Profit Sharing · DOL Form 5500 · 2023
Board of Trustees, Iuoe Local 965 Annuity Fund Profit Sharing Plan
Data updated 2026-08-11
- $22M
- Total assets
- 1,207
- Participants
- 74th
- Percentile by assets
- $17,947
- Avg per participant
Official DOL plan name: Iuoe Local 965 Annuity Plan · Sponsored by Board of Trustees, Iuoe Local 965 Annuity Fund · Illinois · Construction
$22M in assets, 1,207 participants
Board of Trustees, Iuoe Local 965 Annuity Fund's Iuoe Local 965 Annuity Plan reported $22M in total assets and 1,207 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.
- 74th percentile by assets (of 127,072 plans)
- #6,566 in Construction (9,030 peers)
Board of Trustees, Iuoe Local 965 Annuity Fund multi-year trail
Board of Trustees, Iuoe Local 965 Annuity Fund's plans moved +94.1% in assets from 2022 to 2024; this filing shows Iuoe Local 965 Annuity Plan at $22M / 1,207 participants.
- $22M
- total plan assets (2023 EOY)
- 1,207
- covered participants
- 74th
- percentile by assets (of 127,072 plans)
- $17,947
- avg assets per participant
Where Iuoe Local 965 Annuity Plan sits by total assets
Iuoe Local 965 Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$21,661,883 Top 26% higher than 74% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Iuoe Local 965 Annuity Plan reported net income rose from $3M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Iuoe Local 965 Annuity Plan end-of-year assets rose from $15M in the plan year 2022 filing to $22M in the plan year 2023 filing.
- Iuoe Local 965 Annuity Plan reported participants fell from 1,232 in the plan year 2022 filing to 1,207 in the plan year 2023 filing.
Board of Trustees, Iuoe Local 965 Annuity Fund across 3 plan years on file
Across the 3 plan years Board of Trustees, Iuoe Local 965 Annuity Fund has on file (2022-2024), sponsor-wide plan assets have moved from $15M to $29M, a gain of 94.1%, while reported participants moved from 1,232 to 1,708 (+38.6%). Peak year by sponsor assets: 2024 ($29M); trough: 2022 ($15M).
Board of Trustees, Iuoe Local 965 Annuity Fund multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,232 | $15M |
| 2023 | 1 | 1,207 | $22M |
| 2024 | 1 | 1,708 | $29M |
Board of Trustees, Iuoe Local 965 Annuity Fund filing trail (2023)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $7M |
| Employer EIN | 462696118 |
| Plan Effective Date | 2013-05-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Illinois
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Iuoe Local 965 Annuity Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants
- W. W. Grainger, Inc. Retirement Savings Plan $3.5B · 18,524
- Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 $3.2B · 23,108
- Mcmaster-Carr Supply Company Profit Sharing Trust $2.7B · 4,366
- Mid-America Carpenters Regional Council Supplemental Retirement Plan $1.8B · 16,214
- Carle Foundation Hospital and Affiliates Matching Tsa Plan $1.2B · 15,604
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Iuoe Local 965 Annuity Plan by total assets, not by location.
Frequently Asked Questions
How did Iuoe Local 965 Annuity Plan assets move in 2023? ▼
How have Board of Trustees, Iuoe Local 965 Annuity Fund plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Iuoe Local 965 Annuity Plan? ▼
Next read for Iuoe Local 965 Annuity Plan
Multi-year trail
Ways to act on Iuoe Local 965 Annuity Plan's numbers.
- By total assets, Iuoe Local 965 Annuity Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Illinois. Compare plans
- Board of Trustees, Iuoe Local 965 Annuity Fund's sponsor-wide assets have grown 94.1% since 2022 across 3 plan years on file. More Construction plans