Board of Trustees, IUOE Local 295-295b,C Pension Fund retirement plan: assets, participants and fees
What Board of Trustees, IUOE Local 295-295b,C Pension Fund's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Morgan Stanley Smith Barney LLC | Schedule C ↗ |
| Independent auditor | Fitzsimmons Abrams LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 13 pension plans in construction with 500 to 999 participants.
| Board of Trustees, IUOE Local 295-295b,C Pension Fund: employer contribution per participant | $4,337 | |
| Peer median | $4,705 |
| Board of Trustees, IUOE Local 295-295b,C Pension Fund: average balance | $91,086 | |
| Peer median | $95,471 |
| Board of Trustees, IUOE Local 295-295b,C Pension Fund: admin expenses ÷ assets | 1.40% | |
| Peer median | 0.74% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $63.5M at the end of plan year 2022 to $86.2M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 946 | $86.2M | $4.1M | $4,337 | 1.40% | Not published | Form 5500 ↗ |
| 2024 | 954 | $77.2M | $3M | $3,118 | 1.61% | Not published | Form 5500 ↗ |
| 2023 | 955 | $71.3M | $5.6M | $5,844 | 1.57% | Not published | Form 5500 ↗ |
| 2022 | 945 | $63.5M | $5.3M | $5,653 | 1.61% | Not published | Form 5500 ↗ |
Common questions
Does Board of Trustees, IUOE Local 295-295b,C Pension Fund match 401(k) contributions?
The match terms for the Iuoe Local 295-295b,c Pension Fund have not been published from its filing yet. The plan year 2025 filing reports $4.1M in employer contributions, about $4,337 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Board of Trustees, IUOE Local 295-295b,C Pension Fund 401(k) match vested?
The vesting schedule for the Iuoe Local 295-295b,c Pension Fund is not in the data published so far. Your Summary Plan Description states it.
Who manages the Board of Trustees, IUOE Local 295-295b,C Pension Fund 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Morgan Stanley Smith Barney LLC. The plan administrator is Board of Trustees, Iuoe Local 295-295b,c Pension Fund.
I left Board of Trustees, IUOE Local 295-295b,C Pension Fund. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Board of Trustees, Iuoe Local 295-295b,c Pension Fund, (718) 672-1415) or the recordkeeper, Morgan Stanley Smith Barney LLC. The Board of Trustees, IUOE Local 295-295b,C Pension Fund old 401(k) page lists the contacts from every plan filing. Find an old Board of Trustees, IUOE Local 295-295b,C Pension Fund 401(k)
Data from the public Form 5500 annual reports Board of Trustees, IUOE Local 295-295b,C Pension Fund filed with the U.S. Department of Labor (plan years 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Board of Trustees, IUOE Local 295-295b,C Pension Fund. Not financial advice. Report a correction · Methodology