Other · DOL Form 5500 · 2022

Board of Trustees of the Iron Workers District Council Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
25th
Percentile by assets National rank
$348,800
Avg per participant High balance/head
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Official DOL plan name: Iron Workers District Council (Philadelphia & Vicinity) Fund Office Employees Annuity Plan · Sponsored by Board of Trustees of the Iron Workers District Council · New Jersey · Finance & Insurance

$1M in assets, 3 participants

Board of Trustees of the Iron Workers District Council's Iron Workers District Council (Philadelphia & Vicinity) Fund Office Employees Annuity Plan reported $1M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 25th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #1,548 in Finance & Insurance (9,261 peers)

2022 asset change

Iron Workers District Council (Philadelphia & Vicinity) Fund Office Employees Annuity Plan pulled back noticeably 14.9% in 2022 ($1M → $1M) for 3 participants.

#1,548
in Finance & Insurance (9,261 peers)
-14.9%
assets change YoY

The plan reported a net loss of $183K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Iron Workers District Council (Philadelphia & Vicinity) Fund Office Employees Annuity Plan among the smaller filed plans by assets

Iron Workers District Council (Philadelphia & Vicinity) Fund Office Employees Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,046,400 25th percentile higher than 25% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Iron Workers District Council (Philadelphia & Vicinity) Fund Office Employees Annuity Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Iron Workers District Council (Philadelphia & Vicinity) Fund Office Employees Annuity Plan is a micro filing (3 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 237674439 · Board of Trustees of the Iron Workers District Council PY 2022 · Other

Iron Workers District Council (Philadelphia & Vicinity) Fund Office Employees Annuity Plan · $1M · 3 · 25th

  • TYPE $1M
  • NET 3
  • BOOK 25th
  • VS-ST Other
  • BOY near Shares, Inc. 403b Plan
  • SCH ind #1548

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in New Jersey →

Iron Workers District Council (Philadelphia & Vicinity) Fund Office Employees Annuity Plan in the asset neighbourhood

Iron Workers District Council (Philadelphia & Vicinity) Fund Office Employees Annuity PlanIron Workers District Counci…$1MShares, Inc. 403b Plan$1MGoodwill Industries-Knoxville, Inc. Tax Sheltered Annuity PlanGoodwill Industries-Knoxvill…$1MHughson Samaritan Village 403(b) PlanHughson Samaritan Village 40…$1M403(b) Thrift Plan of Central Arizona Shelter Services, Inc.403(b) Thrift Plan of Centra…$1M
End-of-year total assets ($M) among Iron Workers District Council (Philadelphia & Vicinity) Fund Office Employees Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Board of Trustees of the Iron Workers District Council years around the 2022 move

Sponsor-wide plan assets over time

All Board of Trustees of the Iron Workers District Council plans reported in each filing year

Latest sponsor-wide plan assets
$1M 2.687308868501529% vs 2022
2024 filing year
$0.98M$1M$1.02M$1.04M$1.06M 202220232024 $1.05M $1.02M ▼ -2.9%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 3 $1M
2024 1 3 $1M

2022 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$183K
Employer EIN237674439
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New Jersey

Peer Other plans, same state, same plan type, ranked by total assets.

Iron Workers District Council (Philadelphia & Vicinity) Fund Office Employees Annuity Plan vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.52 Total assets ($B) Participants Iron Workers District Council (Philadelphia & Vicinity) Fund Office Employees Annuity Plan, Total assets ($B): 0.0010464 · Participants: 3Iron Workers District Council (Philadelphia & Vicinity) Fund Office Employees Annuity PlanConsolidated 403(b) Plan of Hackensack Meridian Health, Total assets ($B): 1.561034783 · Participants: 18619Consolidated 403(b) Plan of Hackensack Meridian HealthPrinceton University Retirement Savings Plan, Total assets ($B): 1.313612581 · Participants: 7627Princeton University Retirement Savings PlanRwjbarnabas Health 403(b) Savings Plan, Total assets ($B): 1.156327651 · Participants: 29563Rwjbarnabas Health 403(b) Savings PlanEducational Testing Service 403(b) Retirement Savings Plan, Total assets ($B): 0.821857381 · Participants: 3797Educational Testing Service 403(b) Retirement Savings PlanAtlantic Health System 403(b) Retirement Savings Plan, Total assets ($B): 0.759079123 · Participants: 19041Atlantic Health System 403(b) Retirement Savings Plan
Iron Workers District Council (Philadelphia & Vicinity) Fund Office Employees Annuity Plan vs. nearby Other plans in New Jersey, assets vs. participants

Iron Workers District Council (Philadelphia & Vicinity) Fund Office Employees Annuity Plan's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is Shares, Inc. 403b Plan in IN ($1M); by covered participants it is Juile a Staggers Profit Sharing Plan in VA (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Iron Workers District Council (Philadelphia & Vicinity) Fund Office Employees Annuity Plan assets move in 2022?
Iron Workers District Council (Philadelphia & Vicinity) Fund Office Employees Annuity Plan pulled back noticeably - down 14.9% during 2022, from $1M to $1M. Reported net income was -$183K.
How have Board of Trustees of the Iron Workers District Council plan assets changed over time?
Across 3 plan years on file (2022-2024), Board of Trustees of the Iron Workers District Council's sponsor-wide assets declined 2.7%, from $1M to $1M.
Where does Iron Workers District Council (Philadelphia & Vicinity) Fund Office Employees Annuity Plan rank by assets among Form 5500 filers?
Iron Workers District Council (Philadelphia & Vicinity) Fund Office Employees Annuity Plan ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which Other plans are similar in size to Iron Workers District Council (Philadelphia & Vicinity) Fund Office Employees Annuity Plan?
Among Other plans in other states, the closest by assets is Shares, Inc. 403b Plan in IN ($1M, 221 participants).
Which Other plans cover a similar participant headcount to Iron Workers District Council (Philadelphia & Vicinity) Fund Office Employees Annuity Plan?
Among Other plans in other states, the closest by covered participants is Juile a Staggers Profit Sharing Plan in VA (3 participants, $1M in assets).