Profit Sharing · DOL Form 5500 · 2022

Board of Trustees Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO Profit Sharing Plan

Data updated 2026-08-25

$1.6B
Total assets Very large vs avg
3,494
Participants Above avg headcount
99th
Percentile by assets National rank
$472,192
Avg per participant High balance/head
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Official DOL plan name: Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO · Sponsored by Board of Trustees Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO · New York · Construction

$1.6B in assets, 3,494 participants

Board of Trustees Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO's Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO reported $1.6B in total assets and 3,494 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.

  • #9,872 in Construction (9,927 peers)

Coverage in New York

Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO covers 3,494 participants in New York, 4.4x the typical New York plan (state average ~798 per filing). Assets: $1.6B.

#9,872
in Construction (9,927 peers)
-14.2%
assets change YoY
17×
vs typical plan assets (national mean)

The plan reported a net loss of $276M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO's outsized position by total assets

Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO vs every filed plan by assets

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

$1,649,838,154 Top 1% higher than 99% 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

Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO'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. Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO lands in the large band (3,494 participants).

Form 5500 schedule snapshot

Filing strip 132899670 · Board of Trustees Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO PY 2022 · Profit Sharing

Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO · $1.6B · 3,494 · 99th

  • PART $1.6B
  • PART 3,494
  • PART 99th
  • PART Profit Sharing
  • PART near Essentia Health Retirement Plan
  • PART ind #9872

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 →

Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO in the asset neighbourhood

Princeton University Retirement PlanPrinceton University Retirem…$1.8BAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fund Iuoe Local 15, …$1.6BEssentia Health Retirement PlanEssentia Health Retirement P…$1.6BPrisma Health Retirement Savings PlanPrisma Health Retirement Sav…$1.6BHenry Ford Health System Retirement Savings PlanHenry Ford Health System Ret…$1.6B
End-of-year total assets ($B) among Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$1.9B
Net Assets (End of Year)$1.6B
Net Income-$276M
Employer EIN132899670
Plan Effective Date1977-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO)

Sponsor-wide plan assets over time

All Board of Trustees Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO plans reported in each filing year

Latest sponsor-wide plan assets
$2.1B 24.63321593179739% vs 2022
2024 filing year
$1.6B$1.8B$2B$2.2B 202220232024 $1.65B $2.06B ▲ +24.8%
Year Plans Participants Total Assets
2022 1 3,494 $1.6B
2023 1 3,402 $1.9B
2024 1 3,278 $2.1B

Nearby Profit Sharing Plans in New York

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

Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 0.511.522.5 Total assets ($B) Participants Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.649838154 · Participants: 3494Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Plan of the Electrical Industry, Total assets ($B): 1.982735962 · Participants: 19997Annuity Plan of the Electrical IndustryAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.458865603 · Participants: 5696Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.065250862 · Participants: 11139The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.836936679 · Participants: 11072Mason Tenders District Council Annuity FundI.U.O.E. Local 14-14b Annuity Fund, Total assets ($B): 0.791633676 · Participants: 1251I.U.O.E. Local 14-14b Annuity Fund
Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO side-by-side with 3 peers →

Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Essentia Health Retirement Plan in MN ($1.6B); by covered participants it is Blue Bell Creameries, Inc. Employee Stock Ownership Plan in TX (3,469 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.6B here).

Similar participant headcount

Nearest other-state filings by covered participants (3,494 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 Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO assets move in 2022? ▼
Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO pulled back noticeably - down 14.2% during 2022, from $1.9B to $1.6B. Reported net income was -$276M.
How have Board of Trustees Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO's sponsor-wide assets grew 24.6%, from $1.6B to $2.1B.
Where does Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO rank by assets among Form 5500 filers? ▼
Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which Profit Sharing plans are similar in size to Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO? ▼
Among Profit Sharing plans in other states, the closest by assets is Essentia Health Retirement Plan in MN ($1.6B, 14,444 participants).
Which Profit Sharing plans cover a similar participant headcount to Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Blue Bell Creameries, Inc. Employee Stock Ownership Plan in TX (3,469 participants, $42M 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 132899670.

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.