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 2026-08-25

$235M
Total assets Near avg plan size
778
Participants Near avg headcount
95th
Percentile by assets National rank
$302,412
Avg per participant High balance/head
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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.

  • #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.

#8,532
in Construction (9,030 peers)
+9.9%
assets growth YoY
2.4×
vs typical plan assets (national mean)

I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r's outsized position by total assets

I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$235,276,622 Top 5% higher than 95% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r sits mid-pack in the medium band (778 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

Form 5500 schedule snapshot

Filing strip 133204596 · Board of Trustees I.U.O.E. Annuity Local 137 137a 137b 137c 137r PY 2023 · Profit Sharing

I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r · $235M · 778 · 95th

  • SCH $235M
  • EBSA 778
  • PART 95th
  • TYPE Profit Sharing
  • NET near Dillon Companies, LLC Employees' Profit Sharing Plan
  • BOOK ind #8532

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 Construction retirement plans → · Plans in New York →

I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r in the asset neighbourhood

Chapman University Defined Contribution Retirement PlanChapman University Defined C…$237MDillon Companies, LLC Employees' Profit Sharing PlanDillon Companies, LLC Employ…$237MI.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137rI.U.O.E. Annuity Fund Local …$235MNew Jersey Building Laborers Statewide Annuity FundNew Jersey Building Laborers…$233MCc Industries and Affiliates Profit Sharing Plan for Salaried EmployeesCc Industries and Affiliates…$233M
End-of-year total assets ($M) among I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$214M
Net Assets (End of Year)$235M
Net Income$21M
Employer EIN133204596
Plan Effective Date1983-12-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Board of Trustees I.U.O.E. Annuity Local 137 137a 137b 137c 137r plans reported in each filing year

Latest sponsor-wide plan assets
$253M 18.331056396961188% vs 2022
2024 filing year
$200M$220M$240M$260M 202220232024 $214M $253M ▲ +18.3%
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 Scatter plot of 6 data points. -500005000100001500020000 00.511.522.5 Total assets ($B) Participants I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r, Total assets ($B): 0.235276622 · Participants: 778I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137rAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r side-by-side with 3 peers →

I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Dillon Companies, LLC Employees' Profit Sharing Plan in KS ($237M); by covered participants it is Canadian Pacific U.S. Salaried Retirement Income Plan in MN (777 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which Profit Sharing plans cover a similar participant headcount to I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Canadian Pacific U.S. Salaried Retirement Income Plan in MN (777 participants, $19M in assets).

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.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.