Profit Sharing · DOL Form 5500 · 2024

Bd of Trustees Annuity Fund of the Iuoe Lcl Union 94, 94a, 94b AFL-CIO Profit Sharing Plan

Data updated 2026-07-24

$1.8B
Total assets: 5,817
Participants: 99th
Percentile by assets: $313,187
Avg per participant

Official DOL plan name: Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO · Sponsored by Bd of Trustees Annuity Fund of the Iuoe Lcl Union 94, 94a, 94b AFL-CIO · New York · Construction

$1.8B in assets, 5,817 participants

Bd of Trustees Annuity Fund of the Iuoe Lcl Union 94, 94a, 94b AFL-CIO's Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO reported $1.8B in total assets and 5,817 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.

99th percentile by assets (of 116,472 plans)

Coverage in New York

Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO covers 5,817 participants in New York, 7.3x the typical New York plan (state average ~795 per filing). Assets: $1.8B.

$1.8B
total plan assets (2024 EOY): 5,817
covered participants: 99th
percentile by assets (of 116,472 plans): $313,187
avg assets per participant

Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO reported net income fell from $202M in the plan year 2023 filing to $161M in the plan year 2024 filing.
Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO end-of-year assets rose from $1.7B in the plan year 2023 filing to $1.8B in the plan year 2024 filing.
Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO reported participants rose from 5,807 in the plan year 2023 filing to 5,817 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

New York

Industry

Construction

Participants vs New York filers

In New York, the average filing covers about 795 participants across 8,491 plans. Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO reports 5,817 participants - 7.3x that state average ($1.8B EOY assets).

New York filing particulars

Total Assets (Beginning of Year)	$1.7B
Net Assets (End of Year)	$1.8B
Net Income	$161M
Employer EIN	136817367
Plan Effective Date	1982-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Bd of Trustees Annuity Fund of the Iuoe Lcl Union 94, 94a, 94b AFL-CIO)

Total plan assets by year, all Bd of Trustees Annuity Fund of the Iuoe Lcl Union 94, 94a, 94b AFL-CIO plans on file

Year	Plans	Participants	Total Assets
2022	1	5,696	$1.5B
2023	1	5,807	$1.7B
2024	1	5,817	$1.8B

Nearby Profit Sharing Plans in New York

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

Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO 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
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
Painting Industry Annuity Fund $884M · 5,414

Compare Annuity Fd of the Iuoe Local Union 94, 9… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO by total assets, not by location.

Pipe Trades Services Mn Pension Supplement Fund (MN) $1.8B · 6,017
Henry Ford Health System Retirement Savings Plan (MI) $1.8B · 13,461
Cleveland Clinic Investment Pension Plan (OH) $1.8B · 51,751
Baylor College of Medicine Retirement Plan (TX) $2.0B · 10,721

Frequently Asked Questions

How did Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO assets move in 2024? ▼

Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO grew at a solid clip - up 9.7% during 2024, from $1.7B to $1.8B. Reported net income was $161M.

How have Bd of Trustees Annuity Fund of the Iuoe Lcl Union 94, 94a, 94b AFL-CIO plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bd of Trustees Annuity Fund of the Iuoe Lcl Union 94, 94a, 94b AFL-CIO's sponsor-wide assets grew 24.9%, from $1.5B to $1.8B.

Where does Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO rank by assets among Form 5500 filers? ▼

Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO ranks in the 99th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).

Which Profit Sharing plans are similar in size to Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO? ▼

Among Profit Sharing plans in other states, the closest by assets is Pipe Trades Services Mn Pension Supplement Fund in MN ($1.8B, 6,017 participants).

Next read for Annuity Fd of the Iuoe Local Union 94, 9…

Filing takeaways

Ways to act on Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO's numbers.

By total assets, Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
Bd of Trustees Annuity Fund of the Iuoe Lcl Union 94, 94a, 94b AFL-CIO's sponsor-wide assets have grown 24.9% 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 136817367.

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.