401(k) · DOL Form 5500 · 2023

Board of Trustees Iuoe Local 399 Deferred Compensation Savings Plan 401(k) Plan

Data updated 2026-08-25

$306M
Total assets Above avg plan size
7,215
Participants Very large workforce
96th
Percentile by assets National rank
$42,464
Avg per participant Low balance/head
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Official DOL plan name: Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan · Sponsored by Board of Trustees Iuoe Local 399 Deferred Compensation Savings Plan · Illinois · Construction

$306M in assets, 7,215 participants

Board of Trustees Iuoe Local 399 Deferred Compensation Savings Plan's Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan reported $306M in total assets and 7,215 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,624 in Construction (9,030 peers)

Coverage in Illinois

Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan covers 7,215 participants in Illinois, 9.3x the typical Illinois plan (state average ~779 per filing). Assets: $306M.

#8,624
in Construction (9,030 peers)
+17.0%
assets growth YoY
3.1×
vs typical plan assets (national mean)

Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan's outsized position by total assets

Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan vs every filed plan by assets

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

$306,374,557 Top 4% higher than 96% 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

Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan'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. Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan lands in the large band (7,215 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan reported net income rose from -$54M in the plan year 2022 filing to $44M in the plan year 2023 filing.
  • Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan end-of-year assets rose from $262M in the plan year 2022 filing to $306M in the plan year 2023 filing.
  • Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan reported participants rose from 6,389 in the plan year 2022 filing to 7,215 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 364026691 · Board of Trustees Iuoe Local 399 Deferred Compensation Savings Plan PY 2023 · 401(k)

Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan · $306M · 7,215 · 96th

  • IND $306M
  • EOY 7,215
  • 5500 96th
  • ASSETS 401(k)
  • PCT near Alsco 401(k) Savings Plan
  • EIN ind #8624

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 Illinois →

Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan in the asset neighbourhood

Encova Insurance 401(k) Plan$307MSouth Central Minnesota Electrical Workers Retirement and 401(k) PlanSouth Central Minnesota Elec…$307MIuoe Local 399 Participating Employers Deferred Compensation Employee Savings PlanIuoe Local 399 Participating…$306MAlsco 401(k) Savings Plan$306MEthosenergy 401(k) Plan$306M
End-of-year total assets ($M) among Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$262M
Net Assets (End of Year)$306M
Net Income$44M
Employer EIN364026691
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Iuoe Local 399 Deferred Compensation Savings Plan)

Sponsor-wide plan assets over time

All Board of Trustees Iuoe Local 399 Deferred Compensation Savings Plan plans reported in each filing year

Latest sponsor-wide plan assets
$346M 32.014156460225166% vs 2022
2024 filing year
$250M$300M$350M$400M 202220232024 $262M $346M ▲ +32.0%
Year Plans Participants Total Assets
2022 1 6,389 $262M
2023 1 7,215 $306M
2024 1 4,790 $346M

Nearby 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan, Total assets ($B): 0.306374557 · Participants: 7215Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan side-by-side with 3 peers →

Scale composition for Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan

Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan reports $306M in end-of-year assets across 7,215 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $42,464 per participant (31% of the national average assets-per-participant) . Net income for plan year 2023 was $44M.

This plan identity (EIN 364026691, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $262M to $346M (+32.0%) while covered participants moved from 6,389 to 4,790 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 6,389 $262M Open filing
2023 7,215 $306M This page
2024 · index core 4,790 $346M Open filing

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

Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Alsco 401(k) Savings Plan in UT ($306M); by covered participants it is Schenker, Inc. 401(k) Savings and Investment Plan in VA (7,212 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($306M here).

Similar participant headcount

Nearest other-state filings by covered participants (7,215 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 Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan assets move in 2023? ▼
Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan grew sharply - up 17.0% during 2023, from $262M to $306M. Reported net income was $44M.
How have Board of Trustees Iuoe Local 399 Deferred Compensation Savings Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Iuoe Local 399 Deferred Compensation Savings Plan's sponsor-wide assets grew 32.0%, from $262M to $346M.
Where does Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan rank by assets among Form 5500 filers? ▼
Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan ranks in the 96th 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 401(k) plans are similar in size to Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alsco 401(k) Savings Plan in UT ($306M, 4,228 participants).
Which 401(k) plans cover a similar participant headcount to Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Schenker, Inc. 401(k) Savings and Investment Plan in VA (7,212 participants, $444M 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 364026691.

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.