Profit Sharing · DOL Form 5500 · 2022
Bd of Trustees Annuity Fund of the Iuoe Lcl Union 94, 94a, 94b AFL-CIO Profit Sharing Plan
Data updated 2026-08-25
- $1.5B
- Total assets Very large vs avg
- 5,696
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $256,121
- Avg per participant Above avg balance/head
Official DOL plan name: Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO · Sponsored by Bd of Trustees Annuity Fund of the Iuoe Lcl Union 94, 94a, 94b AFL-CIO · New York · Construction
$1.5B in assets, 5,696 participants
Bd of Trustees Annuity Fund of the Iuoe Lcl Union 94, 94a, 94b AFL-CIO's Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO reported $1.5B in total assets and 5,696 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #9,865 in Construction (9,927 peers)
Coverage in New York
Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO covers 5,696 participants in New York, 7.1x the typical New York plan (state average ~798 per filing). Assets: $1.5B.
- #9,865
- in Construction (9,927 peers)
- -15.6%
- assets change YoY
- 15×
- vs typical plan assets (national mean)
The plan reported a net loss of $270M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO's outsized position by total assets
Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,458,865,603 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO'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. Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO lands in the large band (5,696 participants).
EBSA filing schedule strip
Filing strip 136817367 · Bd of Trustees Annuity Fund of the Iuoe Lcl Union 94, 94a, 94b AFL-CIO PY 2022 · Profit Sharing
Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO · $1.5B · 5,696 · 99th
- PHOTO $1.5B
- PHOTO 5,696
- PHOTO 99th
- PHOTO Profit Sharing
- PHOTO near Nfl Player Annuity Program
- PHOTO ind #9865
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 New York →
Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $1.7B |
|---|---|
| Net Assets (End of Year) | $1.5B |
| Net Income | -$270M |
| Employer EIN | 136817367 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bd of Trustees Annuity Fund of the Iuoe Lcl Union 94, 94a, 94b AFL-CIO)
Sponsor-wide plan assets over time
All Bd of Trustees Annuity Fund of the Iuoe Lcl Union 94, 94a, 94b AFL-CIO plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.8B 24.878362904276386% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,696 | $1.5B |
| 2023 | 1 | 5,807 | $1.7B |
| 2024 | 1 | 5,817 | $1.8B |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.0B · 19,997
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.6B · 3,494
- The Research Foundation for Suny Retirement Plan $1.1B · 11,139
- Mason Tenders District Council Annuity Fund $837M · 11,072
- I.U.O.E. Local 14-14b Annuity Fund $792M · 1,251
Scale composition for Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO
Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO reports $1.5B in end-of-year assets across 5,696 participants (0.012% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $256,121 per participant (1.9x the national average assets-per-participant) . Net income for plan year 2022 was -$270M.
This plan identity (EIN 136817367, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.5B to $1.8B (+24.9%) while covered participants moved from 5,696 to 5,817 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,696 | $1.5B | This page |
| 2023 | 5,807 | $1.7B | Open filing |
| 2024 · index core | 5,817 | $1.8B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO (Profit Sharing, $1.8B, 5,817 participants)
Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Nfl Player Annuity Program in MD ($1.4B); by covered participants it is Loyal Source Government Services 401(a) Plan in FL (5,742 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.5B here).
- Nfl Player Annuity Program (MD) $1.4B · 2,781
- Baylor College of Medicine Retirement Plan (TX) $1.4B · 9,875
- University of Pennsylvania Basic Plan (PA) $1.4B · 14,515
- Mid-America Carpenters Regional Council Supplemental Retirement Plan (IL) $1.4B · 16,140
Similar participant headcount
Nearest other-state filings by covered participants (5,696 participants); asset peers above are excluded.
- Loyal Source Government Services 401(a) Plan (FL) 5,742 · 46 off
- Management & Training Corporation Retirement Plan (UT) 5,762 · 66 off
- Plumbers' Retirement Savings Fund, Local 130, U.a. (IL) 5,854 · 158 off
- Regions Hospital Retirement Savings 401(k) Plan (MN) 5,861 · 165 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.