Profit Sharing · DOL Form 5500 · 2022

Iron Workers Local 404 Profit Sharing Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
1,858
Participants Near avg headcount
90th
Percentile by assets National rank
$35,740
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Iron Workers Local Union No. 404 Annuity Fund · Sponsored by Iron Workers Local 404 · Pennsylvania · Construction

$66M in assets, 1,858 participants

Iron Workers Local 404's Iron Workers Local Union No. 404 Annuity Fund reported $66M in total assets and 1,858 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #8,796 in Construction (9,927 peers)

Coverage in Pennsylvania

Iron Workers Local Union No. 404 Annuity Fund covers 1,858 participants in Pennsylvania, 2.3x the typical Pennsylvania plan (state average ~822 per filing). Assets: $66M.

#8,796
in Construction (9,927 peers)
-2.9%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Iron Workers Local Union No. 404 Annuity Fund's outsized position by total assets

Iron Workers Local Union No. 404 Annuity Fund vs every filed plan by assets

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

$66,404,324 Top 10% higher than 90% 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

Iron Workers Local Union No. 404 Annuity 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. Iron Workers Local Union No. 404 Annuity Fund lands in the large band (1,858 participants).

Form 5500 schedule snapshot

Filing strip 251754959 · Iron Workers Local 404 PY 2022 · Profit Sharing

Iron Workers Local Union No. 404 Annuity Fund · $66M · 1,858 · 90th

  • TYPE $66M
  • TYPE 1,858
  • TYPE 90th
  • TYPE Profit Sharing
  • TYPE near Fenway Community Health Center, Inc. Tax Sheltered Annuity and Profit Sharing Plan
  • TYPE ind #8796

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 Pennsylvania →

Iron Workers Local Union No. 404 Annuity Fund in the asset neighbourhood

Roofers Local #2 Supplemental Pension PlanRoofers Local #2 Supplementa…$67MFenway Community Health Center, Inc. Tax Sheltered Annuity and Profit Sharing PlanFenway Community Health Cent…$66MIron Workers Local Union No. 404 Annuity FundIron Workers Local Union No.…$66MSouthern Illinois Laborers & Employers Annuity FundSouthern Illinois Laborers &…$66MSt. Louis-Kansas City Carpenters Regional AnnuitySt. Louis-Kansas City Carpen…$66M
End-of-year total assets ($M) among Iron Workers Local Union No. 404 Annuity Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$66M
Net Income-$2M
Employer EIN251754959
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Iron Workers Local 404)

Sponsor-wide plan assets over time

All Iron Workers Local 404 plans reported in each filing year

Latest sponsor-wide plan assets
$75M 13.627413781066425% vs 2022
2024 filing year
$65M$70M$75M$80M 202220232024 $66.4M $75.5M ▲ +13.6%
Year Plans Participants Total Assets
2022 1 1,858 $66M
2023 1 947 $71M
2024 1 899 $75M

Nearby Profit Sharing Plans in Pennsylvania

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

Iron Workers Local Union No. 404 Annuity Fund vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Iron Workers Local Union No. 404 Annuity Fund, Total assets ($B): 0.066404324 · Participants: 1858Iron Workers Local Union No. 404 Annuity FundEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.032358305 · Participants: 8058Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.417850182 · Participants: 14515University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 0.958457322 · Participants: 3904International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.640341222 · Participants: 9017Temple University Health System, Inc. Defined Contribution Retirement PlanSteamfitters Local Union No. 420 Srp, Total assets ($B): 0.58659727 · Participants: 6353Steamfitters Local Union No. 420 Srp
Iron Workers Local Union No. 404 Annuity Fund vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Iron Workers Local Union No. 404 Annuity Fund side-by-side with 3 peers →

Iron Workers Local Union No. 404 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Fenway Community Health Center, Inc. Tax Sheltered Annuity and Profit Sharing Plan in MA ($66M); by covered participants it is Northern Ohio Laborers' Profit Sharing Annuity Plan in OH (1,850 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,858 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 Iron Workers Local Union No. 404 Annuity Fund assets move in 2022? ▼
Iron Workers Local Union No. 404 Annuity Fund edged down modestly - down 2.9% during 2022, from $68M to $66M. Reported net income was -$2M.
How have Iron Workers Local 404 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iron Workers Local 404's sponsor-wide assets grew 13.6%, from $66M to $75M.
Where does Iron Workers Local Union No. 404 Annuity Fund rank by assets among Form 5500 filers? ▼
Iron Workers Local Union No. 404 Annuity Fund ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Iron Workers Local Union No. 404 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is Fenway Community Health Center, Inc. Tax Sheltered Annuity and Profit Sharing Plan in MA ($66M, 710 participants).
Which Profit Sharing plans cover a similar participant headcount to Iron Workers Local Union No. 404 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Northern Ohio Laborers' Profit Sharing Annuity Plan in OH (1,850 participants, $32M 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 251754959.

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.