Profit Sharing · DOL Form 5500 · 2024

Board of Trustees Iuoe Local 57 Profit Sharing Plan

Data updated 2026-08-25

$146M
Total assets Near avg plan size
948
Participants Near avg headcount
93rd
Percentile by assets National rank
$153,825
Avg per participant Above avg balance/head
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Official DOL plan name: Iuoe Local 57 Annuity Plan · Sponsored by Board of Trustees Iuoe Local 57 · Rhode Island · Construction

$146M in assets, 948 participants

Board of Trustees Iuoe Local 57's Iuoe Local 57 Annuity Plan reported $146M in total assets and 948 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #8,259 in Construction (9,039 peers)

Where Iuoe Local 57 Annuity Plan sits by assets

Iuoe Local 57 Annuity Plan sits in the top 10% of all filed plans by assets, $146M for 948 participants (~$153,825/participant), up 10.6% in 2024.

#8,259
in Construction (9,039 peers)
+10.6%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Iuoe Local 57 Annuity Plan's outsized position by total assets

Iuoe Local 57 Annuity Plan vs every filed plan by assets

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

$145,825,707 Top 7% higher than 93% 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

Iuoe Local 57 Annuity Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Iuoe Local 57 Annuity Plan sits mid-pack in the medium band (948 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Iuoe Local 57 Annuity Plan reported net income rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Iuoe Local 57 Annuity Plan end-of-year assets rose from $132M in the plan year 2023 filing to $146M in the plan year 2024 filing.
  • Iuoe Local 57 Annuity Plan reported participants rose from 938 in the plan year 2023 filing to 948 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 050446832 · Board of Trustees Iuoe Local 57 PY 2024 · Profit Sharing

Iuoe Local 57 Annuity Plan · $146M · 948 · 93rd

  • EIN $146M
  • RANK 948
  • PHOTO 93rd
  • IND Profit Sharing
  • EOY near Keysight Technologies, Inc. Deferred Profit-Sharing Plan
  • 5500 ind #8259

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 Rhode Island →

Iuoe Local 57 Annuity Plan in the asset neighbourhood

Iuoe Local 57 Annuity Plan$146MKeysight Technologies, Inc. Deferred Profit-Sharing PlanKeysight Technologies, Inc. …$145MDolese Bros. Co. Profit Sharing PlanDolese Bros. Co. Profit Shar…$145MPlumbers and Gasfitters Local 5 Retirement Savings PlanPlumbers and Gasfitters Loca…$144MMedical Center Emergency Services Retirement Savings Thrift PlanMedical Center Emergency Ser…$144M
End-of-year total assets ($M) among Iuoe Local 57 Annuity Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$132M
Net Assets (End of Year)$146M
Net Income$14M
Employer EIN050446832
Plan Effective Date1989-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Iuoe Local 57)

Sponsor-wide plan assets over time

All Board of Trustees Iuoe Local 57 plans reported in each filing year

Latest sponsor-wide plan assets
$146M 22.005897752818296% vs 2022
2024 filing year
$110M$120M$130M$140M$150M 202220232024 $120M $146M ▲ +22.0%
Year Plans Participants Total Assets
2022 1 871 $120M
2023 1 938 $132M
2024 1 948 $146M

Nearby Profit Sharing Plans in Rhode Island

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

Iuoe Local 57 Annuity Plan vs. nearby Profit Sharing plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600 Total assets ($M) Participants Iuoe Local 57 Annuity Plan, Total assets ($M): 145.825707 · Participants: 948Iuoe Local 57 Annuity PlanCare New England 403(b) Match & Savings Plan, Total assets ($M): 570.426091 · Participants: 7381Care New England 403(b) Match & Savings PlanTextron Inc Retirement Account Plan, Total assets ($M): 353.333721 · Participants: 9563Textron Inc Retirement Account PlanBrown Physicians, Inc. 401(a) Plan, Total assets ($M): 326.346405 · Participants: 1225Brown Physicians, Inc. 401(a) PlanMeeting Street Retirement Plan, Total assets ($M): 23.727068 · Participants: 273Meeting Street Retirement PlanThe Gordon School 403(b) Retirement Plan, Total assets ($M): 22.840148 · Participants: 80The Gordon School 403(b) Retirement Plan
Iuoe Local 57 Annuity Plan vs. nearby Profit Sharing plans in Rhode Island, assets vs. participants
Compare Iuoe Local 57 Annuity Plan side-by-side with 3 peers →

Iuoe Local 57 Annuity Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Rhode Island, the nearest Profit Sharing by assets is Keysight Technologies, Inc. Deferred Profit-Sharing Plan in CA ($145M); by covered participants it is Nathan Littauer Hospital Association Tax Deferred Annuity Plan in NY (948 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (948 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 Iuoe Local 57 Annuity Plan assets move in 2024? ▼
Iuoe Local 57 Annuity Plan grew at a solid clip - up 10.6% during 2024, from $132M to $146M. Reported net income was $14M.
How have Board of Trustees Iuoe Local 57 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Iuoe Local 57's sponsor-wide assets grew 22.0%, from $120M to $146M.
Where does Iuoe Local 57 Annuity Plan rank by assets among Form 5500 filers? ▼
Iuoe Local 57 Annuity Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Iuoe Local 57 Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Keysight Technologies, Inc. Deferred Profit-Sharing Plan in CA ($145M, 367 participants).
Which Profit Sharing plans cover a similar participant headcount to Iuoe Local 57 Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Nathan Littauer Hospital Association Tax Deferred Annuity Plan in NY (948 participants, $79M 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 050446832.

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.