Profit Sharing · DOL Form 5500 · 2022
Board of Trustees of Iwdc of Wny and Vicinity Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $47M
- Total assets Below avg plan size
- 879
- Participants Near avg headcount
- 87th
- Percentile by assets National rank
- $53,244
- Avg per participant Low balance/head
Official DOL plan name: Iron Workers District Council of Western New York and Vicinity Annuity Fund · Sponsored by Board of Trustees of Iwdc of Wny and Vicinity Annuity Fund · New York · Construction
$47M in assets, 879 participants
Board of Trustees of Iwdc of Wny and Vicinity Annuity Fund's Iron Workers District Council of Western New York and Vicinity Annuity Fund reported $47M in total assets and 879 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.
- #8,512 in Construction (9,927 peers)
Where Iron Workers District Council of Western New York and Vicinity Annuity Fund sits by assets
Iron Workers District Council of Western New York and Vicinity Annuity Fund sits in the top quartile of all filed plans by assets, $47M for 879 participants (~$53,244/participant), up 1.5% in 2022.
- #8,512
- in Construction (9,927 peers)
- +1.5%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Iron Workers District Council of Western New York and Vicinity Annuity Fund's outsized position by total assets
Iron Workers District Council of Western New York and Vicinity Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$46,801,598 Top 13% higher than 87% 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
Iron Workers District Council of Western New York and Vicinity Annuity Fund among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Iron Workers District Council of Western New York and Vicinity Annuity Fund sits mid-pack in the medium band (879 participants).
DOL schedule card
Filing strip 146195662 · Board of Trustees of Iwdc of Wny and Vicinity Annuity Fund PY 2022 · Profit Sharing
Iron Workers District Council of Western New York and Vicinity Annuity Fund · $47M · 879 · 87th
- RANK $47M
- PHOTO 879
- IND 87th
- EOY Profit Sharing
- 5500 near Coffee Regional Medical Ctr Inc Employee Savings & Retirement
- ASSETS ind #8512
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 New York →
Iron Workers District Council of Western New York and Vicinity Annuity Fund in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $46M |
|---|---|
| Net Assets (End of Year) | $47M |
| Net Income | $632K |
| Employer EIN | 146195662 |
| Plan Effective Date | 1999-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Iwdc of Wny and Vicinity Annuity Fund)
Sponsor-wide plan assets over time
All Board of Trustees of Iwdc of Wny and Vicinity Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $54M 16.096582855995646% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 879 | $47M |
| 2023 | 1 | 826 | $52M |
| 2024 | 1 | 838 | $54M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.0B · 19,997
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.6B · 3,494
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.5B · 5,696
- The Research Foundation for Suny Retirement Plan $1.1B · 11,139
- Mason Tenders District Council Annuity Fund $837M · 11,072
Iron Workers District Council of Western New York and Vicinity Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Coffee Regional Medical Ctr Inc Employee Savings & Retirement in GA ($47M); by covered participants it is Institute of Community Services, Inc. Retirement Plan in MS (879 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($47M here).
Similar participant headcount
Nearest other-state filings by covered participants (879 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.