Profit Sharing · DOL Form 5500 · 2023

Bd of Trustees Annuity Fund of the Iuoe Lcl Union 94, 94a, 94b AFL-CIO Profit Sharing Plan

Data updated 2026-08-25

$1.7B
Total assets Very large vs avg
5,807
Participants Above avg headcount
99th
Percentile by assets National rank
$285,932
Avg per participant High balance/head
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Official DOL plan name: Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO · Sponsored by Bd of Trustees Annuity Fund of the Iuoe Lcl Union 94, 94a, 94b AFL-CIO · New York · Construction

$1.7B in assets, 5,807 participants

Bd of Trustees Annuity Fund of the Iuoe Lcl Union 94, 94a, 94b AFL-CIO's Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO reported $1.7B in total assets and 5,807 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #8,965 in Construction (9,030 peers)

Coverage in New York

Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO covers 5,807 participants in New York, 7.3x the typical New York plan (state average ~798 per filing). Assets: $1.7B.

#8,965
in Construction (9,030 peers)
+13.8%
assets growth YoY
17×
vs typical plan assets (national mean)

Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO's outsized position by total assets

Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO vs every filed plan by assets

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

$1,660,408,686 Top 1% higher than 99% 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

Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO'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. Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO lands in the large band (5,807 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO reported net income rose from -$270M in the plan year 2022 filing to $202M in the plan year 2023 filing.
  • Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO end-of-year assets rose from $1.5B in the plan year 2022 filing to $1.7B in the plan year 2023 filing.
  • Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO reported participants rose from 5,696 in the plan year 2022 filing to 5,807 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 136817367 · Bd of Trustees Annuity Fund of the Iuoe Lcl Union 94, 94a, 94b AFL-CIO PY 2023 · Profit Sharing

Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO · $1.7B · 5,807 · 99th

  • BOY $1.7B
  • SCH 5,807
  • EBSA 99th
  • PART Profit Sharing
  • TYPE near Nfl Player Annuity Program
  • NET ind #8965

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 New York →

Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO in the asset neighbourhood

University of Pennsylvania Basic PlanUniversity of Pennsylvania B…$1.7BBaylor College of Medicine Retirement PlanBaylor College of Medicine R…$1.7BNfl Player Annuity Program$1.7BAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOAnnuity Fd of the Iuoe Local…$1.7BPipe Trades Services Mn Pension Supplement FundPipe Trades Services Mn Pens…$1.6B
End-of-year total assets ($B) among Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$1.5B
Net Assets (End of Year)$1.7B
Net Income$202M
Employer EIN136817367
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bd of Trustees Annuity Fund of the Iuoe Lcl Union 94, 94a, 94b AFL-CIO)

Sponsor-wide plan assets over time

All Bd of Trustees Annuity Fund of the Iuoe Lcl Union 94, 94a, 94b AFL-CIO plans reported in each filing year

Latest sponsor-wide plan assets
$1.8B 24.878362904276386% vs 2022
2024 filing year
$1.4B$1.6B$1.8B$2B 202220232024 $1.46B $1.82B ▲ +24.7%
Year Plans Participants Total Assets
2022 1 5,696 $1.5B
2023 1 5,807 $1.7B
2024 1 5,817 $1.8B

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 0.511.522.5 Total assets ($B) Participants Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity FundRochester Regional Health 403(b) Defined Contribution Plan, Total assets ($B): 0.861435514 · Participants: 15433Rochester Regional Health 403(b) Defined Contribution Plan
Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO side-by-side with 3 peers →

Scale composition for Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO

Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO reports $1.7B in end-of-year assets across 5,807 participants (0.013% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $285,932 per participant (2.1x the national average assets-per-participant) . Net income for plan year 2023 was $202M.

This plan identity (EIN 136817367, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.5B to $1.8B (+24.9%) while covered participants moved from 5,696 to 5,817 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 5,696 $1.5B Open filing
2023 5,807 $1.7B This page
2024 · index core 5,817 $1.8B Open filing

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

Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Nfl Player Annuity Program in MD ($1.7B); by covered participants it is Plumbers' Retirement Savings Fund, Local 130, U.a. in IL (5,807 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.7B here).

Similar participant headcount

Nearest other-state filings by covered participants (5,807 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 Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO assets move in 2023? ▼
Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO grew at a solid clip - up 13.8% during 2023, from $1.5B to $1.7B. Reported net income was $202M.
How have Bd of Trustees Annuity Fund of the Iuoe Lcl Union 94, 94a, 94b AFL-CIO plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bd of Trustees Annuity Fund of the Iuoe Lcl Union 94, 94a, 94b AFL-CIO's sponsor-wide assets grew 24.9%, from $1.5B to $1.8B.
Where does Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO rank by assets among Form 5500 filers? ▼
Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Profit Sharing plans are similar in size to Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO? ▼
Among Profit Sharing plans in other states, the closest by assets is Nfl Player Annuity Program in MD ($1.7B, 2,736 participants).
Which Profit Sharing plans cover a similar participant headcount to Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Plumbers' Retirement Savings Fund, Local 130, U.a. in IL (5,807 participants, $398M 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 136817367.

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.