401(k) · DOL Form 5500 · 2023

Board of Trustees Iuoe Local 478 Annuity Fund 401(k) Plan

Data updated 2026-08-25

$340M
Total assets Above avg plan size
4,723
Participants Above avg headcount
96th
Percentile by assets National rank
$72,077
Avg per participant Below avg balance/head
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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.

  • #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.

#8,659
in Construction (9,030 peers)
+14.6%
assets growth YoY
3.4×
vs typical plan assets (national mean)

Iuoe Local 478 Annuity Fund's outsized position by total assets

Iuoe Local 478 Annuity Fund vs every filed plan by assets

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

$340,418,920 Top 4% higher than 96% 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 478 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 478 Annuity Fund lands in the large band (4,723 participants).

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.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 061230516 · Board of Trustees Iuoe Local 478 Annuity Fund PY 2023 · 401(k)

Iuoe Local 478 Annuity Fund · $340M · 4,723 · 96th

  • SCH $340M
  • EBSA 4,723
  • PART 96th
  • TYPE 401(k)
  • NET near Oaktree Capital Management, L. P. 401(k) Savings Plan
  • BOOK ind #8659

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 Connecticut →

Iuoe Local 478 Annuity Fund in the asset neighbourhood

Love's and Affiliated Companies 401(k) Savings PlanLove's and Affiliated Compan…$341MThyssenkrupp Materials NA, Inc. 401(k)PlanThyssenkrupp Materials NA, I…$341MIuoe Local 478 Annuity Fund$340MOaktree Capital Management, L. P. 401(k) Savings PlanOaktree Capital Management, …$340MMinerals Technologies Inc. Savings and Investment PlanMinerals Technologies Inc. S…$340M
End-of-year total assets ($M) among Iuoe Local 478 Annuity Fund and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$297M
Net Assets (End of Year)$340M
Net Income$43M
Employer EIN061230516
Plan Effective Date1988-01-26
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Iuoe Local 478 Annuity Fund)

Sponsor-wide plan assets over time

All Board of Trustees Iuoe Local 478 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$377M 26.988949244919443% vs 2022
2024 filing year
$250M$300M$350M$400M 202220232024 $297M $377M ▲ +27.0%
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 Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Iuoe Local 478 Annuity Fund, Total assets ($B): 0.34041892 · Participants: 4723Iuoe Local 478 Annuity FundRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Iuoe Local 478 Annuity Fund vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Iuoe Local 478 Annuity Fund side-by-side with 3 peers →

Iuoe Local 478 Annuity Fund's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Oaktree Capital Management, L. P. 401(k) Savings Plan in CA ($340M); by covered participants it is Plumbers Local Union No. 1 Employee 401(k) Savings Plan in NY (4,724 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,723 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 478 Annuity Fund assets move in 2023? ▼
Iuoe Local 478 Annuity Fund grew at a solid clip - up 14.6% during 2023, from $297M to $340M. Reported net income was $43M.
How have Board of Trustees Iuoe Local 478 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Iuoe Local 478 Annuity Fund's sponsor-wide assets grew 27.0%, from $297M to $377M.
Where does Iuoe Local 478 Annuity Fund rank by assets among Form 5500 filers? ▼
Iuoe Local 478 Annuity Fund ranks in the 96th 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 401(k) plans are similar in size to Iuoe Local 478 Annuity Fund? ▼
Among 401(k) plans in other states, the closest by assets is Oaktree Capital Management, L. P. 401(k) Savings Plan in CA ($340M, 856 participants).
Which 401(k) plans cover a similar participant headcount to Iuoe Local 478 Annuity Fund? ▼
Among 401(k) plans in other states, the closest by covered participants is Plumbers Local Union No. 1 Employee 401(k) Savings Plan in NY (4,724 participants, $873M 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 061230516.

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.