Profit Sharing · DOL Form 5500 · 2022

Trustees - Iatse Local 27 Profit Sharing Plan Profit Sharing Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
1,079
Participants Near avg headcount
64th
Percentile by assets National rank
$8,670
Avg per participant Low balance/head
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Official DOL plan name: Iatse Local 27 Profit Sharing Plan · Sponsored by Trustees - Iatse Local 27 Profit Sharing Plan · Ohio · Arts, Entertainment & Recreation

$9M in assets, 1,079 participants

Trustees - Iatse Local 27 Profit Sharing Plan's Iatse Local 27 Profit Sharing Plan reported $9M in total assets and 1,079 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #2,360 in Arts, Entertainment & Recreation (3,077 peers)

Trustees - Iatse Local 27 Profit Sharing Plan multi-year trail

Trustees - Iatse Local 27 Profit Sharing Plan's plans moved +22.4% in assets from 2022 to 2024; this filing shows Iatse Local 27 Profit Sharing Plan at $9M / 1,079 participants.

#2,360
in Arts, Entertainment & Recreation (3,077 peers)
-10.9%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Iatse Local 27 Profit Sharing Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Iatse Local 27 Profit Sharing Plan vs every filed plan by assets

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

$9,354,816 Top 36% higher than 64% 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

Iatse Local 27 Profit Sharing 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. Iatse Local 27 Profit Sharing Plan lands in the large band (1,079 participants).

DOL schedule card

Filing strip 341783226 · Trustees - Iatse Local 27 Profit Sharing Plan PY 2022 · Profit Sharing

Iatse Local 27 Profit Sharing Plan · $9M · 1,079 · 64th

  • 5500 $9M
  • 5500 1,079
  • 5500 64th
  • 5500 Profit Sharing
  • 5500 near Edmond a Swad PC Profit Sharing Trust
  • 5500 ind #2360

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 Arts, Entertainment & Recreation retirement plans → · Plans in Ohio →

Iatse Local 27 Profit Sharing Plan in the asset neighbourhood

Committee for Children 403(b) Retirement PlanCommittee for Children 403(b…$9MEffingham Asphalt Co. Profit Sharing PlanEffingham Asphalt Co. Profit…$9MEdmond a Swad PC Profit Sharing TrustEdmond a Swad PC Profit Shar…$9MRiseboro Community Partnership, Inc. Retirement PlanRiseboro Community Partnersh…$9MIatse Local 27 Profit Sharing PlanIatse Local 27 Profit Sharin…$9M
End-of-year total assets ($M) among Iatse Local 27 Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Trustees - Iatse Local 27 Profit Sharing Plan multi-year asset trail

Sponsor-wide plan assets over time

All Trustees - Iatse Local 27 Profit Sharing Plan plans reported in each filing year

Latest sponsor-wide plan assets
$11M 22.376998115195423% vs 2022
2024 filing year
$9M$10M$11M$12M 202220232024 $9.35M $11.5M ▲ +22.5%
Year Plans Participants Total Assets
2022 1 1,079 $9M
2023 1 803 $10M
2024 1 492 $11M

Trustees - Iatse Local 27 Profit Sharing Plan filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$9M
Net Income-$1M
Employer EIN341783226
Plan Effective Date1994-06-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

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

Iatse Local 27 Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -0.500.511.5 Total assets ($B) Participants Iatse Local 27 Profit Sharing Plan, Total assets ($B): 0.009354816 · Participants: 1079Iatse Local 27 Profit Sharing PlanCleveland 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
Iatse Local 27 Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Iatse Local 27 Profit Sharing Plan side-by-side with 3 peers →

Iatse Local 27 Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Edmond a Swad PC Profit Sharing Trust in MI ($9M); by covered participants it is Laborers' Local No. 17 Annuity Fund in NY (1,079 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,079 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 Iatse Local 27 Profit Sharing Plan assets move in 2022? ▼
Iatse Local 27 Profit Sharing Plan pulled back noticeably - down 10.9% during 2022, from $11M to $9M. Reported net income was -$1M.
How have Trustees - Iatse Local 27 Profit Sharing Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees - Iatse Local 27 Profit Sharing Plan's sponsor-wide assets grew 22.4%, from $9M to $11M.
Which Profit Sharing plans are similar in size to Iatse Local 27 Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Edmond a Swad PC Profit Sharing Trust in MI ($9M, 13 participants).
Which Profit Sharing plans cover a similar participant headcount to Iatse Local 27 Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Laborers' Local No. 17 Annuity Fund in NY (1,079 participants, $57M 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 341783226.

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.