Profit Sharing · DOL Form 5500 · 2022

Board of Trustees I.U.O.E. Local 14-14b Annuity Fund Profit Sharing Plan

Data updated 2026-08-25

$792M
Total assets Above avg plan size
1,251
Participants Near avg headcount
99th
Percentile by assets National rank
$632,801
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: I.U.O.E. Local 14-14b Annuity Fund · Sponsored by Board of Trustees I.U.O.E. Local 14-14b Annuity Fund · New York · Construction

$792M in assets, 1,251 participants

Board of Trustees I.U.O.E. Local 14-14b Annuity Fund's I.U.O.E. Local 14-14b Annuity Fund reported $792M in total assets and 1,251 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.

  • #9,789 in Construction (9,927 peers)

Where I.U.O.E. Local 14-14b Annuity Fund sits by assets

I.U.O.E. Local 14-14b Annuity Fund sits among the largest 1% of all filed plans, $792M for 1,251 participants (~$632,801/participant), down 8.8% in 2022.

#9,789
in Construction (9,927 peers)
-8.8%
assets change YoY
7.9×
vs typical plan assets (national mean)

The plan reported a net loss of $77M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

I.U.O.E. Local 14-14b Annuity Fund's outsized position by total assets

I.U.O.E. Local 14-14b Annuity Fund vs every filed plan by assets

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

$791,633,676 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

I.U.O.E. Local 14-14b Annuity 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 14-14b Annuity Fund lands in the large band (1,251 participants).

EBSA filing schedule strip

Filing strip 136321935 · Board of Trustees I.U.O.E. Local 14-14b Annuity Fund PY 2022 · Profit Sharing

I.U.O.E. Local 14-14b Annuity Fund · $792M · 1,251 · 99th

  • EOY $792M
  • 5500 1,251
  • ASSETS 99th
  • PCT Profit Sharing
  • EIN near Disney Retirement Savings Plan
  • RANK ind #9789

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 →

I.U.O.E. Local 14-14b Annuity Fund in the asset neighbourhood

Cedars-Sinai Health System Defined Contribution Retirement PlanCedars-Sinai Health System D…$797MI.U.O.E. Local 14-14b Annuity FundI.U.O.E. Local 14-14b Annuit…$792MDisney Retirement Savings PlanDisney Retirement Savings Pl…$792MThe Defined Contribution Plan of the Methodist HospitalThe Defined Contribution Pla…$752MMaritime Association - I.L.a. Retirement FundMaritime Association - I.L.a…$743M
End-of-year total assets ($M) among I.U.O.E. Local 14-14b Annuity Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$868M
Net Assets (End of Year)$791M
Net Income-$77M
Employer EIN136321935
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees I.U.O.E. Local 14-14b Annuity Fund)

Sponsor-wide plan assets over time

All Board of Trustees I.U.O.E. Local 14-14b Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$856M 8.108494111107015% vs 2022
2024 filing year
$780M$800M$820M$840M$860M$880M 202220232024 $792M $856M ▲ +8.1%
Year Plans Participants Total Assets
2022 1 1,251 $792M
2023 1 1,187 $835M
2024 1 1,168 $856M

Nearby Profit Sharing Plans in New York

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

I.U.O.E. Local 14-14b Annuity Fund vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 0.511.522.5 Total assets ($B) Participants I.U.O.E. Local 14-14b Annuity Fund, Total assets ($B): 0.791633676 · Participants: 1251I.U.O.E. Local 14-14b Annuity FundAnnuity Plan of the Electrical Industry, Total assets ($B): 1.982735962 · Participants: 19997Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.649838154 · Participants: 3494Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity 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 Fund
I.U.O.E. Local 14-14b Annuity Fund vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare I.U.O.E. Local 14-14b Annuity Fund side-by-side with 3 peers →

I.U.O.E. Local 14-14b Annuity Fund's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Disney Retirement Savings Plan in CA ($792M); by covered participants it is Knox Community Hospital Employees Retirement Plan in OH (1,252 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,251 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 14-14b Annuity Fund assets move in 2022? ▼
I.U.O.E. Local 14-14b Annuity Fund pulled back noticeably - down 8.8% during 2022, from $868M to $792M. Reported net income was -$77M.
How have Board of Trustees I.U.O.E. Local 14-14b Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees I.U.O.E. Local 14-14b Annuity Fund's sponsor-wide assets grew 8.1%, from $792M to $856M.
Where does I.U.O.E. Local 14-14b Annuity Fund rank by assets among Form 5500 filers? ▼
I.U.O.E. Local 14-14b Annuity Fund 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 I.U.O.E. Local 14-14b Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is Disney Retirement Savings Plan in CA ($792M, 30,171 participants).
Which Profit Sharing plans cover a similar participant headcount to I.U.O.E. Local 14-14b Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Knox Community Hospital Employees Retirement Plan in OH (1,252 participants, $38M 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 136321935.

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.