Profit Sharing · DOL Form 5500 · 2022
Bd of Trustees Iuoe Local 30 Annuity Fund Profit Sharing Plan
Data updated 2026-08-11
- $424M
- Total assets
- 4,377
- Participants
- 98th
- Percentile by assets
- $96,960
- Avg per participant
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.
- 98th percentile by assets (of 139,126 plans)
- #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.
- $424M
- total plan assets (2022 EOY)
- 4,377
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $96,960
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Iuoe Local 30 Annuity Fund reports 4,377 participants - 5.5x that state average ($424M EOY assets).
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)
| 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.
Iuoe Local 30 Annuity Fund 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Iuoe Local 30 Annuity Fund by total assets, not by location.
- 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
Frequently Asked Questions
How did Iuoe Local 30 Annuity Fund assets move in 2022? ▼
How have Bd of Trustees Iuoe Local 30 Annuity Fund plan assets changed over time? ▼
Where does Iuoe Local 30 Annuity Fund rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Iuoe Local 30 Annuity Fund? ▼
Next read for Iuoe Local 30 Annuity Fund
Filing takeaways
Ways to act on Iuoe Local 30 Annuity Fund's numbers.
- By total assets, Iuoe Local 30 Annuity Fund 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
- Bd of Trustees Iuoe Local 30 Annuity Fund's sponsor-wide assets have grown 25.7% since 2022 across 3 plan years on file. More Construction plans