Profit Sharing · DOL Form 5500 · 2024

Board of Trustees I.U.O.E. Annuity Local 137 137a 137b 137c 137r Profit Sharing Plan

Data updated 2026-07-24

$253M
Total assets: 745
Participants: 95th
Percentile by assets: $340,045
Avg per participant

Official DOL plan name: I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r · Sponsored by Board of Trustees I.U.O.E. Annuity Local 137 137a 137b 137c 137r · New York · Construction

$253M in assets, 745 participants

Board of Trustees I.U.O.E. Annuity Local 137 137a 137b 137c 137r's I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r reported $253M in total assets and 745 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

95th percentile by assets (of 116,472 plans)

Where I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r sits by assets

I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r sits in the top 5% of all filed plans by assets, $253M for 745 participants (~$340,045/participant), up 7.7% in 2024.

$253M
total plan assets (2024 EOY): 745
covered participants: 95th
percentile by assets (of 116,472 plans): $340,045
avg assets per participant

I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r reported net income fell from $21M in the plan year 2023 filing to $18M in the plan year 2024 filing.
I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r end-of-year assets rose from $235M in the plan year 2023 filing to $253M in the plan year 2024 filing.
I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r reported participants fell from 778 in the plan year 2023 filing to 745 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

New York

Industry

Construction

I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r vs the 2024 asset distribution

By assets, I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r outranks 95% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.5x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$235M
Net Assets (End of Year)	$253M
Net Income	$18M
Employer EIN	133204596
Plan Effective Date	1983-12-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Board of Trustees I.U.O.E. Annuity Local 137 137a 137b 137c 137r)

Total plan assets by year, all Board of Trustees I.U.O.E. Annuity Local 137 137a 137b 137c 137r plans on file

Year	Plans	Participants	Total Assets
2022	1	880	$214M
2023	1	778	$235M
2024	1	745	$253M

Nearby Profit Sharing Plans in New York

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

I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r vs. nearby Profit Sharing plans in New York, assets vs. participants

Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
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

Compare I.U.O.E. Annuity Fund Local 137,137a,137… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r by total assets, not by location.

Bridgeport Hospital Employer Contribution Retirement Plan (CT) $254M · 4,331
Central Illinois Carpenters Retirement Savings Fun (IL) $255M · 3,272
Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart (SC) $249M · 2,275
New Jersey Building Laborers Statewide Annuity Fund (NJ) $248M · 7,247

Frequently Asked Questions

How did I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r assets move in 2024? ▼

I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r grew at a solid clip - up 7.7% during 2024, from $235M to $253M. Reported net income was $18M.

How have Board of Trustees I.U.O.E. Annuity Local 137 137a 137b 137c 137r plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees I.U.O.E. Annuity Local 137 137a 137b 137c 137r's sponsor-wide assets grew 18.3%, from $214M to $253M.

Where does I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r rank by assets among Form 5500 filers? ▼

I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r ranks in the 95th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which Profit Sharing plans are similar in size to I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r? ▼

Among Profit Sharing plans in other states, the closest by assets is Bridgeport Hospital Employer Contribution Retirement Plan in CT ($254M, 4,331 participants).

Next read for I.U.O.E. Annuity Fund Local 137,137a,137…

Scale reading

Ways to act on I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r's numbers.

By total assets, I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
Board of Trustees I.U.O.E. Annuity Local 137 137a 137b 137c 137r's sponsor-wide assets have grown 18.3% 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 133204596.

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.