Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees of the Cpf of the Iuoe & Part. Empl. Pension Plan
Data updated 2026-08-25
- $44M
- Total assets Below avg plan size
- 74
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $597,200
- Avg per participant High balance/head
Official DOL plan name: Staff Employees Pension Plan of the Cpf of the Iuoe & Part. Empl. · Sponsored by Board of Trustees of the Cpf of the Iuoe & Part. Empl. · District of Columbia · Finance & Insurance
$44M in assets, 74 participants
Board of Trustees of the Cpf of the Iuoe & Part. Empl.'s Staff Employees Pension Plan of the Cpf of the Iuoe & Part. Empl. reported $44M in total assets and 74 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #6,263 in Finance & Insurance (8,549 peers)
Where Staff Employees Pension Plan of the Cpf of the Iuoe & Part. Empl. sits by assets
Staff Employees Pension Plan of the Cpf of the Iuoe & Part. Empl. sits in the top quartile of all filed plans by assets, $44M for 74 participants (~$597,200/participant), up 12.1% in 2024.
- #6,263
- in Finance & Insurance (8,549 peers)
- +12.1%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Staff Employees Pension Plan of the Cpf of the Iuoe & Part. Empl.'s outsized position by total assets
Staff Employees Pension Plan of the Cpf of the Iuoe & Part. Empl. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$44,192,796 Top 17% higher than 83% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Staff Employees Pension Plan of the Cpf of the Iuoe & Part. Empl. among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Staff Employees Pension Plan of the Cpf of the Iuoe & Part. Empl. is a small filing (74 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Staff Employees Pension Plan of the Cpf of the Iuoe & Part. Empl. reported net income rose from $3M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Staff Employees Pension Plan of the Cpf of the Iuoe & Part. Empl. reported participants rose from 65 in the plan year 2023 filing to 74 in the plan year 2024 filing.
- Staff Employees Pension Plan of the Cpf of the Iuoe & Part. Empl. end-of-year assets rose from $39M in the plan year 2023 filing to $44M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 366052390 · Board of Trustees of the Cpf of the Iuoe & Part. Empl. PY 2024 · Defined Benefit (Pension)
Staff Employees Pension Plan of the Cpf of the Iuoe & Part. Empl. · $44M · 74 · 83rd
- PART $44M
- PART 74
- PART 83rd
- PART Defined Benefit (Pension)
- PART near Sports Arena Employees Local 137 Retirement Fund
- PART ind #6263
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 Finance & Insurance retirement plans → · Plans in District of Columbia →
Staff Employees Pension Plan of the Cpf of the Iuoe & Part. Empl. in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $39M |
|---|---|
| Net Assets (End of Year) | $44M |
| Net Income | $5M |
| Employer EIN | 366052390 |
| Plan Effective Date | 1972-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the Cpf of the Iuoe & Part. Empl.)
Sponsor-wide plan assets over time
All Board of Trustees of the Cpf of the Iuoe & Part. Empl. plans reported in each filing year
- Latest sponsor-wide plan assets
- $27.5B 16.919444687961356% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 97,351 | $23.5B |
| 2023 | 2 | 100,692 | $24.9B |
| 2024 | 2 | 103,599 | $27.5B |
Nearby Defined Benefit (Pension) Plans in District of Columbia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central Pension Fund of the Iuoe & Participating Employers $27.4B · 103,525
- Iam National Pension Fund $15.0B · 102,493
- United Mine Workers of America 1974 Pension Plan $3.8B · 58
- Liuna Staff and Affiliates Pension Fund $1.9B · 3,559
- Bricklayers & Trowel Trades International Pension Fund $1.9B · 27,474
Staff Employees Pension Plan of the Cpf of the Iuoe & Part. Empl.'s out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside District of Columbia, the nearest Defined Benefit (Pension) by assets is Sports Arena Employees Local 137 Retirement Fund in NY ($44M); by covered participants it is The Gonnella Pension Plan in IL (74 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($44M here).
- Sports Arena Employees Local 137 Retirement Fund (NY) $44M · N/A
- Mayo Clinic Methodist Hospital Hourly Employees' Pension Plan (MN) $44M · 476
- The Seeing Eye, Inc. Pension Plan (NJ) $44M · 137
- The Kroger Co. Pension Plan for Employees Rep. by Amalgamated Meat Cutters and Butcher Workmen of North America, AFL-CIO, Local No. 876 (OH) $44M · 648
Similar participant headcount
Nearest other-state filings by covered participants (74 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.