401(k) · DOL Form 5500 · 2022
Board of Trustees I.U.O.E. Local 4 Annuity Fund 401(k) Plan
Data updated 2026-08-06
- $579M
- Total assets
- 6,666
- Participants
- 98th
- Percentile by assets
- $86,832
- Avg per participant
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.
- 98th percentile by assets (of 139,258 plans)
- #9,754 in Construction (9,938 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 ~641 per filing). Assets: $579M.
- $579M
- total plan assets (2022 EOY)
- 6,666
- covered participants
- 98th
- percentile by assets (of 139,258 plans)
- $86,832
- avg assets per participant
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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 641 participants across 3,941 plans. International Union of Operating Engineers Local 4 Annuity reports 6,666 participants - 10x that state average ($579M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $679M |
|---|---|
| Net Assets (End of Year) | $579M |
| Net Income | -$100M |
| Employer EIN | 043002474 |
| Plan Effective Date | 1987-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees I.U.O.E. Local 4 Annuity Fund)
| 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
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
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 $11.6T held by all Form 5500 filers in the national rollup , and 0.007% of 89,805,449 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 (401(k), $725M, 7,490 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to International Union of Operating Engineers Local 4 Annuity by total assets, not by location.
- Gerdau Ameristeel US 401(k) Retirement Plan (FL) $579M · 3,089
- Patterson Companies, Inc. 401(k) Plan (MN) $579M · 6,336
- Bellin Health 401(k) Retirement Plan (WI) $579M · 4,696
- Federated Mutual Insurance Company 401(k) Plan (MN) $578M · 2,696
Frequently Asked Questions
How did International Union of Operating Engineers Local 4 Annuity assets move in 2022? ▼
How have Board of Trustees I.U.O.E. Local 4 Annuity Fund plan assets changed over time? ▼
Where does International Union of Operating Engineers Local 4 Annuity rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to International Union of Operating Engineers Local 4 Annuity? ▼
Next read for International Union of Operating Enginee…
Filing takeaways
Ways to act on International Union of Operating Engineers Local 4 Annuity's numbers.
- By total assets, International Union of Operating Engineers Local 4 Annuity 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 Massachusetts. Compare plans
- Board of Trustees I.U.O.E. Local 4 Annuity Fund's sponsor-wide assets have grown 25.2% since 2022 across 3 plan years on file. More Construction plans