I.U.P.a.T. of Western PA Annuity Fund

Reviewed by PlainRetire Editorial, Retirement Plans Editorial Team

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees, I.U.P.a.T. Annuity Fund of Western PA · Ohio · Construction

What the 2023 filing shows

I.U.P.a.T. of Western PA Annuity Fund holds $67M for 1,998 participants — about $33,488 per participant, down 15.6% over the 2022 plan year.

$67M
total plan assets (2022 EOY): 1,998
covered participants: $33,488
avg assets per participant: -15.6%
assets change YoY

The plan reported a net loss of $12M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)

$67M

Participants

1,998

State

Ohio

Industry

Construction

What the Filing Says About I.U.P.a.T. of Western PA Annuity Fund

I.U.P.a.T. of Western PA Annuity Fund is a 401(k) retirement plan sponsored by Board of Trustees, I.U.P.a.T. Annuity Fund of Western PA, headquartered in Ohio. As of the 2022 Form 5500 filing, the plan reports $67M in total end-of-year assets and covers 1,998 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 251304459, and the plan has been effective since 1983-06-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $79M at the beginning of 2022 to $67M at year-end — a decline of 15.6%. Net assets (after liabilities) closed the year at $67M, with reported net income of $-12,373,918 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	$79M
Total Assets (End of Year)	$67M
Net Assets (End of Year)	$67M
Net Income	$-12,373,918
Plan Type	401(k)
Employer EIN	251304459
Plan Effective Date	1983-06-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Board of Trustees, I.U.P.a.T. Annuity Fund of Western PA)

Year	Plans	Participants	Total Assets
2022	1	1,998	$67M
2023	1	1,699	$76M
2024	1	1,386	$80M

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Related Data

Guides

Frequently Asked Questions

How much money is in the I.U.P.a.T. of Western PA Annuity Fund? ▼

As of the 2022 Form 5500 filing, I.U.P.a.T. of Western PA Annuity Fund holds $67M in total assets with 1,998 participants. It is sponsored by Board of Trustees, I.U.P.a.T. Annuity Fund of Western PA.

What type of plan is I.U.P.a.T. of Western PA Annuity Fund? ▼

I.U.P.a.T. of Western PA Annuity Fund is a 401(k) plan. It has been effective since 1983-06-01. The plan is filed with the U.S. Department of Labor under EIN 251304459.

Who sponsors the I.U.P.a.T. of Western PA Annuity Fund? ▼

I.U.P.a.T. of Western PA Annuity Fund is sponsored by Board of Trustees, I.U.P.a.T. Annuity Fund of Western PA, located in Ohio. The sponsor's EIN is 251304459 and the plan operates in the Construction industry.

How did I.U.P.a.T. of Western PA Annuity Fund perform in 2022? ▼

I.U.P.a.T. of Western PA Annuity Fund declined by 15.6% during 2022, moving from $79M to $67M in total assets. Net income was $-12,373,918.

Where can I find official filings for I.U.P.a.T. of Western PA Annuity Fund? ▼

Official Form 5500 filings for I.U.P.a.T. of Western PA Annuity Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 251304459 or plan name at efast.dol.gov.

How does I.U.P.a.T. of Western PA Annuity Fund compare to other plans? ▼

You can compare I.U.P.a.T. of Western PA Annuity Fund against other 401(k) plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.