Money Purchase · DOL Form 5500 · 2022

Board of Trustees, Iuoe Local 295 & 295c Employees Annuity Plan Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
118
Participants Small participant base
36th
Percentile by assets National rank
$20,102
Avg per participant Low balance/head
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Official DOL plan name: Iuoe Local 295 & 295c Employees Annuity Plan · Sponsored by Board of Trustees, Iuoe Local 295 & 295c Employees Annuity Plan · New York · Construction

$2M in assets, 118 participants

Board of Trustees, Iuoe Local 295 & 295c Employees Annuity Plan's Iuoe Local 295 & 295c Employees Annuity Plan reported $2M in total assets and 118 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.

  • #3,393 in Construction (9,927 peers)

Coverage in New York

Iuoe Local 295 & 295c Employees Annuity Plan covers 118 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $2M.

#3,393
in Construction (9,927 peers)
-0.8%
assets change YoY

The plan reported a net loss of $23K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Iuoe Local 295 & 295c Employees Annuity Plan's mid-pack asset rank among Construction and all filers

Iuoe Local 295 & 295c Employees Annuity Plan vs every filed plan by assets

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

$2,372,054 36th percentile higher than 36% 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

Iuoe Local 295 & 295c Employees 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 295 & 295c Employees Annuity Plan sits mid-pack in the medium band (118 participants).

EBSA filing schedule strip

Filing strip 261420360 · Board of Trustees, Iuoe Local 295 & 295c Employees Annuity Plan PY 2022 · Money Purchase

Iuoe Local 295 & 295c Employees Annuity Plan · $2M · 118 · 36th

  • EIN $2M
  • RANK 118
  • PHOTO 36th
  • IND Money Purchase
  • EOY near Edwin Valentin Malave, Md Retirement Plan
  • 5500 ind #3393

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 295 & 295c Employees Annuity Plan in the asset neighbourhood

Operative Plasterers & Cement Masons Loc 599 Rt PlOperative Plasterers & Cemen…$2MNoble Wire & Terminal Corp Profit Sharing & Retirement Plan TrustNoble Wire & Terminal Corp P…$2MEdwin Valentin Malave, Md Retirement PlanEdwin Valentin Malave, Md Re…$2MIuoe Local 295 & 295c Employees Annuity PlanIuoe Local 295 & 295c Employ…$2MWolcott Chiropractic Profit Sharing Plan 444 Wolcott Road Wolcott, Ct 06716Wolcott Chiropractic Profit …$2M
End-of-year total assets ($M) among Iuoe Local 295 & 295c Employees Annuity Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$23K
Employer EIN261420360
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Iuoe Local 295 & 295c Employees Annuity Plan)

Sponsor-wide plan assets over time

All Board of Trustees, Iuoe Local 295 & 295c Employees Annuity Plan plans reported in each filing year

Latest sponsor-wide plan assets
$4M 68.18171087167492% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.37M $3.99M ▲ +68.4%
Year Plans Participants Total Assets
2022 1 118 $2M
2023 1 81 $3M
2024 1 83 $4M

Nearby Money Purchase Plans in New York

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Iuoe Local 295 & 295c Employees Annuity Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Iuoe Local 295 & 295c Employees Annuity Plan, Total assets ($B): 0.002372054 · Participants: 118Iuoe Local 295 & 295c Employees Annuity PlanTiaa Retirement Plan, Total assets ($B): 4.543178238 · Participants: 11825Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.62423 · Participants: 42922Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 1.717200853 · Participants: 11845McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.251409519 · Participants: 2436Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40,361, & 417 Annuity Fund, Total assets ($B): 1.072542175 · Participants: 5068Iron Workers Locals 40,361, & 417 Annuity Fund
Iuoe Local 295 & 295c Employees Annuity Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Iuoe Local 295 & 295c Employees Annuity Plan side-by-side with 3 peers →

Iuoe Local 295 & 295c Employees Annuity Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Edwin Valentin Malave, Md Retirement Plan in PR ($2M); by covered participants it is The Connell Company Retirement Plan in NJ (118 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (118 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 Iuoe Local 295 & 295c Employees Annuity Plan assets move in 2022? ▼
Iuoe Local 295 & 295c Employees Annuity Plan held essentially flat - down 0.8% during 2022, from $2M to $2M. Reported net income was -$23K.
How have Board of Trustees, Iuoe Local 295 & 295c Employees Annuity Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Iuoe Local 295 & 295c Employees Annuity Plan's sponsor-wide assets grew 68.2%, from $2M to $4M.
Which Money Purchase plans are similar in size to Iuoe Local 295 & 295c Employees Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Edwin Valentin Malave, Md Retirement Plan in PR ($2M, 6 participants).
Which Money Purchase plans cover a similar participant headcount to Iuoe Local 295 & 295c Employees Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is The Connell Company Retirement Plan in NJ (118 participants, $103M 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 261420360.

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.