Excavators Union Pension Fund Loca retirement plan: assets, participants and fees
What Excavators Union Pension Fund Loca's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Castiglia LLP | Schedule C ↗ |
| Independent auditor | Castiglia, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 57 pension plans in construction with 10,000 to 49,999 participants.
| Excavators Union Pension Fund Loca: employer contribution per participant | $12,308 | |
| Peer median | $6,151 |
| Excavators Union Pension Fund Loca: average balance | $253,288 | |
| Peer median | $107,788 |
| Excavators Union Pension Fund Loca: admin expenses ÷ assets | 0.40% | |
| Peer median | 0.47% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $2.6B at the end of plan year 2023 to $3B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 11,892 | $3B | $146M | $12,308 | 0.40% | Not published | Form 5500 ↗ |
| 2023 | 11,363 | $2.6B | $134M | $11,782 | 0.42% | Not published | Form 5500 ↗ |
Common questions
Does Excavators Union Pension Fund Loca match 401(k) contributions?
The match terms for the Excavators Union Local 731 Pension Fund have not been published from its filing yet. The plan year 2024 filing reports $146M in employer contributions, about $12,308 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Excavators Union Pension Fund Loca 401(k) match vested?
The vesting schedule for the Excavators Union Local 731 Pension Fund is not in the data published so far. Your Summary Plan Description states it.
Who manages the Excavators Union Pension Fund Loca 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Castiglia LLP. The plan administrator is Excavators Union Pension Fund Loca.
I left Excavators Union Pension Fund Loca. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Excavators Union Pension Fund Loca, (718) 391-9099) or the recordkeeper, Castiglia LLP. The Excavators Union Pension Fund Loca old 401(k) page lists the contacts from every plan filing. Find an old Excavators Union Pension Fund Loca 401(k)
Data from the public Form 5500 annual reports Excavators Union Pension Fund Loca filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Excavators Union Pension Fund Loca. Not financial advice. Report a correction · Methodology