Profit Sharing · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$835M
Total assets Above avg plan size
1,187
Participants Near avg headcount
98th
Percentile by assets National rank
$703,151
Avg per participant High balance/head
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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.

  • #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.

#8,886
in Construction (9,030 peers)
+5.4%
assets growth YoY
8.4×
vs typical plan assets (national mean)

I.U.O.E. Local 14-14b Annuity Fund's outsized position by total assets

I.U.O.E. Local 14-14b Annuity Fund vs every filed plan by assets

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

$834,640,348 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

I.U.O.E. Local 14-14b Annuity Fund'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. I.U.O.E. Local 14-14b Annuity Fund lands in the large band (1,187 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

Plan-year Form 5500 strip

Filing strip 136321935 · Board of Trustees I.U.O.E. Local 14-14b Annuity Fund PY 2023 · Profit Sharing

I.U.O.E. Local 14-14b Annuity Fund · $835M · 1,187 · 98th

  • RANK $835M
  • PHOTO 1,187
  • IND 98th
  • EOY Profit Sharing
  • 5500 near I.a.M. National 401(k) Plan
  • ASSETS ind #8886

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 →

I.U.O.E. Local 14-14b Annuity Fund in the asset neighbourhood

I.U.O.E. Local 14-14b Annuity FundI.U.O.E. Local 14-14b Annuit…$835MI.a.M. National 401(k) Plan$828MLes Schwab Profit Sharing Retirement PlanLes Schwab Profit Sharing Re…$805MShv Profit Sharing Plan$804MAspirus, Inc. Retirement Plan$795M
End-of-year total assets ($M) among I.U.O.E. Local 14-14b Annuity Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$792M
Net Assets (End of Year)$834M
Net Income$43M
Employer EIN136321935
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Board of Trustees I.U.O.E. Local 14-14b Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$856M 8.108494111107015% vs 2022
2024 filing year
$780M$800M$820M$840M$860M$880M 202220232024 $792M $856M ▲ +8.1%
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 Scatter plot of 6 data points. 05000100001500020000 0.511.522.5 Total assets ($B) Participants I.U.O.E. Local 14-14b Annuity Fund, Total assets ($B): 0.834640348 · Participants: 1187I.U.O.E. Local 14-14b Annuity FundAnnuity 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-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($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 Fund
I.U.O.E. Local 14-14b Annuity Fund vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare I.U.O.E. Local 14-14b Annuity Fund side-by-side with 3 peers →

I.U.O.E. Local 14-14b Annuity Fund's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is I.a.M. National 401(k) Plan in DC ($828M); by covered participants it is West Monroe Partners, Inc. Frozen Capital Accumulation Plan in IL (1,180 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($835M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,187 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 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).
Which Profit Sharing plans cover a similar participant headcount to I.U.O.E. Local 14-14b Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is West Monroe Partners, Inc. Frozen Capital Accumulation Plan in IL (1,180 participants, $54M 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 136321935.

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.