Profit Sharing · DOL Form 5500 · 2023
Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund Profit Sharing Plan
Data updated 2026-08-11
- $63M
- Total assets
- 403
- Participants
- 88th
- Percentile by assets
- $155,730
- Avg per participant
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.
- 88th percentile by assets (of 127,072 plans)
- #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.
- $63M
- total plan assets (2023 EOY)
- 403
- covered participants
- 88th
- percentile by assets (of 127,072 plans)
- $155,730
- avg assets per participant
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.
Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund vs the 2023 asset distribution
By assets, Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund outranks 88% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).
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)
| 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.
Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund vs. nearby Profit Sharing plans in Ohio, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund by total assets, not by location.
- 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
Frequently Asked Questions
How did Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund assets move in 2023? ▼
How have Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund plan assets changed over time? ▼
Where does Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund? ▼
Next read for Bridge, Structural & Ornamental Ironwork…
Scale reading
Ways to act on Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund's numbers.
- By total assets, Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Ohio. Compare plans
- Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund's sponsor-wide assets have grown 34.4% since 2022 across 3 plan years on file. More Construction plans