New York › Construction › 5,000 to 24,999 participants
Form 5500 statement · plan year 1 Jan 2025 to 31 Dec 2025
IUOE Local 30 Annuity Fund
Sponsored by BD of Trustees IUOE Local 30 Annuity Fund, Whitestone, NY
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.
In the plan year ending 31 Dec 2025, IUOE Local 30 Annuity Fund covered 5,154 participants and held $613M in net assets. The plan is a profit-sharing plan sponsored by BD of Trustees IUOE Local 30 Annuity Fund of Whitestone, New York. It is a multiemployer plan, maintained under collective bargaining agreements with more than one employer.
Net assets came to $107,541 per participant in plan year 2024, well above the $50,295 median for defined contribution plans with 1,000 to 4,999 participants and well above the $54,962 median for defined contribution plans in construction. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.
The employer contributed $26.6M during the year, or $6,088 per active participant against a same-size median of $2,045; participants contributed — and $442K arrived as rollovers and other contributions. Benefits paid out totalled $31.2M.
Schedule C lists 9 service provider organisations paid $5,000 or more, with reported compensation of $1.8M: $353 per participant, well above the same-size median of $82.08. Administrative expenses charged to the plan were $2.6M. Schedule C does not capture every cost: fees netted from fund returns and fees the employer pays directly are outside it.
Across the filings on record, net assets went from $171M in 2009 to $613M in 2025 (up 260%), and participants from 3,583 to 5,154 (up 44%).
The independent accountant's opinion on the financial statements was unmodified (unqualified).
Compared with similar plans
| Measure, plan year 2024 | This plan | Same size | Same industry | All US DC plans |
|---|---|---|---|---|
| Net assets per participant | $107,541 | $50,295 | $54,962 | $53,102 |
| Employer contributions per active participant | $5,400 | $2,045 | $2,728 | $2,175 |
| Schedule C compensation per participant | $337 | $82.08 | $162 | $123 |
| Schedule C compensation, share of net assets | 0.31% | 0.17% | 0.33% | 0.26% |
| Administrative expenses per participant | $508 | $82.20 | $166 | $116 |
Peer columns are medians for plan year 2024 across defined contribution plans with 100 or more participants: 1,000 to 4,999 participants (10,207 plans), construction (4,204) and all US plans (63,460). Fee medians cover plans that report an amount.
Trend by plan year
| Plan year | Participants | Net assets | Per participant | Employer contributions | Participant contributions | Schedule C compensation |
|---|---|---|---|---|---|---|
| 2025 | 5,154 | $613M | $119,010 | $26.6M | — | $1.8M |
| 2024 | 4,958 | $533M | $107,541 | $23.0M | — | $1.7M |
| 2023 | 5,291 | $482M | $91,079 | $23.8M | — | $695K |
| 2022 | 5,077 | $424M | $83,497 | $22.6M | — | $1.5M |
| 2021 | 4,834 | $507M | $104,900 | $18.5M | — | $1.1M |
| 2020 | 4,566 | $451M | $98,795 | $18.3M | — | $940K |
| 2019 | 4,479 | $395M | $88,258 | $17.3M | — | $1.5M |
| 2018 | 3,947 | $326M | $82,587 | $16.3M | — | $740K |
| 2017 | 4,096 | $338M | $82,604 | $15.4M | — | $774K |
| 2016 | 4,015 | $294M | $73,121 | $15.1M | — | $555K |
| 2015 | 3,927 | $273M | $69,439 | $14.4M | — | $628K |
| 2014 | 3,849 | $271M | $70,383 | $14.2M | — | $644K |
| 2013 | 3,773 | $258M | $68,337 | $14.1M | — | $596K |
| 2012 | 3,667 | $223M | $60,913 | $13.7M | — | $606K |
| 2011 | 3,846 | $200M | $52,002 | $13.5M | — | $556K |
| 2010 | 3,595 | $195M | $54,129 | $13.4M | — | $353K |
| 2009 | 3,583 | $171M | $47,610 | $13.1M | — | $607K |
Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.
Statement for the year
- Net assets, beginning of year$533,186,615
- Employer contributions$26,599,827
- Participant contributions—
- Rollovers and other contributions$441,795
- Total contributions$27,041,622
- Total income, including investment results$114,534,050
- Benefits paid$31,225,424
- Administrative expenses$2,556,425
- Total expenses$34,346,070
- Net income$80,187,980
- Net transfers$0
- Net assets, end of year$613,374,595
Participants
- Active participants4,369
- Retired or separated, receiving benefits170
- Retired or separated, entitled to future benefits577
- Participants with account balances5,018
- Total participants, end of year5,154
Fees and service providers
| Organisation | Services reported | Direct | Indirect |
|---|---|---|---|
| Fidelity Investment Institutional | Participant loan processing | $1,559,385 | $0 |
| Marshall & Moss Payroll Compliance | Accounting (including auditing) | $97,896 | $0 |
| Novak Francella LLC | Accounting (including auditing) | $44,000 | $0 |
| Segal Advisors Inc. | Investment advisory (plan) | $29,375 | $0 |
| The Segal Company | Consulting (pension) | $25,413 | $0 |
| Barnes,iaccarino,& Shepherd LLC | Legal | $25,000 | $0 |
| Marshall & Moss,llc | Accounting (including auditing); Consulting (general) | $14,740 | $0 |
| Comprehensive Healthcare Systems in | Recordkeeping and information management | $12,309 | $0 |
| Starfire Printing | Copying and duplicating | $8,833 | $0 |
Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.
Administrative expenses on Schedule H
- Contract administrator fees$1,559,385
- Salaries and allowances$421,996
- Other administrative expenses$338,620
- Recordkeeping fees$112,636
- IQPA audit fees$44,000
- Investment advisory and management fees$29,375
- Actuarial fees$25,413
- Legal fees$25,000
- Total administrative expenses$2,556,425
Investment structure
Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.
- Registered investment companies (mutual funds)$578M · 94.2%
- Common/collective trusts$21.5M · 3.5%
- Participant loans$7.9M · 1.3%
- Cash (interest and non-interest bearing)$3.2M · 0.5%
- Receivables$3.0M · 0.5%
- Buildings and other property used in plan operation$19K · 0.0%
Audit and compliance answers, as filed
- Accountant's opinionUnmodified (unqualified)
- Audit scope limited under ERISA section 103(a)(3)(C)No
- Accounting firmNovak Francella, LLC
- Participant contributions reported as transmitted lateNo
- Covered by a fidelity bondYes, $5,000,000
- Blackout period during the yearNo
These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.
Plan characteristics
2EProfit-sharing plan2GTotal participant-directed account plan
Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 238900: Other Specialty Trade Contractors (including site preparation).
Similar plans in New York
| Plan | Sponsor | Participants | Net assets | Per participant |
|---|---|---|---|---|
| Annuity Fund IUOE Local 15, 15A, 15C, 15D AFL-CIO | Board of Trustees Annuity Fund IUOE Local 15, 15A, 15C, 15D AFL-CIO | 5,356 | $2.30B | $429,774 |
| Pavers & Road Builders DC Annuity Fund | Pavers & Road Builders DC Annuity Fund | 5,092 | $332M | $65,149 |
| Plumbers Local Union No. 1 Employee 401(k) Savings Plan | Plumbers Local Union No. 1 Employee 401(k) Savings Plan | 5,887 | $1.10B | $186,244 |
| Iron Workers Locals 40, 361 & 417 Annuity Fund | Board of Trustees Iron Workers Locals 40, 361 & 417 Annuity Fund | 4,715 | $1.21B | $257,041 |
| Building Trades Annuity Benefit Fund | The Building Industry Electrical Contractors Association, Inc. | 7,092 | $116M | $16,398 |
| Steamfitters' Industry Supplemental Retirement Fund | Board of Trustees Steamfitters' Industry Supplemental Retirement | 4,093 | $724M | $176,977 |
Defined contribution plans in construction closest in size.
Questions and answers
How big is IUOE Local 30 Annuity Fund?
5,154 participants at the end of the plan year ending 31 Dec 2025, of whom 4,369 were active employees, with net assets of $613,374,595. Among defined contribution plans that places it in the 5,000 to 24,999 participants band, which held 10,207 plans in plan year 2024.
What does BD of Trustees IUOE Local 30 Annuity Fund contribute per participant?
The filing reports $26,599,827 in employer contributions for the year, which is $6,088 per active participant; the median for plans of the same type and size was $2,045 in plan year 2024. Form 5500 reports the total only. It does not state the match formula, and the per-participant figure is an average, not any one person's contribution.
What fees does the plan pay and how do they compare?
Schedule C reports $1,816,951 in compensation to service provider organisations, $353 per participant or 0.30% of net assets. The same-size median among plans reporting any Schedule C compensation was $82.08 per participant. Administrative expenses on Schedule H were $2,556,425. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.
Who runs the plan?
The sponsor is BD of Trustees IUOE Local 30 Annuity Fund. Recordkeeping or administration: Fidelity Investment Institutional and Comprehensive Healthcare Systems in. Investment advisory or management: Segal Advisors Inc.. The financial statements were audited by Novak Francella, LLC. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.
Was the audit opinion unqualified?
The filing reports an unmodified (unqualified) opinion. Unmodified (formerly "unqualified") is the standard clean opinion.
How current is this, and does it show my balance?
This is the Form 5500 for the plan year 1 Jan 2025 to 31 Dec 2025, received by the Department of Labor on 20 Jul 2026. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 13-6595417, plan 001, received 20 Jul 2026; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.