Defined Benefit (Pension) · DOL Form 5500 · 2024
Bd of Trust Upstate New York Engineers Pension Fund Pension Plan
Data updated 2026-08-11
- $455M
- Total assets
- 2,025
- Participants
- 97th
- Percentile by assets
- $224,484
- Avg per participant
Official DOL plan name: Upstate New York Engineers Pension Fund · Sponsored by Bd of Trust Upstate New York Engineers Pension Fund · New York · Construction
$455M in assets, 2,025 participants
Bd of Trust Upstate New York Engineers Pension Fund's Upstate New York Engineers Pension Fund reported $455M in total assets and 2,025 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 123,622 plans)
- #8,732 in Construction (9,039 peers)
Coverage in New York
Upstate New York Engineers Pension Fund covers 2,025 participants in New York, 2.5x the typical New York plan (state average ~798 per filing). Assets: $455M.
- $455M
- total plan assets (2024 EOY)
- 2,025
- covered participants
- 97th
- percentile by assets (of 123,622 plans)
- $224,484
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Upstate New York Engineers Pension Fund reported net income rose from $30M in the plan year 2023 filing to $102M in the plan year 2024 filing.
- Upstate New York Engineers Pension Fund end-of-year assets rose from $353M in the plan year 2023 filing to $455M in the plan year 2024 filing.
- Upstate New York Engineers Pension Fund reported participants rose from 1,942 in the plan year 2023 filing to 2,025 in the plan year 2024 filing.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Upstate New York Engineers Pension Fund reports 2,025 participants - 2.5x that state average ($455M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $353M |
|---|---|
| Net Assets (End of Year) | $454M |
| Net Income | $102M |
| Employer EIN | 150614642 |
| Plan Effective Date | 1959-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bd of Trust Upstate New York Engineers Pension Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,945 | $323M |
| 2023 | 1 | 1,942 | $353M |
| 2024 | 1 | 2,025 | $455M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Upstate New York Engineers Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
- IBM Personal Pension Plan $17.9B · 48,014
- 1199seiu Health Care Employees Pension Fund $16.9B · 111,833
- Consolidated Edison Retirement Plan $15.6B · 10,608
- Pfizer Consolidated Pension Plan $10.0B · 8,876
- GE Energy Pension Plan $8.9B · 5,829
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Upstate New York Engineers Pension Fund by total assets, not by location.
Frequently Asked Questions
How did Upstate New York Engineers Pension Fund assets move in 2024? ▼
How have Bd of Trust Upstate New York Engineers Pension Fund plan assets changed over time? ▼
Where does Upstate New York Engineers Pension Fund rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Upstate New York Engineers Pension Fund? ▼
Next read for Upstate New York Engineers Pension Fund
Filing takeaways
Ways to act on Upstate New York Engineers Pension Fund's numbers.
- By total assets, Upstate New York Engineers Pension Fund ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
- Bd of Trust Upstate New York Engineers Pension Fund's sponsor-wide assets have grown 40.6% since 2022 across 3 plan years on file. More Construction plans