Money Purchase · DOL Form 5500 · 2022
Board of Trustees, Iuoe Local 295 & 295c Employees Annuity Plan Money Purchase Plan
Data updated 2026-08-11
- $2M
- Total assets
- 118
- Participants
- 36th
- Percentile by assets
- $20,102
- Avg per participant
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.
- 36th percentile by assets (of 139,126 plans)
- #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.
- $2M
- total plan assets (2022 EOY)
- 118
- covered participants
- 36th
- percentile by assets (of 139,126 plans)
- $20,102
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Iuoe Local 295 & 295c Employees Annuity Plan reports 118 participants - about 15% of that state average ($2M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$23K |
| Employer EIN | 261420360 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Iuoe Local 295 & 295c Employees Annuity Plan)
| 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
- Tiaa Retirement Plan $4.5B · 11,825
- Young Men's Christian Association Retirement Fund Retirement Plan $3.6B · 42,922
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $1.7B · 11,845
- Brookhaven Science Associates, LLC Retirement Plan $1.3B · 2,436
- Iron Workers Locals 40,361, & 417 Annuity Fund $1.1B · 5,068
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Iuoe Local 295 & 295c Employees Annuity Plan by total assets, not by location.
Frequently Asked Questions
How did Iuoe Local 295 & 295c Employees Annuity Plan assets move in 2022? ▼
How have Board of Trustees, Iuoe Local 295 & 295c Employees Annuity Plan plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Iuoe Local 295 & 295c Employees Annuity Plan? ▼
Next read for Iuoe Local 295 & 295c Employees Annuity …
Filing takeaways
Ways to act on Iuoe Local 295 & 295c Employees Annuity Plan's numbers.
- By total assets, Iuoe Local 295 & 295c Employees Annuity Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
- Board of Trustees, Iuoe Local 295 & 295c Employees Annuity Plan's sponsor-wide assets have grown 68.2% since 2022 across 3 plan years on file. More Construction plans