Profit Sharing · DOL Form 5500 · 2023

Trustees - Iatse Local 27 Profit Sharing Plan Profit Sharing Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
803
Participants Near avg headcount
59th
Percentile by assets National rank
$12,794
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Iatse Local 27 Profit Sharing Plan · Sponsored by Trustees - Iatse Local 27 Profit Sharing Plan · Ohio · Arts, Entertainment & Recreation

$10M in assets, 803 participants

Trustees - Iatse Local 27 Profit Sharing Plan's Iatse Local 27 Profit Sharing Plan reported $10M in total assets and 803 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #2,192 in Arts, Entertainment & Recreation (2,945 peers)

Trustees - Iatse Local 27 Profit Sharing Plan multi-year trail

Trustees - Iatse Local 27 Profit Sharing Plan's plans moved +22.4% in assets from 2022 to 2024; this filing shows Iatse Local 27 Profit Sharing Plan at $10M / 803 participants.

#2,192
in Arts, Entertainment & Recreation (2,945 peers)
+9.8%
assets growth YoY

Iatse Local 27 Profit Sharing Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Iatse Local 27 Profit Sharing Plan vs every filed plan by assets

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

$10,273,566 Top 41% higher than 59% 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

Iatse Local 27 Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Iatse Local 27 Profit Sharing Plan sits mid-pack in the medium band (803 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Iatse Local 27 Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $948K in the plan year 2023 filing.
  • Iatse Local 27 Profit Sharing Plan reported participants fell from 1,079 in the plan year 2022 filing to 803 in the plan year 2023 filing.
  • Iatse Local 27 Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 341783226 · Trustees - Iatse Local 27 Profit Sharing Plan PY 2023 · Profit Sharing

Iatse Local 27 Profit Sharing Plan · $10M · 803 · 59th

  • ASSETS $10M
  • PCT 803
  • EIN 59th
  • RANK Profit Sharing
  • PHOTO near Unitedhealth Group Puerto Rico Savings Plan
  • IND ind #2192

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 Arts, Entertainment & Recreation retirement plans → · Plans in Ohio →

Iatse Local 27 Profit Sharing Plan in the asset neighbourhood

Stc Industries, Inc. Profit Sharing PlanStc Industries, Inc. Profit …$10MIatse Local 27 Profit Sharing PlanIatse Local 27 Profit Sharin…$10MUnitedhealth Group Puerto Rico Savings PlanUnitedhealth Group Puerto Ri…$10MUnion Amcor Investment Profit Sharing PlanUnion Amcor Investment Profi…$10MKing's Ridge Christian School 403(b) PlanKing's Ridge Christian Schoo…$10M
End-of-year total assets ($M) among Iatse Local 27 Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Trustees - Iatse Local 27 Profit Sharing Plan multi-year asset trail

Sponsor-wide plan assets over time

All Trustees - Iatse Local 27 Profit Sharing Plan plans reported in each filing year

Latest sponsor-wide plan assets
$11M 22.376998115195423% vs 2022
2024 filing year
$9M$10M$11M$12M 202220232024 $9.35M $11.5M ▲ +22.5%
Year Plans Participants Total Assets
2022 1 1,079 $9M
2023 1 803 $10M
2024 1 492 $11M

Trustees - Iatse Local 27 Profit Sharing Plan filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$948K
Employer EIN341783226
Plan Effective Date1994-06-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

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

Iatse Local 27 Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Iatse Local 27 Profit Sharing Plan, Total assets ($B): 0.010273566 · Participants: 803Iatse Local 27 Profit Sharing PlanCleveland 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
Iatse Local 27 Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Iatse Local 27 Profit Sharing Plan side-by-side with 3 peers →

Iatse Local 27 Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Unitedhealth Group Puerto Rico Savings Plan in MN ($10M); by covered participants it is T-Mobile Puerto Rico 1165(e) Plan in WA (804 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (803 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 Iatse Local 27 Profit Sharing Plan assets move in 2023? ▼
Iatse Local 27 Profit Sharing Plan grew at a solid clip - up 9.8% during 2023, from $9M to $10M. Reported net income was $948K.
How have Trustees - Iatse Local 27 Profit Sharing Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees - Iatse Local 27 Profit Sharing Plan's sponsor-wide assets grew 22.4%, from $9M to $11M.
Which Profit Sharing plans are similar in size to Iatse Local 27 Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Unitedhealth Group Puerto Rico Savings Plan in MN ($10M, 2,400 participants).
Which Profit Sharing plans cover a similar participant headcount to Iatse Local 27 Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is T-Mobile Puerto Rico 1165(e) Plan in WA (804 participants, $60M 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 341783226.

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.