401(k)
2024 plan-year 401(k) DOL Form 5500

INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 295 401K PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

INTERNATIONAL UNION OF OPERATING ENGINNE LOCAL 295 401K PLAN

This 401(k) plan holds $5M in total assets and serves 233 participants as of 2024. It is sponsored by INTERNATIONAL UNION OF OPERATING ENGINNE LOCAL 295 401K PLAN in New York. The plan reported positive net income of $752K for the year.

Total Assets (2023)
$5M
Participants
233
State
Industry
Construction

What the Filing Says About INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 295 401K PLAN

INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 295 401K PLAN is a 401(k) retirement plan sponsored by INTERNATIONAL UNION OF OPERATING ENGINNE LOCAL 295 401K PLAN, headquartered in New York. As of the 2024 Form 5500 filing, the plan reports $5M in total end-of-year assets and covers 233 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 933896612, and the plan has been effective since 2021-12-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $4M at the beginning of 2024 to $5M at year-end — a gain of 19.2%. Net assets (after liabilities) closed the year at $5M, with reported net income of $752K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$4M
Total Assets (End of Year)$5M
Net Assets (End of Year)$5M
Net Income$752K
Plan Type401(k)
Employer EIN933896612
Plan Effective Date2021-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (INTERNATIONAL UNION OF OPERATING ENGINNE LOCAL 295 401K PLAN)

Year Plans Participants Total Assets
2022 1 N/A N/A
2023 1 118 N/A
2024 1 233 $5M

Nearby 401(k) Plans in New York

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Frequently Asked Questions

How much money is in the INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 295 401K PLAN?
As of the 2024 Form 5500 filing, INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 295 401K PLAN holds $5M in total assets with 233 participants. It is sponsored by INTERNATIONAL UNION OF OPERATING ENGINNE LOCAL 295 401K PLAN.
What type of plan is INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 295 401K PLAN?
INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 295 401K PLAN is a 401(k) plan. It has been effective since 2021-12-01. The plan is filed with the U.S. Department of Labor under EIN 933896612.
Who sponsors the INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 295 401K PLAN?
INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 295 401K PLAN is sponsored by INTERNATIONAL UNION OF OPERATING ENGINNE LOCAL 295 401K PLAN, located in New York. The sponsor's EIN is 933896612 and the plan operates in the Construction industry.
How did INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 295 401K PLAN perform in 2024?
INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 295 401K PLAN grew by 19.2% during 2024, moving from $4M to $5M in total assets. Net income was $752K.
Where can I find official filings for INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 295 401K PLAN?
Official Form 5500 filings for INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 295 401K PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 933896612 or plan name at efast.dol.gov.
How does INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 295 401K PLAN compare to other plans?
You can compare INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 295 401K PLAN against other 401(k) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 933896612.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.