Profit Sharing · DOL Form 5500 · 2024
Board of Trustees, Iuoe Local 965 Annuity Fund Profit Sharing Plan
Data updated 2026-07-24
- $29M
- Total assets
- 1,708
- Participants
- 77th
- Percentile by assets
- $17,025
- Avg per participant
Official DOL plan name: Iuoe Local 965 Annuity Plan · Sponsored by Board of Trustees, Iuoe Local 965 Annuity Fund · Illinois · Construction
$29M in assets, 1,708 participants
Board of Trustees, Iuoe Local 965 Annuity Fund's Iuoe Local 965 Annuity Plan reported $29M in total assets and 1,708 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.
- 77th percentile by assets (of 116,472 plans)
Coverage in Illinois
Iuoe Local 965 Annuity Plan covers 1,708 participants in Illinois, 2.2x the typical Illinois plan (state average ~768 per filing). Assets: $29M.
- $29M
- total plan assets (2024 EOY)
- 1,708
- covered participants
- 77th
- percentile by assets (of 116,472 plans)
- $17,025
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Iuoe Local 965 Annuity Plan reported participants rose from 1,207 in the plan year 2023 filing to 1,708 in the plan year 2024 filing.
- Iuoe Local 965 Annuity Plan end-of-year assets rose from $22M in the plan year 2023 filing to $29M in the plan year 2024 filing.
- Iuoe Local 965 Annuity Plan reported net income rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Participants vs Illinois filers
In Illinois, the average filing covers about 768 participants across 5,440 plans. Iuoe Local 965 Annuity Plan reports 1,708 participants - 2.2x that state average ($29M EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $7M |
| Employer EIN | 462696118 |
| Plan Effective Date | 2013-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Iuoe Local 965 Annuity Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,232 | $15M |
| 2023 | 1 | 1,207 | $22M |
| 2024 | 1 | 1,708 | $29M |
Nearby Profit Sharing Plans in Illinois
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Iuoe Local 965 Annuity Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants
- W. W. Grainger, Inc. Retirement Savings Plan $3.8B · 18,584
- Mcmaster-Carr Supply Company Profit Sharing Trust $3.0B · 4,364
- Midwest Operating Engineers Retirement Enhancement $758M · 16,506
- Structural Iron Workers Local #1 Annuity Plan $444M · 3,530
- Sidley Austin LLP Retirement Plan for Partners $435M · 638
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Iuoe Local 965 Annuity Plan by total assets, not by location.
Frequently Asked Questions
How did Iuoe Local 965 Annuity Plan assets move in 2024? ▼
How have Board of Trustees, Iuoe Local 965 Annuity Fund plan assets changed over time? ▼
Where does Iuoe Local 965 Annuity Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Iuoe Local 965 Annuity Plan? ▼
Next read for Iuoe Local 965 Annuity Plan
Filing takeaways
Ways to act on Iuoe Local 965 Annuity Plan's numbers.
- By total assets, Iuoe Local 965 Annuity Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Illinois. Compare plans
- Board of Trustees, Iuoe Local 965 Annuity Fund's sponsor-wide assets have grown 94.1% 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 462696118.
Read our methodology - how this data is sourced, computed, and verified.