Profit Sharing · DOL Form 5500 · 2022
Board of Trustees Local 138, 138a, 138b & 138c Iuoe Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $330M
- Total assets Above avg plan size
- 1,221
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $270,536
- Avg per participant High balance/head
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.
- #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.
- #8,775
- in Finance & Insurance (9,261 peers)
- +9.4%
- assets growth YoY
- 3.3×
- vs typical plan assets (national mean)
Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund's outsized position by total assets
Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$330,324,870 Top 3% higher than 97% 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
Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund'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. Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund lands in the large band (1,221 participants).
Form 5500 schedule snapshot
Filing strip 112653717 · Board of Trustees Local 138, 138a, 138b & 138c Iuoe Annuity Fund PY 2022 · Profit Sharing
Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund · $330M · 1,221 · 97th
- PCT $330M
- EIN 1,221
- RANK 97th
- PHOTO Profit Sharing
- IND near I. B. E. W. Local Union No. 124 Annuity Plan
- EOY ind #8775
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 Finance & Insurance retirement plans → · Plans in New York →
Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees Local 138, 138a, 138b & 138c Iuoe Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $390M 17.919155163824026% vs 2022
- 2024 filing year
| 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.
- 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
Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is I. B. E. W. Local Union No. 124 Annuity Plan in MO ($328M); by covered participants it is Easter Seals New Jersey Tax Sheltered Annuity Plan in NJ (1,222 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($330M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,221 participants); asset peers above are excluded.
- Easter Seals New Jersey Tax Sheltered Annuity Plan (NJ) 1,222 · 1 off
- Abbvie Puerto Rico Savings Plan (IL) 1,223 · 2 off
- Milestone Retirement Communities 401(k) Plan (WA) 1,224 · 3 off
- Iuoe Local 965 Annuity Plan (IL) 1,232 · 11 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.