401(k) · DOL Form 5500 · 2024
Board of Trustees Iuoe Local 478 Annuity Fund 401(k) Plan
Data updated 2026-08-25
- $377M
- Total assets Above avg plan size
- 4,899
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $77,020
- Avg per participant Below avg balance/head
Official DOL plan name: Iuoe Local 478 Annuity Fund · Sponsored by Board of Trustees Iuoe Local 478 Annuity Fund · Connecticut · Construction
$377M in assets, 4,899 participants
Board of Trustees Iuoe Local 478 Annuity Fund's Iuoe Local 478 Annuity Fund reported $377M in total assets and 4,899 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #8,672 in Construction (9,039 peers)
Coverage in Connecticut
Iuoe Local 478 Annuity Fund covers 4,899 participants in Connecticut, 6.8x the typical Connecticut plan (state average ~718 per filing). Assets: $377M.
- #8,672
- in Construction (9,039 peers)
- +10.8%
- assets growth YoY
- 3.8×
- vs typical plan assets (national mean)
Iuoe Local 478 Annuity Fund's outsized position by total assets
Iuoe Local 478 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$377,321,362 Top 4% higher than 96% 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 478 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 478 Annuity Fund lands in the large band (4,899 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Iuoe Local 478 Annuity Fund reported net income fell from $43M in the plan year 2023 filing to $37M in the plan year 2024 filing.
- Iuoe Local 478 Annuity Fund end-of-year assets rose from $340M in the plan year 2023 filing to $377M in the plan year 2024 filing.
- Iuoe Local 478 Annuity Fund reported participants rose from 4,723 in the plan year 2023 filing to 4,899 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 061230516 · Board of Trustees Iuoe Local 478 Annuity Fund PY 2024 · 401(k)
Iuoe Local 478 Annuity Fund · $377M · 4,899 · 96th
- EOY $377M
- EOY 4,899
- EOY 96th
- EOY 401(k)
- EOY near Diamond Offshore 401(k) Plan
- EOY ind #8672
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 Connecticut →
Iuoe Local 478 Annuity Fund in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $340M |
|---|---|
| Net Assets (End of Year) | $377M |
| Net Income | $37M |
| Employer EIN | 061230516 |
| Plan Effective Date | 1988-01-26 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Iuoe Local 478 Annuity Fund)
Sponsor-wide plan assets over time
All Board of Trustees Iuoe Local 478 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $377M 26.988949244919443% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,541 | $297M |
| 2023 | 1 | 4,723 | $340M |
| 2024 | 1 | 4,899 | $377M |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Rtx Savings Plan $58.6B · 124,876
- Citi Retirement Savings Plan $23.2B · 78,741
- The Hartford Investment and Savings Plan $7.2B · 18,614
- Eversource 401(k) Plan $4.0B · 10,041
- Xerox Corporation Savings Plan $4.0B · 9,876
Iuoe Local 478 Annuity Fund's out-of-state 401(k) peers by assets and headcount
Outside Connecticut, the nearest 401(k) by assets is Diamond Offshore 401(k) Plan in TX ($377M); by covered participants it is The 401(k) Retirement Plan of Heidelberg Materials US in TX (4,902 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($377M here).
- Diamond Offshore 401(k) Plan (TX) $377M · 1,272
- Emblemhealth Services Company, LLC 401(k) Plan (NY) $378M · 1,628
- Sappi North America, Inc. Salaried Investment Plan (MA) $377M · 772
- Faith Technologies Incorporated 401(k) Retirement Plan (WI) $378M · 3,155
Similar participant headcount
Nearest other-state filings by covered participants (4,899 participants); asset peers above are excluded.
- The 401(k) Retirement Plan of Heidelberg Materials US (TX) 4,902 · 3 off
- Intra-National Home Care, LLC 401(k) Plan (OH) 4,895 · 4 off
- Torrid 401(k) Plan (CA) 4,904 · 5 off
- Synovus 401(k) Savings Plan (GA) 4,904 · 5 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.