Profit Sharing · DOL Form 5500 · 2024

Board of Trustees I.U.O.E. Local 14-14b Annuity Fund Profit Sharing Plan

Data updated 2026-08-25

$856M
Total assets Above avg plan size
1,168
Participants Near avg headcount
98th
Percentile by assets National rank
$732,725
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: I.U.O.E. Local 14-14b Annuity Fund · Sponsored by Board of Trustees I.U.O.E. Local 14-14b Annuity Fund · New York · Construction

$856M in assets, 1,168 participants

Board of Trustees I.U.O.E. Local 14-14b Annuity Fund's I.U.O.E. Local 14-14b Annuity Fund reported $856M in total assets and 1,168 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,883 in Construction (9,039 peers)

Where I.U.O.E. Local 14-14b Annuity Fund sits by assets

I.U.O.E. Local 14-14b Annuity Fund sits in the top 5% of all filed plans by assets, $856M for 1,168 participants (~$732,725/participant), up 2.5% in 2024.

#8,883
in Construction (9,039 peers)
+2.5%
assets growth YoY
8.6×
vs typical plan assets (national mean)

I.U.O.E. Local 14-14b Annuity Fund's outsized position by total assets

I.U.O.E. Local 14-14b Annuity Fund vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$855,823,246 Top 2% higher than 98% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

I.U.O.E. Local 14-14b 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. I.U.O.E. Local 14-14b Annuity Fund lands in the large band (1,168 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • I.U.O.E. Local 14-14b Annuity Fund reported net income fell from $43M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • I.U.O.E. Local 14-14b Annuity Fund end-of-year assets rose from $835M in the plan year 2023 filing to $856M in the plan year 2024 filing.
  • I.U.O.E. Local 14-14b Annuity Fund reported participants fell from 1,187 in the plan year 2023 filing to 1,168 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 136321935 · Board of Trustees I.U.O.E. Local 14-14b Annuity Fund PY 2024 · Profit Sharing

I.U.O.E. Local 14-14b Annuity Fund · $856M · 1,168 · 98th

  • PART $856M
  • PART 1,168
  • PART 98th
  • PART Profit Sharing
  • PART near Uma Retirement Plan
  • PART ind #8883

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 →

I.U.O.E. Local 14-14b Annuity Fund in the asset neighbourhood

Les Schwab Profit Sharing Retirement PlanLes Schwab Profit Sharing Re…$865MSutter Health Retirement Income PlanSutter Health Retirement Inc…$865MI.U.O.E. Local 14-14b Annuity FundI.U.O.E. Local 14-14b Annuit…$856MUma Retirement Plan$848MThedacare Retirement and 403(b) Savings PlanThedacare Retirement and 403…$838M
End-of-year total assets ($M) among I.U.O.E. Local 14-14b Annuity Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$835M
Net Assets (End of Year)$855M
Net Income$21M
Employer EIN136321935
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees I.U.O.E. Local 14-14b Annuity Fund)

Sponsor-wide plan assets over time

All Board of Trustees I.U.O.E. Local 14-14b Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$856M 8.108494111107015% vs 2022
2024 filing year
$780M$800M$820M$840M$860M$880M 202220232024 $792M $856M ▲ +8.1%
Year Plans Participants Total Assets
2022 1 1,251 $792M
2023 1 1,187 $835M
2024 1 1,168 $856M

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

I.U.O.E. Local 14-14b Annuity Fund vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 0.511.522.5 Total assets ($B) Participants I.U.O.E. Local 14-14b Annuity Fund, Total assets ($B): 0.855823246 · Participants: 1168I.U.O.E. Local 14-14b Annuity FundAnnuity Plan of the Electrical Industry, Total assets ($B): 2.296401236 · Participants: 18200Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 2.056246349 · Participants: 3278Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.821807482 · Participants: 5817Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for the State University of New York Retirement Plan, Total assets ($B): 1.269293939 · Participants: 9758The Research Foundation for the State University of New York Retirement PlanRochester Regional Health 403(b) Defined Contribution Plan, Total assets ($B): 0.987006461 · Participants: 15432Rochester Regional Health 403(b) Defined Contribution Plan
I.U.O.E. Local 14-14b Annuity Fund vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare I.U.O.E. Local 14-14b Annuity Fund side-by-side with 3 peers →

I.U.O.E. Local 14-14b Annuity Fund's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Uma Retirement Plan in SC ($848M); by covered participants it is Heat and Frost Insulators Defined Contribution in MI (1,167 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($856M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,168 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did I.U.O.E. Local 14-14b Annuity Fund assets move in 2024? ▼
I.U.O.E. Local 14-14b Annuity Fund edged up modestly - up 2.5% during 2024, from $835M to $856M. Reported net income was $21M.
How have Board of Trustees I.U.O.E. Local 14-14b Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees I.U.O.E. Local 14-14b Annuity Fund's sponsor-wide assets grew 8.1%, from $792M to $856M.
Where does I.U.O.E. Local 14-14b Annuity Fund rank by assets among Form 5500 filers? ▼
I.U.O.E. Local 14-14b Annuity Fund ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Profit Sharing plans are similar in size to I.U.O.E. Local 14-14b Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is Uma Retirement Plan in SC ($848M, 2,827 participants).
Which Profit Sharing plans cover a similar participant headcount to I.U.O.E. Local 14-14b Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Heat and Frost Insulators Defined Contribution in MI (1,167 participants, $36M in assets).

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 136321935.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.