Profit Sharing · DOL Form 5500 · 2022
The Board of Trustees of the Union Individual Account Retirement Fund Profit Sharing Plan
Data updated 2026-08-11
- $249M
- Total assets
- 2,646
- Participants
- 96th
- Percentile by assets
- $94,106
- Avg per participant
Official DOL plan name: Union Individual Account Retirement Fund · Sponsored by The Board of Trustees of the Union Individual Account Retirement Fund · Wisconsin · Construction
$249M in assets, 2,646 participants
The Board of Trustees of the Union Individual Account Retirement Fund's Union Individual Account Retirement Fund reported $249M in total assets and 2,646 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 139,126 plans)
- #9,495 in Construction (9,927 peers)
Coverage in Wisconsin
Union Individual Account Retirement Fund covers 2,646 participants in Wisconsin, 4.7x the typical Wisconsin plan (state average ~563 per filing). Assets: $249M.
- $249M
- total plan assets (2022 EOY)
- 2,646
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $94,106
- avg assets per participant
The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Union Individual Account Retirement Fund reports 2,646 participants - 4.7x that state average ($249M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $269M |
|---|---|
| Net Assets (End of Year) | $249M |
| Net Income | -$20M |
| Employer EIN | 391318667 |
| Plan Effective Date | 1978-06-05 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Board of Trustees of the Union Individual Account Retirement Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,646 | $249M |
| 2023 | 1 | 3,203 | $280M |
| 2024 | 1 | 3,507 | $309M |
Nearby Profit Sharing Plans in Wisconsin
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Union Individual Account Retirement Fund vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.2B · 5,909
- Electrical Workers Local Union 159 Retirement Plan $310M · 1,344
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $279M · 1,579
- Western Wisconsin Electrical Workers Retirement Plan $239M · 1,142
- Clarios Retirement Savings and Investment Plan $231M · 4,847
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Union Individual Account Retirement Fund by total assets, not by location.
- Fayez Sarofim & Co. Profit Sharing Plan (TX) $250M · 134
- IBEW Local 150 Supplemental Pension Fund (MI) $248M · 1,286
- Cooper Health System, Inc. Defined Contribution Retirement Plan (NJ) $251M · 6,491
- I.B.E.W. Local Union 481 Defined Contribution Plan (IN) $246M · 2,730
Frequently Asked Questions
How did Union Individual Account Retirement Fund assets move in 2022? ▼
How have The Board of Trustees of the Union Individual Account Retirement Fund plan assets changed over time? ▼
Where does Union Individual Account Retirement Fund rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Union Individual Account Retirement Fund? ▼
Next read for Union Individual Account Retirement Fund
Filing takeaways
Ways to act on Union Individual Account Retirement Fund's numbers.
- By total assets, Union Individual Account Retirement Fund 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 Wisconsin. Compare plans
- The Board of Trustees of the Union Individual Account Retirement Fund's sponsor-wide assets have grown 24.3% since 2022 across 3 plan years on file. More Construction plans