Profit Sharing · DOL Form 5500 · 2022

The Board of Trustees of the Union Individual Account Retirement Fund Profit Sharing Plan

Data updated 2026-08-25

$249M
Total assets Near avg plan size
2,646
Participants Above avg headcount
96th
Percentile by assets National rank
$94,106
Avg per participant Below avg balance/head
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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.

  • #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.

#9,495
in Construction (9,927 peers)
-7.4%
assets change YoY
2.5×
vs typical plan assets (national mean)

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.

Union Individual Account Retirement Fund's outsized position by total assets

Union Individual Account Retirement Fund vs every filed plan by assets

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

$249,003,783 Top 4% higher than 96% 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

Union Individual Account Retirement Fund'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. Union Individual Account Retirement Fund lands in the large band (2,646 participants).

Form 5500 schedule snapshot

Filing strip 391318667 · The Board of Trustees of the Union Individual Account Retirement Fund PY 2022 · Profit Sharing

Union Individual Account Retirement Fund · $249M · 2,646 · 96th

  • IND $249M
  • EOY 2,646
  • 5500 96th
  • ASSETS Profit Sharing
  • PCT near Fayez Sarofim & Co. Profit Sharing Plan
  • EIN ind #9495

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 Wisconsin →

Union Individual Account Retirement Fund in the asset neighbourhood

Cooper Health System, Inc. Defined Contribution Retirement PlanCooper Health System, Inc. D…$251MFayez Sarofim & Co. Profit Sharing PlanFayez Sarofim & Co. Profit S…$250MUnion Individual Account Retirement FundUnion Individual Account Ret…$249MIBEW Local 150 Supplemental Pension FundIBEW Local 150 Supplemental …$248MI.B.E.W. Local Union 481 Defined Contribution PlanI.B.E.W. Local Union 481 Def…$246M
End-of-year total assets ($M) among Union Individual Account Retirement Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$269M
Net Assets (End of Year)$249M
Net Income-$20M
Employer EIN391318667
Plan Effective Date1978-06-05
Filing StatusFILING RECEIVED

Sponsor Plan History (The Board of Trustees of the Union Individual Account Retirement Fund)

Sponsor-wide plan assets over time

All The Board of Trustees of the Union Individual Account Retirement Fund plans reported in each filing year

Latest sponsor-wide plan assets
$309M 24.291912464639143% vs 2022
2024 filing year
$240M$260M$280M$300M$320M 202220232024 $249M $309M ▲ +24.3%
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 Scatter plot of 6 data points. 02000400060008000 00.511.5 Total assets ($B) Participants Union Individual Account Retirement Fund, Total assets ($B): 0.249003783 · Participants: 2646Union Individual Account Retirement FundThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.171824153 · Participants: 5909The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundElectrical Workers Local Union 159 Retirement Plan, Total assets ($B): 0.310344367 · Participants: 1344Electrical Workers Local Union 159 Retirement PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.27884786 · Participants: 1579Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Western Wisconsin Electrical Workers Retirement Plan, Total assets ($B): 0.23891973 · Participants: 1142Western Wisconsin Electrical Workers Retirement PlanClarios Retirement Savings and Investment Plan, Total assets ($B): 0.230791389 · Participants: 4847Clarios Retirement Savings and Investment Plan
Union Individual Account Retirement Fund vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
Compare Union Individual Account Retirement Fund side-by-side with 3 peers →

Union Individual Account Retirement Fund's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is Fayez Sarofim & Co. Profit Sharing Plan in TX ($250M); by covered participants it is Construction Industry and Laborers Defined Contribution Pension Plan in NV (2,652 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,646 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 Union Individual Account Retirement Fund assets move in 2022? ▼
Union Individual Account Retirement Fund pulled back noticeably - down 7.4% during 2022, from $269M to $249M. Reported net income was -$20M.
How have The Board of Trustees of the Union Individual Account Retirement Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Board of Trustees of the Union Individual Account Retirement Fund's sponsor-wide assets grew 24.3%, from $249M to $309M.
Where does Union Individual Account Retirement Fund rank by assets among Form 5500 filers? ▼
Union Individual Account Retirement Fund ranks in the 96th 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 Union Individual Account Retirement Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is Fayez Sarofim & Co. Profit Sharing Plan in TX ($250M, 134 participants).
Which Profit Sharing plans cover a similar participant headcount to Union Individual Account Retirement Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Construction Industry and Laborers Defined Contribution Pension Plan in NV (2,652 participants, $20M 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 391318667.

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.