Profit Sharing · DOL Form 5500 · 2022

Iron Workers District Council of Tn & Vicinity Annuity Plan Profit Sharing Plan

Data updated 2026-08-11

$33M
Total assets
4,009
Participants
84th
Percentile by assets
$8,259
Avg per participant
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Official DOL plan name: Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan · Sponsored by Iron Workers District Council of Tn & Vicinity Annuity Plan · Tennessee · Finance & Insurance

$33M in assets, 4,009 participants

Iron Workers District Council of Tn & Vicinity Annuity Plan's Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan reported $33M in total assets and 4,009 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • 84th percentile by assets (of 139,126 plans)
  • #6,858 in Finance & Insurance (9,261 peers)

Coverage in Tennessee

Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan covers 4,009 participants in Tennessee, 3.6x the typical Tennessee plan (state average ~1,126 per filing). Assets: $33M.

$33M
total plan assets (2022 EOY)
4,009
covered participants
84th
percentile by assets (of 139,126 plans)
$8,259
avg assets per participant

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.

Participants vs Tennessee filers

In Tennessee, the average filing covers about 1,126 participants across 2,384 plans. Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan reports 4,009 participants - 3.6x that state average ($33M EOY assets).

Tennessee filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$33M
Net Income-$1M
Employer EIN621747853
Plan Effective Date1998-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Iron Workers District Council of Tn & Vicinity Annuity Plan)

$30M$35M$40M$45M$50M$55M 202220232024 $33.1M $48.7M â–˛ +46.9%
Total plan assets by year, all Iron Workers District Council of Tn & Vicinity Annuity Plan plans on file
Year Plans Participants Total Assets
2022 1 4,009 $33M
2023 1 1,792 $40M
2024 1 2,124 $49M

Nearby Profit Sharing Plans in Tennessee

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

Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants

Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 0100200300400500 Total assets ($M) Participants Iron Workers Distric…Ballad Health 401(a)…Shreveport Electrica…New Orleans Electric…Ulps Employee Saving…University School of…
Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan by total assets, not by location.

Frequently Asked Questions

How did Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan assets move in 2022?
Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan edged down modestly - down 3.3% during 2022, from $34M to $33M. Reported net income was -$1M.
How have Iron Workers District Council of Tn & Vicinity Annuity Plan plan assets changed over time?
Across 3 plan years on file (2022-2024), Iron Workers District Council of Tn & Vicinity Annuity Plan's sponsor-wide assets grew 46.9%, from $33M to $49M.
Where does Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan rank by assets among Form 5500 filers?
Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan ranks in the 84th 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 Profit Sharing plans are similar in size to Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan?
Among Profit Sharing plans in other states, the closest by assets is Paul, Weiss, Rifkind, Wharton & Garrison LLP Defined Contribution Retirement Plan in NY ($33M, 792 participants).

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Filing takeaways

Ways to act on Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan's numbers.

  • By total assets, Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Profit Sharing plans in Tennessee. Compare plans
  • Iron Workers District Council of Tn & Vicinity Annuity Plan's sponsor-wide assets have grown 46.9% since 2022 across 3 plan years on file. More Finance & Insurance plans