Profit Sharing · DOL Form 5500 · 2022

I.U.O.E. #132 Annuity & Savings Fd Profit Sharing Plan

Data updated 2026-08-25

$86M
Total assets Below avg plan size
8,453
Participants Very large workforce
92nd
Percentile by assets National rank
$10,163
Avg per participant Low balance/head
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Official DOL plan name: I.U.O.E. Local #132 Annuity & Savings Fund · Sponsored by I.U.O.E. #132 Annuity & Savings Fd · West Virginia · Finance & Insurance

$86M in assets, 8,453 participants

I.U.O.E. #132 Annuity & Savings Fd's I.U.O.E. Local #132 Annuity & Savings Fund reported $86M in total assets and 8,453 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #8,057 in Finance & Insurance (9,261 peers)

Coverage in West Virginia

I.U.O.E. Local #132 Annuity & Savings Fund covers 8,453 participants in West Virginia, 18x the typical West Virginia plan (state average ~467 per filing). Assets: $86M.

#8,057
in Finance & Insurance (9,261 peers)
-3.1%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

I.U.O.E. Local #132 Annuity & Savings Fund's outsized position by total assets

I.U.O.E. Local #132 Annuity & Savings Fund vs every filed plan by assets

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

$85,908,036 Top 8% higher than 92% 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

I.U.O.E. Local #132 Annuity & Savings Fund's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. I.U.O.E. Local #132 Annuity & Savings Fund lands in the large band (8,453 participants).

Plan-year Form 5500 strip

Filing strip 550712315 · I.U.O.E. #132 Annuity & Savings Fd PY 2022 · Profit Sharing

I.U.O.E. Local #132 Annuity & Savings Fund · $86M · 8,453 · 92nd

  • BOOK $86M
  • VS-ST 8,453
  • BOY 92nd
  • SCH Profit Sharing
  • EBSA near Keystone-Bartonville 401(k) Retirement Plan
  • PART ind #8057

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 Finance & Insurance retirement plans → · Plans in West Virginia →

I.U.O.E. Local #132 Annuity & Savings Fund in the asset neighbourhood

Stowers Group Retirement Plan$86MBac Local 3 Ny Individual Account Retirement FundBac Local 3 Ny Individual Ac…$86MI.U.O.E. Local #132 Annuity & Savings FundI.U.O.E. Local #132 Annuity …$86MKeystone-Bartonville 401(k) Retirement PlanKeystone-Bartonville 401(k) …$86MMount Saint Mary's University Defined Contribution Retirement PlanMount Saint Mary's Universit…$85M
End-of-year total assets ($M) among I.U.O.E. Local #132 Annuity & Savings Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

West Virginia filing particulars

Total Assets (Beginning of Year)$89M
Net Assets (End of Year)$86M
Net Income-$3M
Employer EIN550712315
Plan Effective Date1990-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (I.U.O.E. #132 Annuity & Savings Fd)

Sponsor-wide plan assets over time

All I.U.O.E. #132 Annuity & Savings Fd plans reported in each filing year

Latest sponsor-wide plan assets
$105M 22.455136793023648% vs 2022
2024 filing year
$80M$90M$100M$110M 202220232024 $85.9M $105M ▲ +22.5%
Year Plans Participants Total Assets
2022 1 8,453 $86M
2023 1 7,765 $100M
2024 1 8,277 $105M

Nearby Profit Sharing Plans in West Virginia

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

I.U.O.E. Local #132 Annuity & Savings Fund vs. nearby Profit Sharing plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 050100150 Total assets ($M) Participants I.U.O.E. Local #132 Annuity & Savings Fund, Total assets ($M): 85.908036 · Participants: 8453I.U.O.E. Local #132 Annuity & Savings FundWest Virginia Laborers Profit Sharing Plan, Total assets ($M): 136.534019 · Participants: 5881West Virginia Laborers Profit Sharing PlanInt Brotherhood of Electrical Workers Local 141 Profit Sharing Plan, Total assets ($M): 93.464687 · Participants: 244Int Brotherhood of Electrical Workers Local 141 Profit Sharing PlanIronworkers Local Union 549 and 550 Security Plan, Total assets ($M): 44.006917 · Participants: 3384Ironworkers Local Union 549 and 550 Security PlanThe Profit Sharing and Retirement Plan for the Mountain Company and the Laurel Management Group, Inc., Total assets ($M): 42.446569 · Participants: 280The Profit Sharing and Retirement Plan for the Mountain Company and the Laurel Management Group, Inc.Plumbers & Pipefitters Local 625 Pension Plan, Total assets ($M): 39.267208 · Participants: 0Plumbers & Pipefitters Local 625 Pension Plan
I.U.O.E. Local #132 Annuity & Savings Fund vs. nearby Profit Sharing plans in West Virginia, assets vs. participants

Scale composition for I.U.O.E. Local #132 Annuity & Savings Fund

I.U.O.E. Local #132 Annuity & Savings Fund reports $86M in end-of-year assets across 8,453 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $10,163 per participant (7% of the national average assets-per-participant) . Net income for plan year 2022 was -$3M.

This plan identity (EIN 550712315, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $86M to $105M (+22.5%) while covered participants moved from 8,453 to 8,277 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 8,453 $86M This page
2023 7,765 $100M Open filing
2024 · index core 8,277 $105M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

I.U.O.E. Local #132 Annuity & Savings Fund's out-of-state Profit Sharing peers by assets and headcount

Outside West Virginia, the nearest Profit Sharing by assets is Keystone-Bartonville 401(k) Retirement Plan in TX ($86M); by covered participants it is Annuity Fund of Operating Engineers Local 513 in MO (8,519 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8,453 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 I.U.O.E. Local #132 Annuity & Savings Fund assets move in 2022? ▼
I.U.O.E. Local #132 Annuity & Savings Fund edged down modestly - down 3.1% during 2022, from $89M to $86M. Reported net income was -$3M.
How have I.U.O.E. #132 Annuity & Savings Fd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), I.U.O.E. #132 Annuity & Savings Fd's sponsor-wide assets grew 22.5%, from $86M to $105M.
Where does I.U.O.E. Local #132 Annuity & Savings Fund rank by assets among Form 5500 filers? ▼
I.U.O.E. Local #132 Annuity & Savings Fund ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Profit Sharing plans are similar in size to I.U.O.E. Local #132 Annuity & Savings Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is Keystone-Bartonville 401(k) Retirement Plan in TX ($86M, 626 participants).
Which Profit Sharing plans cover a similar participant headcount to I.U.O.E. Local #132 Annuity & Savings Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Annuity Fund of Operating Engineers Local 513 in MO (8,519 participants, $277M in assets).