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 2026-08-06
- $1.7B
- Total assets
- 5,807
- Participants
- 99th
- Percentile by assets
- $285,932
- Avg per participant
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.
- 99th percentile by assets (of 126,618 plans)
- #8,928 in Construction (8,993 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 ~795 per filing). Assets: $1.7B.
- $1.7B
- total plan assets (2023 EOY)
- 5,807
- covered participants
- 99th
- percentile by assets (of 126,618 plans)
- $285,932
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 795 participants across 8,491 plans. Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO reports 5,807 participants - 7.3x that state average ($1.7B EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $1.5B |
|---|---|
| Net Assets (End of Year) | $1.7B |
| Net Income | $202M |
| Employer EIN | 136817367 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bd of Trustees Annuity Fund of the Iuoe Lcl Union 94, 94a, 94b AFL-CIO)
| 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
- Annuity Plan of the Electrical Industry $2.2B · 18,907
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
- The Research Foundation for Suny Retirement Plan $1.2B · 10,120
- Mason Tenders District Council Annuity Fund $913M · 11,237
- Rochester Regional Health 403(b) Defined Contribution Plan $861M · 15,433
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 (0.014% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.006% of 89,805,449 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 (Profit Sharing, $1.8B, 5,817 participants)
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO by total assets, not by location.
- Nfl Player Annuity Program (MD) $1.7B · 2,736
- Pipe Trades Services Mn Pension Supplement Fund (MN) $1.6B · 6,062
- Baylor College of Medicine Retirement Plan (TX) $1.7B · 10,240
- University of Pennsylvania Basic Plan (PA) $1.7B · 21,016
Frequently Asked Questions
How did Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO assets move in 2023? ▼
How have Bd of Trustees Annuity Fund of the Iuoe Lcl Union 94, 94a, 94b AFL-CIO plan assets changed over time? ▼
Where does Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO? ▼
Next read for Annuity Fd of the Iuoe Local Union 94, 9…
Filing takeaways
Ways to act on Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO's numbers.
- By total assets, Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- Bd of Trustees Annuity Fund of the Iuoe Lcl Union 94, 94a, 94b AFL-CIO's sponsor-wide assets have grown 24.9% since 2022 across 3 plan years on file. More Construction plans