Profit Sharing · DOL Form 5500 · 2022

Insulators Local No. 23 Annuity Fund Profit Sharing Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
401
Participants Below avg headcount
84th
Percentile by assets National rank
$82,100
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Insulators Local No. 23 Annuity Fund · Sponsored by Insulators Local No. 23 Annuity Fund · Pennsylvania · Construction

$33M in assets, 401 participants

Insulators Local No. 23 Annuity Fund's Insulators Local No. 23 Annuity Fund reported $33M in total assets and 401 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #8,210 in Construction (9,927 peers)

Coverage in Pennsylvania

Insulators Local No. 23 Annuity Fund covers 401 participants in Pennsylvania, about 49% of the average Pennsylvania filer (state average ~822 per filing). Assets: $33M.

#8,210
in Construction (9,927 peers)
+3.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Insulators Local No. 23 Annuity Fund's outsized position by total assets

Insulators Local No. 23 Annuity Fund vs every filed plan by assets

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

$32,922,202 Top 16% higher than 84% 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

Insulators Local No. 23 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. Insulators Local No. 23 Annuity Fund sits mid-pack in the medium band (401 participants).

Form 5500 schedule snapshot

Filing strip 251586636 · Insulators Local No. 23 Annuity Fund PY 2022 · Profit Sharing

Insulators Local No. 23 Annuity Fund · $33M · 401 · 84th

  • SCH $33M
  • SCH 401
  • SCH 84th
  • SCH Profit Sharing
  • SCH near Cma Group Qualified Stock Bonus Plan
  • SCH ind #8210

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 →

Insulators Local No. 23 Annuity Fund in the asset neighbourhood

Paul, Weiss, Rifkind, Wharton & Garrison LLP Defined Contribution Retirement PlanPaul, Weiss, Rifkind, Wharto…$33MIron Workers District Council of Tennessee Valley and Vicinity Annuity PlanIron Workers District Counci…$33MCma Group Qualified Stock Bonus PlanCma Group Qualified Stock Bo…$33MInsulators Local No. 23 Annuity FundInsulators Local No. 23 Annu…$33MThe Lighthouse for the Blind, Inc. Tax-Deferred Annuity PlanThe Lighthouse for the Blind…$33M
End-of-year total assets ($M) among Insulators Local No. 23 Annuity Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$33M
Net Income$1M
Employer EIN251586636
Plan Effective Date1988-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Insulators Local No. 23 Annuity Fund)

Sponsor-wide plan assets over time

All Insulators Local No. 23 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$37M 12.346795636573763% vs 2022
2024 filing year
$32M$34M$36M$38M 202220232024 $32.9M $37M ▲ +12.4%
Year Plans Participants Total Assets
2022 1 401 $33M
2023 1 357 $34M
2024 1 315 $37M

Nearby Profit Sharing Plans in Pennsylvania

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

Insulators Local No. 23 Annuity Fund vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Insulators Local No. 23 Annuity Fund, Total assets ($B): 0.032922202 · Participants: 401Insulators Local No. 23 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
Insulators Local No. 23 Annuity Fund vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Insulators Local No. 23 Annuity Fund side-by-side with 3 peers →

Insulators Local No. 23 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Cma Group Qualified Stock Bonus Plan in VA ($33M); by covered participants it is The Village for Families & Children, Inc. 403(b)DC Plan in CT (401 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (401 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 Insulators Local No. 23 Annuity Fund assets move in 2022? ▼
Insulators Local No. 23 Annuity Fund edged up modestly - up 3.9% during 2022, from $32M to $33M. Reported net income was $1M.
How have Insulators Local No. 23 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Insulators Local No. 23 Annuity Fund's sponsor-wide assets grew 12.3%, from $33M to $37M.
Where does Insulators Local No. 23 Annuity Fund rank by assets among Form 5500 filers? ▼
Insulators Local No. 23 Annuity Fund ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Insulators Local No. 23 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is Cma Group Qualified Stock Bonus Plan in VA ($33M, 611 participants).
Which Profit Sharing plans cover a similar participant headcount to Insulators Local No. 23 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is The Village for Families & Children, Inc. 403(b)DC Plan in CT (401 participants, $17M 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 251586636.

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.