Profit Sharing · DOL Form 5500 · 2023
Bd of Trustees Iuoe Local 30 Annuity Fund Profit Sharing Plan
Data updated 2026-08-11
- $483M
- Total assets
- 4,593
- Participants
- 97th
- Percentile by assets
- $105,112
- Avg per participant
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.
- 97th percentile by assets (of 127,072 plans)
- #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.
- $483M
- total plan assets (2023 EOY)
- 4,593
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $105,112
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Iuoe Local 30 Annuity Fund reports 4,593 participants - 5.8x that state average ($483M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $424M |
|---|---|
| Net Assets (End of Year) | $482M |
| Net Income | $58M |
| Employer EIN | 136595417 |
| Plan Effective Date | 1970-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bd of Trustees Iuoe Local 30 Annuity Fund)
| 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
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Iuoe Local 30 Annuity Fund by total assets, not by location.
- I.B.E.W. Local Union No 357 Pension Trust Fund, Plan B (NV) $481M · 4,139
- Masterbrand, Inc. Retirement Savings Plan (OH) $485M · 7,345
- Multicare Health System Retirement Account Plan (WA) $478M · 11,441
- Ballad Health 401(a) Plan (TN) $478M · 5,420
Frequently Asked Questions
How did Iuoe Local 30 Annuity Fund assets move in 2023? ▼
How have Bd of Trustees Iuoe Local 30 Annuity Fund plan assets changed over time? ▼
Where does Iuoe Local 30 Annuity Fund rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Iuoe Local 30 Annuity Fund? ▼
Next read for Iuoe Local 30 Annuity Fund
Filing takeaways
Ways to act on Iuoe Local 30 Annuity Fund's numbers.
- By total assets, Iuoe Local 30 Annuity Fund 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
- Bd of Trustees Iuoe Local 30 Annuity Fund's sponsor-wide assets have grown 25.7% since 2022 across 3 plan years on file. More Construction plans