Other · DOL Form 5500 · 2022
Intermountain Ironworkers Tax Deferral Plan Retirement Plan
Data updated 2026-08-25
- $88M
- Total assets Below avg plan size
- 1,774
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $49,703
- Avg per participant Low balance/head
Official DOL plan name: Intermountain Ironworkers' Tax Deferral Plan · Sponsored by Intermountain Ironworkers Tax Deferral Plan · Utah · Finance & Insurance
$88M in assets, 1,774 participants
Intermountain Ironworkers Tax Deferral Plan's Intermountain Ironworkers' Tax Deferral Plan reported $88M in total assets and 1,774 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.
- #8,079 in Finance & Insurance (9,261 peers)
Coverage in Utah
Intermountain Ironworkers' Tax Deferral Plan covers 1,774 participants in Utah, 3.0x the typical Utah plan (state average ~592 per filing). Assets: $88M.
- #8,079
- in Finance & Insurance (9,261 peers)
- -14.4%
- assets change YoY
- 0.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Intermountain Ironworkers' Tax Deferral Plan's outsized position by total assets
Intermountain Ironworkers' Tax Deferral Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$88,172,529 Top 8% higher than 92% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Intermountain Ironworkers' Tax Deferral Plan'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. Intermountain Ironworkers' Tax Deferral Plan lands in the large band (1,774 participants).
Published 5500 schedule card
Filing strip 621473489 · Intermountain Ironworkers Tax Deferral Plan PY 2022 · Other
Intermountain Ironworkers' Tax Deferral Plan · $88M · 1,774 · 92nd
- BOOK $88M
- VS-ST 1,774
- BOY 92nd
- SCH Other
- EBSA near Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan
- PART ind #8079
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 Utah →
Intermountain Ironworkers' Tax Deferral Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $103M |
|---|---|
| Net Assets (End of Year) | $88M |
| Net Income | -$15M |
| Employer EIN | 621473489 |
| Plan Effective Date | 1990-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Intermountain Ironworkers Tax Deferral Plan)
Sponsor-wide plan assets over time
All Intermountain Ironworkers Tax Deferral Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $119M 34.463130801204535% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,774 | $88M |
| 2023 | 1 | 1,356 | $104M |
| 2024 | 1 | 1,229 | $119M |
Nearby Other Plans in Utah
Peer Other plans, same state, same plan type, ranked by total assets.
- Intermountain Healthcare Tax Deferred Savings 403(b) Plan $262M · 38,547
- Brigham Young University Tax-Deferred Annuity Plan $182M · 6,755
- Westminster College Defined Contribution Retirement Plan $79M · 349
- Children's Miracle Network 403(b) Plan $36M · 200
- Waterford School 403(b) Plan $27M · 301
Intermountain Ironworkers' Tax Deferral Plan's out-of-state Other peers by assets and headcount
Outside Utah, the nearest Other by assets is Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan in NJ ($88M); by covered participants it is Redlands Community Hospital Plus Program in CA (1,775 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($88M here).
- Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan (NJ) $88M · 227
- The South County Hospital 403(b) Retirement Plan (RI) $88M · 1,446
- Johns Hopkins Home Care Group 403(b) Plan (MD) $88M · 1,399
- The American Arbitration Association, Inc. Employee Savings and Retirement Plan (NY) $88M · 577
Similar participant headcount
Nearest other-state filings by covered participants (1,774 participants); asset peers above are excluded.
- Redlands Community Hospital Plus Program (CA) 1,775 · 1 off
- St. Francis Health Services of Morris Tax Deferred Annuity Plan (MN) 1,775 · 1 off
- Marin General Hospital 403(b) Retirement Plan (CA) 1,776 · 2 off
- Jupiter Medical Center Retirment Plan 403(b) (FL) 1,771 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.