Profit Sharing · DOL Form 5500 · 2023
Board of Trustees Iuoe Local 57 Profit Sharing Plan
Data updated 2026-08-11
- $132M
- Total assets
- 938
- Participants
- 93rd
- Percentile by assets
- $140,607
- Avg per participant
Official DOL plan name: Iuoe Local 57 Annuity Plan · Sponsored by Board of Trustees Iuoe Local 57 · Rhode Island · Construction
$132M in assets, 938 participants
Board of Trustees Iuoe Local 57's Iuoe Local 57 Annuity Plan reported $132M in total assets and 938 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 127,072 plans)
- #8,252 in Construction (9,030 peers)
Where Iuoe Local 57 Annuity Plan sits by assets
Iuoe Local 57 Annuity Plan sits in the top 10% of all filed plans by assets, $132M for 938 participants (~$140,607/participant), up 10.3% in 2023.
- $132M
- total plan assets (2023 EOY)
- 938
- covered participants
- 93rd
- percentile by assets (of 127,072 plans)
- $140,607
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Iuoe Local 57 Annuity Plan reported net income rose from -$14M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Iuoe Local 57 Annuity Plan end-of-year assets rose from $120M in the plan year 2022 filing to $132M in the plan year 2023 filing.
- Iuoe Local 57 Annuity Plan reported participants rose from 871 in the plan year 2022 filing to 938 in the plan year 2023 filing.
Iuoe Local 57 Annuity Plan vs the 2023 asset distribution
By assets, Iuoe Local 57 Annuity Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $120M |
|---|---|
| Net Assets (End of Year) | $132M |
| Net Income | $12M |
| Employer EIN | 050446832 |
| Plan Effective Date | 1989-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Iuoe Local 57)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 871 | $120M |
| 2023 | 1 | 938 | $132M |
| 2024 | 1 | 948 | $146M |
Nearby Profit Sharing Plans in Rhode Island
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Iuoe Local 57 Annuity Plan vs. nearby Profit Sharing plans in Rhode Island, assets vs. participants
- Care New England 403(b) Match & Savings Plan $516M · 7,471
- Textron Retirement Account Plan Trust $332M · 10,046
- Brown Physicians, Inc. 401(a) Plan $281M · 1,274
- International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan $179M · 694
- Meeting Street Retirement Plan $22M · 302
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Iuoe Local 57 Annuity Plan by total assets, not by location.
- Gbmc, Inc. 401(a) Defined Contribution Plan (MD) $132M · 4,218
- Medical Center Emergency Services Retirement Savings Thrift Plan (MI) $133M · 80
- The Oriental Bank Coda Profit Sharing Plan (PR) $135M · 2,096
- Pmta/Ila - Defined Contribution Pension Plan (PA) $128M · 893
Frequently Asked Questions
How did Iuoe Local 57 Annuity Plan assets move in 2023? ▼
How have Board of Trustees Iuoe Local 57 plan assets changed over time? ▼
Where does Iuoe Local 57 Annuity Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Iuoe Local 57 Annuity Plan? ▼
Next read for Iuoe Local 57 Annuity Plan
Scale reading
Ways to act on Iuoe Local 57 Annuity Plan's numbers.
- By total assets, Iuoe Local 57 Annuity Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Rhode Island. Compare plans
- Board of Trustees Iuoe Local 57's sponsor-wide assets have grown 22.0% since 2022 across 3 plan years on file. More Construction plans