Profit Sharing · DOL Form 5500 · 2024
Bd of Trustees Iuoe Local 30 Annuity Fund Profit Sharing Plan
Data updated 2026-07-24
- $534M
- Total assets
- 4,772
- Participants
- 97th
- Percentile by assets
- $111,832
- Avg per participant
Official DOL plan name: Iuoe Local 30 Annuity Fund · Sponsored by Bd of Trustees Iuoe Local 30 Annuity Fund · New York · Construction
$534M in assets, 4,772 participants
Bd of Trustees Iuoe Local 30 Annuity Fund's Iuoe Local 30 Annuity Fund reported $534M in total assets and 4,772 participants in its 2024 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.
- 97th percentile by assets (of 116,472 plans)
Coverage in New York
Iuoe Local 30 Annuity Fund covers 4,772 participants in New York, 6.0x the typical New York plan (state average ~795 per filing). Assets: $534M.
- $534M
- total plan assets (2024 EOY)
- 4,772
- covered participants
- 97th
- percentile by assets (of 116,472 plans)
- $111,832
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Iuoe Local 30 Annuity Fund reported net income fell from $58M in the plan year 2023 filing to $51M in the plan year 2024 filing.
- Iuoe Local 30 Annuity Fund end-of-year assets rose from $483M in the plan year 2023 filing to $534M in the plan year 2024 filing.
- Iuoe Local 30 Annuity Fund reported participants rose from 4,593 in the plan year 2023 filing to 4,772 in the plan year 2024 filing.
Participants vs New York filers
In New York, the average filing covers about 795 participants across 8,491 plans. Iuoe Local 30 Annuity Fund reports 4,772 participants - 6.0x that state average ($534M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $483M |
|---|---|
| Net Assets (End of Year) | $533M |
| Net Income | $51M |
| Employer EIN | 136595417 |
| Plan Effective Date | 1970-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bd of Trustees Iuoe Local 30 Annuity Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,377 | $424M |
| 2023 | 1 | 4,593 | $483M |
| 2024 | 1 | 4,772 | $534M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Iuoe Local 30 Annuity Fund 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Iuoe Local 30 Annuity Fund by total assets, not by location.
- Wgu Retirement Savings Plan (UT) $533M · 8,497
- Presbyterian Healthcare Services 401(a) Plan (NM) $531M · 11,854
- Connecticut Children's Retirement Savings Plan (CT) $541M · 3,179
- Kpmg Partner Retirement Savings Plan (NJ) $524M · 1,704
Frequently Asked Questions
How did Iuoe Local 30 Annuity Fund assets move in 2024? ▼
How have Bd of Trustees Iuoe Local 30 Annuity Fund plan assets changed over time? ▼
Where does Iuoe Local 30 Annuity Fund rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Iuoe Local 30 Annuity Fund? ▼
Next read for Iuoe Local 30 Annuity Fund
Filing takeaways
Ways to act on Iuoe Local 30 Annuity Fund's numbers.
- By total assets, Iuoe Local 30 Annuity Fund 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
- Bd of Trustees Iuoe Local 30 Annuity Fund's sponsor-wide assets have grown 25.7% 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 136595417.
Read our methodology - how this data is sourced, computed, and verified.