Profit Sharing · DOL Form 5500 · 2023

Board of Trustees, I.U.P.a.T. Annuity Fund of Western PA Profit Sharing Plan

Data updated 2026-08-25

$76M
Total assets Below avg plan size
1,699
Participants Near avg headcount
89th
Percentile by assets National rank
$44,948
Avg per participant Low balance/head
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Official DOL plan name: I.U.P.a.T. of Western PA Annuity Fund · Sponsored by Board of Trustees, I.U.P.a.T. Annuity Fund of Western PA · Ohio · Construction

$76M in assets, 1,699 participants

Board of Trustees, I.U.P.a.T. Annuity Fund of Western PA's I.U.P.a.T. of Western PA Annuity Fund reported $76M in total assets and 1,699 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,887 in Construction (9,030 peers)

Coverage in Ohio

I.U.P.a.T. of Western PA Annuity Fund covers 1,699 participants in Ohio, 2.2x the typical Ohio plan (state average ~765 per filing). Assets: $76M.

#7,887
in Construction (9,030 peers)
+14.1%
assets growth YoY
0.8×
vs typical plan assets (national mean)

I.U.P.a.T. of Western PA Annuity Fund's outsized position by total assets

I.U.P.a.T. of Western PA Annuity Fund vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$76,366,551 Top 11% higher than 89% of 127,068 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 2023

I.U.P.a.T. of Western PA Annuity Fund's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. I.U.P.a.T. of Western PA Annuity Fund lands in the large band (1,699 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • I.U.P.a.T. of Western PA Annuity Fund reported net income rose from -$12M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • I.U.P.a.T. of Western PA Annuity Fund reported participants fell from 1,998 in the plan year 2022 filing to 1,699 in the plan year 2023 filing.
  • I.U.P.a.T. of Western PA Annuity Fund end-of-year assets rose from $67M in the plan year 2022 filing to $76M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 251304459 · Board of Trustees, I.U.P.a.T. Annuity Fund of Western PA PY 2023 · Profit Sharing

I.U.P.a.T. of Western PA Annuity Fund · $76M · 1,699 · 89th

  • EIN $76M
  • RANK 1,699
  • PHOTO 89th
  • IND Profit Sharing
  • EOY near Pipe Trades Pension of Montana
  • 5500 ind #7887

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 Ohio →

I.U.P.a.T. of Western PA Annuity Fund in the asset neighbourhood

Schiff Hardin LLP Professional Retirement Plan IISchiff Hardin LLP Profession…$77MNew Orleans Electrical Annuity PlanNew Orleans Electrical Annui…$77MI.U.P.a.T. of Western PA Annuity FundI.U.P.a.T. of Western PA Ann…$76MPipe Trades Pension of MontanaPipe Trades Pension of Monta…$76MLocal 863 Ibt Retirement Savings PlanLocal 863 Ibt Retirement Sav…$75M
End-of-year total assets ($M) among I.U.P.a.T. of Western PA Annuity Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$67M
Net Assets (End of Year)$76M
Net Income$9M
Employer EIN251304459
Plan Effective Date1983-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, I.U.P.a.T. Annuity Fund of Western PA)

Sponsor-wide plan assets over time

All Board of Trustees, I.U.P.a.T. Annuity Fund of Western PA plans reported in each filing year

Latest sponsor-wide plan assets
$80M 19.12410151341472% vs 2022
2024 filing year
$65M$70M$75M$80M$85M 202220232024 $66.9M $79.7M ▲ +19.1%
Year Plans Participants Total Assets
2022 1 1,998 $67M
2023 1 1,699 $76M
2024 1 1,386 $80M

Nearby Profit Sharing Plans in Ohio

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

I.U.P.a.T. of Western PA Annuity Fund vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 00.511.52 Total assets ($B) Participants I.U.P.a.T. of Western PA Annuity Fund, Total assets ($B): 0.076366551 · Participants: 1699I.U.P.a.T. of Western PA Annuity FundCleveland Clinic Investment Pension Plan, Total assets ($B): 1.460661842 · Participants: 48582Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.484719729 · Participants: 7345Masterbrand, Inc. Retirement Savings PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.227674027 · Participants: 11923The Employer Retirement Savings Plan- Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.199164348 · Participants: 1460Three Rivers Annuity FundHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.175394151 · Participants: 1779Holzer Health System 401a Profit Sharing Plan
I.U.P.a.T. of Western PA Annuity Fund vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare I.U.P.a.T. of Western PA Annuity Fund side-by-side with 3 peers →

I.U.P.a.T. of Western PA Annuity Fund's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Pipe Trades Pension of Montana in WA ($76M); by covered participants it is Rensselaer Polytechnic Institute Defined Contribution Retirement Plan for Rensselaer Contributions in NY (1,696 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($76M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,699 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did I.U.P.a.T. of Western PA Annuity Fund assets move in 2023? ▼
I.U.P.a.T. of Western PA Annuity Fund grew at a solid clip - up 14.1% during 2023, from $67M to $76M. Reported net income was $9M.
How have Board of Trustees, I.U.P.a.T. Annuity Fund of Western PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, I.U.P.a.T. Annuity Fund of Western PA's sponsor-wide assets grew 19.1%, from $67M to $80M.
Where does I.U.P.a.T. of Western PA Annuity Fund rank by assets among Form 5500 filers? ▼
I.U.P.a.T. of Western PA Annuity Fund ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to I.U.P.a.T. of Western PA Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is Pipe Trades Pension of Montana in WA ($76M, 1,088 participants).
Which Profit Sharing plans cover a similar participant headcount to I.U.P.a.T. of Western PA Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Rensselaer Polytechnic Institute Defined Contribution Retirement Plan for Rensselaer Contributions in NY (1,696 participants, $336M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 251304459.

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.