Profit Sharing · DOL Form 5500 · 2022

Board of Trustees Local 138, 138a, 138b & 138c Iuoe Annuity Fund Profit Sharing Plan

Data updated 2026-08-11

$330M
Total assets: 1,221
Participants: 97th
Percentile by assets: $270,536
Avg per participant

Official DOL plan name: Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund · Sponsored by Board of Trustees Local 138, 138a, 138b & 138c Iuoe Annuity Fund · New York · Finance & Insurance

$330M in assets, 1,221 participants

Board of Trustees Local 138, 138a, 138b & 138c Iuoe Annuity Fund's Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund reported $330M in total assets and 1,221 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

97th percentile by assets (of 139,126 plans)
#8,775 in Finance & Insurance (9,261 peers)

Where Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund sits by assets

Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund sits in the top 5% of all filed plans by assets, $330M for 1,221 participants (~$270,536/participant), up 9.4% in 2022.

$330M
total plan assets (2022 EOY): 1,221
covered participants: 97th
percentile by assets (of 139,126 plans): $270,536
avg assets per participant

State

New York

Industry

Finance & Insurance

Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund vs the 2022 asset distribution

By assets, Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund outranks 97% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 3.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)	$302M
Net Assets (End of Year)	$328M
Net Income	$29M
Employer EIN	112653717
Plan Effective Date	1983-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Board of Trustees Local 138, 138a, 138b & 138c Iuoe Annuity Fund)

Total plan assets by year, all Board of Trustees Local 138, 138a, 138b & 138c Iuoe Annuity Fund plans on file

Year	Plans	Participants	Total Assets
2022	1	1,221	$330M
2023	1	1,544	$359M
2024	1	1,338	$390M

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund vs. nearby Profit Sharing plans in New York, assets vs. participants

Annuity Plan of the Electrical Industry $2.0B · 19,997
Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.6B · 3,494
Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.5B · 5,696
The Research Foundation for Suny Retirement Plan $1.1B · 11,139
Mason Tenders District Council Annuity Fund $837M · 11,072

Compare Local 138, 138a, 138b & 138c Internati o… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund by total assets, not by location.

I. B. E. W. Local Union No. 124 Annuity Plan (MO) $328M · 3,250
Wgu Retirement Savings Plan (UT) $327M · 7,193
Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust (MO) $325M · 3,378
The Savings Plan for Lilly Affiliate Employees in Puerto Rico (PR) $336M · 1,038

Frequently Asked Questions

How did Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund assets move in 2022? ▼

Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund grew at a solid clip - up 9.4% during 2022, from $302M to $330M. Reported net income was $29M.

How have Board of Trustees Local 138, 138a, 138b & 138c Iuoe Annuity Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees Local 138, 138a, 138b & 138c Iuoe Annuity Fund's sponsor-wide assets grew 17.9%, from $330M to $390M.

Where does Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund rank by assets among Form 5500 filers? ▼

Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund ranks in the 97th 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 Profit Sharing plans are similar in size to Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund? ▼

Among Profit Sharing plans in other states, the closest by assets is I. B. E. W. Local Union No. 124 Annuity Plan in MO ($328M, 3,250 participants).

Next read for Local 138, 138a, 138b & 138c Internati o…

Scale reading

Ways to act on Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund's numbers.

By total assets, Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
Board of Trustees Local 138, 138a, 138b & 138c Iuoe Annuity Fund's sponsor-wide assets have grown 17.9% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 112653717.