401(k) · DOL Form 5500 · 2022

Board of Trustees I.U.O.E. Local 4 Annuity Fund 401(k) Plan

Data updated 2026-08-25

$579M
Total assets Above avg plan size
6,666
Participants Above avg headcount
98th
Percentile by assets National rank
$86,832
Avg per participant Below avg balance/head
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Official DOL plan name: International Union of Operating Engineers Local 4 Annuity · Sponsored by Board of Trustees I.U.O.E. Local 4 Annuity Fund · Massachusetts · Construction

$579M in assets, 6,666 participants

Board of Trustees I.U.O.E. Local 4 Annuity Fund's International Union of Operating Engineers Local 4 Annuity reported $579M in total assets and 6,666 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #9,743 in Construction (9,927 peers)

Coverage in Massachusetts

International Union of Operating Engineers Local 4 Annuity covers 6,666 participants in Massachusetts, 10x the typical Massachusetts plan (state average ~659 per filing). Assets: $579M.

#9,743
in Construction (9,927 peers)
-14.7%
assets change YoY
5.8×
vs typical plan assets (national mean)

The plan reported a net loss of $100M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

International Union of Operating Engineers Local 4 Annuity's outsized position by total assets

International Union of Operating Engineers Local 4 Annuity vs every filed plan by assets

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

$578,820,811 Top 2% higher than 98% 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

International Union of Operating Engineers Local 4 Annuity'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. International Union of Operating Engineers Local 4 Annuity lands in the large band (6,666 participants).

Plan-year Form 5500 strip

Filing strip 043002474 · Board of Trustees I.U.O.E. Local 4 Annuity Fund PY 2022 · 401(k)

International Union of Operating Engineers Local 4 Annuity · $579M · 6,666 · 98th

  • NET $579M
  • NET 6,666
  • NET 98th
  • NET 401(k)
  • NET near Gerdau Ameristeel US 401(k) Retirement Plan
  • NET ind #9743

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 Massachusetts →

International Union of Operating Engineers Local 4 Annuity in the asset neighbourhood

Bellin Health 401(k) Retirement PlanBellin Health 401(k) Retirem…$579MGerdau Ameristeel US 401(k) Retirement PlanGerdau Ameristeel US 401(k) …$579MPatterson Companies, Inc. 401(k) PlanPatterson Companies, Inc. 40…$579MInternational Union of Operating Engineers Local 4 AnnuityInternational Union of Opera…$579MFederated Mutual Insurance Company 401(k) PlanFederated Mutual Insurance C…$578M
End-of-year total assets ($M) among International Union of Operating Engineers Local 4 Annuity and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$679M
Net Assets (End of Year)$579M
Net Income-$100M
Employer EIN043002474
Plan Effective Date1987-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees I.U.O.E. Local 4 Annuity Fund)

Sponsor-wide plan assets over time

All Board of Trustees I.U.O.E. Local 4 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$725M 25.18990648385654% vs 2022
2024 filing year
$550M$600M$650M$700M$750M 202220232024 $579M $725M ▲ +25.2%
Year Plans Participants Total Assets
2022 1 6,666 $579M
2023 1 6,814 $655M
2024 1 7,490 $725M

Nearby 401(k) Plans in Massachusetts

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

International Union of Operating Engineers Local 4 Annuity vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 0100002000030000400005000060000 -50510152025 Total assets ($B) Participants International Union of Operating Engineers Local 4 Annuity, Total assets ($B): 0.578820811 · Participants: 6666International Union of Operating Engineers Local 4 AnnuityFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
International Union of Operating Engineers Local 4 Annuity vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare International Union of Operating Engineers Local 4 Annuity side-by-side with 3 peers →

Scale composition for International Union of Operating Engineers Local 4 Annuity

International Union of Operating Engineers Local 4 Annuity reports $579M in end-of-year assets across 6,666 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $86,832 per participant (63% of the national average assets-per-participant) . Net income for plan year 2022 was -$100M.

This plan identity (EIN 043002474, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $579M to $725M (+25.2%) while covered participants moved from 6,666 to 7,490 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 6,666 $579M This page
2023 6,814 $655M Open filing
2024 · index core 7,490 $725M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

International Union of Operating Engineers Local 4 Annuity's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Gerdau Ameristeel US 401(k) Retirement Plan in FL ($579M); by covered participants it is Aerojet Rocketdyne Retirement Savings Plan in CA (6,668 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($579M here).

Similar participant headcount

Nearest other-state filings by covered participants (6,666 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 International Union of Operating Engineers Local 4 Annuity assets move in 2022? ▼
International Union of Operating Engineers Local 4 Annuity pulled back noticeably - down 14.7% during 2022, from $679M to $579M. Reported net income was -$100M.
How have Board of Trustees I.U.O.E. Local 4 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees I.U.O.E. Local 4 Annuity Fund's sponsor-wide assets grew 25.2%, from $579M to $725M.
Where does International Union of Operating Engineers Local 4 Annuity rank by assets among Form 5500 filers? ▼
International Union of Operating Engineers Local 4 Annuity ranks in the 98th 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 International Union of Operating Engineers Local 4 Annuity? ▼
Among 401(k) plans in other states, the closest by assets is Gerdau Ameristeel US 401(k) Retirement Plan in FL ($579M, 3,089 participants).
Which 401(k) plans cover a similar participant headcount to International Union of Operating Engineers Local 4 Annuity? ▼
Among 401(k) plans in other states, the closest by covered participants is Aerojet Rocketdyne Retirement Savings Plan in CA (6,668 participants, $1.1B 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 043002474.

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.