OK) $726M · 670
Similar participant headcount
Nearest other-state filings by covered participants (1,891 participants); asset peers above are excluded.
- Precision Castparts Corp. Retirement Plan (OR) 1,890 · 1 off
- Laborers District Council Pension and Disability Trust Fund No. 2 (MD) 1,893 · 2 off
- Atmos Energy Corporation Pension Account Plan (TX) 1,882 · 9 off
- Employers Mutual Casualty Company Retirement Plan (IA) 1,908 · 17 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.