IUOE LOCAL 30 ANNUITY FUND

Plan Contact

  • Address: 16-16 WHITESTONE EXPRESSWAY,WHITESTONE,NY
  • Contact person: DARREN TURTON
  • Phone: (718) 847-8484

Plan General Information

IUOE LOCAL 30 ANNUITY FUND Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of IUOE LOCAL 30 ANNUITY FUND is $482,780,079.00.This plan was established in 1970.

IUOE LOCAL 30 ANNUITY FUND Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in IUOE LOCAL 30 ANNUITY FUND is 5077

IUOE LOCAL 30 ANNUITY FUND Average Participant Retirement Account Value

In 2023, the average participant retirement account value for IUOE LOCAL 30 ANNUITY FUND is $95,091.00

IUOE LOCAL 30 ANNUITY FUND Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in IUOE LOCAL 30 ANNUITY FUND is approximately $4,684.00
Investing in this additonal $4,684.00 for 20 years would give you extra $299,796.00, assuming a 10% annual return.

IUOE LOCAL 30 ANNUITY FUND Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of IUOE LOCAL 30 ANNUITY FUND is 13.76%.

IUOE LOCAL 30 ANNUITY FUND Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for IUOE LOCAL 30 ANNUITY FUND is 15.89%. This measures the effectiveness of the plan participants' investments in the year.

IUOE LOCAL 30 ANNUITY FUND Expense Ratio

In 2023, the investment and administrative expense ratio of IUOE LOCAL 30 ANNUITY FUND is 0.29%.

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