Defined Benefit (Pension) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$475M
Total assets Above avg plan size
532
Participants Below avg headcount
97th
Percentile by assets National rank
$892,476
Avg per participant High balance/head
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Official DOL plan name: Iue-Cwa Pension Plan · Sponsored by Trustees of Iue- Cwa AFL-CIO Pension Fund · New York · Information & Media

$475M in assets, 532 participants

Trustees of Iue- Cwa AFL-CIO Pension Fund's Iue-Cwa Pension Plan reported $475M in total assets and 532 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.

  • #2,680 in Information & Media (2,822 peers)

Where Iue-Cwa Pension Plan sits by assets

Iue-Cwa Pension Plan sits in the top 5% of all filed plans by assets, $475M for 532 participants (~$892,476/participant), down 1.1% in 2024.

#2,680
in Information & Media (2,822 peers)
-1.1%
assets change YoY
4.8×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Iue-Cwa Pension Plan's outsized position by total assets

Iue-Cwa Pension Plan vs every filed plan by assets

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

$474,797,395 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

Iue-Cwa Pension Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Iue-Cwa Pension Plan sits mid-pack in the medium band (532 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Iue-Cwa Pension Plan reported net income fell from $262M in the plan year 2023 filing to -$8M in the plan year 2024 filing.
  • Iue-Cwa Pension Plan reported participants fell from 676 in the plan year 2023 filing to 532 in the plan year 2024 filing.
  • Iue-Cwa Pension Plan end-of-year assets fell from $480M in the plan year 2023 filing to $475M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 226250252 · Trustees of Iue- Cwa AFL-CIO Pension Fund PY 2024 · Defined Benefit (Pension)

Iue-Cwa Pension Plan · $475M · 532 · 97th

  • BOOK $475M
  • VS-ST 532
  • BOY 97th
  • SCH Defined Benefit (Pension)
  • EBSA near Pvh Consolidated Pension Plan
  • PART ind #2680

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 Information & Media retirement plans → · Plans in New York →

Iue-Cwa Pension Plan in the asset neighbourhood

Philips North America Pension PlanPhilips North America Pensio…$477MThe Retirement Plan of Rady Childrens Hospital and Health CenterThe Retirement Plan of Rady …$475MPvh Consolidated Pension Plan$475MIue-Cwa Pension Plan$475MThe Rowan Pension Plan$474M
End-of-year total assets ($M) among Iue-Cwa Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$480M
Net Assets (End of Year)$472M
Net Income-$8M
Employer EIN226250252
Plan Effective Date1958-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of Iue- Cwa AFL-CIO Pension Fund)

Sponsor-wide plan assets over time

All Trustees of Iue- Cwa AFL-CIO Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$475M 112.81395998595671% vs 2022
2024 filing year
$100M$200M$300M$400M$500M$600M 202220232024 $223M $475M ▲ +112.8%
Year Plans Participants Total Assets
2022 2 664 $223M
2023 2 676 $485M
2024 2 532 $475M

Nearby Defined Benefit (Pension) Plans in New York

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

Iue-Cwa Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Iue-Cwa Pension Plan, Total assets ($B): 0.474797395 · Participants: 532Iue-Cwa Pension PlanIBM 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
Iue-Cwa Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Iue-Cwa Pension Plan side-by-side with 3 peers →

Iue-Cwa Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Pvh Consolidated Pension Plan in NJ ($475M); by covered participants it is Fbl Financial Group Retirement Plan in IA (533 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($475M here).

Similar participant headcount

Nearest other-state filings by covered participants (532 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 Iue-Cwa Pension Plan assets move in 2024? ▼
Iue-Cwa Pension Plan edged down modestly - down 1.1% during 2024, from $480M to $475M. Reported net income was -$8M.
How have Trustees of Iue- Cwa AFL-CIO Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of Iue- Cwa AFL-CIO Pension Fund's sponsor-wide assets grew 112.8%, from $223M to $475M.
Where does Iue-Cwa Pension Plan rank by assets among Form 5500 filers? ▼
Iue-Cwa Pension Plan 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 Iue-Cwa Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pvh Consolidated Pension Plan in NJ ($475M, 3,878 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Iue-Cwa Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Fbl Financial Group Retirement Plan in IA (533 participants, $254M 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 226250252.

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.