Other · DOL Form 5500 · 2022

Trustees - Oklahoma Iron Workers Direct Contribution Plan and Trust Retirement Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
4,301
Participants Above avg headcount
85th
Percentile by assets National rank
$8,789
Avg per participant Low balance/head
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Official DOL plan name: Oklahoma Iron Workers Direct Contribution Plan and Trust · Sponsored by Trustees - Oklahoma Iron Workers Direct Contribution Plan and Trust · Texas · Construction

$38M in assets, 4,301 participants

Trustees - Oklahoma Iron Workers Direct Contribution Plan and Trust's Oklahoma Iron Workers Direct Contribution Plan and Trust reported $38M in total assets and 4,301 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #8,334 in Construction (9,927 peers)

Coverage in Texas

Oklahoma Iron Workers Direct Contribution Plan and Trust covers 4,301 participants in Texas, 6.3x the typical Texas plan (state average ~688 per filing). Assets: $38M.

#8,334
in Construction (9,927 peers)
-19.2%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Oklahoma Iron Workers Direct Contribution Plan and Trust's outsized position by total assets

Oklahoma Iron Workers Direct Contribution Plan and Trust vs every filed plan by assets

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

$37,801,343 Top 15% higher than 85% 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

Oklahoma Iron Workers Direct Contribution Plan and Trust'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. Oklahoma Iron Workers Direct Contribution Plan and Trust lands in the large band (4,301 participants).

Plan-year Form 5500 strip

Filing strip 736278639 · Trustees - Oklahoma Iron Workers Direct Contribution Plan and Trust PY 2022 · Other

Oklahoma Iron Workers Direct Contribution Plan and Trust · $38M · 4,301 · 85th

  • EIN $38M
  • RANK 4,301
  • PHOTO 85th
  • IND Other
  • EOY near Tiegerman School 403(b) Retirement Plan
  • 5500 ind #8334

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 Texas →

Oklahoma Iron Workers Direct Contribution Plan and Trust in the asset neighbourhood

Developmental Disabilities Institute, Inc. 403(b) PlanDevelopmental Disabilities I…$38MHewitt School Defined Contribution Retirement PlanHewitt School Defined Contri…$38MTiegerman School 403(b) Retirement PlanTiegerman School 403(b) Reti…$38MOklahoma Iron Workers Direct Contribution Plan and TrustOklahoma Iron Workers Direct…$38MWheeling Jesuit University Defined Contribution PlanWheeling Jesuit University D…$38M
End-of-year total assets ($M) among Oklahoma Iron Workers Direct Contribution Plan and Trust and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$38M
Net Income-$9M
Employer EIN736278639
Plan Effective Date1993-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees - Oklahoma Iron Workers Direct Contribution Plan and Trust)

Sponsor-wide plan assets over time

All Trustees - Oklahoma Iron Workers Direct Contribution Plan and Trust plans reported in each filing year

Latest sponsor-wide plan assets
$44M 17.36530630670979% vs 2022
2024 filing year
$36M$38M$40M$42M$44M$46M 202220232024 $37.8M $44.4M ▲ +17.4%
Year Plans Participants Total Assets
2022 1 4,301 $38M
2023 1 4,339 $42M
2024 1 4,389 $44M

Nearby Other Plans in Texas

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

Oklahoma Iron Workers Direct Contribution Plan and Trust vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. 0100002000030000 -0.500.511.522.5 Total assets ($B) Participants Oklahoma Iron Workers Direct Contribution Plan and Trust, Total assets ($B): 0.037801343 · Participants: 4301Oklahoma Iron Workers Direct Contribution Plan and TrustMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 2.20173657 · Participants: 28410Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 1.955231306 · Participants: 28126The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 1.634224741 · Participants: 12275Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 1.475271679 · Participants: 14185The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.372219413 · Participants: 2825Southwest Research Institute Retirement Plan
Oklahoma Iron Workers Direct Contribution Plan and Trust vs. nearby Other plans in Texas, assets vs. participants
Compare Oklahoma Iron Workers Direct Contribution Plan and Trust side-by-side with 3 peers →

Oklahoma Iron Workers Direct Contribution Plan and Trust's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Tiegerman School 403(b) Retirement Plan in NY ($38M); by covered participants it is Excela Health 403(b) Retirement Plan in PA (4,307 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,301 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 Oklahoma Iron Workers Direct Contribution Plan and Trust assets move in 2022? ▼
Oklahoma Iron Workers Direct Contribution Plan and Trust declined sharply - down 19.2% during 2022, from $47M to $38M. Reported net income was -$9M.
How have Trustees - Oklahoma Iron Workers Direct Contribution Plan and Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees - Oklahoma Iron Workers Direct Contribution Plan and Trust's sponsor-wide assets grew 17.4%, from $38M to $44M.
Where does Oklahoma Iron Workers Direct Contribution Plan and Trust rank by assets among Form 5500 filers? ▼
Oklahoma Iron Workers Direct Contribution Plan and Trust ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Oklahoma Iron Workers Direct Contribution Plan and Trust? ▼
Among Other plans in other states, the closest by assets is Tiegerman School 403(b) Retirement Plan in NY ($38M, 421 participants).
Which Other plans cover a similar participant headcount to Oklahoma Iron Workers Direct Contribution Plan and Trust? ▼
Among Other plans in other states, the closest by covered participants is Excela Health 403(b) Retirement Plan in PA (4,307 participants, $301M 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 736278639.

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.