Profit Sharing · DOL Form 5500 · 2022
Board of Trustees Iuoe Local 57 Profit Sharing Plan
Data updated 2026-08-11
- $120M
- Total assets
- 871
- Participants
- 94th
- Percentile by assets
- $137,226
- Avg per participant
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.
- 94th percentile by assets (of 139,126 plans)
- #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.
- $120M
- total plan assets (2022 EOY)
- 871
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $137,226
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Iuoe Local 57 Annuity Plan outranks 94% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).
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)
| 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.
Iuoe Local 57 Annuity Plan vs. nearby Profit Sharing plans in Rhode Island, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Iuoe Local 57 Annuity Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Iuoe Local 57 Annuity Plan assets move in 2022? ▼
How have Board of Trustees Iuoe Local 57 plan assets changed over time? ▼
Where does Iuoe Local 57 Annuity Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Iuoe Local 57 Annuity Plan? ▼
Next read for Iuoe Local 57 Annuity Plan
Scale reading
Ways to act on Iuoe Local 57 Annuity Plan's numbers.
- By total assets, Iuoe Local 57 Annuity Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Rhode Island. Compare plans
- Board of Trustees Iuoe Local 57's sponsor-wide assets have grown 22.0% since 2022 across 3 plan years on file. More Construction plans