Profit Sharing · DOL Form 5500 · 2022

Board of Trustees, I.U.P.a.T. Annuity Fund of Western PA Profit Sharing Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
1,998
Participants Near avg headcount
90th
Percentile by assets National rank
$33,488
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: I.U.P.a.T. of Western PA Annuity Fund · Sponsored by Board of Trustees, I.U.P.a.T. Annuity Fund of Western PA · Ohio · Construction

$67M in assets, 1,998 participants

Board of Trustees, I.U.P.a.T. Annuity Fund of Western PA's I.U.P.a.T. of Western PA Annuity Fund reported $67M in total assets and 1,998 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #8,805 in Construction (9,927 peers)

Coverage in Ohio

I.U.P.a.T. of Western PA Annuity Fund covers 1,998 participants in Ohio, 2.6x the typical Ohio plan (state average ~765 per filing). Assets: $67M.

#8,805
in Construction (9,927 peers)
-15.6%
assets change YoY
0.7×
vs typical plan assets (national mean)

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.

I.U.P.a.T. of Western PA Annuity Fund's outsized position by total assets

I.U.P.a.T. of Western PA Annuity Fund vs every filed plan by assets

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

$66,910,014 Top 10% higher than 90% 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

I.U.P.a.T. of Western PA Annuity Fund's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. I.U.P.a.T. of Western PA Annuity Fund lands in the large band (1,998 participants).

Published 5500 schedule card

Filing strip 251304459 · Board of Trustees, I.U.P.a.T. Annuity Fund of Western PA PY 2022 · Profit Sharing

I.U.P.a.T. of Western PA Annuity Fund · $67M · 1,998 · 90th

  • 5500 $67M
  • 5500 1,998
  • 5500 90th
  • 5500 Profit Sharing
  • 5500 near Drywall Tapers Annuity Fund
  • 5500 ind #8805

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 Construction retirement plans → · Plans in Ohio →

I.U.P.a.T. of Western PA Annuity Fund in the asset neighbourhood

Smart Local 137 Annuity Fund$67MCommonwealth Health Corporation Retirement Savings PlanCommonwealth Health Corporat…$67MDrywall Tapers Annuity Fund$67MI.U.P.a.T. of Western PA Annuity FundI.U.P.a.T. of Western PA Ann…$67MRoofers Local #2 Supplemental Pension PlanRoofers Local #2 Supplementa…$67M
End-of-year total assets ($M) among I.U.P.a.T. of Western PA Annuity Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$79M
Net Assets (End of Year)$67M
Net Income-$12M
Employer EIN251304459
Plan Effective Date1983-06-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Board of Trustees, I.U.P.a.T. Annuity Fund of Western PA plans reported in each filing year

Latest sponsor-wide plan assets
$80M 19.12410151341472% vs 2022
2024 filing year
$65M$70M$75M$80M$85M 202220232024 $66.9M $79.7M ▲ +19.1%
Year Plans Participants Total Assets
2022 1 1,998 $67M
2023 1 1,699 $76M
2024 1 1,386 $80M

Nearby Profit Sharing Plans in Ohio

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

I.U.P.a.T. of Western PA Annuity Fund vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 00.511.5 Total assets ($B) Participants I.U.P.a.T. of Western PA Annuity Fund, Total assets ($B): 0.066910014 · Participants: 1998I.U.P.a.T. of Western PA Annuity FundCleveland Clinic Investment Pension Plan, Total assets ($B): 1.188747256 · Participants: 46417Cleveland Clinic Investment Pension PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.201665954 · Participants: 11973The Employer Retirement Savings Plan- Premier Health PartnersWhite Castle Profit Sharing Plan, Total assets ($B): 0.172160423 · Participants: 4241White Castle Profit Sharing PlanHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.165638748 · Participants: 1876Holzer Health System 401a Profit Sharing PlanSouthern Ohio Medical Center Retirement Savings Program, Total assets ($B): 0.13554467 · Participants: 3162Southern Ohio Medical Center Retirement Savings Program
I.U.P.a.T. of Western PA Annuity Fund vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare I.U.P.a.T. of Western PA Annuity Fund side-by-side with 3 peers →

I.U.P.a.T. of Western PA Annuity Fund's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Drywall Tapers Annuity Fund in NY ($67M); by covered participants it is X-Treme Care LLC Employee Retirement Plan in NY (1,995 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($67M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,998 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 I.U.P.a.T. of Western PA Annuity Fund assets move in 2022? ▼
I.U.P.a.T. of Western PA Annuity Fund declined sharply - down 15.6% during 2022, from $79M to $67M. Reported net income was -$12M.
How have Board of Trustees, I.U.P.a.T. Annuity Fund of Western PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, I.U.P.a.T. Annuity Fund of Western PA's sponsor-wide assets grew 19.1%, from $67M to $80M.
Where does I.U.P.a.T. of Western PA Annuity Fund rank by assets among Form 5500 filers? ▼
I.U.P.a.T. of Western PA Annuity Fund ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Profit Sharing plans are similar in size to I.U.P.a.T. of Western PA Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is Drywall Tapers Annuity Fund in NY ($67M, 981 participants).
Which Profit Sharing plans cover a similar participant headcount to I.U.P.a.T. of Western PA Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is X-Treme Care LLC Employee Retirement Plan in NY (1,995 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 251304459.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.