Profit Sharing · DOL Form 5500 · 2022
Bd of Trustees Iuoe Local 30 Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $424M
- Total assets Above avg plan size
- 4,377
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $96,960
- Avg per participant Below avg balance/head
Official DOL plan name: Iuoe Local 30 Annuity Fund · Sponsored by Bd of Trustees Iuoe Local 30 Annuity Fund · New York · Construction
$424M in assets, 4,377 participants
Bd of Trustees Iuoe Local 30 Annuity Fund's Iuoe Local 30 Annuity Fund reported $424M in total assets and 4,377 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #9,660 in Construction (9,927 peers)
Coverage in New York
Iuoe Local 30 Annuity Fund covers 4,377 participants in New York, 5.5x the typical New York plan (state average ~798 per filing). Assets: $424M.
- #9,660
- in Construction (9,927 peers)
- -16.4%
- assets change YoY
- 4.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $83M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Iuoe Local 30 Annuity Fund's outsized position by total assets
Iuoe Local 30 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$424,393,988 Top 2% higher than 98% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Iuoe Local 30 Annuity Fund's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Iuoe Local 30 Annuity Fund lands in the large band (4,377 participants).
EBSA filing schedule strip
Filing strip 136595417 · Bd of Trustees Iuoe Local 30 Annuity Fund PY 2022 · Profit Sharing
Iuoe Local 30 Annuity Fund · $424M · 4,377 · 98th
- BOOK $424M
- BOOK 4,377
- BOOK 98th
- BOOK Profit Sharing
- BOOK near Shv Profit Sharing Plan
- BOOK ind #9660
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 →
Iuoe Local 30 Annuity Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $507M |
|---|---|
| Net Assets (End of Year) | $424M |
| Net Income | -$83M |
| Employer EIN | 136595417 |
| Plan Effective Date | 1970-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bd of Trustees Iuoe Local 30 Annuity Fund)
Sponsor-wide plan assets over time
All Bd of Trustees Iuoe Local 30 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $534M 25.746626976252074% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,377 | $424M |
| 2023 | 1 | 4,593 | $483M |
| 2024 | 1 | 4,772 | $534M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- 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
Iuoe Local 30 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Shv Profit Sharing Plan in CA ($424M); by covered participants it is Au Health Systems, Inc. 401(a) Retirement Savings Plan in GA (4,386 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($424M here).
- Shv Profit Sharing Plan (CA) $424M · 56
- Care New England 403(b) Match & Savings Plan (RI) $427M · 7,302
- Orlando Health, Inc. Retirement Savings Plan 401a (FL) $418M · 23,825
- University of Maryland Medical System 403(b) Retirement Savings Plan (MD) $418M · 18,198
Similar participant headcount
Nearest other-state filings by covered participants (4,377 participants); asset peers above are excluded.
- Au Health Systems, Inc. 401(a) Retirement Savings Plan (GA) 4,386 · 9 off
- Grupo Hima San Pablo, Inc. Affiliates Savings Retirement Plan (PR) 4,347 · 30 off
- Freeman Retirement Plan (MO) 4,338 · 39 off
- Mcmaster-Carr Supply Company Profit Sharing Trust (IL) 4,327 · 50 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.