Profit Sharing · DOL Form 5500 · 2024
Board of Trustees Local 138, 138a, 138b & 138c Iuoe Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $390M
- Total assets Above avg plan size
- 1,338
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $291,118
- Avg per participant High balance/head
Official DOL plan name: Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund · Sponsored by Board of Trustees Local 138, 138a, 138b & 138c Iuoe Annuity Fund · New York · Finance & Insurance
$390M in assets, 1,338 participants
Board of Trustees Local 138, 138a, 138b & 138c Iuoe Annuity Fund's Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund reported $390M in total assets and 1,338 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #8,044 in Finance & Insurance (8,549 peers)
Where Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund sits by assets
Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund sits in the top 5% of all filed plans by assets, $390M for 1,338 participants (~$291,118/participant), up 8.6% in 2024.
- #8,044
- in Finance & Insurance (8,549 peers)
- +8.6%
- assets growth YoY
- 3.9×
- vs typical plan assets (national mean)
Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund's outsized position by total assets
Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$389,516,296 Top 3% higher than 97% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund'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. Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund lands in the large band (1,338 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund reported participants fell from 1,544 in the plan year 2023 filing to 1,338 in the plan year 2024 filing.
- Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund reported net income rose from $28M in the plan year 2023 filing to $31M in the plan year 2024 filing.
- Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund end-of-year assets rose from $359M in the plan year 2023 filing to $390M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 112653717 · Board of Trustees Local 138, 138a, 138b & 138c Iuoe Annuity Fund PY 2024 · Profit Sharing
Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund · $390M · 1,338 · 97th
- EBSA $390M
- PART 1,338
- TYPE 97th
- NET Profit Sharing
- BOOK near Childrens Healthcare of Atlanta Growth Plan
- VS-ST ind #8044
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 Finance & Insurance retirement plans → · Plans in New York →
Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $359M |
|---|---|
| Net Assets (End of Year) | $387M |
| Net Income | $31M |
| Employer EIN | 112653717 |
| Plan Effective Date | 1983-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Local 138, 138a, 138b & 138c Iuoe Annuity Fund)
Sponsor-wide plan assets over time
All Board of Trustees Local 138, 138a, 138b & 138c Iuoe Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $390M 17.919155163824026% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,221 | $330M |
| 2023 | 1 | 1,544 | $359M |
| 2024 | 1 | 1,338 | $390M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.3B · 18,200
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
- The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
- Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Childrens Healthcare of Atlanta Growth Plan in GA ($391M); by covered participants it is Baker & Taylor Retirement Savings Plan in NC (1,336 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($390M here).
- Childrens Healthcare of Atlanta Growth Plan (GA) $391M · 12,290
- Twin City Ironworkers Defined Contribution Fund (MN) $380M · 2,654
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 (WI) $374M · 1,894
- Medical Information Technology, Inc. Profit Sharing Plan (MA) $409M · 3,306
Similar participant headcount
Nearest other-state filings by covered participants (1,338 participants); asset peers above are excluded.
- Baker & Taylor Retirement Savings Plan (NC) 1,336 · 2 off
- Mers/Missouri Goodwill Defined Contribution Plan (MO) 1,334 · 4 off
- Abbvie Puerto Rico Savings Plan (PR) 1,349 · 11 off
- Risk Strategies Prevailing Wage Retirement Program (FL) 1,350 · 12 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.