Defined Benefit (Pension) · DOL Form 5500 · 2024

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

Data updated 2026-07-24

$1.1B
Total assets
2,918
Participants
99th
Percentile by assets
$363,528
Avg per participant
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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.

  • 99th percentile by assets (of 116,472 plans)

Coverage in Pennsylvania

International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware covers 2,918 participants in Pennsylvania, 3.5x the typical Pennsylvania plan (state average ~824 per filing). Assets: $1.1B.

$1.1B
total plan assets (2024 EOY)
2,918
covered participants
99th
percentile by assets (of 116,472 plans)
$363,528
avg assets per participant

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 →

State
Industry

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 824 participants across 5,360 plans. International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware reports 2,918 participants - 3.5x that state average ($1.1B EOY assets).

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)

$0.9B$0.95B$1B$1.05B$1.1B 202220232024 $0.96B $1.06B ▲ +10.4%
Total plan assets by year, all International Union of Operting Eng. Pen Fund of E.Pennsylvania and De plans on file
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

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 02468 Total assets ($B) Participants International Union …Steelworkers Pension…The PNC Financial Se…The Bank of New York…Constellation Retire…Eastern Atlantic Sta…
International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware by total assets, not by location.

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 116,472 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).

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Filing takeaways

Ways to act on International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware's numbers.

  • By total assets, International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware ranks among the largest 1% of all filed plans. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Pennsylvania. Compare plans
  • International Union of Operting Eng. Pen Fund of E.Pennsylvania and De's sponsor-wide assets have grown 10.9% 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 236405239.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.