Money Purchase · DOL Form 5500 · 2024
Board of Trustees, Iuoe Local 295 & 295c Employees Annuity Money Purchase Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 83
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $48,065
- Avg per participant Low balance/head
Official DOL plan name: Iuoe Local 295 & 295c Employees Annuity Plan · Sponsored by Board of Trustees, Iuoe Local 295 & 295c Employees Annuity · New York · Construction
$4M in assets, 83 participants
Board of Trustees, Iuoe Local 295 & 295c Employees Annuity's Iuoe Local 295 & 295c Employees Annuity Plan reported $4M in total assets and 83 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.
- #3,341 in Construction (9,039 peers)
Board of Trustees, Iuoe Local 295 & 295c Employees Annuity multi-year trail
Board of Trustees, Iuoe Local 295 & 295c Employees Annuity's plans moved +68.2% in assets from 2022 to 2024; this filing shows Iuoe Local 295 & 295c Employees Annuity Plan at $4M / 83 participants.
- #3,341
- in Construction (9,039 peers)
- +26.1%
- assets growth YoY
Iuoe Local 295 & 295c Employees Annuity Plan's mid-pack asset rank among Construction and all filers
Iuoe Local 295 & 295c Employees Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,989,361 38th percentile higher than 38% 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 295 & 295c Employees Annuity Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Iuoe Local 295 & 295c Employees Annuity Plan is a small filing (83 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Iuoe Local 295 & 295c Employees Annuity Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Iuoe Local 295 & 295c Employees Annuity Plan reported participants rose from 81 in the plan year 2023 filing to 83 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 261420360 · Board of Trustees, Iuoe Local 295 & 295c Employees Annuity PY 2024 · Money Purchase
Iuoe Local 295 & 295c Employees Annuity Plan · $4M · 83 · 38th
- TYPE $4M
- TYPE 83
- TYPE 38th
- TYPE Money Purchase
- TYPE near American Lawyers Company Pension Plan and Trust
- TYPE ind #3341
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 295 & 295c Employees Annuity Plan in the asset neighbourhood
Board of Trustees, Iuoe Local 295 & 295c Employees Annuity multi-year asset trail
Sponsor-wide plan assets over time
All Board of Trustees, Iuoe Local 295 & 295c Employees Annuity plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 68.18171087167492% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 118 | $2M |
| 2023 | 1 | 81 | $3M |
| 2024 | 1 | 83 | $4M |
Board of Trustees, Iuoe Local 295 & 295c Employees Annuity filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $793K |
| Employer EIN | 261420360 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Tiaa Retirement Plan $5.9B · 11,906
- Young Men's Christian Association Retirement Fund Retirement Plan $3.9B · 47,199
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $2.2B · 15,274
- Brookhaven Science Associates, LLC Retirement Plan $1.5B · 2,624
- Iron Workers Locals 40, 361 & 417 Annuity Fund $1.2B · 2,357
Iuoe Local 295 & 295c Employees Annuity Plan's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is American Lawyers Company Pension Plan and Trust in OH ($4M); by covered participants it is Jewish Federation Council of Greater Los Angeles Defined Contribution Plan in CA (83 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (83 participants); asset peers above are excluded.
- Jewish Federation Council of Greater Los Angeles Defined Contribution Plan (CA) 83 · 0 off
- The Child and Family Guidance Center, Inc. Money Purchase Plan (CT) 82 · 1 off
- Colorado Symphony Orchestra Money Purchase Pension Plan (CO) 82 · 1 off
- Alro Steel Corporation Union Employees' Money Purchase Pension Plan (MI) 85 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.