Profit Sharing · DOL Form 5500 · 2023
Board of Trustees Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO Profit Sharing Plan
Data updated 2026-08-25
- $1.9B
- Total assets Very large vs avg
- 3,402
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $549,696
- Avg per participant High balance/head
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.
- #8,974 in Construction (9,030 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 ~798 per filing). Assets: $1.9B.
- #8,974
- in Construction (9,030 peers)
- +13.3%
- assets growth YoY
- 19×
- vs typical plan assets (national mean)
Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO's outsized position by total assets
Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,870,067,356 Top 1% higher than 99% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO lands in the large band (3,402 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 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.
Published 5500 schedule card
Filing strip 132899670 · Board of Trustees Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO PY 2023 · Profit Sharing
Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO · $1.9B · 3,402 · 99th
- 5500 $1.9B
- 5500 3,402
- 5500 99th
- 5500 Profit Sharing
- 5500 near Prisma Health Retirement Savings Plan
- 5500 ind #8974
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 →
Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.1B 24.63321593179739% vs 2022
- 2024 filing year
| 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 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
Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Prisma Health Retirement Savings Plan in SC ($1.9B); by covered participants it is American Heart Association, Inc. Qualified Retirement Plan in TX (3,455 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.9B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (3,402 participants); asset peers above are excluded.
- American Heart Association, Inc. Qualified Retirement Plan (TX) 3,455 · 53 off
- I. B. E. W. Local Union No. 124 Annuity Plan (MO) 3,338 · 64 off
- The Access Pooled Employer Plan - Series 1 (TX) 3,333 · 69 off
- Peacehealth Southwest Medical Center Employer Contribution Plan (WA) 3,300 · 102 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.