Defined Benefit (Pension) · DOL Form 5500 · 2024

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

Data updated 2026-08-11

$259M
Total assets
894
Participants
95th
Percentile by assets
$289,422
Avg per participant
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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.

  • 95th percentile by assets (of 123,622 plans)
  • #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.

$259M
total plan assets (2024 EOY)
894
covered participants
95th
percentile by assets (of 123,622 plans)
$289,422
avg assets per participant

Where I.U.O.E. Local 57 Pension Plan sits 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 $2,010,000,000 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

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 →

State
Rhode Island
Industry
Construction

I.U.O.E. Local 57 Pension Plan vs the 2024 asset distribution

By assets, I.U.O.E. Local 57 Pension Plan outranks 95% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.6x the national average plan size of $100M (721 average participants).

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)

$180M$200M$220M$240M$260M$280M 202220232024 $202M $259M ▲ +28.2%
Total plan assets by year, all Trustees of I.U.O.E. Local 57 plans on file
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 ($B) Participants I.U.O.E. Local 57 Pe…, Total assets ($B): 0.258743521 · Participants: 894I.U.O.E. Local 57 Pe…The Bank of America …, Total assets ($B): 19.041232839 · Participants: 53831The Bank of America …Textron Master Retir…, Total assets ($B): 5.458240388 · Participants: 6888Textron Master Retir…Factory Mutual Insur…, Total assets ($B): 3.028187818 · Participants: 3656Factory Mutual Insur…Bell Helicopter Text…, Total assets ($B): 2.329548169 · Participants: 2671Bell Helicopter Text…Amica 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 →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to I.U.O.E. Local 57 Pension Plan by total assets, not by location.

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).

Next read for I.U.O.E. Local 57 Pension Plan

Scale reading

Ways to act on I.U.O.E. Local 57 Pension Plan's numbers.

  • By total assets, I.U.O.E. Local 57 Pension Plan 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 Rhode Island. Compare plans
  • Trustees of I.U.O.E. Local 57's sponsor-wide assets have grown 28.2% 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 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.