Profit Sharing · DOL Form 5500 · 2023

Board of Trustees Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO Profit Sharing Plan

Data updated 2026-08-06

$1.9B
Total assets: 3,402
Participants: 99th
Percentile by assets: $549,696
Avg per participant

Official DOL plan name: Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO · Sponsored by Board of Trustees Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO · New York · Construction

$1.9B in assets, 3,402 participants

Board of Trustees Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO's Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO reported $1.9B in total assets and 3,402 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

99th percentile by assets (of 126,618 plans)
#8,937 in Construction (8,993 peers)

Coverage in New York

Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO covers 3,402 participants in New York, 4.3x the typical New York plan (state average ~795 per filing). Assets: $1.9B.

$1.9B
total plan assets (2023 EOY): 3,402
covered participants: 99th
percentile by assets (of 126,618 plans): $549,696
avg assets per participant

Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO reported net income rose from -$276M in the plan year 2022 filing to $219M in the plan year 2023 filing.
Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO end-of-year assets rose from $1.6B in the plan year 2022 filing to $1.9B in the plan year 2023 filing.
Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO reported participants fell from 3,494 in the plan year 2022 filing to 3,402 in the plan year 2023 filing.

See the national 2023→2024 release diff →

State

New York

Industry

Construction

Participants vs New York filers

In New York, the average filing covers about 795 participants across 8,491 plans. Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO reports 3,402 participants - 4.3x that state average ($1.9B EOY assets).

New York filing particulars

Total Assets (Beginning of Year)	$1.6B
Net Assets (End of Year)	$1.9B
Net Income	$219M
Employer EIN	132899670
Plan Effective Date	1977-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Board of Trustees Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO)

Total plan assets by year, all Board of Trustees Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO plans on file

Year	Plans	Participants	Total Assets
2022	1	3,494	$1.6B
2023	1	3,402	$1.9B
2024	1	3,278	$2.1B

Nearby Profit Sharing Plans in New York

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

Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO vs. nearby Profit Sharing plans in New York, assets vs. participants

Annuity Plan of the Electrical Industry $2.2B · 18,907
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
Rochester Regional Health 403(b) Defined Contribution Plan $861M · 15,433

Compare Annuity Fund Iuoe Local 15, 15a, 15c, 15… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO by total assets, not by location.

Prisma Health Retirement Savings Plan (SC) $1.9B · 28,745
Essentia Health Retirement Plan (MN) $1.9B · 15,491
Mid-America Carpenters Regional Council Supplemental Retirement Plan (IL) $1.8B · 16,214
Henry Ford Health System Retirement Savings Plan (MI) $1.7B · 14,349

Frequently Asked Questions

How did Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO assets move in 2023? ▼

Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO grew at a solid clip - up 13.3% during 2023, from $1.6B to $1.9B. Reported net income was $219M.

How have Board of Trustees Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO's sponsor-wide assets grew 24.6%, from $1.6B to $2.1B.

Where does Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO rank by assets among Form 5500 filers? ▼

Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO ranks in the 99th percentile by end-of-year assets among 126,618 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).

Which Profit Sharing plans are similar in size to Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO? ▼

Among Profit Sharing plans in other states, the closest by assets is Prisma Health Retirement Savings Plan in SC ($1.9B, 28,745 participants).

Next read for Annuity Fund Iuoe Local 15, 15a, 15c, 15…

Filing takeaways

Ways to act on Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO's numbers.

By total assets, Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
Board of Trustees Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO's sponsor-wide assets have grown 24.6% 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 132899670.