Profit Sharing · DOL Form 5500 · 2023
Board of Trustees Iuoe Local 57 Profit Sharing Plan
Data updated 2026-08-25
- $132M
- Total assets Near avg plan size
- 938
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $140,607
- Avg per participant Near avg balance/head
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.
- #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.
- #8,252
- in Construction (9,030 peers)
- +10.3%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
Iuoe Local 57 Annuity Plan's outsized position by total assets
Iuoe Local 57 Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$131,889,048 Top 7% higher than 93% 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
Iuoe Local 57 Annuity Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Iuoe Local 57 Annuity Plan sits mid-pack in the medium band (938 participants).
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.
EBSA filing schedule strip
Filing strip 050446832 · Board of Trustees Iuoe Local 57 PY 2023 · Profit Sharing
Iuoe Local 57 Annuity Plan · $132M · 938 · 93rd
- ASSETS $132M
- ASSETS 938
- ASSETS 93rd
- ASSETS Profit Sharing
- ASSETS near Gbmc, Inc. 401(a) Defined Contribution Plan
- ASSETS ind #8252
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 Rhode Island →
Iuoe Local 57 Annuity Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees Iuoe Local 57 plans reported in each filing year
- Latest sponsor-wide plan assets
- $146M 22.005897752818296% vs 2022
- 2024 filing year
| 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.
- 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
Iuoe Local 57 Annuity Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Rhode Island, the nearest Profit Sharing by assets is Gbmc, Inc. 401(a) Defined Contribution Plan in MD ($132M); by covered participants it is Coffee Regional Medical Ctr Inc Employee Savings & Retirement in GA (938 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($132M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (938 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.