Profit Sharing · DOL Form 5500 · 2024

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

Data updated 2026-07-24

$856M
Total assets: 1,168
Participants: 98th
Percentile by assets: $732,725
Avg per participant

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.

98th percentile by assets (of 116,472 plans)

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.

$856M
total plan assets (2024 EOY): 1,168
covered participants: 98th
percentile by assets (of 116,472 plans): $732,725
avg assets per participant

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 →

State

New York

Industry

Construction

I.U.O.E. Local 14-14b Annuity Fund vs the 2024 asset distribution

By assets, I.U.O.E. Local 14-14b Annuity Fund outranks 98% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 8.6x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$835M
Net Assets (End of Year)	$855M
Net Income	$21M
Employer EIN	136321935
Plan Effective Date	1970-01-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Board of Trustees I.U.O.E. Local 14-14b Annuity Fund plans on file

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

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
Mason Tenders District Council Annuity Fund $944M · 11,824

Compare I.U.O.E. Local 14-14b Annuity Fund side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to I.U.O.E. Local 14-14b Annuity Fund by total assets, not by location.

Sutter Health Retirement Income Plan (CA) $865M · 12,414
Les Schwab Profit Sharing Retirement Plan (OR) $865M · 5,738
Thedacare Retirement and 403(b) Savings Plan (WI) $838M · 6,180
Temple University Health System, Inc. Defined Contribution Retirement Plan (PA) $876M · 10,394

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 116,472 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 Sutter Health Retirement Income Plan in CA ($865M, 12,414 participants).

Next read for I.U.O.E. Local 14-14b Annuity Fund

Scale reading

Ways to act on I.U.O.E. Local 14-14b Annuity Fund's numbers.

By total assets, I.U.O.E. Local 14-14b Annuity Fund ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
Board of Trustees I.U.O.E. Local 14-14b Annuity Fund's sponsor-wide assets have grown 8.1% since 2022 across 3 plan years on file. More Construction plans

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.