Profit Sharing · DOL Form 5500 · 2022
Board of Trustees I.U.O.E. Local 14-14b Annuity Fund Profit Sharing Plan
Data updated 2026-08-06
- $792M
- Total assets
- 1,251
- Participants
- 99th
- Percentile by assets
- $632,801
- Avg per participant
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.
- 99th percentile by assets (of 139,258 plans)
- #9,800 in Construction (9,938 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.
- $792M
- total plan assets (2022 EOY)
- 1,251
- covered participants
- 99th
- percentile by assets (of 139,258 plans)
- $632,801
- avg assets per participant
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 vs the 2022 asset distribution
By assets, I.U.O.E. Local 14-14b Annuity Fund outranks 99% of the 139,258 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 7.9x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $868M |
|---|---|
| Net Assets (End of Year) | $791M |
| Net Income | -$77M |
| Employer EIN | 136321935 |
| Plan Effective Date | 1970-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees I.U.O.E. Local 14-14b Annuity Fund)
| 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
- Annuity Plan of the Electrical Industry $2.0B · 19,997
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.6B · 3,494
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to I.U.O.E. Local 14-14b Annuity Fund by total assets, not by location.
- Disney Retirement Savings Plan (CA) $792M · 30,171
- Cedars-Sinai Health System Defined Contribution Retirement Plan (CA) $797M · 11,344
- The Defined Contribution Plan of the Methodist Hospital (TX) $752M · 27,959
- Maritime Association - I.L.a. Retirement Fund (TX) $743M · 3,941
Frequently Asked Questions
How did I.U.O.E. Local 14-14b Annuity Fund assets move in 2022? ▼
How have Board of Trustees I.U.O.E. Local 14-14b Annuity Fund plan assets changed over time? ▼
Where does I.U.O.E. Local 14-14b Annuity Fund rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to I.U.O.E. Local 14-14b Annuity Fund? ▼
Next read for I.U.O.E. Local 14-14b Annuity Fund
Scale reading
Ways to act on I.U.O.E. Local 14-14b Annuity Fund's numbers.
- By total assets, I.U.O.E. Local 14-14b Annuity Fund 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 I.U.O.E. Local 14-14b Annuity Fund's sponsor-wide assets have grown 8.1% since 2022 across 3 plan years on file. More Construction plans