401(k) · DOL Form 5500 · 2022
Board of Trustees Iuoe Local 478 Annuity Fund 401(k) Plan
Data updated 2026-08-11
- $297M
- Total assets
- 4,541
- Participants
- 97th
- Percentile by assets
- $65,433
- Avg per participant
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.
- 97th percentile by assets (of 139,126 plans)
- #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.
- $297M
- total plan assets (2022 EOY)
- 4,541
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $65,433
- avg assets per participant
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.
Participants vs Connecticut filers
In Connecticut, the average filing covers about 718 participants across 1,906 plans. Iuoe Local 478 Annuity Fund reports 4,541 participants - 6.3x that state average ($297M EOY assets).
Connecticut filing particulars
| Total Assets (Beginning of Year) | $344M |
|---|---|
| Net Assets (End of Year) | $297M |
| Net Income | -$47M |
| Employer EIN | 061230516 |
| Plan Effective Date | 1988-01-26 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Iuoe Local 478 Annuity Fund)
| 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
- United Technologies Corporation Employee Savings Plan $48.9B · 55,762
- GE Retirement Savings Plan $24.8B · 57,522
- Citi Retirement Savings Plan $17.4B · 70,070
- The Hartford Investment and Savings Plan $5.6B · 17,724
- Xerox Corporation Savings Plan $3.6B · 11,876
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Iuoe Local 478 Annuity Fund by total assets, not by location.
- The Perficient, Inc. 401(k) Employee Savings Plan (MO) $297M · 2,823
- Kohler Co. 401(k) Savings Plan (WI) $297M · 6,729
- Flsmidth 401(k) Plan Trust (PA) $297M · 1,512
- Savvas Learning Company LLC Retirement Plan (AZ) $297M · 1,403
Frequently Asked Questions
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How have Board of Trustees Iuoe Local 478 Annuity Fund plan assets changed over time? ▼
Where does Iuoe Local 478 Annuity Fund rank by assets among Form 5500 filers? ▼
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Next read for Iuoe Local 478 Annuity Fund
Filing takeaways
Ways to act on Iuoe Local 478 Annuity Fund's numbers.
- By total assets, Iuoe Local 478 Annuity Fund 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 Connecticut. Compare plans
- Board of Trustees Iuoe Local 478 Annuity Fund's sponsor-wide assets have grown 27.0% since 2022 across 3 plan years on file. More Construction plans