Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees Agc-Iuoe Local of Agc-Iuoe Local 701 Pension Trust Pension Plan
Data updated 2026-08-25
- $358M
- Total assets Above avg plan size
- 2,218
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $161,477
- Avg per participant Above avg balance/head
Official DOL plan name: Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund · Sponsored by Board of Trustees Agc-Iuoe Local of Agc-Iuoe Local 701 Pension Trust · Washington · Construction
$358M in assets, 2,218 participants
Board of Trustees Agc-Iuoe Local of Agc-Iuoe Local 701 Pension Trust's Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund reported $358M in total assets and 2,218 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #8,661 in Construction (9,039 peers)
Where Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund sits by assets
Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund sits in the top 5% of all filed plans by assets, $358M for 2,218 participants (~$161,477/participant), up 4.7% in 2024.
- #8,661
- in Construction (9,039 peers)
- +4.7%
- assets growth YoY
- 3.6×
- vs typical plan assets (national mean)
Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund's outsized position by total assets
Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$358,156,059 Top 4% higher than 96% 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
Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust 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. Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund lands in the large band (2,218 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund reported net income fell from $24M in the plan year 2023 filing to $16M in the plan year 2024 filing.
- Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund end-of-year assets rose from $342M in the plan year 2023 filing to $358M in the plan year 2024 filing.
- Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund reported participants fell from 2,236 in the plan year 2023 filing to 2,218 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 936075580 · Board of Trustees Agc-Iuoe Local of Agc-Iuoe Local 701 Pension Trust PY 2024 · Defined Benefit (Pension)
Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund · $358M · 2,218 · 96th
- EBSA $358M
- PART 2,218
- TYPE 96th
- NET Defined Benefit (Pension)
- BOOK near Rolls-Royce Corporation Hourly-Rate Employees Pension Plan
- VS-ST ind #8661
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 Washington →
Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $342M |
|---|---|
| Net Assets (End of Year) | $358M |
| Net Income | $16M |
| Employer EIN | 936075580 |
| Plan Effective Date | 1960-03-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Agc-Iuoe Local of Agc-Iuoe Local 701 Pension Trust)
Sponsor-wide plan assets over time
All Board of Trustees Agc-Iuoe Local of Agc-Iuoe Local 701 Pension Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $515M 16.857978530849373% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 6,066 | $441M |
| 2023 | 2 | 6,333 | $486M |
| 2024 | 2 | 6,422 | $515M |
Nearby Defined Benefit (Pension) Plans in Washington
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Western Conference of Teamsters Pension Plan $56.4B · 231,156
- The Pension Value Plan for Employees of the Boeing Company $23.3B · 29,538
- The Boeing Company Employee Retirement Plan $15.4B · 31,398
- Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan $3.3B · 8,695
- Paccar Inc Retirement Plan $2.7B · 10,345
Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Washington, the nearest Defined Benefit (Pension) by assets is Rolls-Royce Corporation Hourly-Rate Employees Pension Plan in VA ($358M); by covered participants it is Permanente Physicians Retirement Plan for Mapmg in CA (2,216 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($358M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,218 participants); asset peers above are excluded.
- Permanente Physicians Retirement Plan for Mapmg (CA) 2,216 · 2 off
- St. Lukes Health Network Pension Plan (PA) 2,221 · 3 off
- National Integrated Group Pension Plan (PA) 2,214 · 4 off
- The Goodyear Tire & Rubber Company 1950 Pension Plan (OH) 2,211 · 7 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.