Profit Sharing · DOL Form 5500 · 2024
Bd of Trustees Iuoe Local 30 Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $534M
- Total assets Above avg plan size
- 4,772
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $111,832
- Avg per participant Below avg balance/head
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.
- #8,777 in Construction (9,039 peers)
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 ~798 per filing). Assets: $534M.
- #8,777
- in Construction (9,039 peers)
- +10.5%
- assets growth YoY
- 5.4×
- vs typical plan assets (national mean)
Iuoe Local 30 Annuity Fund's outsized position by total assets
Iuoe Local 30 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$533,661,125 Top 3% higher than 97% 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
Iuoe Local 30 Annuity Fund'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. Iuoe Local 30 Annuity Fund lands in the large band (4,772 participants).
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.
EBSA filing schedule strip
Filing strip 136595417 · Bd of Trustees Iuoe Local 30 Annuity Fund PY 2024 · Profit Sharing
Iuoe Local 30 Annuity Fund · $534M · 4,772 · 97th
- RANK $534M
- RANK 4,772
- RANK 97th
- RANK Profit Sharing
- RANK near Wgu Retirement Savings Plan
- RANK ind #8777
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 →
Iuoe Local 30 Annuity Fund in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Bd of Trustees Iuoe Local 30 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $534M 25.746626976252074% vs 2022
- 2024 filing year
| 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.
- 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
Iuoe Local 30 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Wgu Retirement Savings Plan in UT ($533M); by covered participants it is International Union of Operating Engineers Local 841 Qualified Savings Plan in IN (4,760 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($534M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (4,772 participants); asset peers above are excluded.
- International Union of Operating Engineers Local 841 Qualified Savings Plan (IN) 4,760 · 12 off
- Fairview Health Services Pension Plan (MN) 4,702 · 70 off
- International Union of Painters and Allied Trades District Council No. 21 Annuity Fund (PA) 4,931 · 159 off
- Altamed Health Services Corporation 403(b) Plan (CA) 4,949 · 177 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.