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 2026-08-25
- $253M
- Total assets Near avg plan size
- 745
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $340,045
- Avg per participant High balance/head
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.
- #8,541 in Construction (9,039 peers)
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.
- #8,541
- in Construction (9,039 peers)
- +7.7%
- assets growth YoY
- 2.5×
- vs typical plan assets (national mean)
I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r's outsized position by total assets
I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$253,333,586 Top 5% higher than 95% 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
I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r sits mid-pack in the medium band (745 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
DOL schedule card
Filing strip 133204596 · Board of Trustees I.U.O.E. Annuity Local 137 137a 137b 137c 137r PY 2024 · Profit Sharing
I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r · $253M · 745 · 95th
- PART $253M
- PART 745
- PART 95th
- PART Profit Sharing
- PART near Bridgeport Hospital Employer Contribution Retirement Plan
- PART ind #8541
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 →
I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees I.U.O.E. Annuity Local 137 137a 137b 137c 137r plans reported in each filing year
- Latest sponsor-wide plan assets
- $253M 18.331056396961188% vs 2022
- 2024 filing year
| 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.
- Annuity Plan of the Electrical Industry $2.3B · 18,200
- 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
I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Bridgeport Hospital Employer Contribution Retirement Plan in CT ($254M); by covered participants it is Metro Santurce Inc Dba Hospital Pavia Santurce Retirement Plan in PR (745 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($253M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (745 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.