Defined Benefit (Pension) · DOL Form 5500 · 2024

Trustees of Iue- Cwa AFL-CIO Pension Fund Pension Plan

Data updated 2026-08-06

$475M
Total assets
532
Participants
97th
Percentile by assets
$892,476
Avg per participant
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Official DOL plan name: Iue-Cwa Pension Plan · Sponsored by Trustees of Iue- Cwa AFL-CIO Pension Fund · New York · Information & Media

$475M in assets, 532 participants

Trustees of Iue- Cwa AFL-CIO Pension Fund's Iue-Cwa Pension Plan reported $475M in total assets and 532 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • 97th percentile by assets (of 116,472 plans)
  • #2,571 in Information & Media (2,712 peers)

Where Iue-Cwa Pension Plan sits by assets

Iue-Cwa Pension Plan sits in the top 5% of all filed plans by assets, $475M for 532 participants (~$892,476/participant), down 1.1% in 2024.

$475M
total plan assets (2024 EOY)
532
covered participants
97th
percentile by assets (of 116,472 plans)
$892,476
avg assets per participant

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Iue-Cwa Pension Plan reported net income fell from $262M in the plan year 2023 filing to -$8M in the plan year 2024 filing.
  • Iue-Cwa Pension Plan reported participants fell from 676 in the plan year 2023 filing to 532 in the plan year 2024 filing.
  • Iue-Cwa Pension Plan end-of-year assets fell from $480M in the plan year 2023 filing to $475M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Iue-Cwa Pension Plan vs the 2024 asset distribution

By assets, Iue-Cwa Pension Plan outranks 97% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 4.7x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$480M
Net Assets (End of Year)$472M
Net Income-$8M
Employer EIN226250252
Plan Effective Date1958-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of Iue- Cwa AFL-CIO Pension Fund)

$100M$200M$300M$400M$500M$600M 202220232024 $223M $475M ▲ +112.8%
Total plan assets by year, all Trustees of Iue- Cwa AFL-CIO Pension Fund plans on file
Year Plans Participants Total Assets
2022 2 664 $223M
2023 2 676 $485M
2024 2 532 $475M

Nearby Defined Benefit (Pension) Plans in New York

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

Iue-Cwa Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Iue-Cwa Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Iue-Cwa Pension PlanIBM Personal Pension…1199seiu Health Care…Consolidated Edison …Pfizer Consolidated …GE Energy Pension Plan
Iue-Cwa Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Iue-Cwa Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Iue-Cwa Pension Plan assets move in 2024?
Iue-Cwa Pension Plan edged down modestly - down 1.1% during 2024, from $480M to $475M. Reported net income was -$8M.
How have Trustees of Iue- Cwa AFL-CIO Pension Fund plan assets changed over time?
Across 3 plan years on file (2022-2024), Trustees of Iue- Cwa AFL-CIO Pension Fund's sponsor-wide assets grew 112.8%, from $223M to $475M.
Where does Iue-Cwa Pension Plan rank by assets among Form 5500 filers?
Iue-Cwa Pension Plan ranks in the 97th percentile by end-of-year assets among 116,472 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 Iue-Cwa Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pvh Consolidated Pension Plan in NJ ($475M, 3,878 participants).

Scale reading

Ways to act on Iue-Cwa Pension Plan's numbers.