Profit Sharing · DOL Form 5500 · 2022
Board of Trustees, Iuoe Local 965 Annuity Fund Profit Sharing Plan
Data updated 2026-08-11
- $15M
- Total assets
- 1,232
- Participants
- 73rd
- Percentile by assets
- $12,160
- Avg per participant
Official DOL plan name: Iuoe Local 965 Annuity Plan · Sponsored by Board of Trustees, Iuoe Local 965 Annuity Fund · Illinois · Other Services
$15M in assets, 1,232 participants
Board of Trustees, Iuoe Local 965 Annuity Fund's Iuoe Local 965 Annuity Plan reported $15M in total assets and 1,232 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.
- 73rd percentile by assets (of 139,126 plans)
- #7,085 in Other Services (8,398 peers)
Board of Trustees, Iuoe Local 965 Annuity Fund multi-year trail
Board of Trustees, Iuoe Local 965 Annuity Fund's plans moved +94.1% in assets from 2022 to 2024; this filing shows Iuoe Local 965 Annuity Plan at $15M / 1,232 participants.
- $15M
- total plan assets (2022 EOY)
- 1,232
- covered participants
- 73rd
- percentile by assets (of 139,126 plans)
- $12,160
- avg assets per participant
Where Iuoe Local 965 Annuity Plan sits by total assets
Iuoe Local 965 Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,980,628 Top 27% higher than 73% 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
Board of Trustees, Iuoe Local 965 Annuity Fund across 3 plan years on file
Across the 3 plan years Board of Trustees, Iuoe Local 965 Annuity Fund has on file (2022-2024), sponsor-wide plan assets have moved from $15M to $29M, a gain of 94.1%, while reported participants moved from 1,232 to 1,708 (+38.6%). Peak year by sponsor assets: 2024 ($29M); trough: 2022 ($15M).
Board of Trustees, Iuoe Local 965 Annuity Fund multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,232 | $15M |
| 2023 | 1 | 1,207 | $22M |
| 2024 | 1 | 1,708 | $29M |
Board of Trustees, Iuoe Local 965 Annuity Fund filing trail (2022)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $3M |
| Employer EIN | 462696118 |
| Plan Effective Date | 2013-05-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Illinois
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Iuoe Local 965 Annuity Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants
- W. W. Grainger, Inc. Retirement Savings Plan $3.0B · 17,181
- Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 $2.9B · 21,985
- Mcmaster-Carr Supply Company Profit Sharing Trust $2.5B · 4,327
- Mid-America Carpenters Regional Council Supplemental Retirement Plan $1.4B · 16,140
- Accenture United States Discretionary Profit Sharing Plan $893M · 10,992
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Iuoe Local 965 Annuity Plan by total assets, not by location.
- Gary C. Cappelletti, D.D.S., Inc. Profit Sharing Plan (CA) $15M · 7
- The Employees Retirement Plan of Coburn Supply Company, Inc. (TX) $15M · 47
- Long Beach Gastroenterology Associates, a Medical Group Employees Profit Sharing Plan (CA) $15M · 38
- University of Maryland Emergency Medicine Associates, P.a. Profit Sharing Plan and Trust (MD) $15M · 86
Frequently Asked Questions
How did Iuoe Local 965 Annuity Plan assets move in 2022? ▼
How have Board of Trustees, Iuoe Local 965 Annuity Fund plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Iuoe Local 965 Annuity Plan? ▼
Next read for Iuoe Local 965 Annuity Plan
Multi-year trail
Ways to act on Iuoe Local 965 Annuity Plan's numbers.
- By total assets, Iuoe Local 965 Annuity Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Illinois. Compare plans
- Board of Trustees, Iuoe Local 965 Annuity Fund's sponsor-wide assets have grown 94.1% since 2022 across 3 plan years on file. More Other Services plans