401(k) · DOL Form 5500 · 2023
Board of Trustees Iuoe Local 399 Deferred Compensation Savings Plan 401(k) Plan
Data updated 2026-08-11
- $306M
- Total assets
- 7,215
- Participants
- 96th
- Percentile by assets
- $42,464
- Avg per participant
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.
- 96th percentile by assets (of 127,072 plans)
- #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.
- $306M
- total plan assets (2023 EOY)
- 7,215
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $42,464
- avg assets per participant
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.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan reports 7,215 participants - 9.3x that state average ($306M EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $262M |
|---|---|
| Net Assets (End of Year) | $306M |
| Net Income | $44M |
| Employer EIN | 364026691 |
| Plan Effective Date | 1995-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Iuoe Local 399 Deferred Compensation Savings Plan)
| 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
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
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 (401(k), $346M, 4,790 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan by total assets, not by location.
- Alsco 401(k) Savings Plan (UT) $306M · 4,228
- Ethosenergy 401(k) Plan (TX) $306M · 1,280
- South Central Minnesota Electrical Workers Retirement and 401(k) Plan (MN) $307M · 1,480
- Encova Insurance 401(k) Plan (OH) $307M · 1,160
Frequently Asked Questions
How did Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan assets move in 2023? ▼
How have Board of Trustees Iuoe Local 399 Deferred Compensation Savings Plan plan assets changed over time? ▼
Where does Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan? ▼
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Filing takeaways
Ways to act on Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan's numbers.
- By total assets, Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
- Board of Trustees Iuoe Local 399 Deferred Compensation Savings Plan's sponsor-wide assets have grown 32.0% since 2022 across 3 plan years on file. More Construction plans