Assets by plan
Share of aggregate retirement assets
100%top
Sponsor portfolio
BOARD OF TRUSTEES LOCAL 138, 138A, 138B & 138C IUOE ANNUITY FUND
EIN 11-2653717Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$390.9M assets
Welfare
0
Participants
2,825
137 GAZZA BLVD - FARMINGDALE, NY 117351415631-694-2480
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $390.9M assets / 2,825 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
- TPA CORPORATION100%
- (Not disclosed)0%
Participants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
LOCAL 138, 138A, 138B & 138C INTERNATI OF OPERATING ENGINEERS ANNUITY FUND
ProfitSharing
Assets$389.5M
Participants2,804
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LOCAL 138 STAFF 401(K) PLAN
401k
Assets$1.4M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LOCAL 138, 138A, 138B & 138C INTERNATI OF OPERATING ENGINEERS ANNUITY FUND | ProfitSharing | $389.5M | 2,804 | 2025 | |
| 001 | LOCAL 138 STAFF 401(K) PLAN | 401k | $1.4M | 21 | 2025 |
Retirement plans