Profit Sharing · DOL Form 5500 · 2023

Board of Trustees, Iuoe Local 965 Annuity Fund Profit Sharing Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
1,207
Participants Near avg headcount
74th
Percentile by assets National rank
$17,947
Avg per participant Low balance/head
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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.

  • #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.

#6,566
in Construction (9,030 peers)
+44.6%
assets growth YoY

Iuoe Local 965 Annuity Plan's outsized position 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

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 965 Annuity 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 965 Annuity Plan lands in the large band (1,207 participants).

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.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 462696118 · Board of Trustees, Iuoe Local 965 Annuity Fund PY 2023 · Profit Sharing

Iuoe Local 965 Annuity Plan · $22M · 1,207 · 74th

  • IND $22M
  • IND 1,207
  • IND 74th
  • IND Profit Sharing
  • IND near Value Line, Inc. Profit Sharing and Savings Plan
  • IND ind #6566

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 965 Annuity Plan in the asset neighbourhood

Metropolitan Nephrologists, P.C. Profit Sharing Plan and TrustMetropolitan Nephrologists, …$22MIuoe Local 965 Annuity Plan$22MValue Line, Inc. Profit Sharing and Savings PlanValue Line, Inc. Profit Shar…$22MSefar 401(k) Plan$22MOliver Sprinkler Co., Inc. Profit Sharing PlanOliver Sprinkler Co., Inc. P…$22M
End-of-year total assets ($M) among Iuoe Local 965 Annuity Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Board of Trustees, Iuoe Local 965 Annuity Fund multi-year asset trail

Sponsor-wide plan assets over time

All Board of Trustees, Iuoe Local 965 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$29M 94.1100600054951% vs 2022
2024 filing year
$10M$15M$20M$25M$30M$35M 202220232024 $15M $29.1M ▲ +94.1%
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 EIN462696118
Plan Effective Date2013-05-01
Filing StatusFILING 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 Scatter plot of 6 data points. 0500010000150002000025000 -101234 Total assets ($B) Participants Iuoe Local 965 Annuity Plan, Total assets ($B): 0.021661883 · Participants: 1207Iuoe Local 965 Annuity PlanW. W. Grainger, Inc. Retirement Savings Plan, Total assets ($B): 3.454274218 · Participants: 18524W. W. Grainger, Inc. Retirement Savings PlanElectrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5, Total assets ($B): 3.245353634 · Participants: 23108Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5Mcmaster-Carr Supply Company Profit Sharing Trust, Total assets ($B): 2.733520068 · Participants: 4366Mcmaster-Carr Supply Company Profit Sharing TrustMid-America Carpenters Regional Council Supplemental Retirement Plan, Total assets ($B): 1.788799198 · Participants: 16214Mid-America Carpenters Regional Council Supplemental Retirement PlanCarle Foundation Hospital and Affiliates Matching Tsa Plan, Total assets ($B): 1.173752843 · Participants: 15604Carle Foundation Hospital and Affiliates Matching Tsa Plan
Iuoe Local 965 Annuity Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants
Compare Iuoe Local 965 Annuity Plan side-by-side with 3 peers →

Iuoe Local 965 Annuity Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Illinois, the nearest Profit Sharing by assets is Value Line, Inc. Profit Sharing and Savings Plan in NY ($22M); by covered participants it is Citrus Health Network, Inc. ERISA 403(b) Plan in FL (1,207 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,207 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 965 Annuity Plan assets move in 2023? ▼
Iuoe Local 965 Annuity Plan surged - up 44.6% during 2023, from $15M to $22M. Reported net income was $7M.
How have Board of Trustees, Iuoe Local 965 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Iuoe Local 965 Annuity Fund's sponsor-wide assets grew 94.1%, from $15M to $29M.
Which Profit Sharing plans are similar in size to Iuoe Local 965 Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Value Line, Inc. Profit Sharing and Savings Plan in NY ($22M, 130 participants).
Which Profit Sharing plans cover a similar participant headcount to Iuoe Local 965 Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Citrus Health Network, Inc. ERISA 403(b) Plan in FL (1,207 participants, $8M 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 462696118.

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.