Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees Agc-Iuoe Local of Agc-Iuoe Local 701 Pension Trust Pension Plan

Data updated 2026-08-11

$358M
Total assets: 2,218
Participants: 96th
Percentile by assets: $161,477
Avg per participant

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.

96th percentile by assets (of 123,622 plans)
#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.

$358M
total plan assets (2024 EOY): 2,218
covered participants: 96th
percentile by assets (of 123,622 plans): $161,477
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Washington

Industry

Construction

Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund vs the 2024 asset distribution

By assets, Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund outranks 96% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 3.6x the national average plan size of $100M (721 average participants).

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)

Total plan assets by year, all Board of Trustees Agc-Iuoe Local of Agc-Iuoe Local 701 Pension Trust plans on file

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.

Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in Washington, assets vs. participants

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

Compare Defined Benefit Pension Plan of Agc-Iuoe… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund by total assets, not by location.

Rolls-Royce Corporation Hourly-Rate Employees Pension Plan (VA) $358M · 644
Cincinnati Financial Corporation Retirement Plan (OH) $358M · 465
Unite Here Local 25 and Hotel Association of Washington, DC Pension Plan (MD) $357M · 5,725
C.V. Starr & Co., Inc. Retirement Plan (NY) $357M · 1,441

Frequently Asked Questions

How did Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund assets move in 2024? ▼

Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund edged up modestly - up 4.7% during 2024, from $342M to $358M. Reported net income was $16M.

How have Board of Trustees Agc-Iuoe Local of Agc-Iuoe Local 701 Pension Trust plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees Agc-Iuoe Local of Agc-Iuoe Local 701 Pension Trust's sponsor-wide assets grew 16.9%, from $441M to $515M.

Where does Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund rank by assets among Form 5500 filers? ▼

Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Rolls-Royce Corporation Hourly-Rate Employees Pension Plan in VA ($358M, 644 participants).

Next read for Defined Benefit Pension Plan of Agc-Iuoe…

Scale reading

Ways to act on Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund's numbers.

By total assets, Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Washington. Compare plans
Board of Trustees Agc-Iuoe Local of Agc-Iuoe Local 701 Pension Trust's sponsor-wide assets have grown 16.9% since 2022 across 3 plan years on file. More Construction plans

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 936075580.