Defined Benefit (Pension) · DOL Form 5500 · 2024

Bd of Trust Upstate New York Engineers Pension Fund Pension Plan

Data updated 2026-08-25

$455M
Total assets Above avg plan size
2,025
Participants Near avg headcount
97th
Percentile by assets National rank
$224,484
Avg per participant Above avg balance/head
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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.

  • #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.

#8,732
in Construction (9,039 peers)
+28.9%
assets growth YoY
4.6×
vs typical plan assets (national mean)

Upstate New York Engineers Pension Fund's outsized position by total assets

Upstate New York Engineers Pension Fund vs every filed plan by assets

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

$454,579,503 Top 3% higher than 97% 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

Upstate New York Engineers Pension Fund'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. Upstate New York Engineers Pension Fund lands in the large band (2,025 participants).

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.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 150614642 · Bd of Trust Upstate New York Engineers Pension Fund PY 2024 · Defined Benefit (Pension)

Upstate New York Engineers Pension Fund · $455M · 2,025 · 97th

  • BOOK $455M
  • BOOK 2,025
  • BOOK 97th
  • BOOK Defined Benefit (Pension)
  • BOOK near Cement Masons and Plasterers Retirement Plan
  • BOOK ind #8732

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 New York →

Upstate New York Engineers Pension Fund in the asset neighbourhood

International Longshoremen's Association AFL-CIO Employers Pension FundInternational Longshoremen's…$456MPension and Retirement Plan of Plumbers and Pipefitters Union Local 525Pension and Retirement Plan …$455MCement Masons and Plasterers Retirement PlanCement Masons and Plasterers…$455MUpstate New York Engineers Pension FundUpstate New York Engineers P…$455MTwin City Ironworkers Pension PlanTwin City Ironworkers Pensio…$454M
End-of-year total assets ($M) among Upstate New York Engineers Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$353M
Net Assets (End of Year)$454M
Net Income$102M
Employer EIN150614642
Plan Effective Date1959-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bd of Trust Upstate New York Engineers Pension Fund)

Sponsor-wide plan assets over time

All Bd of Trust Upstate New York Engineers Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$455M 40.636018970049456% vs 2022
2024 filing year
$300M$350M$400M$450M$500M 202220232024 $323M $455M ▲ +40.6%
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 Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Upstate New York Engineers Pension Fund, Total assets ($B): 0.454579503 · Participants: 2025Upstate New York Engineers Pension FundIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Upstate New York Engineers Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Upstate New York Engineers Pension Fund side-by-side with 3 peers →

Upstate New York Engineers Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Cement Masons and Plasterers Retirement Plan in WA ($455M); by covered participants it is Globe Life Inc. Pension Plan in TX (2,024 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,025 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 Upstate New York Engineers Pension Fund assets move in 2024? ▼
Upstate New York Engineers Pension Fund grew sharply - up 28.9% during 2024, from $353M to $455M. Reported net income was $102M.
How have Bd of Trust Upstate New York Engineers Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bd of Trust Upstate New York Engineers Pension Fund's sponsor-wide assets grew 40.6%, from $323M to $455M.
Where does Upstate New York Engineers Pension Fund rank by assets among Form 5500 filers? ▼
Upstate New York Engineers Pension Fund ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Upstate New York Engineers Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cement Masons and Plasterers Retirement Plan in WA ($455M, 1,650 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Upstate New York Engineers Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Globe Life Inc. Pension Plan in TX (2,024 participants, $591M 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 150614642.

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.