Profit Sharing · DOL Form 5500 · 2022
Board of Trustees Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO Profit Sharing Plan
Data updated 2026-08-11
- $1.6B
- Total assets
- 3,494
- Participants
- 99th
- Percentile by assets
- $472,192
- Avg per participant
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.
- 99th percentile by assets (of 139,126 plans)
- #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.
- $1.6B
- total plan assets (2022 EOY)
- 3,494
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $472,192
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO reports 3,494 participants - 4.4x that state average ($1.6B EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $1.9B |
|---|---|
| Net Assets (End of Year) | $1.6B |
| Net Income | -$276M |
| Employer EIN | 132899670 |
| Plan Effective Date | 1977-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO)
| 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
- Annuity Plan of the Electrical Industry $2.0B · 19,997
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.5B · 5,696
- The Research Foundation for Suny Retirement Plan $1.1B · 11,139
- Mason Tenders District Council Annuity Fund $837M · 11,072
- I.U.O.E. Local 14-14b Annuity Fund $792M · 1,251
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO by total assets, not by location.
- Essentia Health Retirement Plan (MN) $1.6B · 14,444
- Prisma Health Retirement Savings Plan (SC) $1.6B · 27,548
- Henry Ford Health System Retirement Savings Plan (MI) $1.6B · 15,480
- Princeton University Retirement Plan (NJ) $1.8B · 8,141
Frequently Asked Questions
How did Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO assets move in 2022? ▼
How have Board of Trustees Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO plan assets changed over time? ▼
Where does Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO? ▼
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Filing takeaways
Ways to act on Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO's numbers.
- By total assets, Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- Board of Trustees Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO's sponsor-wide assets have grown 24.6% since 2022 across 3 plan years on file. More Construction plans