401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-11

$346M
Total assets: 4,790
Participants: 96th
Percentile by assets: $72,182
Avg per participant

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.

96th percentile by assets (of 123,622 plans)
#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.

$346M
total plan assets (2024 EOY): 4,790
covered participants: 96th
percentile by assets (of 123,622 plans): $72,182
avg assets per participant

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 →

State

Illinois

Industry

Construction

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan reports 4,790 participants - 6.1x that state average ($346M EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)	$306M
Net Assets (End of Year)	$346M
Net Income	$39M
Employer EIN	364026691
Plan Effective Date	1995-07-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Board of Trustees Iuoe Local 399 Deferred Compensation Savings Plan plans on file

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

Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
State Farm 401(k) Savings Plan $19.0B · 63,297
United Airlines Pilot Retirement Account Plan $16.8B · 16,659
Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
Walgreens Retirement Savings Plan $14.5B · 233,635

Compare Iuoe Local 399 Participating Employers D… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan by total assets, not by location.

Savage Companies Retirement & Employee Savings Plan (UT) $346M · 3,252
Alsco 401(k) Savings Plan (UT) $346M · 4,222
O.C. Tanner Retirement & Savings Plan (UT) $346M · 1,240
Dykema Gossett PLLC Savings and Investment Plan (MI) $346M · 732

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).

Next read for Iuoe Local 399 Participating Employers D…

Filing takeaways

Ways to act on Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan's numbers.

By total assets, Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
Board of Trustees Iuoe Local 399 Deferred Compensation Savings Plan's sponsor-wide assets have grown 32.0% 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 364026691.