401(k)
2023 plan-year 401(k) DOL Form 5500

Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund · Ohio · Construction

What the 2023 filing shows

Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund holds $63M for 403 participants — about $155,730 per participant, up 19.0% over the 2023 plan year.

$63M
total plan assets (2023 EOY)
403
covered participants
$155,730
avg assets per participant
+19.0%
assets growth YoY
Total Assets (2023)
$63M
Participants
403
State
Industry
Construction

What the Filing Says About Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund

Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund is a 401(k) retirement plan sponsored by Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund, headquartered in Ohio. As of the 2023 Form 5500 filing, the plan reports $63M in total end-of-year assets and covers 403 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 341372820, and the plan has been effective since 1982-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $53M at the beginning of 2023 to $63M at year-end — a gain of 19.0%. Net assets (after liabilities) closed the year at $63M, with reported net income of $10M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$53M
Total Assets (End of Year)$63M
Net Assets (End of Year)$63M
Net Income$10M
Plan Type401(k)
Employer EIN341372820
Plan Effective Date1982-07-01
Filing StatusFILING 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 401(k) Plans in Ohio

Peer 401(k) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund?
As of the 2023 Form 5500 filing, Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund holds $63M in total assets with 403 participants. It is sponsored by Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund.
What type of plan is Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund?
Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund is a 401(k) plan. It has been effective since 1982-07-01. The plan is filed with the U.S. Department of Labor under EIN 341372820.
Who sponsors the Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund?
Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund is sponsored by Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund, located in Ohio. The sponsor's EIN is 341372820 and the plan operates in the Construction industry.
How did Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund perform in 2023?
Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund grew by 19.0% during 2023, moving from $53M to $63M in total assets. Net income was $10M.
Where can I find official filings for Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund?
Official Form 5500 filings for Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 341372820 or plan name at efast.dol.gov.
How does Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund compare to other plans?
You can compare Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund against other 401(k) plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 341372820.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.