Profit Sharing · DOL Form 5500 · 2024
Board of Trustees Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO Profit Sharing Plan
Data updated 2026-08-25
- $2.1B
- Total assets Very large vs avg
- 3,278
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $627,287
- Avg per participant High balance/head
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.
- #8,984 in Construction (9,039 peers)
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 ~798 per filing). Assets: $2.1B.
- #8,984
- in Construction (9,039 peers)
- +10.0%
- assets growth YoY
- 21×
- vs typical plan assets (national mean)
Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO's outsized position by total assets
Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,056,246,349 Top 1% higher than 99% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO lands in the large band (3,278 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
DOL schedule card
Filing strip 132899670 · Board of Trustees Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO PY 2024 · Profit Sharing
Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO · $2.1B · 3,278 · 99th
- EIN $2.1B
- RANK 3,278
- PHOTO 99th
- IND Profit Sharing
- EOY near Mid-America Carpenters Regional Council Supplemental Retirement Plan
- 5500 ind #8984
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 New York →
Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.1B 24.63321593179739% vs 2022
- 2024 filing year
| 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 Plan of the Electrical Industry $2.3B · 18,200
- 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
Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Mid-America Carpenters Regional Council Supplemental Retirement Plan in IL ($2.0B); by covered participants it is Central Illinois Carpenters Retirement Savings Fun in IL (3,272 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.1B here).
- Mid-America Carpenters Regional Council Supplemental Retirement Plan (IL) $2.0B · 15,593
- 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
Similar participant headcount
Nearest other-state filings by covered participants (3,278 participants); asset peers above are excluded.
- Central Illinois Carpenters Retirement Savings Fun (IL) 3,272 · 6 off
- Enloe Medical Center Defined Contribution Retirement Plan (CA) 3,295 · 17 off
- The Access Pooled Employer Plan - Series 1 (TX) 3,303 · 25 off
- Medical Information Technology, Inc. Profit Sharing Plan (MA) 3,306 · 28 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.