Profit Sharing · DOL Form 5500 · 2023

Bd of Trustees Iuoe Local 30 Annuity Fund Profit Sharing Plan

Data updated 2026-08-25

$483M
Total assets Above avg plan size
4,593
Participants Above avg headcount
97th
Percentile by assets National rank
$105,112
Avg per participant Below avg balance/head
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Official DOL plan name: Iuoe Local 30 Annuity Fund · Sponsored by Bd of Trustees Iuoe Local 30 Annuity Fund · New York · Construction

$483M in assets, 4,593 participants

Bd of Trustees Iuoe Local 30 Annuity Fund's Iuoe Local 30 Annuity Fund reported $483M in total assets and 4,593 participants in its 2023 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.

  • #8,763 in Construction (9,030 peers)

Coverage in New York

Iuoe Local 30 Annuity Fund covers 4,593 participants in New York, 5.8x the typical New York plan (state average ~798 per filing). Assets: $483M.

#8,763
in Construction (9,030 peers)
+13.8%
assets growth YoY
4.8×
vs typical plan assets (national mean)

Iuoe Local 30 Annuity Fund's outsized position by total assets

Iuoe Local 30 Annuity Fund vs every filed plan by assets

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

$482,780,079 Top 3% higher than 97% 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

Iuoe Local 30 Annuity Fund'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. Iuoe Local 30 Annuity Fund lands in the large band (4,593 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Iuoe Local 30 Annuity Fund reported net income rose from -$83M in the plan year 2022 filing to $58M in the plan year 2023 filing.
  • Iuoe Local 30 Annuity Fund end-of-year assets rose from $424M in the plan year 2022 filing to $483M in the plan year 2023 filing.
  • Iuoe Local 30 Annuity Fund reported participants rose from 4,377 in the plan year 2022 filing to 4,593 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 136595417 · Bd of Trustees Iuoe Local 30 Annuity Fund PY 2023 · Profit Sharing

Iuoe Local 30 Annuity Fund · $483M · 4,593 · 97th

  • RANK $483M
  • RANK 4,593
  • RANK 97th
  • RANK Profit Sharing
  • RANK near I.B.E.W. Local Union No 357 Pension Trust Fund, Plan B
  • RANK ind #8763

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 →

Iuoe Local 30 Annuity Fund in the asset neighbourhood

Masterbrand, Inc. Retirement Savings PlanMasterbrand, Inc. Retirement…$485MIuoe Local 30 Annuity Fund$483MI.B.E.W. Local Union No 357 Pension Trust Fund, Plan BI.B.E.W. Local Union No 357 …$481MMulticare Health System Retirement Account PlanMulticare Health System Reti…$478MBallad Health 401(a) Plan$478M
End-of-year total assets ($M) among Iuoe Local 30 Annuity Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$424M
Net Assets (End of Year)$482M
Net Income$58M
Employer EIN136595417
Plan Effective Date1970-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bd of Trustees Iuoe Local 30 Annuity Fund)

Sponsor-wide plan assets over time

All Bd of Trustees Iuoe Local 30 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$534M 25.746626976252074% vs 2022
2024 filing year
$400M$450M$500M$550M 202220232024 $424M $534M ▲ +25.7%
Year Plans Participants Total Assets
2022 1 4,377 $424M
2023 1 4,593 $483M
2024 1 4,772 $534M

Nearby Profit Sharing Plans in New York

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

Iuoe Local 30 Annuity Fund vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 00.511.522.5 Total assets ($B) Participants Iuoe Local 30 Annuity Fund, Total assets ($B): 0.482780079 · Participants: 4593Iuoe Local 30 Annuity FundAnnuity 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
Iuoe Local 30 Annuity Fund vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Iuoe Local 30 Annuity Fund side-by-side with 3 peers →

Iuoe Local 30 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 357 Pension Trust Fund, Plan B in NV ($481M); by covered participants it is Plan De Retiro 1081.01(D) Del Hospital General Menonita in PR (4,610 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($483M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,593 participants); asset peers above are excluded.

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 Iuoe Local 30 Annuity Fund assets move in 2023? ▼
Iuoe Local 30 Annuity Fund grew at a solid clip - up 13.8% during 2023, from $424M to $483M. Reported net income was $58M.
How have Bd of Trustees Iuoe Local 30 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bd of Trustees Iuoe Local 30 Annuity Fund's sponsor-wide assets grew 25.7%, from $424M to $534M.
Where does Iuoe Local 30 Annuity Fund rank by assets among Form 5500 filers? ▼
Iuoe Local 30 Annuity Fund ranks in the 97th 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 Iuoe Local 30 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is I.B.E.W. Local Union No 357 Pension Trust Fund, Plan B in NV ($481M, 4,139 participants).
Which Profit Sharing plans cover a similar participant headcount to Iuoe Local 30 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Plan De Retiro 1081.01(D) Del Hospital General Menonita in PR (4,610 participants, $28M 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 136595417.

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.