Other · DOL Form 5500 · 2023
Board of Trustees of the Iron Workers District Council Retirement Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $334,727
- Avg per participant High balance/head
Official DOL plan name: Iron Workers District Council (Philadelphia & Vicinity) Fund Office Employees Annuity Plan · Sponsored by Board of Trustees of the Iron Workers District Council · New Jersey · Finance & Insurance
$1M in assets, 3 participants
Board of Trustees of the Iron Workers District Council's Iron Workers District Council (Philadelphia & Vicinity) Fund Office Employees Annuity Plan reported $1M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.
- #1,352 in Finance & Insurance (8,869 peers)
What the 2023 filing shows
Iron Workers District Council (Philadelphia & Vicinity) Fund Office Employees Annuity Plan holds $1M for 3 participants - about $334,727 per participant, among the smaller plans by assets on file.
- #1,352
- in Finance & Insurance (8,869 peers)
- -4.0%
- assets change YoY
The plan reported a net loss of $42K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Iron Workers District Council (Philadelphia & Vicinity) Fund Office Employees Annuity Plan among the smaller filed plans by assets
Iron Workers District Council (Philadelphia & Vicinity) Fund Office Employees Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,004,182 24th percentile higher than 24% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Iron Workers District Council (Philadelphia & Vicinity) Fund Office Employees Annuity Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Iron Workers District Council (Philadelphia & Vicinity) Fund Office Employees Annuity Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Iron Workers District Council (Philadelphia & Vicinity) Fund Office Employees Annuity Plan reported net income rose from -$183K in the plan year 2022 filing to -$42K in the plan year 2023 filing.
- Iron Workers District Council (Philadelphia & Vicinity) Fund Office Employees Annuity Plan end-of-year assets fell from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 237674439 · Board of Trustees of the Iron Workers District Council PY 2023 · Other
Iron Workers District Council (Philadelphia & Vicinity) Fund Office Employees Annuity Plan · $1M · 3 · 24th
- IND $1M
- EOY 3
- 5500 24th
- ASSETS Other
- PCT near Institute for Population Health,Inc.403 B Plan405975
- EIN ind #1352
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 Finance & Insurance retirement plans → · Plans in New Jersey →
Iron Workers District Council (Philadelphia & Vicinity) Fund Office Employees Annuity Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$42K |
| Employer EIN | 237674439 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the Iron Workers District Council)
Sponsor-wide plan assets over time
All Board of Trustees of the Iron Workers District Council plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 2.687308868501529% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $1M |
| 2023 | 1 | 3 | $1M |
| 2024 | 1 | 3 | $1M |
Nearby Other Plans in New Jersey
Peer Other plans, same state, same plan type, ranked by total assets.
- Princeton University Retirement Plan $2.1B · 8,456
- Consolidated 403(b) Plan of Hackensack Meridian Health $1.7B · 17,739
- Princeton University Retirement Savings Plan $1.5B · 7,955
- Rwjbarnabas Health 403(b) Savings Plan $1.3B · 28,672
- Atlantic Health System 403(b) Retirement Savings Plan $1.0B · 19,936
Iron Workers District Council (Philadelphia & Vicinity) Fund Office Employees Annuity Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is Institute for Population Health,Inc.403 B Plan405975 in MI ($1M); by covered participants it is Single K in IL (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Single K (IL) 3 · 0 off
- Rkak Realty & Property Management Inc 401(k) Plan (ND) 3 · 0 off
- VGG (SC) 3 · 0 off
- Fox Vocational Services (CA) 3 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.