Money Purchase · DOL Form 5500 · 2023

Board of Trustees, Iuoe Local 295 & 295c Employees Annuity Plan Money Purchase Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
81
Participants Small participant base
36th
Percentile by assets National rank
$39,048
Avg per participant Low balance/head
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Official DOL plan name: Iuoe Local 295 & 295c Employees Annuity Plan · Sponsored by Board of Trustees, Iuoe Local 295 & 295c Employees Annuity Plan · New York · Construction

$3M in assets, 81 participants

Board of Trustees, Iuoe Local 295 & 295c Employees Annuity Plan's Iuoe Local 295 & 295c Employees Annuity Plan reported $3M in total assets and 81 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #3,124 in Construction (9,030 peers)

Board of Trustees, Iuoe Local 295 & 295c Employees Annuity Plan multi-year trail

Board of Trustees, Iuoe Local 295 & 295c Employees Annuity Plan's plans moved +68.2% in assets from 2022 to 2024; this filing shows Iuoe Local 295 & 295c Employees Annuity Plan at $3M / 81 participants.

#3,124
in Construction (9,030 peers)
+33.3%
assets growth YoY

Iuoe Local 295 & 295c Employees Annuity Plan's mid-pack asset rank among Construction and all filers

Iuoe Local 295 & 295c Employees Annuity Plan vs every filed plan by assets

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

$3,162,917 36th percentile higher than 36% 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 295 & 295c Employees Annuity Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Iuoe Local 295 & 295c Employees Annuity Plan is a small filing (81 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Iuoe Local 295 & 295c Employees Annuity Plan reported net income rose from -$23K in the plan year 2022 filing to $778K in the plan year 2023 filing.
  • Iuoe Local 295 & 295c Employees Annuity Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Iuoe Local 295 & 295c Employees Annuity Plan reported participants fell from 118 in the plan year 2022 filing to 81 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 261420360 · Board of Trustees, Iuoe Local 295 & 295c Employees Annuity Plan PY 2023 · Money Purchase

Iuoe Local 295 & 295c Employees Annuity Plan · $3M · 81 · 36th

  • SCH $3M
  • SCH 81
  • SCH 36th
  • SCH Money Purchase
  • SCH near The Contractors Retirement Plan
  • SCH ind #3124

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 →

Iuoe Local 295 & 295c Employees Annuity Plan in the asset neighbourhood

James L. Stan Attorney-Cpa Money Purchase Plan and TrustJames L. Stan Attorney-Cpa M…$3MThe Contractors Retirement PlanThe Contractors Retirement P…$3MIuoe Local 295 & 295c Employees Annuity PlanIuoe Local 295 & 295c Employ…$3MBoys & Girls Club of Truckee Meadows Pension PlanBoys & Girls Club of Truckee…$3MAsheville Transit Employees Money Purchase Pension PlanAsheville Transit Employees …$3M
End-of-year total assets ($M) among Iuoe Local 295 & 295c Employees Annuity Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Board of Trustees, Iuoe Local 295 & 295c Employees Annuity Plan multi-year asset trail

Sponsor-wide plan assets over time

All Board of Trustees, Iuoe Local 295 & 295c Employees Annuity Plan plans reported in each filing year

Latest sponsor-wide plan assets
$4M 68.18171087167492% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.37M $3.99M ▲ +68.4%
Year Plans Participants Total Assets
2022 1 118 $2M
2023 1 81 $3M
2024 1 83 $4M

Board of Trustees, Iuoe Local 295 & 295c Employees Annuity Plan filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$778K
Employer EIN261420360
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New York

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Iuoe Local 295 & 295c Employees Annuity Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Iuoe Local 295 & 295c Employees Annuity Plan, Total assets ($B): 0.003162917 · Participants: 81Iuoe Local 295 & 295c Employees Annuity PlanTiaa Retirement Plan, Total assets ($B): 5.254874957 · Participants: 12501Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.73565 · Participants: 43490Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 1.981784839 · Participants: 15163McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.410735256 · Participants: 2473Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.151869619 · Participants: 4998Iron Workers Locals 40, 361 & 417 Annuity Fund
Iuoe Local 295 & 295c Employees Annuity Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Iuoe Local 295 & 295c Employees Annuity Plan side-by-side with 3 peers →

Iuoe Local 295 & 295c Employees Annuity Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is The Contractors Retirement Plan in CA ($3M); by covered participants it is International Longshoremen's Association Local 1969 Pension Plan in IN (81 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (81 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 295 & 295c Employees Annuity Plan assets move in 2023? ▼
Iuoe Local 295 & 295c Employees Annuity Plan surged - up 33.3% during 2023, from $2M to $3M. Reported net income was $778K.
How have Board of Trustees, Iuoe Local 295 & 295c Employees Annuity Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Iuoe Local 295 & 295c Employees Annuity Plan's sponsor-wide assets grew 68.2%, from $2M to $4M.
Which Money Purchase plans are similar in size to Iuoe Local 295 & 295c Employees Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by assets is The Contractors Retirement Plan in CA ($3M, 424 participants).
Which Money Purchase plans cover a similar participant headcount to Iuoe Local 295 & 295c Employees Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is International Longshoremen's Association Local 1969 Pension Plan in IN (81 participants, $18M 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 261420360.

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.