4-8-8-4 "Big Boy" Locomotives
During the late 1930s, the Union Pacific often used helpers to move trains
from Ogden to Wahsatch. The UP wanted to simplify this move so they asked
their "Department of Research and Mechanical Standards" (DoRMS) to design a
locomotive that could pull a 3600 ton train unassisted over the 1.14% grade
of the Wahsatch.
The designers determined that to pull a 3600 ton train, a tractive effort of
135,000 lbs would be needed. Assuming a factor of adhesion of 4.0, the
weight on drivers would have to be 4.0 * 135,000 = 540,000 lbs. Given an
axle loading of 67,500 lbs each, this would require 8 drivers or an x-8-8-x
wheel arrangement. The designers agreed upon the 4-8-8-4 design. Next, the
horsepower and cylinder sizes were computed based on 300 psi boiler
pressure. Although they weren't planning to pull these freight trains at 80
MPH, the DoRMS designed them for 80 MPH in order to have a sufficient factor
of safety built into the design. What resulted is considered by many to be
the most successful articulated steam locomotive ever built. 4000 was
delivered to Omaha at 6PM, September 5, 1941.
The 25 Big Boys were built in two groups. The first group, called "class 1",
were built starting in 1941. They were numbered 4000-4019. The second
group, "class 2", were built in 1944. They were numbered 4020-4024. The
last revenue freight pulled by a Big Boy was in July of 1959. Most were
retired in 1961. The last one was retired in July of 1962. As late as
September, 1962, there were still four operational Big Boys at Green River,
The total mileage of each of the Big Boys from class 1 were roughly the same
-- 1,000,000 miles. 4016 had the lowest mileage -- 1,016,124. 4006 had the
highest mileage -- 1,064,625. Of the second group, 4024 had the highest
mileage -- 811,956.
Big Boy Facts and Trivia
A Big Boy is Not a Mallet
Periodically, I hear the Big Boy referred to as a "Mallet". Technically,
this is not true. Anatole Mallet designed his steam locomotive that 1)
was articulated, and 2) used compound expansion (high and low pressure
cylinders). The Big Boys, as well as many other articulated steam
locomotives, used simple expansion, and thus, are not true mallets.
What do those cab markings mean? UP : Union Pacific
4002 : Locomotive number
4-8-8-4 : Wheel arrangement
NOTE: Some used "4-8-8-4 1" and "4-8-8-4 2" to distinguish between the first
and second classes of Big Boys.
68: 68 inch drivers
23 3/4 - 23 3/4: Cylinder diameters (front and rear)
32: Piston stroke
540: 540,000 pounds of weight on drivers
MB: MB type stoker
Are Big Boys Really the Largest Steam Locomotive?
Books and magazines will often state that the Big Boy was the largest steam
locomotive ever built. When steam locomotives are compared, many different
quantities can be considered. For example, weight, length, horsepower, and
tractive effort are all characteristics of how "large" a steam locomotive
is. In each of the above categories, a locomotive " larger " than a Big Boy can be found.
If you were to ignore all of the unsuccessful and experimental locomotives,
then look at the overall ratings of the remaining steam locomotives in the
above categories, it would become clear that the Big Boys (along with the N&W
Y6 and A, DM&IR M, and perhaps the
C&O H-8 locomotives) were the "largest"
among all successful steam locomotives.
What is the Sharpest Curve a Big Boy can Negotiate?
The sharpest curve the Big Boys could negotiate was
a 20 degree curve. In HO scale, this would be a 40 inch radius curve.
Will a Big Boy Ever be Restored to Operating Condition?
This question comes up frequently. Many used to laugh at the question
because it seemed so ridiculous. However, when the news of the proposed
restoration of 4018 for a movie was announced back in 1998, some of us
waited hoping it was true. As it turned out, the news about restoring
4018 was only a proposal in its infancy and nothing ever materialized of it.
If one was to restore a Big Boy it would seem to make sense to start with
the Big Boy that is in the best condition. At one time, this would have
been 4023, currently at Kenefick Park, Omaha, NE. During the end of their
careers both Challenger 3985 and Big Boy 4023 were rebuilt and placed in
the Cheyenne UP roundhouse. However, 4023 was later placed on display in
Omaha and the weather and environment has taken its toll on 4023. Currently,
4014, displayed in Pomona, CA has been kept in immaculate condition by the
Southern California Chapter of the Railway & Locomotive Historical Society.
According to many sources, the UP is really not interested in running
a coal-fired locomotive on their road any longer (the 3985 (4-6-6-4) was
converted to oil in the late 1980's). Naturally, the next question one asks
is "why not convert a Big Boy to burn oil?". This was tried back in the
1940s or 1950s on 4005 with a single burner, without success. It has been
said that it is not feasible to fire a Big Boy with oil due to the nature
of the firebox (which was designed for burning semi-bituminous coal from
southern Wyoming) and boiler capacity. However, 3985 was converted to burn
oil and its firebox is not all that different from that of the Big Boy's.
Steve Lee (head of UP's steam program) has also stated that it wouldn't make
much sense for UP to restore a Big Boy, as there are only two places on the
entire system that are large enough to turn a Big Boy, and those places are
only a few miles apart. However, the Challenger is often turned using wyes
which could also, almost certainly, handle a Big Boy.
Despite the obstacles of restoring and operating a Big Boy, with enough
money, anything is possible.
In December of 2012 discussion about the possibility of restoring
a Big Boy to operating condition emerged. At that time many people
who heard about this were hopeful but those who have heard of plans like
this come and go before were skeptical. From December 2012 to July 2013
very little, if any, new information was available. Then, on July 23,
2013 the announcement was made that ownership of 4014 was to be transferred
from the Southern California Chapter - Railway & Locomotive Historical
Society to the Union Pacific for the purpose of fully restoring the
USA and Canadian Railroads that used 4-8-8-4 "Big Boy" Locomotives
Surviving Examples of 4-8-8-4 "Big Boy" Locomotives
Forney Transportation Museum, Denver, CO
||ALCO (Schenectady) #69576, 10/1941
Museum of Transportation, St. Louis, MO
||ALCO (Schenectady) #69577, 10/1941
Lauritzen Gardens, Omaha, NE
||ALCO (Schenectady) #72780, 11/1944
Steamtown National Historic Site, Scranton, PA
||ALCO (Schenectady) #69583, 11/1941
Museum of the American Railroad, Frisco, TX
||ALCO (Schenectady) #69589, 01/1942
National Railroad Museum, Green Bay, WI
||ALCO (Schenectady) #69588, 01/1942
UP engine house, Cheyenne, WY
||ALCO (Schenectady) #69585, 12/1941
To be restored by the UP From Pomona, CA
US 30, Holliday Park, Cheyenne, WY
||ALCO (Schenectady) #69575, 09/1941
Surviving Big Boy Notes
4004: Holliday Park, Cheyenne, WY
4004 is displayed in Holliday Park on US 30 in Cheyenne. It was placed there
during the summer of 1963.
One viewer wrote to me stating that in 1973/74 he thought that there was
a Big Boy displayed near the Wyoming/Colorado border along I25. It could
not have been 4004 (because 4004 was placed in Holliday Park in 1963) and
there were no other Big Boys, or any locomotive for that matter,
that would have been displayed in this area. If anyone does know of a
locomotive that was once displayed in this area, please let me know.
A 1985 rainstorm caused Holliday Park to flood so that water reached the
top of 4004's drivers! [Photo] In 2001 there had been talk about moving 4004 from
Holliday Park to the depot about 9 blocks away but this was only a rumor.
In 2005, 4004 received some cosmetic work including a new paint job and
lettering and new windows which greatly improved the locomotive's appearance.
While the external appearance of 4004 is good, the cab interior, at least
used to be a mess. Most of the controls had been removed by either wrench
or torch, the firebox door is welded shut, and the seats are either gone
or have deteriorated to springs.
Cheyenne is also the home of UP's steam program where both Challenger
3985 and Northern 844 (and a couple
others) are housed. The Elesco cold water turbine pump and a Nathon
water injector were removed from 4004 for use on Challenger 3985.
Photos and Information
4005: Forney Transportation Museum, Denver, CO
At the end of its career, 4005 had been partially dismantled in preparation
for shipment to Argentina. However, the recipients in Argentina were
unable raise enough money so 4005 stayed in the US. 4005 was also
the Big Boy which was unsuccessfully converted to burning oil (and then
converted back to burning coal). Notice the red firebox on this Big Boy.
I don't know why it was painted red but I have heard that since my visit,
4005 has been repainted. Despite the new paint job, 4005 is probably in
fair to poor condition.
4005 was displayed outside at the Forney Transportation Museum in Denver
for many years. In January 1999, it was temporarily moved next to the
Platte River at 15th Street. Later is was moved to 4303 Brighton Blvd.
It finally made it back to a location inside the Forney Transportation
Museum in 20??. During these moves, to prevent major damage to the cylinder
bores, 4005's main rods were removed (rather than cut as is sometimes
done) prior to the move. Also, a substantial amount of work was required
to repair some critical damage to the trailing truck centering devices.
When the engine was originally placed in the Forney Museum someone used a
torch to cut off parts of the casting that control the limits of lateral
movement of the trailer. These had to be renewed in order for the engine
to be able to negotiate curves during its moves.
The cost of relocating UP 4005, C&NW 444 (a 4-6-0), two 85' passenger cars,
a UP derrick and rotary snow plow and a few old, wood passenger cars in
various states of disrepair to their temporary location was $600,000. Jack
Forney deserves special credit for spending a lot of money and time to
preserve and relocate a large amount of historic RR equipment.
Photos and Information
4006: Museum of Transportation, St. Louis, MO
4006 was painted in 1995 and is displayed directly ahead of UP Centennial 6944. Stairs provide access to the cab
where most controls are identified.
Photos and Information
4012: Steamtown National Historic Site, Scranton, PA
For many years, 4012 was displayed in the front of the Lackawanna Station
Hotel in downtown Scranton. In 1993 after bridges between the Hotel and
Steamtown were replaced, 4012 was moved into the yard at Steamtown. Contrary
to a rumor once posted on rec.railroad, Steamtown has no plans to
partially restore 4012 to working order.
Photos and Information
4014: UP Engine House, Cheyenne, WY (Previously at RailGiants Train Museum, Los Angeles County Fairplex, Pomona, CA)
4014 was donated to the Southern California Chapter of the Railway & Locomotive
Historical Society in January, 1962. In 1989/1990 when the chapter was moving
its collection from the original display area behind the horse barns to the new
location adjacent to the main parking lot, 4014 gave the movers a surprise.
During the move, 4014 moved so easy that it got away from them and ran into the
tender of AT&SF Hudson 3450. They left things that way over night while
planning on repositioning it the next day. When they arrived the next morning
they found 3450 had been pushed partly into the dirt after slowly rolling off
the end of the temporary track sections they used for the move.
The original builder plate was stolen before 4014's move to California. A
new, correct one will eventually be made.
1997: Of all the Big Boys I have seen, 4014 appears to be in the best
condition. The cab
interior gives the impression that all it needs is coal
and a fire and it will come to life. When I visited in the mid 90s one
of her pistons was removed undergoing some restoration and maintenance
A 2001 report indicated that 4014 almost looked like new. Her paint was in
excellent condition and one could smell the lubricants used to maintain her.
Her smokebox wasn't just painted. It appeared to have the oil/graphite
type of finish typical of "live" steam locomotives. She had been given
green marker lights in the front and red ones to the side. Her cab needed
some painting but otherwise appeared to be in operable condition. There
were plans to repair her whistle and hook it up to an air compressor so
visitors could blow it.
The boiler jacketing has been removed to prevent moisture entrapment. It is
covered with a fresh coat of paint. Her state of preservation is such that her
bearings are well lubricated.
4014 was the star in a soda pop commercial where her firebox was lined with
foil and soda cans and lit up. Her firebox has also been stuffed with other
non-fuel items, namely: school children. The curator stuffed 32 of them in
4014 was maintained by two gentlemen that obviously love her. I have been
told that they had the bell and whistle working on 150 psi of air.
A 2010 report mentioned that the boiler is again in need of paint.
A 2012 Trains Article about the possible restoration of this Big Boy.
Latest restoration updates
Photos and Information
4017: National Railroad Museum, Green Bay, WI
4017 is in good to very good cosmetic shape. She was sand blasted and
repainted in 1995. The firebox is electrically lighted and viewable by
In the summer of 2000 the museum began construction of a new "display hall"
to provide shelter the 4017 (and other locomotives). 4017 was completely
repainted in 2000 including a color match to reproduce the effect of the
waste oil/graphite mix used to paint the Big Boy's fire and smoke boxes
during normal operation.
By 2002 4017 had been moved into this new display hall. Visitors can
enter both the cab and tender.
Photos and Information
4018: Museum of the American Railroad, Dallas, TX
Of all the Big Boys I have seen, from the outside, 4018 appears to be in
the worst condition. The main reason I say this is because when I saw it,
I noticed that the piston rods had been severed by a cutting torch (see photo). This was done when 4018 was moved to the
museum back in the late 60s. Evidently, 4018 was being moved from some
undisclosed location on a UP line to the museum when the pistons seized.
Pressure from the the UP resulted in the cutting of the rods to get 4018
moving again. Also, the boiler jacketing and much of the piping looked to
be in pretty rough shape. I saw moss growing through holes in the boiler
jacketing which implied that a substantial amount of moisture was trapped
against the boiler (see photo). However,
the fire tubes and firebox are apparently in relatively good shape and
most (if not all) of the appliances inside of the cab are intact (see photo). Because of how 4018 is parked (between
two other locomotives) it is difficult to get a good photograph of her.
In April, 1998 it was announced that 4018 will be restored to operating
condition for use in a movie titled Big Boy. During my visit to the
Age of Steam Railroad Museum (as it was named back then) in November 2000,
I was told that it had been roughly a year since anyone has heard from the
person who proposed to use 4018 in a movie. From what I've heard, the cost
of restoring this big boy was going to be between $700,000 and $1,000,000.
Then, the financing for this proposed movie fell through. As a result,
4018 continues to be displayed at this museum.
In 2007 4018 was repainted in its original scheme.
Photos and Information
4023: Lauritzen Gardens, Omaha, NE
During the end of their careers (1956, I believe) both Challenger 3985
and Big Boy 4023 were given general overhauls so that they could continue
to run for a few more years. In 1957, they were placed in storage in the
Cheyenne UP roundhouse. To the left is a rare photo (from Twilight
of Steam Locomotives by Ron Ziel) of both 3985 and 4023 taken
sometime after they were overhauled, repainted, retired, and stored in
the Cheyenne roundhouse. I have been told that it was actually taken in
the early 1960s. 3985 and 4023 were kept inside the Cheyenne roundhouse
until sometime between 1971 and 1974. After that time, 3985 was placed on
display outside the Cheyenne depot, and 4023 was placed on display outside
the UP's Omaha shops until they closed sometime in the late 1980s.
4023 was then moved to Kenefick park where it sat for many
years next to Centennial DDA40X 6900.
The weather and environment had taken its toll on 4023.
In the early 2010s the city of Omaha decided to re-design the riverfront
area including the old UP shops, local industries, and Kenefick park
into a new convention center. 4023 was to be placed on display at
the convention center site after construction was completed. However,
a change in the convention center plans no longer include the display
of 4023 and the DDA40X. The locomotives had been temporarily moved to
the Durham Western Heritage Museum
in downtown Omaha. In March of 2005, 4023 was moved to a location near
the Lauritzen Gardens. 4023 is in good shape. The paint looks great and
all the missing parts (headlight etc.) have been replaced.
Photos and Information