Board of Trustees I.U.O.E. Local 98 Annuity FundProfit-sharing plan
I.U.O.E. LOCAL 98 ANNUITY FUND · SOUTHWICK, MA · plan year 2025
Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works
Board of Trustees I.U.O.E. Local 98 Annuity Fund reported $397,529 in plan administrative expenses for 2025: 0.41% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,474 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 3 years on file its reported administrative ratio fell from 0.44% to 0.41%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other construction employers. By assets it is the 421st-largest of 2,726 plans among Massachusetts employers on file, and the 600th of 5,337 in construction.
Board of Trustees I.U.O.E. Local 98 Annuity Fund's 2025 employer contribution ran below the $4,093 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 043030313 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.