Iuoe Local 30 Annuity Fund retirement plans

Iuoe Local 30 Annuity Fund, Whitestone, NY. EIN 13-6595417. Annual reports 2009–2025.

Iuoe Local 30 Annuity Fund has one active retirement plan on file, the Iuoe Local 30 Annuity Fund, with 5,154 participants and $613 million in assets in 2025. Fidelity has been its recordkeeper since 2009. No traditional pension plan appears in Iuoe Local 30 Annuity Fund's filings since 2009.

Active plans: 1
Participants: 5,154
Plan assets: $613 million
401(k) recordkeeper: Fidelity
Plans on file: 1
Industry: Construction

The plan

Iuoe Local 30 Annuity Fund

Profit-sharing planActiveUnion (multiemployer)

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 001Employer EIN 13-6595417
Participants (2025): 5,154
Net assets (2025): $613 million
Recordkeeper: Fidelity2009–2025
Plan administrator: Iuoe Local 30 Annuity Fund
16-16 Whitestone Expressway
Whitestone, NY 11357
(718) 847-8484As filed for 2025
In effect since: June 1, 1970

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	5,154	$613 million	Fidelity
2024	4,958	$533 million	Fidelity
2023	5,291	$482 million	Fidelity
2022	5,077	$424 million	Fidelity
2021	4,834	$507 million	Fidelity
2020	4,566	$451 million	Fidelity
2019	4,479	$395 million	Fidelity
2018	3,947	$326 million	Fidelity
2017	4,096	$338 million	Fidelity
2016	4,015	$294 million	Fidelity
2015	3,927	$273 million	Fidelity
2014	3,849	$271 million	Fidelity
2013	3,773	$258 million	Fidelity
2012	3,667	$223 million	Fidelity
2011	3,846	$200 million	Fidelity
2010	3,595	$195 million	Fidelity
2009	3,583	$171 million	Fidelity

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Iuoe Local 30 Annuity Fund. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((718) 847-8484). That number was filed for 2025; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Iuoe Local 30 Annuity Fund

If you had money in one of these plans

What these numbers are

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