Other · DOL Form 5500 · 2023
Trustees - Oklahoma Iron Workers Direct Contribution Plan and Trust Retirement Plan
Data updated 2026-08-25
- $42M
- Total assets Below avg plan size
- 4,339
- Participants Above avg headcount
- 83rd
- Percentile by assets National rank
- $9,576
- Avg per participant Low balance/head
Official DOL plan name: Oklahoma Iron Workers Direct Contribution Plan and Trust · Sponsored by Trustees - Oklahoma Iron Workers Direct Contribution Plan and Trust · Texas · Construction
$42M in assets, 4,339 participants
Trustees - Oklahoma Iron Workers Direct Contribution Plan and Trust's Oklahoma Iron Workers Direct Contribution Plan and Trust reported $42M in total assets and 4,339 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- #7,360 in Construction (9,030 peers)
Coverage in Texas
Oklahoma Iron Workers Direct Contribution Plan and Trust covers 4,339 participants in Texas, 6.3x the typical Texas plan (state average ~688 per filing). Assets: $42M.
- #7,360
- in Construction (9,030 peers)
- +9.9%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Oklahoma Iron Workers Direct Contribution Plan and Trust's outsized position by total assets
Oklahoma Iron Workers Direct Contribution Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$41,549,137 Top 17% higher than 83% 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
Oklahoma Iron Workers Direct Contribution Plan and Trust'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. Oklahoma Iron Workers Direct Contribution Plan and Trust lands in the large band (4,339 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Oklahoma Iron Workers Direct Contribution Plan and Trust reported net income rose from -$9M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Oklahoma Iron Workers Direct Contribution Plan and Trust end-of-year assets rose from $38M in the plan year 2022 filing to $42M in the plan year 2023 filing.
- Oklahoma Iron Workers Direct Contribution Plan and Trust reported participants rose from 4,301 in the plan year 2022 filing to 4,339 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 736278639 · Trustees - Oklahoma Iron Workers Direct Contribution Plan and Trust PY 2023 · Other
Oklahoma Iron Workers Direct Contribution Plan and Trust · $42M · 4,339 · 83rd
- TYPE $42M
- TYPE 4,339
- TYPE 83rd
- TYPE Other
- TYPE near The Carnegie Foundation for the Advancement of Teaching DC Plan
- TYPE ind #7360
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 Texas →
Oklahoma Iron Workers Direct Contribution Plan and Trust in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $42M |
| Net Income | $4M |
| Employer EIN | 736278639 |
| Plan Effective Date | 1993-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees - Oklahoma Iron Workers Direct Contribution Plan and Trust)
Sponsor-wide plan assets over time
All Trustees - Oklahoma Iron Workers Direct Contribution Plan and Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $44M 17.36530630670979% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,301 | $38M |
| 2023 | 1 | 4,339 | $42M |
| 2024 | 1 | 4,389 | $44M |
Nearby Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
- Memorial Hermann Health System Employees' Retirement Savings Plan $2.8B · 30,949
- The Tax Sheltered Annuity Plan of the Methodist Hospital $2.5B · 29,975
- Baylor College of Medicine Section 403b $1.9B · 12,679
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $1.8B · 15,456
- Southwest Research Institute Retirement Plan $1.5B · 2,831
Oklahoma Iron Workers Direct Contribution Plan and Trust's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is The Carnegie Foundation for the Advancement of Teaching DC Plan in CA ($42M); by covered participants it is The New School 403(b) Retirement Plan in NY (4,337 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($42M here).
Similar participant headcount
Nearest other-state filings by covered participants (4,339 participants); asset peers above are excluded.
- The New School 403(b) Retirement Plan (NY) 4,337 · 2 off
- IBEW Local 613 Defined Contribution Pension Plan (GA) 4,358 · 19 off
- University of Dayton Tax Deferred Annuity Plan (OH) 4,308 · 31 off
- St. Charles Health System Retirement Plan (OR) 4,378 · 39 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.