Profit Sharing · DOL Form 5500 · 2024

Board of Trustees, Iuoe Local 965 Annuity Fund Profit Sharing Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
1,708
Participants Near avg headcount
77th
Percentile by assets National rank
$17,025
Avg per participant Low balance/head
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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.

  • #6,812 in Construction (9,039 peers)

Coverage in Illinois

Iuoe Local 965 Annuity Plan covers 1,708 participants in Illinois, 2.2x the typical Illinois plan (state average ~779 per filing). Assets: $29M.

#6,812
in Construction (9,039 peers)
+34.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Iuoe Local 965 Annuity Plan's outsized position by total assets

Iuoe Local 965 Annuity Plan vs every filed plan by assets

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

$29,078,906 Top 23% higher than 77% 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 965 Annuity 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 965 Annuity Plan lands in the large band (1,708 participants).

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.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 462696118 · Board of Trustees, Iuoe Local 965 Annuity Fund PY 2024 · Profit Sharing

Iuoe Local 965 Annuity Plan · $29M · 1,708 · 77th

  • EIN $29M
  • RANK 1,708
  • PHOTO 77th
  • IND Profit Sharing
  • EOY near Hillcrest Educational Foundation, Inc. 403(b) Plan
  • 5500 ind #6812

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 965 Annuity Plan in the asset neighbourhood

I.B.E.W. Local 246 Retirement PlanI.B.E.W. Local 246 Retiremen…$29MMaine Dartmouth Family Medicine Residency 403(b) PlanMaine Dartmouth Family Medic…$29MHillcrest Educational Foundation, Inc. 403(b) PlanHillcrest Educational Founda…$29MIuoe Local 965 Annuity Plan$29MVictor Community Support Services, Inc. Retirement PlanVictor Community Support Ser…$29M
End-of-year total assets ($M) among Iuoe Local 965 Annuity Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$29M
Net Income$7M
Employer EIN462696118
Plan Effective Date2013-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Iuoe Local 965 Annuity Fund)

Sponsor-wide plan assets over time

All Board of Trustees, Iuoe Local 965 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$29M 94.1100600054951% vs 2022
2024 filing year
$10M$15M$20M$25M$30M$35M 202220232024 $15M $29.1M ▲ +94.1%
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 Scatter plot of 6 data points. 050001000015000200002500030000 -101234 Total assets ($B) Participants Iuoe Local 965 Annuity Plan, Total assets ($B): 0.029078906 · Participants: 1708Iuoe Local 965 Annuity PlanW. W. Grainger, Inc. Retirement Savings Plan, Total assets ($B): 3.778311009 · Participants: 18584W. W. Grainger, Inc. Retirement Savings PlanElectrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5, Total assets ($B): 3.469243854 · Participants: 24278Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5Mcmaster-Carr Supply Company Profit Sharing Trust, Total assets ($B): 3.008828322 · Participants: 4364Mcmaster-Carr Supply Company Profit Sharing TrustMid-America Carpenters Regional Council Supplemental Retirement Plan, Total assets ($B): 2.023030159 · Participants: 15593Mid-America Carpenters Regional Council Supplemental Retirement PlanCarle Foundation Hospital and Affiliates Matching Tsa Plan, Total assets ($B): 1.368713933 · Participants: 16059Carle Foundation Hospital and Affiliates Matching Tsa Plan
Iuoe Local 965 Annuity Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants
Compare Iuoe Local 965 Annuity Plan side-by-side with 3 peers →

Iuoe Local 965 Annuity Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Illinois, the nearest Profit Sharing by assets is Hillcrest Educational Foundation, Inc. 403(b) Plan in MA ($29M); by covered participants it is Caribbean Cinemas Savings and Retirement Plan in PR (1,709 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,708 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 965 Annuity Plan assets move in 2024? ▼
Iuoe Local 965 Annuity Plan surged - up 34.2% during 2024, from $22M to $29M. Reported net income was $7M.
How have Board of Trustees, Iuoe Local 965 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Iuoe Local 965 Annuity Fund's sponsor-wide assets grew 94.1%, from $15M to $29M.
Where does Iuoe Local 965 Annuity Plan rank by assets among Form 5500 filers? ▼
Iuoe Local 965 Annuity Plan ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Iuoe Local 965 Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Hillcrest Educational Foundation, Inc. 403(b) Plan in MA ($29M, 563 participants).
Which Profit Sharing plans cover a similar participant headcount to Iuoe Local 965 Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Caribbean Cinemas Savings and Retirement Plan in PR (1,709 participants, $2M 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 462696118.

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.