401(k) · DOL Form 5500 · 2023
Board of Trustees I.U.O.E. Local 4 Annuity Fund 401(k) Plan
Data updated 2026-08-11
- $655M
- Total assets
- 6,814
- Participants
- 98th
- Percentile by assets
- $96,139
- Avg per participant
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.
- 98th percentile by assets (of 127,072 plans)
- #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.
- $655M
- total plan assets (2023 EOY)
- 6,814
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $96,139
- avg assets per participant
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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. International Union of Operating Engineers Local 4 Annuity reports 6,814 participants - 10x that state average ($655M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $579M |
|---|---|
| Net Assets (End of Year) | $655M |
| Net Income | $76M |
| Employer EIN | 043002474 |
| Plan Effective Date | 1987-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees I.U.O.E. Local 4 Annuity Fund)
| 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
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
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 (401(k), $725M, 7,490 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to International Union of Operating Engineers Local 4 Annuity by total assets, not by location.
- Protiviti Inc. 401(k) and Profit Sharing Plan (CA) $655M · 4,911
- Safelite Group Associates' Retirement Savings Plan (OH) $655M · 15,420
- P & M Holding Group, LLP & Affiliated Entities Tax Savings Plan (MI) $655M · 3,660
- Ingram Micro 401(k) Investment Savings Plan (CA) $655M · 5,651
Frequently Asked Questions
How did International Union of Operating Engineers Local 4 Annuity assets move in 2023? ▼
How have Board of Trustees I.U.O.E. Local 4 Annuity Fund plan assets changed over time? ▼
Where does International Union of Operating Engineers Local 4 Annuity rank by assets among Form 5500 filers? ▼
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Next read for International Union of Operating Enginee…
Filing takeaways
Ways to act on International Union of Operating Engineers Local 4 Annuity's numbers.
- By total assets, International Union of Operating Engineers Local 4 Annuity 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 Massachusetts. Compare plans
- Board of Trustees I.U.O.E. Local 4 Annuity Fund's sponsor-wide assets have grown 25.2% since 2022 across 3 plan years on file. More Construction plans