Defined Benefit (Pension) · DOL Form 5500 · 2024

International Union of Operting Eng. Pen Fund of E.Pennsylvania and De Pension Plan

Data updated 2026-08-25

$1.1B
Total assets Very large vs avg
2,918
Participants Above avg headcount
99th
Percentile by assets National rank
$363,528
Avg per participant High balance/head
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Official DOL plan name: International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware · Sponsored by International Union of Operting Eng. Pen Fund of E.Pennsylvania and De · Pennsylvania · Construction

$1.1B in assets, 2,918 participants

International Union of Operting Eng. Pen Fund of E.Pennsylvania and De's International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware reported $1.1B in total assets and 2,918 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.

  • #8,914 in Construction (9,039 peers)

Coverage in Pennsylvania

International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware covers 2,918 participants in Pennsylvania, 3.6x the typical Pennsylvania plan (state average ~822 per filing). Assets: $1.1B.

#8,914
in Construction (9,039 peers)
+5.7%
assets growth YoY
11×
vs typical plan assets (national mean)

International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware's outsized position by total assets

International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware vs every filed plan by assets

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

$1,060,774,850 Top 1% higher than 99% 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

International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware'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. International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware lands in the large band (2,918 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware reported net income rose from $47M in the plan year 2023 filing to $58M in the plan year 2024 filing.
  • International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware end-of-year assets rose from $1.0B in the plan year 2023 filing to $1.1B in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 236405239 · International Union of Operting Eng. Pen Fund of E.Pennsylvania and De PY 2024 · Defined Benefit (Pension)

International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware · $1.1B · 2,918 · 99th

  • PCT $1.1B
  • PCT 2,918
  • PCT 99th
  • PCT Defined Benefit (Pension)
  • PCT near Oregon Retail Employees Pension Plan
  • PCT ind #8914

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 Pennsylvania →

International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware in the asset neighbourhood

United Brotherhood of Carpenters Pension Fund United States SegmentUnited Brotherhood of Carpen…$1.1BRetirement System of the American National Red CrossRetirement System of the Ame…$1.1BInternational Union of Operating Engineers Pension Fund of Eastern Pennsylvania and DelawareInternational Union of Opera…$1.1BOregon Retail Employees Pension PlanOregon Retail Employees Pens…$1.1BOregon Retail Employees Pension PlanOregon Retail Employees Pens…$1.1B
End-of-year total assets ($B) among International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$1.0B
Net Assets (End of Year)$1.1B
Net Income$58M
Employer EIN236405239
Plan Effective Date1960-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (International Union of Operting Eng. Pen Fund of E.Pennsylvania and De)

Sponsor-wide plan assets over time

All International Union of Operting Eng. Pen Fund of E.Pennsylvania and De plans reported in each filing year

Latest sponsor-wide plan assets
$1.1B 10.928738509757762% vs 2022
2024 filing year
$0.9B$0.95B$1B$1.05B$1.1B 202220232024 $0.96B $1.06B ▲ +10.4%
Year Plans Participants Total Assets
2022 1 2,860 $956M
2023 1 2,911 $1.0B
2024 1 2,918 $1.1B

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 051015 Total assets ($B) Participants International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware, Total assets ($B): 1.06077485 · Participants: 2918International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and DelawareNational Elevator Industry Pension Plan, Total assets ($B): 12.213235301 · Participants: 28308National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 7.234971663 · Participants: 46110Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.528998 · Participants: 58779The PNC Financial Services Group, Inc. Pension PlanThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.178651926 · Participants: 6387The Bank of New York Mellon Corporation Pension PlanConstellation Retirement Program, Total assets ($B): 5.003720253 · Participants: 4809Constellation Retirement Program
International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware side-by-side with 3 peers →

International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Oregon Retail Employees Pension Plan in OR ($1.1B); by covered participants it is The Hertz Corporation Account Balance Defined Benefit Pension Plan in FL (2,918 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,918 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 International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware assets move in 2024? ▼
International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware grew at a solid clip - up 5.7% during 2024, from $1.0B to $1.1B. Reported net income was $58M.
How have International Union of Operting Eng. Pen Fund of E.Pennsylvania and De plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), International Union of Operting Eng. Pen Fund of E.Pennsylvania and De's sponsor-wide assets grew 10.9%, from $956M to $1.1B.
Where does International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware rank by assets among Form 5500 filers? ▼
International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Oregon Retail Employees Pension Plan in OR ($1.1B, 19,775 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Hertz Corporation Account Balance Defined Benefit Pension Plan in FL (2,918 participants, $325M 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 236405239.

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.