Profit Sharing · DOL Form 5500 · 2022
Board of Trustees of I.a.M. National 401(k) Fund Profit Sharing Plan
Data updated 2026-08-25
- $696M
- Total assets Above avg plan size
- 31,325
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $22,211
- Avg per participant Low balance/head
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.
- #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.
- #20,044
- in Manufacturing (20,602 peers)
- -10.3%
- assets change YoY
- 7.0×
- vs typical plan assets (national mean)
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.
I.a.M. National 401(k) Plan's outsized position by total assets
I.a.M. National 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$695,753,400 Top 2% higher than 98% 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
I.a.M. National 401(k) Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. I.a.M. National 401(k) Plan is a mega filing (31,325 participants), the rightmost band on the breakdown.
DOL schedule card
Filing strip 320443423 · Board of Trustees of I.a.M. National 401(k) Fund PY 2022 · Profit Sharing
I.a.M. National 401(k) Plan · $696M · 31,325 · 98th
- NET $696M
- BOOK 31,325
- VS-ST 98th
- BOY Profit Sharing
- SCH near The Emory Clinic, Inc. Retirement Savings Plan
- EBSA ind #20044
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 Manufacturing retirement plans → · Plans in District of Columbia →
I.a.M. National 401(k) Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $776M |
|---|---|
| Net Assets (End of Year) | $695M |
| Net Income | -$81M |
| Employer EIN | 320443423 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of I.a.M. National 401(k) Fund)
Sponsor-wide plan assets over time
All Board of Trustees of I.a.M. National 401(k) Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $972M 39.73015166005657% vs 2022
- 2024 filing year
| 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.
- Williams & Connolly LLP Profit Sharing Plan and Trust $217M · 666
- Arent Fox Profit-Sharing Plan $214M · 469
- Associated Universities Inc. Retirement Plan $173M · 524
- Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. $144M · 506
- The Medical Faculty Associates 401(a) Retirement Plan $105M · 679
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:
- I.a.M. National Plan (Profit Sharing, $972M, 33,236 participants)
I.a.M. National 401(k) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside District of Columbia, the nearest Profit Sharing by assets is The Emory Clinic, Inc. Retirement Savings Plan in GA ($700M); by covered participants it is Commonspirit Health ERISA 403(b) Plan in KY (31,174 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($696M here).
- The Emory Clinic, Inc. Retirement Savings Plan (GA) $700M · 2,621
- Rochester Regional Health 403(b) Defined Contribution Plan (NY) $715M · 15,215
- Les Schwab Profit Sharing Retirement Plan (OR) $731M · 5,197
- Maritime Association - I.L.a. Retirement Fund (TX) $743M · 3,941
Similar participant headcount
Nearest other-state filings by covered participants (31,325 participants); asset peers above are excluded.
- Commonspirit Health ERISA 403(b) Plan (KY) 31,174 · 151 off
- Disney Retirement Savings Plan (CA) 30,171 · 1,154 off
- Tax Deferred Savings Plan of Novant Health, Inc. (NC) 29,251 · 2,074 off
- Prisma Health Retirement Savings Plan (SC) 27,548 · 3,777 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.