Profit Sharing · DOL Form 5500 · 2022
Board of Trustees, Iuoe Local 965 Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 1,232
- Participants Near avg headcount
- 73rd
- Percentile by assets National rank
- $12,160
- Avg per participant Low balance/head
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.
- #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.
- #7,085
- in Other Services (8,398 peers)
- +27.1%
- assets growth YoY
Iuoe Local 965 Annuity Plan's outsized position 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
Iuoe Local 965 Annuity Plan'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. Iuoe Local 965 Annuity Plan lands in the large band (1,232 participants).
Published 5500 schedule card
Filing strip 462696118 · Board of Trustees, Iuoe Local 965 Annuity Fund PY 2022 · Profit Sharing
Iuoe Local 965 Annuity Plan · $15M · 1,232 · 73rd
- BOY $15M
- BOY 1,232
- BOY 73rd
- BOY Profit Sharing
- BOY near Gary C. Cappelletti, D.D.S., Inc. Profit Sharing Plan
- BOY ind #7085
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 Other Services retirement plans → · Plans in Illinois →
Iuoe Local 965 Annuity Plan in the asset neighbourhood
Board of Trustees, Iuoe Local 965 Annuity Fund multi-year asset trail
Sponsor-wide plan assets over time
All Board of Trustees, Iuoe Local 965 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 94.1100600054951% vs 2022
- 2024 filing year
| 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.
- 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
Iuoe Local 965 Annuity Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Illinois, the nearest Profit Sharing by assets is Gary C. Cappelletti, D.D.S., Inc. Profit Sharing Plan in CA ($15M); by covered participants it is Snf Holding Company Retirement Savings Plan in GA (1,240 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,232 participants); asset peers above are excluded.
- Snf Holding Company Retirement Savings Plan (GA) 1,240 · 8 off
- Milestone Retirement Communities 401(k) Plan (WA) 1,224 · 8 off
- Easter Seals New Jersey Tax Sheltered Annuity Plan (NJ) 1,222 · 10 off
- Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund (NY) 1,221 · 11 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.