401(k) · DOL Form 5500 · 2024

Board of Trustees Iuoe Local 399 Deferred Compensation Savings Plan 401(k) Plan

Data updated 2026-08-25

$346M
Total assets Above avg plan size
4,790
Participants Above avg headcount
96th
Percentile by assets National rank
$72,182
Avg per participant Below avg balance/head
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Official DOL plan name: Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan · Sponsored by Board of Trustees Iuoe Local 399 Deferred Compensation Savings Plan · Illinois · Construction

$346M in assets, 4,790 participants

Board of Trustees Iuoe Local 399 Deferred Compensation Savings Plan's Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan reported $346M in total assets and 4,790 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.

  • #8,648 in Construction (9,039 peers)

Coverage in Illinois

Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan covers 4,790 participants in Illinois, 6.1x the typical Illinois plan (state average ~779 per filing). Assets: $346M.

#8,648
in Construction (9,039 peers)
+12.9%
assets growth YoY
3.5×
vs typical plan assets (national mean)

Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan's outsized position by total assets

Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan vs every filed plan by assets

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

$345,750,957 Top 4% higher than 96% 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 399 Participating Employers Deferred Compensation Employee Savings Plan'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 399 Participating Employers Deferred Compensation Employee Savings Plan lands in the large band (4,790 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan reported participants fell from 7,215 in the plan year 2023 filing to 4,790 in the plan year 2024 filing.
  • Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan end-of-year assets rose from $306M in the plan year 2023 filing to $346M in the plan year 2024 filing.
  • Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan reported net income fell from $44M in the plan year 2023 filing to $39M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 364026691 · Board of Trustees Iuoe Local 399 Deferred Compensation Savings Plan PY 2024 · 401(k)

Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan · $346M · 4,790 · 96th

  • EIN $346M
  • EIN 4,790
  • EIN 96th
  • EIN 401(k)
  • EIN near Savage Companies Retirement & Employee Savings Plan
  • EIN ind #8648

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 Illinois →

Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan in the asset neighbourhood

O.C. Tanner Retirement & Savings PlanO.C. Tanner Retirement & Sav…$346MAlsco 401(k) Savings Plan$346MSavage Companies Retirement & Employee Savings PlanSavage Companies Retirement …$346MIuoe Local 399 Participating Employers Deferred Compensation Employee Savings PlanIuoe Local 399 Participating…$346MDykema Gossett PLLC Savings and Investment PlanDykema Gossett PLLC Savings …$346M
End-of-year total assets ($M) among Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$306M
Net Assets (End of Year)$346M
Net Income$39M
Employer EIN364026691
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Iuoe Local 399 Deferred Compensation Savings Plan)

Sponsor-wide plan assets over time

All Board of Trustees Iuoe Local 399 Deferred Compensation Savings Plan plans reported in each filing year

Latest sponsor-wide plan assets
$346M 32.014156460225166% vs 2022
2024 filing year
$250M$300M$350M$400M 202220232024 $262M $346M ▲ +32.0%
Year Plans Participants Total Assets
2022 1 6,389 $262M
2023 1 7,215 $306M
2024 1 4,790 $346M

Nearby 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan, Total assets ($B): 0.345750957 · Participants: 4790Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan side-by-side with 3 peers →

Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Savage Companies Retirement & Employee Savings Plan in UT ($346M); by covered participants it is Vibra Healthcare Retirement Plan in PA (4,787 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($346M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,790 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 399 Participating Employers Deferred Compensation Employee Savings Plan assets move in 2024? ▼
Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan grew at a solid clip - up 12.9% during 2024, from $306M to $346M. Reported net income was $39M.
How have Board of Trustees Iuoe Local 399 Deferred Compensation Savings Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Iuoe Local 399 Deferred Compensation Savings Plan's sponsor-wide assets grew 32.0%, from $262M to $346M.
Where does Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan rank by assets among Form 5500 filers? ▼
Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan ranks in the 96th 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 401(k) plans are similar in size to Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Savage Companies Retirement & Employee Savings Plan in UT ($346M, 3,252 participants).
Which 401(k) plans cover a similar participant headcount to Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vibra Healthcare Retirement Plan in PA (4,787 participants, $185M 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 364026691.

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.