Profit Sharing · DOL Form 5500 · 2023
Board of Trustees Local 138, 138a, 138b & 138c Iuoe Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $359M
- Total assets Above avg plan size
- 1,544
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $232,262
- Avg per participant Above avg balance/head
Official DOL plan name: Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund · Sponsored by Board of Trustees Local 138, 138a, 138b & 138c Iuoe Annuity Fund · New York · Finance & Insurance
$359M in assets, 1,544 participants
Board of Trustees Local 138, 138a, 138b & 138c Iuoe Annuity Fund's Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund reported $359M in total assets and 1,544 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #8,369 in Finance & Insurance (8,869 peers)
Where Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund sits by assets
Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund sits in the top 5% of all filed plans by assets, $359M for 1,544 participants (~$232,262/participant), up 8.6% in 2023.
- #8,369
- in Finance & Insurance (8,869 peers)
- +8.6%
- assets growth YoY
- 3.6×
- vs typical plan assets (national mean)
Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund's outsized position by total assets
Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$358,611,846 Top 3% higher than 97% 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
Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity 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. Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund lands in the large band (1,544 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund reported participants rose from 1,221 in the plan year 2022 filing to 1,544 in the plan year 2023 filing.
- Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund end-of-year assets rose from $330M in the plan year 2022 filing to $359M in the plan year 2023 filing.
- Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund reported net income fell from $29M in the plan year 2022 filing to $28M in the plan year 2023 filing.
DOL schedule card
Filing strip 112653717 · Board of Trustees Local 138, 138a, 138b & 138c Iuoe Annuity Fund PY 2023 · Profit Sharing
Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund · $359M · 1,544 · 97th
- PHOTO $359M
- PHOTO 1,544
- PHOTO 97th
- PHOTO Profit Sharing
- PHOTO near Iron Workers St. Louis District Council Annuity Trust Fund
- PHOTO ind #8369
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 New York →
Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $330M |
|---|---|
| Net Assets (End of Year) | $356M |
| Net Income | $28M |
| Employer EIN | 112653717 |
| Plan Effective Date | 1983-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Local 138, 138a, 138b & 138c Iuoe Annuity Fund)
Sponsor-wide plan assets over time
All Board of Trustees Local 138, 138a, 138b & 138c Iuoe Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $390M 17.919155163824026% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,221 | $330M |
| 2023 | 1 | 1,544 | $359M |
| 2024 | 1 | 1,338 | $390M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.2B · 18,907
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
- The Research Foundation for Suny Retirement Plan $1.2B · 10,120
- Mason Tenders District Council Annuity Fund $913M · 11,237
Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Iron Workers St. Louis District Council Annuity Trust Fund in MO ($363M); by covered participants it is Westminster Services, Inc. Retirement Plan in FL (1,543 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($359M here).
- Iron Workers St. Louis District Council Annuity Trust Fund (MO) $363M · 4,927
- Gensler Profit Sharing Plan (CA) $353M · 4,612
- Childrens Healthcare of Atlanta Growth Plan (GA) $344M · 12,194
- Electrical Workers Local Union 159 Retirement Plan (WI) $374M · 1,358
Similar participant headcount
Nearest other-state filings by covered participants (1,544 participants); asset peers above are excluded.
- Westminster Services, Inc. Retirement Plan (FL) 1,543 · 1 off
- Goodwill Industries Employee Retirement and Incentive Plan (OR) 1,556 · 12 off
- Cic Defined Contribution Retirement Plan (WA) 1,560 · 16 off
- Jeld-Wen, Inc. Employee Stock Ownership and Retirement Plan (NC) 1,526 · 18 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.