Profit Sharing · DOL Form 5500 · 2024
Board of Trustees Local 138, 138a, 138b & 138c Iuoe Annuity Fund Profit Sharing Plan
Data updated 2026-08-11
- $390M
- Total assets
- 1,338
- Participants
- 97th
- Percentile by assets
- $291,118
- Avg per participant
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.
- 97th percentile by assets (of 123,622 plans)
- #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.
- $390M
- total plan assets (2024 EOY)
- 1,338
- covered participants
- 97th
- percentile by assets (of 123,622 plans)
- $291,118
- avg assets per participant
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.
Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund vs the 2024 asset distribution
By assets, Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund outranks 97% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 3.9x the national average plan size of $100M (721 average participants).
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)
| 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.
Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund vs. nearby Profit Sharing plans in New York, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund by total assets, not by location.
- 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
Frequently Asked Questions
How did Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund assets move in 2024? ▼
How have Board of Trustees Local 138, 138a, 138b & 138c Iuoe Annuity Fund plan assets changed over time? ▼
Where does Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund? ▼
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Ways to act on Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund's numbers.
- By total assets, Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- Board of Trustees Local 138, 138a, 138b & 138c Iuoe Annuity Fund's sponsor-wide assets have grown 17.9% since 2022 across 3 plan years on file. More Finance & Insurance plans