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 2026-08-25

$214M
Total assets Near avg plan size
880
Participants Near avg headcount
96th
Percentile by assets National rank
$243,283
Avg per participant Above avg balance/head
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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.

  • #9,441 in Construction (9,927 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.

#9,441
in Construction (9,927 peers)
-16.3%
assets change YoY
2.1×
vs typical plan assets (national mean)

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.

I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r's outsized position by total assets

I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$214,088,840 Top 4% higher than 96% of 139,123 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 2022

I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r sits mid-pack in the medium band (880 participants).

Plan-year Form 5500 strip

Filing strip 133204596 · Board of Trustees I.U.O.E. Annuity Local 137 137a 137b 137c 137r PY 2022 · Profit Sharing

I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r · $214M · 880 · 96th

  • PCT $214M
  • EIN 880
  • RANK 96th
  • PHOTO Profit Sharing
  • IND near New Jersey Building Laborers Statewide Annuity Fund
  • EOY ind #9441

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 Construction retirement plans → · Plans in New York →

I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r in the asset neighbourhood

Connecticut Laborers' Annuity PlanConnecticut Laborers' Annuit…$215MAdventist Health System/West 403(b) ERISA PlanAdventist Health System/West…$215MArent Fox Profit-Sharing Plan$214MNew Jersey Building Laborers Statewide Annuity FundNew Jersey Building Laborers…$214MI.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137rI.U.O.E. Annuity Fund Local …$214M
End-of-year total assets ($M) among I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$256M
Net Assets (End of Year)$214M
Net Income-$42M
Employer EIN133204596
Plan Effective Date1983-12-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Board of Trustees I.U.O.E. Annuity Local 137 137a 137b 137c 137r plans reported in each filing year

Latest sponsor-wide plan assets
$253M 18.331056396961188% vs 2022
2024 filing year
$200M$220M$240M$260M 202220232024 $214M $253M ▲ +18.3%
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 Scatter plot of 6 data points. -50000500010000150002000025000 00.511.522.5 Total assets ($B) Participants I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r, Total assets ($B): 0.21408884 · Participants: 880I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137rAnnuity Plan of the Electrical Industry, Total assets ($B): 1.982735962 · Participants: 19997Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.649838154 · Participants: 3494Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.458865603 · Participants: 5696Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.065250862 · Participants: 11139The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.836936679 · Participants: 11072Mason Tenders District Council Annuity Fund
I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r side-by-side with 3 peers →

I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is New Jersey Building Laborers Statewide Annuity Fund in NJ ($214M); by covered participants it is Institute of Community Services, Inc. Retirement Plan in MS (879 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($214M here).

Similar participant headcount

Nearest other-state filings by covered participants (880 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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 139,126 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).
Which Profit Sharing plans cover a similar participant headcount to I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Institute of Community Services, Inc. Retirement Plan in MS (879 participants, $20M in assets).

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.

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.