401(k) · DOL Form 5500 · 2022

Board of Trustees Iuoe Local 478 Annuity Fund 401(k) Plan

Data updated 2026-08-25

$297M
Total assets Near avg plan size
4,541
Participants Above avg headcount
97th
Percentile by assets National rank
$65,433
Avg per participant Low balance/head
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Official DOL plan name: Iuoe Local 478 Annuity Fund · Sponsored by Board of Trustees Iuoe Local 478 Annuity Fund · Connecticut · Construction

$297M in assets, 4,541 participants

Board of Trustees Iuoe Local 478 Annuity Fund's Iuoe Local 478 Annuity Fund reported $297M in total assets and 4,541 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #9,557 in Construction (9,927 peers)

Coverage in Connecticut

Iuoe Local 478 Annuity Fund covers 4,541 participants in Connecticut, 6.3x the typical Connecticut plan (state average ~718 per filing). Assets: $297M.

#9,557
in Construction (9,927 peers)
-13.7%
assets change YoY
3.0×
vs typical plan assets (national mean)

The plan reported a net loss of $47M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Iuoe Local 478 Annuity Fund's outsized position by total assets

Iuoe Local 478 Annuity Fund vs every filed plan by assets

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

$297,129,289 Top 3% higher than 97% 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

Iuoe Local 478 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. Iuoe Local 478 Annuity Fund lands in the large band (4,541 participants).

Plan-year Form 5500 strip

Filing strip 061230516 · Board of Trustees Iuoe Local 478 Annuity Fund PY 2022 · 401(k)

Iuoe Local 478 Annuity Fund · $297M · 4,541 · 97th

  • IND $297M
  • IND 4,541
  • IND 97th
  • IND 401(k)
  • IND near The Perficient, Inc. 401(k) Employee Savings Plan
  • IND ind #9557

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 Connecticut →

Iuoe Local 478 Annuity Fund in the asset neighbourhood

Savvas Learning Company LLC Retirement PlanSavvas Learning Company LLC …$297MThe Perficient, Inc. 401(k) Employee Savings PlanThe Perficient, Inc. 401(k) …$297MIuoe Local 478 Annuity Fund$297MKohler Co. 401(k) Savings PlanKohler Co. 401(k) Savings Pl…$297MFlsmidth 401(k) Plan Trust$297M
End-of-year total assets ($M) among Iuoe Local 478 Annuity Fund and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Connecticut filing particulars

Total Assets (Beginning of Year)$344M
Net Assets (End of Year)$297M
Net Income-$47M
Employer EIN061230516
Plan Effective Date1988-01-26
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Iuoe Local 478 Annuity Fund)

Sponsor-wide plan assets over time

All Board of Trustees Iuoe Local 478 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$377M 26.988949244919443% vs 2022
2024 filing year
$250M$300M$350M$400M 202220232024 $297M $377M ▲ +27.0%
Year Plans Participants Total Assets
2022 1 4,541 $297M
2023 1 4,723 $340M
2024 1 4,899 $377M

Nearby 401(k) Plans in Connecticut

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Iuoe Local 478 Annuity Fund vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 -200204060 Total assets ($B) Participants Iuoe Local 478 Annuity Fund, Total assets ($B): 0.297129289 · Participants: 4541Iuoe Local 478 Annuity FundUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Iuoe Local 478 Annuity Fund vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Iuoe Local 478 Annuity Fund side-by-side with 3 peers →

Iuoe Local 478 Annuity Fund's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is The Perficient, Inc. 401(k) Employee Savings Plan in MO ($297M); by covered participants it is Radial Retirement Savings Plan in PA (4,540 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($297M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,541 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 Iuoe Local 478 Annuity Fund assets move in 2022? ▼
Iuoe Local 478 Annuity Fund pulled back noticeably - down 13.7% during 2022, from $344M to $297M. Reported net income was -$47M.
How have Board of Trustees Iuoe Local 478 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Iuoe Local 478 Annuity Fund's sponsor-wide assets grew 27.0%, from $297M to $377M.
Where does Iuoe Local 478 Annuity Fund rank by assets among Form 5500 filers? ▼
Iuoe Local 478 Annuity Fund ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Iuoe Local 478 Annuity Fund? ▼
Among 401(k) plans in other states, the closest by assets is The Perficient, Inc. 401(k) Employee Savings Plan in MO ($297M, 2,823 participants).
Which 401(k) plans cover a similar participant headcount to Iuoe Local 478 Annuity Fund? ▼
Among 401(k) plans in other states, the closest by covered participants is Radial Retirement Savings Plan in PA (4,540 participants, $92M 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 061230516.

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.