Profit Sharing · DOL Form 5500 · 2022
Board of Trustees of Iwdc of Wny and Vicinity Annuity Fund Profit Sharing Plan
Data updated 2026-08-11
- $47M
- Total assets
- 879
- Participants
- 87th
- Percentile by assets
- $53,244
- Avg per participant
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.
- 87th percentile by assets (of 139,126 plans)
- #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.
- $47M
- total plan assets (2022 EOY)
- 879
- covered participants
- 87th
- percentile by assets (of 139,126 plans)
- $53,244
- avg assets per participant
Iron Workers District Council of Western New York and Vicinity Annuity Fund vs the 2022 asset distribution
By assets, Iron Workers District Council of Western New York and Vicinity Annuity Fund outranks 87% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).
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)
| 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.
Iron Workers District Council of Western New York and Vicinity Annuity Fund vs. nearby Profit Sharing plans in New York, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Iron Workers District Council of Western New York and Vicinity Annuity Fund by total assets, not by location.
Frequently Asked Questions
How did Iron Workers District Council of Western New York and Vicinity Annuity Fund assets move in 2022? ▼
How have Board of Trustees of Iwdc of Wny and Vicinity Annuity Fund plan assets changed over time? ▼
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Ways to act on Iron Workers District Council of Western New York and Vicinity Annuity Fund's numbers.
- By total assets, Iron Workers District Council of Western New York and Vicinity Annuity Fund ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- Board of Trustees of Iwdc of Wny and Vicinity Annuity Fund's sponsor-wide assets have grown 16.1% since 2022 across 3 plan years on file. More Construction plans