Profit Sharing · DOL Form 5500 · 2023

Board of Trustees I.U.O.E. Annuity Local 137 137a 137b 137c 137r Profit Sharing Plan

Data updated 2026-08-11

$235M
Total assets: 778
Participants: 95th
Percentile by assets: $302,412
Avg per participant

Official DOL plan name: I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r · Sponsored by Board of Trustees I.U.O.E. Annuity Local 137 137a 137b 137c 137r · New York · Construction

$235M in assets, 778 participants

Board of Trustees I.U.O.E. Annuity Local 137 137a 137b 137c 137r's I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r reported $235M in total assets and 778 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

95th percentile by assets (of 127,072 plans)
#8,532 in Construction (9,030 peers)

Where I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r sits by assets

I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r sits in the top 5% of all filed plans by assets, $235M for 778 participants (~$302,412/participant), up 9.9% in 2023.

$235M
total plan assets (2023 EOY): 778
covered participants: 95th
percentile by assets (of 127,072 plans): $302,412
avg assets per participant

I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r reported net income rose from -$42M in the plan year 2022 filing to $21M in the plan year 2023 filing.
I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r reported participants fell from 880 in the plan year 2022 filing to 778 in the plan year 2023 filing.
I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r end-of-year assets rose from $214M in the plan year 2022 filing to $235M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

New York

Industry

Construction

I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r vs the 2023 asset distribution

By assets, I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$214M
Net Assets (End of Year)	$235M
Net Income	$21M
Employer EIN	133204596
Plan Effective Date	1983-12-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Board of Trustees I.U.O.E. Annuity Local 137 137a 137b 137c 137r)

Total plan assets by year, all Board of Trustees I.U.O.E. Annuity Local 137 137a 137b 137c 137r plans on file

Year	Plans	Participants	Total Assets
2022	1	880	$214M
2023	1	778	$235M
2024	1	745	$253M

Nearby Profit Sharing Plans in New York

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

I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r vs. nearby Profit Sharing plans in New York, assets vs. participants

Annuity Plan of the Electrical Industry $2.2B · 18,907
Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
The Research Foundation for Suny Retirement Plan $1.2B · 10,120
Mason Tenders District Council Annuity Fund $913M · 11,237

Compare I.U.O.E. Annuity Fund Local 137,137a,137… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r by total assets, not by location.

Dillon Companies, LLC Employees' Profit Sharing Plan (KS) $237M · 2,040
Chapman University Defined Contribution Retirement Plan (CA) $237M · 1,787
New Jersey Building Laborers Statewide Annuity Fund (NJ) $233M · 7,335
Cc Industries and Affiliates Profit Sharing Plan for Salaried Employees (IL) $233M · 309

Frequently Asked Questions

How did I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r assets move in 2023? ▼

I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r grew at a solid clip - up 9.9% during 2023, from $214M to $235M. Reported net income was $21M.

How have Board of Trustees I.U.O.E. Annuity Local 137 137a 137b 137c 137r plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees I.U.O.E. Annuity Local 137 137a 137b 137c 137r's sponsor-wide assets grew 18.3%, from $214M to $253M.

Where does I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r rank by assets among Form 5500 filers? ▼

I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which Profit Sharing plans are similar in size to I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r? ▼

Among Profit Sharing plans in other states, the closest by assets is Dillon Companies, LLC Employees' Profit Sharing Plan in KS ($237M, 2,040 participants).

Next read for I.U.O.E. Annuity Fund Local 137,137a,137…

Scale reading

Ways to act on I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r's numbers.

By total assets, I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r 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 I.U.O.E. Annuity Local 137 137a 137b 137c 137r's sponsor-wide assets have grown 18.3% since 2022 across 3 plan years on file. More Construction plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133204596.