Profit Sharing · DOL Form 5500 · 2022
Board of Trustees Iuoe Local 57 Profit Sharing Plan
Data updated 2026-08-25
- $120M
- Total assets Near avg plan size
- 871
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $137,226
- Avg per participant Near avg balance/head
Official DOL plan name: Iuoe Local 57 Annuity Plan · Sponsored by Board of Trustees Iuoe Local 57 · Rhode Island · Construction
$120M in assets, 871 participants
Board of Trustees Iuoe Local 57's Iuoe Local 57 Annuity Plan reported $120M in total assets and 871 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- #9,176 in Construction (9,927 peers)
Where Iuoe Local 57 Annuity Plan sits by assets
Iuoe Local 57 Annuity Plan sits in the top 10% of all filed plans by assets, $120M for 871 participants (~$137,226/participant), down 10.8% in 2022.
- #9,176
- in Construction (9,927 peers)
- -10.8%
- assets change YoY
- 1.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Iuoe Local 57 Annuity Plan's outsized position by total assets
Iuoe Local 57 Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$119,523,490 Top 6% higher than 94% 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 57 Annuity Plan 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. Iuoe Local 57 Annuity Plan sits mid-pack in the medium band (871 participants).
EBSA filing schedule strip
Filing strip 050446832 · Board of Trustees Iuoe Local 57 PY 2022 · Profit Sharing
Iuoe Local 57 Annuity Plan · $120M · 871 · 94th
- VS-ST $120M
- VS-ST 871
- VS-ST 94th
- VS-ST Profit Sharing
- VS-ST near Local 550 Annuity Plan
- VS-ST ind #9176
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 Rhode Island →
Iuoe Local 57 Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $134M |
|---|---|
| Net Assets (End of Year) | $119M |
| Net Income | -$14M |
| Employer EIN | 050446832 |
| Plan Effective Date | 1989-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Iuoe Local 57)
Sponsor-wide plan assets over time
All Board of Trustees Iuoe Local 57 plans reported in each filing year
- Latest sponsor-wide plan assets
- $146M 22.005897752818296% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 871 | $120M |
| 2023 | 1 | 938 | $132M |
| 2024 | 1 | 948 | $146M |
Nearby Profit Sharing Plans in Rhode Island
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Care New England 403(b) Match & Savings Plan $427M · 7,302
- Textron Retirement Account Plan Trust $291M · 10,515
- Brown Physicians, Inc. 401(a) Plan $237M · 949
- International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan $153M · 1,039
- The Gordon School 403(b) Retirement Plan $20M · 85
Iuoe Local 57 Annuity Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Rhode Island, the nearest Profit Sharing by assets is Local 550 Annuity Plan in MA ($120M); by covered participants it is Bronxcare Health System Retirement Plan in NY (870 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($120M here).
- Local 550 Annuity Plan (MA) $120M · 761
- General Building Laborers' Local 66 Annuity Fund (NY) $120M · 2,352
- Au Medical Center, Inc. 401(a) Retirement Savings Plan (GA) $120M · 3,992
- Gbmc, Inc. 401(a) Defined Contribution Plan (MD) $119M · 3,995
Similar participant headcount
Nearest other-state filings by covered participants (871 participants); asset peers above are excluded.
- Bronxcare Health System Retirement Plan (NY) 870 · 1 off
- Treasurers and Ticket Sellers Local 751 Annuity Fund (NY) 873 · 2 off
- Profit Sharing Plan for Employees of Stater Bros. Markets (CA) 869 · 2 off
- Podium 401(k) Plan (UT) 875 · 4 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.