401(k) · DOL Form 5500 · 2024

Board of Trustees I.U.O.E. Local 4 Annuity Fund 401(k) Plan

Data updated 2026-08-25

$725M
Total assets Above avg plan size
7,490
Participants Very large workforce
98th
Percentile by assets National rank
$96,746
Avg per participant Below avg balance/head
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Official DOL plan name: International Union of Operating Engineers Local 4 Annuity · Sponsored by Board of Trustees I.U.O.E. Local 4 Annuity Fund · Massachusetts · Construction

$725M in assets, 7,490 participants

Board of Trustees I.U.O.E. Local 4 Annuity Fund's International Union of Operating Engineers Local 4 Annuity reported $725M in total assets and 7,490 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.

  • #8,851 in Construction (9,039 peers)

Coverage in Massachusetts

International Union of Operating Engineers Local 4 Annuity covers 7,490 participants in Massachusetts, 11x the typical Massachusetts plan (state average ~659 per filing). Assets: $725M.

#8,851
in Construction (9,039 peers)
+10.6%
assets growth YoY
7.3×
vs typical plan assets (national mean)

International Union of Operating Engineers Local 4 Annuity's outsized position by total assets

International Union of Operating Engineers Local 4 Annuity vs every filed plan by assets

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

$724,625,232 Top 2% higher than 98% 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

International Union of Operating Engineers Local 4 Annuity'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. International Union of Operating Engineers Local 4 Annuity lands in the large band (7,490 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • International Union of Operating Engineers Local 4 Annuity end-of-year assets rose from $655M in the plan year 2023 filing to $725M in the plan year 2024 filing.
  • International Union of Operating Engineers Local 4 Annuity reported participants rose from 6,814 in the plan year 2023 filing to 7,490 in the plan year 2024 filing.
  • International Union of Operating Engineers Local 4 Annuity reported net income fell from $76M in the plan year 2023 filing to $70M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 043002474 · Board of Trustees I.U.O.E. Local 4 Annuity Fund PY 2024 · 401(k)

International Union of Operating Engineers Local 4 Annuity · $725M · 7,490 · 98th

  • TYPE $725M
  • TYPE 7,490
  • TYPE 98th
  • TYPE 401(k)
  • TYPE near Championx 401(k) Plan
  • TYPE ind #8851

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 Massachusetts →

International Union of Operating Engineers Local 4 Annuity in the asset neighbourhood

Givaudan's 401(k) Retirement Savings PlanGivaudan's 401(k) Retirement…$725MDentsply Sirona Inc. 401(k) Savings and Employee Stock Ownership PlanDentsply Sirona Inc. 401(k) …$725MInternational Union of Operating Engineers Local 4 AnnuityInternational Union of Opera…$725MChampionx 401(k) Plan$724MMccain Foods USA, Inc. Retirement PlanMccain Foods USA, Inc. Retir…$724M
End-of-year total assets ($M) among International Union of Operating Engineers Local 4 Annuity and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$655M
Net Assets (End of Year)$725M
Net Income$70M
Employer EIN043002474
Plan Effective Date1987-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees I.U.O.E. Local 4 Annuity Fund)

Sponsor-wide plan assets over time

All Board of Trustees I.U.O.E. Local 4 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$725M 25.18990648385654% vs 2022
2024 filing year
$550M$600M$650M$700M$750M 202220232024 $579M $725M ▲ +25.2%
Year Plans Participants Total Assets
2022 1 6,666 $579M
2023 1 6,814 $655M
2024 1 7,490 $725M

Nearby 401(k) Plans in Massachusetts

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

International Union of Operating Engineers Local 4 Annuity vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 -10010203040 Total assets ($B) Participants International Union of Operating Engineers Local 4 Annuity, Total assets ($B): 0.724625232 · Participants: 7490International Union of Operating Engineers Local 4 AnnuityFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
International Union of Operating Engineers Local 4 Annuity vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare International Union of Operating Engineers Local 4 Annuity side-by-side with 3 peers →

Scale composition for International Union of Operating Engineers Local 4 Annuity

International Union of Operating Engineers Local 4 Annuity reports $725M in end-of-year assets across 7,490 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $96,746 per participant (70% of the national average assets-per-participant) . Net income for plan year 2024 was $70M.

This plan identity (EIN 043002474, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $579M to $725M (+25.2%) while covered participants moved from 6,666 to 7,490 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 6,666 $579M Open filing
2023 6,814 $655M Open filing
2024 · index core 7,490 $725M This page

International Union of Operating Engineers Local 4 Annuity's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Championx 401(k) Plan in TX ($724M); by covered participants it is Primeflight Aviation Services, Inc 401(k) Retirement Plan in TX (7,499 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($725M here).

Similar participant headcount

Nearest other-state filings by covered participants (7,490 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 International Union of Operating Engineers Local 4 Annuity assets move in 2024? ▼
International Union of Operating Engineers Local 4 Annuity grew at a solid clip - up 10.6% during 2024, from $655M to $725M. Reported net income was $70M.
How have Board of Trustees I.U.O.E. Local 4 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees I.U.O.E. Local 4 Annuity Fund's sponsor-wide assets grew 25.2%, from $579M to $725M.
Where does International Union of Operating Engineers Local 4 Annuity rank by assets among Form 5500 filers? ▼
International Union of Operating Engineers Local 4 Annuity ranks in the 98th 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 International Union of Operating Engineers Local 4 Annuity? ▼
Among 401(k) plans in other states, the closest by assets is Championx 401(k) Plan in TX ($724M, 4,304 participants).
Which 401(k) plans cover a similar participant headcount to International Union of Operating Engineers Local 4 Annuity? ▼
Among 401(k) plans in other states, the closest by covered participants is Primeflight Aviation Services, Inc 401(k) Retirement Plan in TX (7,499 participants, $21M 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 043002474.

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.