401(k) · DOL Form 5500 · 2023
Board of Trustees Iuoe Local 478 Annuity Fund 401(k) Plan
Data updated 2026-08-11
- $340M
- Total assets
- 4,723
- Participants
- 96th
- Percentile by assets
- $72,077
- Avg per participant
Official DOL plan name: Iuoe Local 478 Annuity Fund · Sponsored by Board of Trustees Iuoe Local 478 Annuity Fund · Connecticut · Construction
$340M in assets, 4,723 participants
Board of Trustees Iuoe Local 478 Annuity Fund's Iuoe Local 478 Annuity Fund reported $340M in total assets and 4,723 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 127,072 plans)
- #8,659 in Construction (9,030 peers)
Coverage in Connecticut
Iuoe Local 478 Annuity Fund covers 4,723 participants in Connecticut, 6.6x the typical Connecticut plan (state average ~718 per filing). Assets: $340M.
- $340M
- total plan assets (2023 EOY)
- 4,723
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $72,077
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Iuoe Local 478 Annuity Fund reported net income rose from -$47M in the plan year 2022 filing to $43M in the plan year 2023 filing.
- Iuoe Local 478 Annuity Fund end-of-year assets rose from $297M in the plan year 2022 filing to $340M in the plan year 2023 filing.
- Iuoe Local 478 Annuity Fund reported participants rose from 4,541 in the plan year 2022 filing to 4,723 in the plan year 2023 filing.
Participants vs Connecticut filers
In Connecticut, the average filing covers about 718 participants across 1,906 plans. Iuoe Local 478 Annuity Fund reports 4,723 participants - 6.6x that state average ($340M EOY assets).
Connecticut filing particulars
| Total Assets (Beginning of Year) | $297M |
|---|---|
| Net Assets (End of Year) | $340M |
| Net Income | $43M |
| Employer EIN | 061230516 |
| Plan Effective Date | 1988-01-26 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Iuoe Local 478 Annuity Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,541 | $297M |
| 2023 | 1 | 4,723 | $340M |
| 2024 | 1 | 4,899 | $377M |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Iuoe Local 478 Annuity Fund vs. nearby 401(k) plans in Connecticut, assets vs. participants
- Rtx Savings Plan $52.8B · 123,037
- Citi Retirement Savings Plan $20.7B · 77,865
- The Hartford Investment and Savings Plan $6.5B · 18,377
- Xerox Corporation Savings Plan $3.9B · 10,291
- Eversource 401(k) Plan $3.8B · 9,504
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Iuoe Local 478 Annuity Fund by total assets, not by location.
- Oaktree Capital Management, L. P. 401(k) Savings Plan (CA) $340M · 856
- Minerals Technologies Inc. Savings and Investment Plan (NY) $340M · 1,680
- Thyssenkrupp Materials NA, Inc. 401(k)Plan (MI) $341M · 4,103
- Love's and Affiliated Companies 401(k) Savings Plan (OK) $341M · 23,589
Frequently Asked Questions
How did Iuoe Local 478 Annuity Fund assets move in 2023? ▼
How have Board of Trustees Iuoe Local 478 Annuity Fund plan assets changed over time? ▼
Where does Iuoe Local 478 Annuity Fund rank by assets among Form 5500 filers? ▼
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Next read for Iuoe Local 478 Annuity Fund
Filing takeaways
Ways to act on Iuoe Local 478 Annuity Fund's numbers.
- By total assets, Iuoe Local 478 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 401(k) plans in Connecticut. Compare plans
- Board of Trustees Iuoe Local 478 Annuity Fund's sponsor-wide assets have grown 27.0% since 2022 across 3 plan years on file. More Construction plans