Defined Benefit (Pension) · DOL Form 5500 · 2024

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

Data updated 2026-07-24

$194K
Total assets
N/A
Participants
10th
Percentile by assets
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Official DOL plan name: Iue-Cwa Fund Employees' Pension Plan · Sponsored by Trustees of the Iue-Cwa AFL-CIO Pension Fund · New York · Information & Media

$194K in assets, N/A participants

Trustees of the Iue-Cwa AFL-CIO Pension Fund's Iue-Cwa Fund Employees' Pension Plan reported $194K in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 10th 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.

  • 10th percentile by assets (of 116,472 plans)

Trustees of the Iue-Cwa AFL-CIO Pension Fund multi-year trail

Trustees of the Iue-Cwa AFL-CIO Pension Fund's plans moved +112.8% in assets from 2022 to 2024; this filing shows Iue-Cwa Fund Employees' Pension Plan at $194K / N/A participants.

$194K
total plan assets (2024 EOY)
N/A
covered participants
10th
percentile by assets (of 116,472 plans)
-96.0%
assets change YoY

The plan reported a net loss of $4M 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 Fund Employees' Pension Plan reported net income fell from $352K in the plan year 2023 filing to -$4M in the plan year 2024 filing.
  • Iue-Cwa Fund Employees' Pension Plan end-of-year assets fell from $5M in the plan year 2023 filing to $194K in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Trustees of the Iue-Cwa AFL-CIO Pension Fund across 3 plan years on file

Across the 3 plan years Trustees of the Iue-Cwa AFL-CIO Pension Fund has on file (2022-2024), sponsor-wide plan assets have moved from $223M to $475M, a gain of 112.8%, while reported participants moved from 664 to 532 (-19.9%). Peak year by sponsor assets: 2023 ($485M); trough: 2022 ($223M).

Trustees of the Iue-Cwa AFL-CIO Pension Fund multi-year asset trail

$100M$200M$300M$400M$500M$600M 202220232024 $223M $475M ▲ +112.8%
Total plan assets by year, all Trustees of the 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

Trustees of the Iue-Cwa AFL-CIO Pension Fund filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$194K
Net Income-$4M
Employer EIN226250252
Plan Effective Date1973-07-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

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

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

Iue-Cwa Fund Employees' 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 Fund Employe…IBM Personal Pension…1199seiu Health Care…Consolidated Edison …Pfizer Consolidated …GE Energy Pension Plan
Iue-Cwa Fund Employees' 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 Fund Employees' Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Iue-Cwa Fund Employees' Pension Plan assets move in 2024?
Iue-Cwa Fund Employees' Pension Plan contracted severely - down 96.0% during 2024, from $5M to $194K. Reported net income was -$4M.
How have Trustees of the Iue-Cwa AFL-CIO Pension Fund plan assets changed over time?
Across 3 plan years on file (2022-2024), Trustees of the Iue-Cwa AFL-CIO Pension Fund's sponsor-wide assets grew 112.8%, from $223M to $475M.
Where does Iue-Cwa Fund Employees' Pension Plan rank by assets among Form 5500 filers?
Iue-Cwa Fund Employees' Pension Plan ranks in the 10th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Iue-Cwa Fund Employees' Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Charles Small & Associates Pension Plan in CA ($194K, N/A participants).

Next read for Iue-Cwa Fund Employees' Pension Plan

Multi-year trail

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

  • By total assets, Iue-Cwa Fund Employees' Pension Plan ranks among the smaller plans by assets on file. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
  • Trustees of the Iue-Cwa AFL-CIO Pension Fund's sponsor-wide assets have grown 112.8% since 2022 across 3 plan years on file. More Information & Media 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 226250252.

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