Profit Sharing · DOL Form 5500 · 2024

I.U.O.E. #132 Annuity & Savings Fd Profit Sharing Plan

Data updated 2026-08-11

$105M
Total assets
8,277
Participants
91st
Percentile by assets
$12,710
Avg per participant
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Official DOL plan name: I.U.O.E. Local #132 Annuity & Savings Fund · Sponsored by I.U.O.E. #132 Annuity & Savings Fd · West Virginia · Construction

$105M in assets, 8,277 participants

I.U.O.E. #132 Annuity & Savings Fd's I.U.O.E. Local #132 Annuity & Savings Fund reported $105M in total assets and 8,277 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 123,622 plans)
  • #8,071 in Construction (9,039 peers)

Coverage in West Virginia

I.U.O.E. Local #132 Annuity & Savings Fund covers 8,277 participants in West Virginia, 18x the typical West Virginia plan (state average ~467 per filing). Assets: $105M.

$105M
total plan assets (2024 EOY)
8,277
covered participants
91st
percentile by assets (of 123,622 plans)
$12,710
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • I.U.O.E. Local #132 Annuity & Savings Fund reported net income fell from $14M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • I.U.O.E. Local #132 Annuity & Savings Fund reported participants rose from 7,765 in the plan year 2023 filing to 8,277 in the plan year 2024 filing.
  • I.U.O.E. Local #132 Annuity & Savings Fund end-of-year assets rose from $100M in the plan year 2023 filing to $105M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Industry

Participants vs West Virginia filers

In West Virginia, the average filing covers about 467 participants across 380 plans. I.U.O.E. Local #132 Annuity & Savings Fund reports 8,277 participants - 18x that state average ($105M EOY assets).

West Virginia filing particulars

Total Assets (Beginning of Year)$100M
Net Assets (End of Year)$105M
Net Income$5M
Employer EIN550712315
Plan Effective Date1990-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (I.U.O.E. #132 Annuity & Savings Fd)

$80M$90M$100M$110M 202220232024 $85.9M $105M ▲ +22.5%
Total plan assets by year, all I.U.O.E. #132 Annuity & Savings Fd plans on file
Year Plans Participants Total Assets
2022 1 8,453 $86M
2023 1 7,765 $100M
2024 1 8,277 $105M

Nearby Profit Sharing Plans in West Virginia

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

I.U.O.E. Local #132 Annuity & Savings Fund vs. nearby Profit Sharing plans in West Virginia, assets vs. participants

I.U.O.E. Local #132 Annuity & Savings Fund vs. nearby Profit Sharing plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 050100150200 Total assets ($M) Participants I.U.O.E. Local #132 …West Virginia Labore…Int Brotherhood of E…Ironworkers Local Un…The Profit Sharing a…Plumbers & Pipefitte…
I.U.O.E. Local #132 Annuity & Savings Fund vs. nearby Profit Sharing plans in West Virginia, assets vs. participants

Scale composition for I.U.O.E. Local #132 Annuity & Savings Fund

I.U.O.E. Local #132 Annuity & Savings Fund reports $105M in end-of-year assets across 8,277 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $12,710 per participant (9% of the national average assets-per-participant) . Net income for plan year 2024 was $5M.

This plan identity (EIN 550712315, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $86M to $105M (+22.5%) while covered participants moved from 8,453 to 8,277 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 8,453 $86M Open filing
2023 7,765 $100M Open filing
2024 · index core 8,277 $105M This page

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to I.U.O.E. Local #132 Annuity & Savings Fund by total assets, not by location.

Frequently Asked Questions

How did I.U.O.E. Local #132 Annuity & Savings Fund assets move in 2024?
I.U.O.E. Local #132 Annuity & Savings Fund edged up modestly - up 5.0% during 2024, from $100M to $105M. Reported net income was $5M.
How have I.U.O.E. #132 Annuity & Savings Fd plan assets changed over time?
Across 3 plan years on file (2022-2024), I.U.O.E. #132 Annuity & Savings Fd's sponsor-wide assets grew 22.5%, from $86M to $105M.
Where does I.U.O.E. Local #132 Annuity & Savings Fund rank by assets among Form 5500 filers?
I.U.O.E. Local #132 Annuity & Savings Fund ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Profit Sharing plans are similar in size to I.U.O.E. Local #132 Annuity & Savings Fund?
Among Profit Sharing plans in other states, the closest by assets is Lifenet Profit Sharing Plan in VA ($105M, 1,597 participants).

Next read for I.U.O.E. Local #132 Annuity & Savings Fu…

Filing takeaways

Ways to act on I.U.O.E. Local #132 Annuity & Savings Fund's numbers.

  • By total assets, I.U.O.E. Local #132 Annuity & Savings Fund ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Profit Sharing plans in West Virginia. Compare plans
  • I.U.O.E. #132 Annuity & Savings Fd's sponsor-wide assets have grown 22.5% since 2022 across 3 plan years on file. More Construction plans