Defined Benefit (Pension) · DOL Form 5500 · 2024

Trustees of I.U.O.E. Local 57 Pension Plan

Data updated 2026-08-25

$259M
Total assets Near avg plan size
894
Participants Near avg headcount
95th
Percentile by assets National rank
$289,422
Avg per participant High balance/head
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Official DOL plan name: I.U.O.E. Local 57 Pension Plan · Sponsored by Trustees of I.U.O.E. Local 57 · Rhode Island · Construction

$259M in assets, 894 participants

Trustees of I.U.O.E. Local 57's I.U.O.E. Local 57 Pension Plan reported $259M in total assets and 894 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #8,549 in Construction (9,039 peers)

Where I.U.O.E. Local 57 Pension Plan sits by assets

I.U.O.E. Local 57 Pension Plan sits in the top 5% of all filed plans by assets, $259M for 894 participants (~$289,422/participant), up 12.5% in 2024.

#8,549
in Construction (9,039 peers)
+12.5%
assets growth YoY
2.6×
vs typical plan assets (national mean)

I.U.O.E. Local 57 Pension Plan's outsized position by total assets

I.U.O.E. Local 57 Pension Plan vs every filed plan by assets

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

$258,743,521 Top 5% higher than 95% 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

I.U.O.E. Local 57 Pension Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. I.U.O.E. Local 57 Pension Plan sits mid-pack in the medium band (894 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • I.U.O.E. Local 57 Pension Plan end-of-year assets rose from $230M in the plan year 2023 filing to $259M in the plan year 2024 filing.
  • I.U.O.E. Local 57 Pension Plan reported participants rose from 856 in the plan year 2023 filing to 894 in the plan year 2024 filing.
  • I.U.O.E. Local 57 Pension Plan reported net income rose from $28M in the plan year 2023 filing to $29M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 050298773 · Trustees of I.U.O.E. Local 57 PY 2024 · Defined Benefit (Pension)

I.U.O.E. Local 57 Pension Plan · $259M · 894 · 95th

  • ASSETS $259M
  • PCT 894
  • EIN 95th
  • RANK Defined Benefit (Pension)
  • PHOTO near Cabell Huntington Hospital, Inc. Employees' Retirement Plan
  • IND ind #8549

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 Rhode Island →

I.U.O.E. Local 57 Pension Plan in the asset neighbourhood

Retirement Plan of Sasol (USA) CoporationRetirement Plan of Sasol (US…$259MIng Financial Services LLC Retirement PlanIng Financial Services LLC R…$259MElevator Division Retirement Benefit PlanElevator Division Retirement…$259MI.U.O.E. Local 57 Pension PlanI.U.O.E. Local 57 Pension Pl…$259MCabell Huntington Hospital, Inc. Employees' Retirement PlanCabell Huntington Hospital, …$259M
End-of-year total assets ($M) among I.U.O.E. Local 57 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)$230M
Net Assets (End of Year)$258M
Net Income$29M
Employer EIN050298773
Plan Effective Date1960-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of I.U.O.E. Local 57)

Sponsor-wide plan assets over time

All Trustees of I.U.O.E. Local 57 plans reported in each filing year

Latest sponsor-wide plan assets
$259M 28.184595532473416% vs 2022
2024 filing year
$180M$200M$220M$240M$260M$280M 202220232024 $202M $259M ▲ +28.2%
Year Plans Participants Total Assets
2022 1 782 $202M
2023 1 856 $230M
2024 1 894 $259M

Nearby Defined Benefit (Pension) Plans in Rhode Island

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

I.U.O.E. Local 57 Pension Plan vs. nearby Defined Benefit (Pension) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -505101520 Total assets ($B) Participants I.U.O.E. Local 57 Pension Plan, Total assets ($B): 0.258743521 · Participants: 894I.U.O.E. Local 57 Pension PlanThe Bank of America Pension Plan, Total assets ($B): 19.041232839 · Participants: 53831The Bank of America Pension PlanTextron Master Retirement Plan, Total assets ($B): 5.458240388 · Participants: 6888Textron Master Retirement PlanFactory Mutual Insurance Company Pension Plan, Total assets ($B): 3.028187818 · Participants: 3656Factory Mutual Insurance Company Pension PlanBell Helicopter Textron Master Retirement Plan, Total assets ($B): 2.329548169 · Participants: 2671Bell Helicopter Textron Master Retirement PlanAmica Pension Fund, Total assets ($B): 1.66403358 · Participants: 2172Amica Pension Fund
I.U.O.E. Local 57 Pension Plan vs. nearby Defined Benefit (Pension) plans in Rhode Island, assets vs. participants
Compare I.U.O.E. Local 57 Pension Plan side-by-side with 3 peers →

I.U.O.E. Local 57 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Rhode Island, the nearest Defined Benefit (Pension) by assets is Cabell Huntington Hospital, Inc. Employees' Retirement Plan in WV ($259M); by covered participants it is Lockheed Martin Corporation Pension Plan for Employees in Participating Bargaining Units in MD (894 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (894 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 I.U.O.E. Local 57 Pension Plan assets move in 2024? ▼
I.U.O.E. Local 57 Pension Plan grew at a solid clip - up 12.5% during 2024, from $230M to $259M. Reported net income was $29M.
How have Trustees of I.U.O.E. Local 57 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of I.U.O.E. Local 57's sponsor-wide assets grew 28.2%, from $202M to $259M.
Where does I.U.O.E. Local 57 Pension Plan rank by assets among Form 5500 filers? ▼
I.U.O.E. Local 57 Pension Plan ranks in the 95th 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 I.U.O.E. Local 57 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cabell Huntington Hospital, Inc. Employees' Retirement Plan in WV ($259M, 555 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to I.U.O.E. Local 57 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lockheed Martin Corporation Pension Plan for Employees in Participating Bargaining Units in MD (894 participants, $908M 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 050298773.

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.