Profit Sharing · DOL Form 5500 · 2022

Board of Trustees of I.a.M. National 401(k) Fund Profit Sharing Plan

Data updated 2026-08-11

$696M
Total assets
31,325
Participants
98th
Percentile by assets
$22,211
Avg per participant
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Official DOL plan name: I.a.M. National 401(k) Plan · Sponsored by Board of Trustees of I.a.M. National 401(k) Fund · District of Columbia · Manufacturing

$696M in assets, 31,325 participants

Board of Trustees of I.a.M. National 401(k) Fund's I.a.M. National 401(k) Plan reported $696M in total assets and 31,325 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • 98th percentile by assets (of 139,126 plans)
  • #20,044 in Manufacturing (20,602 peers)

Coverage in District of Columbia

I.a.M. National 401(k) Plan covers 31,325 participants in District of Columbia, 22x the typical District of Columbia plan (state average ~1,456 per filing). Assets: $696M.

$696M
total plan assets (2022 EOY)
31,325
covered participants
98th
percentile by assets (of 139,126 plans)
$22,211
avg assets per participant

The plan reported a net loss of $81M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Participants vs District of Columbia filers

In District of Columbia, the average filing covers about 1,456 participants across 881 plans. I.a.M. National 401(k) Plan reports 31,325 participants - 22x that state average ($696M EOY assets).

District of Columbia filing particulars

Total Assets (Beginning of Year)$776M
Net Assets (End of Year)$695M
Net Income-$81M
Employer EIN320443423
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of I.a.M. National 401(k) Fund)

$600M$700M$800M$900M$1,000M 202220232024 $696M $972M ▲ +39.7%
Total plan assets by year, all Board of Trustees of I.a.M. National 401(k) Fund plans on file
Year Plans Participants Total Assets
2022 1 31,325 $696M
2023 1 33,154 $828M
2024 1 33,236 $972M

Nearby Profit Sharing Plans in District of Columbia

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

I.a.M. National 401(k) Plan vs. nearby Profit Sharing plans in District of Columbia, assets vs. participants

I.a.M. National 401(k) Plan vs. nearby Profit Sharing plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 0200400600800 Total assets ($M) Participants I.a.M. National 401(…Williams & Connolly …Arent Fox Profit-Sha…Associated Universit…Tiaa-Cref Retirement…The Medical Faculty …
I.a.M. National 401(k) Plan vs. nearby Profit Sharing plans in District of Columbia, assets vs. participants

Scale composition for I.a.M. National 401(k) Plan

I.a.M. National 401(k) Plan reports $696M in end-of-year assets across 31,325 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.033% of 93,925,755 covered participants) - about $22,211 per participant (16% of the national average assets-per-participant) . Net income for plan year 2022 was -$81M.

This plan identity (EIN 320443423, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $696M to $972M (+39.7%) while covered participants moved from 31,325 to 33,236 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 31,325 $696M This page
2023 33,154 $828M Open filing
2024 · index core 33,236 $972M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to I.a.M. National 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did I.a.M. National 401(k) Plan assets move in 2022?
I.a.M. National 401(k) Plan pulled back noticeably - down 10.3% during 2022, from $776M to $696M. Reported net income was -$81M.
How have Board of Trustees of I.a.M. National 401(k) Fund plan assets changed over time?
Across 3 plan years on file (2022-2024), Board of Trustees of I.a.M. National 401(k) Fund's sponsor-wide assets grew 39.7%, from $696M to $972M.
Where does I.a.M. National 401(k) Plan rank by assets among Form 5500 filers?
I.a.M. National 401(k) Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Profit Sharing plans are similar in size to I.a.M. National 401(k) Plan?
Among Profit Sharing plans in other states, the closest by assets is The Emory Clinic, Inc. Retirement Savings Plan in GA ($700M, 2,621 participants).

Filing takeaways

Ways to act on I.a.M. National 401(k) Plan's numbers.

  • By total assets, I.a.M. National 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Profit Sharing plans in District of Columbia. Compare plans
  • Board of Trustees of I.a.M. National 401(k) Fund's sponsor-wide assets have grown 39.7% since 2022 across 3 plan years on file. More Manufacturing plans