Profit Sharing · DOL Form 5500 · 2023

I.U.O.E. #132 Annuity & Savings Fd Profit Sharing Plan

Data updated 2026-08-25

$100M
Total assets Near avg plan size
7,765
Participants Very large workforce
91st
Percentile by assets National rank
$12,906
Avg per participant Low balance/head
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Official DOL plan name: I.U.O.E. Local #132 Annuity & Savings Fund · Sponsored by I.U.O.E. #132 Annuity & Savings Fd · West Virginia · Finance & Insurance

$100M in assets, 7,765 participants

I.U.O.E. #132 Annuity & Savings Fd's I.U.O.E. Local #132 Annuity & Savings Fund reported $100M in total assets and 7,765 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,681 in Finance & Insurance (8,869 peers)

Coverage in West Virginia

I.U.O.E. Local #132 Annuity & Savings Fund covers 7,765 participants in West Virginia, 17x the typical West Virginia plan (state average ~467 per filing). Assets: $100M.

#7,681
in Finance & Insurance (8,869 peers)
+16.7%
assets growth YoY
1.0×
vs typical plan assets (national mean)

I.U.O.E. Local #132 Annuity & Savings Fund's outsized position by total assets

I.U.O.E. Local #132 Annuity & Savings Fund vs every filed plan by assets

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

$100,212,407 Top 9% higher than 91% 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

I.U.O.E. Local #132 Annuity & Savings Fund'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. I.U.O.E. Local #132 Annuity & Savings Fund lands in the large band (7,765 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • I.U.O.E. Local #132 Annuity & Savings Fund reported net income rose from -$3M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • I.U.O.E. Local #132 Annuity & Savings Fund end-of-year assets rose from $86M in the plan year 2022 filing to $100M in the plan year 2023 filing.
  • I.U.O.E. Local #132 Annuity & Savings Fund reported participants fell from 8,453 in the plan year 2022 filing to 7,765 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 550712315 · I.U.O.E. #132 Annuity & Savings Fd PY 2023 · Profit Sharing

I.U.O.E. Local #132 Annuity & Savings Fund · $100M · 7,765 · 91st

  • EBSA $100M
  • EBSA 7,765
  • EBSA 91st
  • EBSA Profit Sharing
  • EBSA near The Profit Sharing Retirement Plan of the Procter & Gamble Commercial Company
  • EBSA ind #7681

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 Finance & Insurance retirement plans → · Plans in West Virginia →

I.U.O.E. Local #132 Annuity & Savings Fund in the asset neighbourhood

The Profit Sharing Retirement Plan of the Procter & Gamble Commercial CompanyThe Profit Sharing Retiremen…$101MI.U.O.E. Local #132 Annuity & Savings FundI.U.O.E. Local #132 Annuity …$100MProskauer Rose LLP Profit Sharing PlanProskauer Rose LLP Profit Sh…$100MSheet Metal Workers Local Union No. 12 Annuity FundSheet Metal Workers Local Un…$99MSt. Louis-Kansas City Carpenters Regional AnnuitySt. Louis-Kansas City Carpen…$99M
End-of-year total assets ($M) among I.U.O.E. Local #132 Annuity & Savings Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

West Virginia filing particulars

Total Assets (Beginning of Year)$86M
Net Assets (End of Year)$100M
Net Income$14M
Employer EIN550712315
Plan Effective Date1990-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (I.U.O.E. #132 Annuity & Savings Fd)

Sponsor-wide plan assets over time

All I.U.O.E. #132 Annuity & Savings Fd plans reported in each filing year

Latest sponsor-wide plan assets
$105M 22.455136793023648% vs 2022
2024 filing year
$80M$90M$100M$110M 202220232024 $85.9M $105M ▲ +22.5%
Year Plans Participants Total Assets
2022 1 8,453 $86M
2023 1 7,765 $100M
2024 1 8,277 $105M

Nearby Profit Sharing Plans in West Virginia

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

I.U.O.E. Local #132 Annuity & Savings Fund vs. nearby Profit Sharing plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 050100150200 Total assets ($M) Participants I.U.O.E. Local #132 Annuity & Savings Fund, Total assets ($M): 100.212407 · Participants: 7765I.U.O.E. Local #132 Annuity & Savings FundWest Virginia Laborers Profit Sharing Plan, Total assets ($M): 150.972254 · Participants: 5751West Virginia Laborers Profit Sharing PlanInt Brotherhood of Electrical Workers Local 141 Profit Sharing Plan, Total assets ($M): 104.30095 · Participants: 225Int Brotherhood of Electrical Workers Local 141 Profit Sharing PlanIronworkers Local Union 549 and 550 Security Plan, Total assets ($M): 52.76328 · Participants: 3624Ironworkers Local Union 549 and 550 Security PlanThe Profit Sharing and Retirement Plan for the Mountain Company and the Laurel Management Group, Inc., Total assets ($M): 48.541861 · Participants: 274The Profit Sharing and Retirement Plan for the Mountain Company and the Laurel Management Group, Inc.Plumbers & Pipefitters Local 625 Pension Plan, Total assets ($M): 43.159273 · Participants: 0Plumbers & Pipefitters Local 625 Pension Plan
I.U.O.E. Local #132 Annuity & Savings Fund vs. nearby Profit Sharing plans in West Virginia, assets vs. participants
Compare I.U.O.E. Local #132 Annuity & Savings Fund side-by-side with 3 peers →

Scale composition for I.U.O.E. Local #132 Annuity & Savings Fund

I.U.O.E. Local #132 Annuity & Savings Fund reports $100M in end-of-year assets across 7,765 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $12,906 per participant (9% of the national average assets-per-participant) . Net income for plan year 2023 was $14M.

This plan identity (EIN 550712315, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $86M to $105M (+22.5%) while covered participants moved from 8,453 to 8,277 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 8,453 $86M Open filing
2023 7,765 $100M This page
2024 · index core 8,277 $105M Open filing

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

I.U.O.E. Local #132 Annuity & Savings Fund's out-of-state Profit Sharing peers by assets and headcount

Outside West Virginia, the nearest Profit Sharing by assets is The Profit Sharing Retirement Plan of the Procter & Gamble Commercial Company in OH ($101M); by covered participants it is Wgu Retirement Savings Plan in UT (7,868 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7,765 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 I.U.O.E. Local #132 Annuity & Savings Fund assets move in 2023? ▼
I.U.O.E. Local #132 Annuity & Savings Fund grew sharply - up 16.7% during 2023, from $86M to $100M. Reported net income was $14M.
How have I.U.O.E. #132 Annuity & Savings Fd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), I.U.O.E. #132 Annuity & Savings Fd's sponsor-wide assets grew 22.5%, from $86M to $105M.
Where does I.U.O.E. Local #132 Annuity & Savings Fund rank by assets among Form 5500 filers? ▼
I.U.O.E. Local #132 Annuity & Savings Fund ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Profit Sharing plans are similar in size to I.U.O.E. Local #132 Annuity & Savings Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is The Profit Sharing Retirement Plan of the Procter & Gamble Commercial Company in OH ($101M, 42 participants).
Which Profit Sharing plans cover a similar participant headcount to I.U.O.E. Local #132 Annuity & Savings Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Wgu Retirement Savings Plan in UT (7,868 participants, $431M 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 550712315.

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.