401(k) · DOL Form 5500 · 2022
Board of Trustees Iuoe Local 399 Deferred Compensation Savings Plan 401(k) Plan
Data updated 2026-08-11
- $262M
- Total assets
- 6,389
- Participants
- 96th
- Percentile by assets
- $40,993
- Avg per participant
Official DOL plan name: Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan · Sponsored by Board of Trustees Iuoe Local 399 Deferred Compensation Savings Plan · Illinois · Construction
$262M in assets, 6,389 participants
Board of Trustees Iuoe Local 399 Deferred Compensation Savings Plan's Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan reported $262M in total assets and 6,389 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 139,126 plans)
- #9,522 in Construction (9,927 peers)
Coverage in Illinois
Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan covers 6,389 participants in Illinois, 8.2x the typical Illinois plan (state average ~779 per filing). Assets: $262M.
- $262M
- total plan assets (2022 EOY)
- 6,389
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $40,993
- avg assets per participant
The plan reported a net loss of $54M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan reports 6,389 participants - 8.2x that state average ($262M EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $316M |
|---|---|
| Net Assets (End of Year) | $262M |
| Net Income | -$54M |
| Employer EIN | 364026691 |
| Plan Effective Date | 1995-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Iuoe Local 399 Deferred Compensation Savings Plan)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,389 | $262M |
| 2023 | 1 | 7,215 | $306M |
| 2024 | 1 | 4,790 | $346M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Scale composition for Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan
Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan reports $262M in end-of-year assets across 6,389 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $40,993 per participant (30% of the national average assets-per-participant) . Net income for plan year 2022 was -$54M.
This plan identity (EIN 364026691, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $262M to $346M (+32.0%) while covered participants moved from 6,389 to 4,790 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,389 | $262M | This page |
| 2023 | 7,215 | $306M | Open filing |
| 2024 · index core | 4,790 | $346M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan (401(k), $346M, 4,790 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan by total assets, not by location.
- Academy, Ltd. 401(k) Profit Sharing Plan (TX) $262M · 23,398
- Elliott Section 401(k) Plan (FL) $262M · 400
- Altra Industrial Motion Corp. 401(k) Savings Plan (MA) $262M · 3,412
- American Woodmark Corporation Retirement Savings Plan (VA) $262M · 7,809
Frequently Asked Questions
How did Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan assets move in 2022? ▼
How have Board of Trustees Iuoe Local 399 Deferred Compensation Savings Plan plan assets changed over time? ▼
Where does Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan? ▼
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Filing takeaways
Ways to act on Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan's numbers.
- By total assets, Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
- Board of Trustees Iuoe Local 399 Deferred Compensation Savings Plan's sponsor-wide assets have grown 32.0% since 2022 across 3 plan years on file. More Construction plans