Profit Sharing · DOL Form 5500 · 2022

Board of Trustees I.U.O.E. Annuity Local 137 137a 137b 137c 137r Profit Sharing Plan

Data updated 2026-08-06

$214M
Total assets: 880
Participants: 96th
Percentile by assets: $243,283
Avg per participant

Official DOL plan name: I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r · Sponsored by Board of Trustees I.U.O.E. Annuity Local 137 137a 137b 137c 137r · New York · Construction

$214M in assets, 880 participants

Board of Trustees I.U.O.E. Annuity Local 137 137a 137b 137c 137r's I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r reported $214M in total assets and 880 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

96th percentile by assets (of 139,258 plans)
#9,452 in Construction (9,938 peers)

Where I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r sits by assets

I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r sits in the top 5% of all filed plans by assets, $214M for 880 participants (~$243,283/participant), down 16.3% in 2022.

$214M
total plan assets (2022 EOY): 880
covered participants: 96th
percentile by assets (of 139,258 plans): $243,283
avg assets per participant

The plan reported a net loss of $42M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State

New York

Industry

Construction

I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r vs the 2022 asset distribution

By assets, I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r outranks 96% of the 139,258 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.1x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)	$256M
Net Assets (End of Year)	$214M
Net Income	-$42M
Employer EIN	133204596
Plan Effective Date	1983-12-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Board of Trustees I.U.O.E. Annuity Local 137 137a 137b 137c 137r)

Total plan assets by year, all Board of Trustees I.U.O.E. Annuity Local 137 137a 137b 137c 137r plans on file

Year	Plans	Participants	Total Assets
2022	1	880	$214M
2023	1	778	$235M
2024	1	745	$253M

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r vs. nearby Profit Sharing plans in New York, assets vs. participants

Annuity Plan of the Electrical Industry $2.0B · 19,997
Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.6B · 3,494
Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.5B · 5,696
The Research Foundation for Suny Retirement Plan $1.1B · 11,139
Mason Tenders District Council Annuity Fund $837M · 11,072

Compare I.U.O.E. Annuity Fund Local 137,137a,137… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r by total assets, not by location.

New Jersey Building Laborers Statewide Annuity Fund (NJ) $214M · 7,223
Arent Fox Profit-Sharing Plan (DC) $214M · 469
Adventist Health System/West 403(b) ERISA Plan (CA) $215M · 1,792
Connecticut Laborers' Annuity Plan (CT) $215M · 3,141

Frequently Asked Questions

How did I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r assets move in 2022? ▼

I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r declined sharply - down 16.3% during 2022, from $256M to $214M. Reported net income was -$42M.

How have Board of Trustees I.U.O.E. Annuity Local 137 137a 137b 137c 137r plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees I.U.O.E. Annuity Local 137 137a 137b 137c 137r's sponsor-wide assets grew 18.3%, from $214M to $253M.

Where does I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r rank by assets among Form 5500 filers? ▼

I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r ranks in the 96th percentile by end-of-year assets among 139,258 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).

Which Profit Sharing plans are similar in size to I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r? ▼

Among Profit Sharing plans in other states, the closest by assets is New Jersey Building Laborers Statewide Annuity Fund in NJ ($214M, 7,223 participants).

Next read for I.U.O.E. Annuity Fund Local 137,137a,137…

Scale reading

Ways to act on I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r's numbers.

By total assets, I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
Board of Trustees I.U.O.E. Annuity Local 137 137a 137b 137c 137r's sponsor-wide assets have grown 18.3% since 2022 across 3 plan years on file. More Construction plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133204596.