401(k) · DOL Form 5500 · 2023

Board of Trustees I.U.O.E. Local 4 Annuity Fund 401(k) Plan

Data updated 2026-08-25

$655M
Total assets Above avg plan size
6,814
Participants Above avg headcount
98th
Percentile by assets National rank
$96,139
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: International Union of Operating Engineers Local 4 Annuity · Sponsored by Board of Trustees I.U.O.E. Local 4 Annuity Fund · Massachusetts · Construction

$655M in assets, 6,814 participants

Board of Trustees I.U.O.E. Local 4 Annuity Fund's International Union of Operating Engineers Local 4 Annuity reported $655M in total assets and 6,814 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,843 in Construction (9,030 peers)

Coverage in Massachusetts

International Union of Operating Engineers Local 4 Annuity covers 6,814 participants in Massachusetts, 10x the typical Massachusetts plan (state average ~659 per filing). Assets: $655M.

#8,843
in Construction (9,030 peers)
+13.2%
assets growth YoY
6.6×
vs typical plan assets (national mean)

International Union of Operating Engineers Local 4 Annuity's outsized position by total assets

International Union of Operating Engineers Local 4 Annuity vs every filed plan by assets

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

$655,088,870 Top 2% higher than 98% 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

International Union of Operating Engineers Local 4 Annuity'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. International Union of Operating Engineers Local 4 Annuity lands in the large band (6,814 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • International Union of Operating Engineers Local 4 Annuity reported net income rose from -$100M in the plan year 2022 filing to $76M in the plan year 2023 filing.
  • International Union of Operating Engineers Local 4 Annuity end-of-year assets rose from $579M in the plan year 2022 filing to $655M in the plan year 2023 filing.
  • International Union of Operating Engineers Local 4 Annuity reported participants rose from 6,666 in the plan year 2022 filing to 6,814 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 043002474 · Board of Trustees I.U.O.E. Local 4 Annuity Fund PY 2023 · 401(k)

International Union of Operating Engineers Local 4 Annuity · $655M · 6,814 · 98th

  • ASSETS $655M
  • ASSETS 6,814
  • ASSETS 98th
  • ASSETS 401(k)
  • ASSETS near Protiviti Inc. 401(k) and Profit Sharing Plan
  • ASSETS ind #8843

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 Massachusetts →

International Union of Operating Engineers Local 4 Annuity in the asset neighbourhood

P & M Holding Group, LLP & Affiliated Entities Tax Savings PlanP & M Holding Group, LLP & A…$655MProtiviti Inc. 401(k) and Profit Sharing PlanProtiviti Inc. 401(k) and Pr…$655MInternational Union of Operating Engineers Local 4 AnnuityInternational Union of Opera…$655MSafelite Group Associates' Retirement Savings PlanSafelite Group Associates' R…$655MIngram Micro 401(k) Investment Savings PlanIngram Micro 401(k) Investme…$655M
End-of-year total assets ($M) among International Union of Operating Engineers Local 4 Annuity and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$579M
Net Assets (End of Year)$655M
Net Income$76M
Employer EIN043002474
Plan Effective Date1987-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees I.U.O.E. Local 4 Annuity Fund)

Sponsor-wide plan assets over time

All Board of Trustees I.U.O.E. Local 4 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$725M 25.18990648385654% vs 2022
2024 filing year
$550M$600M$650M$700M$750M 202220232024 $579M $725M ▲ +25.2%
Year Plans Participants Total Assets
2022 1 6,666 $579M
2023 1 6,814 $655M
2024 1 7,490 $725M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

International Union of Operating Engineers Local 4 Annuity vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 -10010203040 Total assets ($B) Participants International Union of Operating Engineers Local 4 Annuity, Total assets ($B): 0.65508887 · Participants: 6814International Union of Operating Engineers Local 4 AnnuityFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
International Union of Operating Engineers Local 4 Annuity vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare International Union of Operating Engineers Local 4 Annuity side-by-side with 3 peers →

Scale composition for International Union of Operating Engineers Local 4 Annuity

International Union of Operating Engineers Local 4 Annuity reports $655M in end-of-year assets across 6,814 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $96,139 per participant (70% of the national average assets-per-participant) . Net income for plan year 2023 was $76M.

This plan identity (EIN 043002474, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $579M to $725M (+25.2%) while covered participants moved from 6,666 to 7,490 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 6,666 $579M Open filing
2023 6,814 $655M This page
2024 · index core 7,490 $725M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

International Union of Operating Engineers Local 4 Annuity's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Protiviti Inc. 401(k) and Profit Sharing Plan in CA ($655M); by covered participants it is Dot Holdings Co 401(k) and Profit Sharing Plan in MO (6,814 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6,814 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 International Union of Operating Engineers Local 4 Annuity assets move in 2023? ▼
International Union of Operating Engineers Local 4 Annuity grew at a solid clip - up 13.2% during 2023, from $579M to $655M. Reported net income was $76M.
How have Board of Trustees I.U.O.E. Local 4 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees I.U.O.E. Local 4 Annuity Fund's sponsor-wide assets grew 25.2%, from $579M to $725M.
Where does International Union of Operating Engineers Local 4 Annuity rank by assets among Form 5500 filers? ▼
International Union of Operating Engineers Local 4 Annuity ranks in the 98th 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 International Union of Operating Engineers Local 4 Annuity? ▼
Among 401(k) plans in other states, the closest by assets is Protiviti Inc. 401(k) and Profit Sharing Plan in CA ($655M, 4,911 participants).
Which 401(k) plans cover a similar participant headcount to International Union of Operating Engineers Local 4 Annuity? ▼
Among 401(k) plans in other states, the closest by covered participants is Dot Holdings Co 401(k) and Profit Sharing Plan in MO (6,814 participants, $583M 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 043002474.

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.