Profit Sharing · DOL Form 5500 · 2023
Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $63M
- Total assets Below avg plan size
- 403
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $155,730
- Avg per participant Above avg balance/head
Official DOL plan name: Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund · Sponsored by Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund · Ohio · Construction
$63M in assets, 403 participants
Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund's Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund reported $63M in total assets and 403 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #7,738 in Construction (9,030 peers)
Where Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund sits by assets
Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund sits in the top quartile of all filed plans by assets, $63M for 403 participants (~$155,730/participant), up 19.0% in 2023.
- #7,738
- in Construction (9,030 peers)
- +19.0%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund's outsized position by total assets
Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$62,759,119 Top 12% higher than 88% 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
Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund 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. Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund sits mid-pack in the medium band (403 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund reported net income rose from -$10M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund end-of-year assets rose from $53M in the plan year 2022 filing to $63M in the plan year 2023 filing.
- Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund reported participants rose from 388 in the plan year 2022 filing to 403 in the plan year 2023 filing.
DOL schedule card
Filing strip 341372820 · Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund PY 2023 · Profit Sharing
Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund · $63M · 403 · 88th
- NET $63M
- BOOK 403
- VS-ST 88th
- BOY Profit Sharing
- SCH near Local 807 Profit Sharing Plan
- EBSA ind #7738
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 →
Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $53M |
|---|---|
| Net Assets (End of Year) | $63M |
| Net Income | $10M |
| Employer EIN | 341372820 |
| Plan Effective Date | 1982-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund)
Sponsor-wide plan assets over time
All Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $71M 34.379984223420635% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 388 | $53M |
| 2023 | 1 | 403 | $63M |
| 2024 | 1 | 376 | $71M |
Nearby Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Investment Pension Plan $1.5B · 48,582
- Masterbrand, Inc. Retirement Savings Plan $485M · 7,345
- The Employer Retirement Savings Plan- Premier Health Partners $228M · 11,923
- Three Rivers Annuity Fund $199M · 1,460
- Holzer Health System 401a Profit Sharing Plan $175M · 1,779
Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside Ohio, the nearest Profit Sharing by assets is Local 807 Profit Sharing Plan in NY ($63M); by covered participants it is Looking Upwards, Inc. 401 (K) Retirement Plan in RI (403 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($63M here).
- Local 807 Profit Sharing Plan (NY) $63M · 1,752
- Williams & Connolly LLP Profit Sharing Plan for Secretarial and Certain Other Specified Employees (DC) $63M · 682
- Eversheds Sutherland (US) LLP Retirement Plan B (DC) $63M · 256
- Cement Masons and Plasterers Local 518 Defined Contribution Fund (MO) $63M · 1,091
Similar participant headcount
Nearest other-state filings by covered participants (403 participants); asset peers above are excluded.
- Looking Upwards, Inc. 401 (K) Retirement Plan (RI) 403 · 0 off
- Texas Biomedical Research Institute Retirement Plan (TX) 403 · 0 off
- Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan (PR) 403 · 0 off
- Fiduciary Services Group 401(k) Plan (DE) 402 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.