Profit Sharing · DOL Form 5500 · 2023

Board of Trustees I.U.O.E. Local 14-14b Annuity Fund Profit Sharing Plan

Data updated 2026-08-11

$835M
Total assets: 1,187
Participants: 98th
Percentile by assets: $703,151
Avg per participant

Official DOL plan name: I.U.O.E. Local 14-14b Annuity Fund · Sponsored by Board of Trustees I.U.O.E. Local 14-14b Annuity Fund · New York · Construction

$835M in assets, 1,187 participants

Board of Trustees I.U.O.E. Local 14-14b Annuity Fund's I.U.O.E. Local 14-14b Annuity Fund reported $835M in total assets and 1,187 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)
#8,886 in Construction (9,030 peers)

Where I.U.O.E. Local 14-14b Annuity Fund sits by assets

I.U.O.E. Local 14-14b Annuity Fund sits in the top 5% of all filed plans by assets, $835M for 1,187 participants (~$703,151/participant), up 5.4% in 2023.

$835M
total plan assets (2023 EOY): 1,187
covered participants: 98th
percentile by assets (of 127,072 plans): $703,151
avg assets per participant

I.U.O.E. Local 14-14b Annuity Fund reported net income rose from -$77M in the plan year 2022 filing to $43M in the plan year 2023 filing.
I.U.O.E. Local 14-14b Annuity Fund end-of-year assets rose from $792M in the plan year 2022 filing to $835M in the plan year 2023 filing.
I.U.O.E. Local 14-14b Annuity Fund reported participants fell from 1,251 in the plan year 2022 filing to 1,187 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

New York

Industry

Construction

I.U.O.E. Local 14-14b Annuity Fund vs the 2023 asset distribution

By assets, I.U.O.E. Local 14-14b Annuity Fund outranks 98% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 8.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$792M
Net Assets (End of Year)	$834M
Net Income	$43M
Employer EIN	136321935
Plan Effective Date	1970-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Board of Trustees I.U.O.E. Local 14-14b Annuity Fund)

Total plan assets by year, all Board of Trustees I.U.O.E. Local 14-14b Annuity Fund plans on file

Year	Plans	Participants	Total Assets
2022	1	1,251	$792M
2023	1	1,187	$835M
2024	1	1,168	$856M

Nearby Profit Sharing Plans in New York

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

I.U.O.E. Local 14-14b Annuity Fund 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
Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
The Research Foundation for Suny Retirement Plan $1.2B · 10,120
Mason Tenders District Council Annuity Fund $913M · 11,237

Compare I.U.O.E. Local 14-14b Annuity Fund side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to I.U.O.E. Local 14-14b Annuity Fund by total assets, not by location.

I.a.M. National 401(k) Plan (DC) $828M · 33,154
Les Schwab Profit Sharing Retirement Plan (OR) $805M · 5,463
Shv Profit Sharing Plan (CA) $804M · 58
Aspirus, Inc. Retirement Plan (WI) $795M · 10,161

Frequently Asked Questions

How did I.U.O.E. Local 14-14b Annuity Fund assets move in 2023? ▼

I.U.O.E. Local 14-14b Annuity Fund grew at a solid clip - up 5.4% during 2023, from $792M to $835M. Reported net income was $43M.

How have Board of Trustees I.U.O.E. Local 14-14b Annuity Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees I.U.O.E. Local 14-14b Annuity Fund's sponsor-wide assets grew 8.1%, from $792M to $856M.

Where does I.U.O.E. Local 14-14b Annuity Fund rank by assets among Form 5500 filers? ▼

I.U.O.E. Local 14-14b Annuity Fund 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 Profit Sharing plans are similar in size to I.U.O.E. Local 14-14b Annuity Fund? ▼

Among Profit Sharing plans in other states, the closest by assets is I.a.M. National 401(k) Plan in DC ($828M, 33,154 participants).

Next read for I.U.O.E. Local 14-14b Annuity Fund

Scale reading

Ways to act on I.U.O.E. Local 14-14b Annuity Fund's numbers.

By total assets, I.U.O.E. Local 14-14b Annuity Fund ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
Board of Trustees I.U.O.E. Local 14-14b Annuity Fund's sponsor-wide assets have grown 8.1% since 2022 across 3 plan years on file. More Construction plans

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 136321935.