Profit Sharing · DOL Form 5500 · 2024

Board of Trustees Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO Profit Sharing Plan

Data updated 2026-07-24

$2.1B
Total assets: 3,278
Participants: 99th
Percentile by assets: $627,287
Avg per participant

Official DOL plan name: Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO · Sponsored by Board of Trustees Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO · New York · Construction

$2.1B in assets, 3,278 participants

Board of Trustees Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO's Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO reported $2.1B in total assets and 3,278 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.

99th percentile by assets (of 116,472 plans)

Coverage in New York

Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO covers 3,278 participants in New York, 4.1x the typical New York plan (state average ~795 per filing). Assets: $2.1B.

$2.1B
total plan assets (2024 EOY): 3,278
covered participants: 99th
percentile by assets (of 116,472 plans): $627,287
avg assets per participant

Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO reported net income fell from $219M in the plan year 2023 filing to $188M in the plan year 2024 filing.
Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO end-of-year assets rose from $1.9B in the plan year 2023 filing to $2.1B in the plan year 2024 filing.
Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO reported participants fell from 3,402 in the plan year 2023 filing to 3,278 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

New York

Industry

Construction

Participants vs New York filers

In New York, the average filing covers about 795 participants across 8,491 plans. Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO reports 3,278 participants - 4.1x that state average ($2.1B EOY assets).

New York filing particulars

Total Assets (Beginning of Year)	$1.9B
Net Assets (End of Year)	$2.1B
Net Income	$188M
Employer EIN	132899670
Plan Effective Date	1977-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Board of Trustees Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO)

Total plan assets by year, all Board of Trustees Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO plans on file

Year	Plans	Participants	Total Assets
2022	1	3,494	$1.6B
2023	1	3,402	$1.9B
2024	1	3,278	$2.1B

Nearby Profit Sharing Plans in New York

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

Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO vs. nearby Profit Sharing plans in New York, assets vs. participants

Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
Mason Tenders District Council Annuity Fund $944M · 11,824
Painting Industry Annuity Fund $884M · 5,414

Compare Annuity Fund Iuoe Local 15, 15a, 15c, 15… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO by total assets, not by location.

University of Pennsylvania Basic Plan (PA) $2.0B · 21,954
Nfl Player Annuity Program (MD) $2.0B · 2,745
Baylor College of Medicine Retirement Plan (TX) $2.0B · 10,721
Prisma Health Retirement Savings Plan (SC) $2.2B · 29,201

Frequently Asked Questions

How did Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO assets move in 2024? ▼

Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO grew at a solid clip - up 10.0% during 2024, from $1.9B to $2.1B. Reported net income was $188M.

How have Board of Trustees Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO's sponsor-wide assets grew 24.6%, from $1.6B to $2.1B.

Where does Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO rank by assets among Form 5500 filers? ▼

Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO ranks in the 99th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).

Which Profit Sharing plans are similar in size to Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO? ▼

Among Profit Sharing plans in other states, the closest by assets is University of Pennsylvania Basic Plan in PA ($2.0B, 21,954 participants).

Next read for Annuity Fund Iuoe Local 15, 15a, 15c, 15…

Filing takeaways

Ways to act on Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO's numbers.

By total assets, Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
Board of Trustees Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO's sponsor-wide assets have grown 24.6% since 2022 across 3 plan years on file. More Construction plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 132899670.

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.