Employers › District of Columbia
Employer · plans filed under one EIN
Board of Trustees of the CPF of the IUOE and Participating Employers
Washington, DC · Finance and insurance
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
Board of Trustees of the CPF of the IUOE and Participating Employers, based in Washington, District of Columbia, sponsors 2 retirement plans with 100 or more participants: 2 defined benefit. Together they reported 233,624 participant records and $27.4B in net assets.
The largest is Central Pension Fund of the IUOE & Participating Employers, a defined benefit pension plan with 233,478 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $1.25B and participant contributions $211K in the latest plan years; benefits paid were $1.54B. Schedule C compensation reported to service provider organisations totalled $31.0M.
Combined net assets moved from $9.44B in 2009 to $27.4B in 2024 (up 190%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Central Pension Fund of the IUOE & Participating Employers | defined benefit pension plan | 2024 | 233,478 | $27.4B | $117,266 | $11,930 | $31.0M |
| Staff Employees Pension Plan of the CPF of the IUOE & Part. Empl. | defined benefit pension plan | 2024 | 146 | $43.8M | $300,026 | $18,500 | $0 |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 2 | 233,624 | $27.4B | $1.25B | $211K |
| 2023 | 2 | 230,177 | $24.9B | $1.18B | $175K |
| 2022 | 2 | 224,995 | $23.5B | $1.07B | $147K |
| 2021 | 2 | 219,080 | $25.0B | $1.02B | $131K |
| 2020 | 2 | 215,034 | $22.3B | $929M | $116K |
| 2019 | 2 | 216,239 | $20.0B | $984M | $103K |
| 2018 | 2 | 213,881 | $17.9B | $936M | $105K |
| 2017 | 2 | 209,926 | $18.4B | $887M | $86K |
| 2016 | 1 | 121 | $25.4M | $1.3M | $87K |
| 2015 | 2 | 233,973 | $14.0B | $796M | $76K |
| 2014 | 2 | 227,619 | $14.4B | $739M | $75K |
| 2013 | 2 | 220,456 | $13.5B | $689M | $42K |
| 2012 | 2 | 214,537 | $12.2B | $643M | $31K |
| 2011 | 2 | 210,181 | $11.0B | $617M | $24K |
| 2010 | 1 | 205,338 | $10.9B | $594M | $0 |
| 2009 | 1 | 202,994 | $9.44B | $582M | $0 |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Vitech Systems Sub, LLC | Other services | 1 | $4,239,233 |
| Linea Solutions | Other services | 1 | $2,288,497 |
| State Street Global Advisors | Custodial (other than securities); Custodial (securities) | 1 | $2,261,174 |
| Loomis, Sayles & Company, LP | Investment management | 1 | $2,178,863 |
| Doubleline Capital | Investment management | 1 | $1,541,377 |
| Jpmcb Strategic Properties | Investment management | 1 | $1,380,248 |
| Carefirst Blue Cross Blue Shield | Insurance services | 1 | $1,368,669 |
| Dodge & Cox | Investment management | 1 | $1,298,319 |
| Aon Hewitt Investment Consulting in | Investment advisory (plan) | 1 | $1,281,202 |
| Merganser Capital Management | Investment management | 1 | $1,166,329 |
| BlackRock Institutional Trust Co. | Investment management | 1 | $1,075,261 |
| The Bank of New York Mellon | Custodial (securities); Custodial (other than securities); Investment management | 1 | $998,069 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Board of Trustees of the CPF of the IUOE and Participating Employers have?
2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Central Pension Fund of the IUOE & Participating Employers and Staff Employees Pension Plan of the CPF of the IUOE & Part. Empl.. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Board of Trustees of the CPF of the IUOE and Participating Employers contribute to its plans?
$1,250,418,479 in employer contributions across these plans in their latest plan years, about $11,935 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Vitech Systems Sub, LLC, Linea Solutions, State Street Global Advisors and Loomis, Sayles & Company, LP and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.