Profit Sharing · DOL Form 5500 · 2022
Board of Trustees, I.U.P.a.T. Annuity Fund of Western PA Profit Sharing Plan
Data updated 2026-08-11
- $67M
- Total assets
- 1,998
- Participants
- 90th
- Percentile by assets
- $33,488
- Avg per participant
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.
- 90th percentile by assets (of 139,126 plans)
- #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.
- $67M
- total plan assets (2022 EOY)
- 1,998
- covered participants
- 90th
- percentile by assets (of 139,126 plans)
- $33,488
- avg assets per participant
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.
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. I.U.P.a.T. of Western PA Annuity Fund reports 1,998 participants - 2.6x that state average ($67M EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $79M |
|---|---|
| Net Assets (End of Year) | $67M |
| Net Income | -$12M |
| 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 |
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
- Cleveland Clinic Investment Pension Plan $1.2B · 46,417
- The Employer Retirement Savings Plan- Premier Health Partners $202M · 11,973
- White Castle Profit Sharing Plan $172M · 4,241
- Holzer Health System 401a Profit Sharing Plan $166M · 1,876
- Southern Ohio Medical Center Retirement Savings Program $136M · 3,162
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to I.U.P.a.T. of Western PA Annuity Fund by total assets, not by location.
- Drywall Tapers Annuity Fund (NY) $67M · 981
- Roofers Local #2 Supplemental Pension Plan (MO) $67M · 768
- Commonwealth Health Corporation Retirement Savings Plan (KY) $67M · 2,809
- Smart Local 137 Annuity Fund (NY) $67M · 280
Frequently Asked Questions
How did I.U.P.a.T. of Western PA Annuity Fund assets move in 2022? ▼
How have Board of Trustees, I.U.P.a.T. Annuity Fund of Western PA plan assets changed over time? ▼
Where does I.U.P.a.T. of Western PA Annuity Fund rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to I.U.P.a.T. of Western PA Annuity Fund? ▼
Next read for I.U.P.a.T. of Western PA Annuity Fund
Filing takeaways
Ways to act on I.U.P.a.T. of Western PA Annuity Fund's numbers.
- By total assets, I.U.P.a.T. of Western PA Annuity Fund ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Ohio. Compare plans
- Board of Trustees, I.U.P.a.T. Annuity Fund of Western PA's sponsor-wide assets have grown 19.1% since 2022 across 3 plan years on file. More Construction plans