Profit Sharing · DOL Form 5500 · 2023
Iron Workers District Council of Tn & Vicinity Annuity Plan Profit Sharing Plan
Data updated 2026-08-25
- $40M
- Total assets Below avg plan size
- 1,792
- Participants Near avg headcount
- 83rd
- Percentile by assets National rank
- $22,428
- Avg per participant Low balance/head
Official DOL plan name: Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan · Sponsored by Iron Workers District Council of Tn & Vicinity Annuity Plan · Tennessee · Finance & Insurance
$40M in assets, 1,792 participants
Iron Workers District Council of Tn & Vicinity Annuity Plan's Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan reported $40M in total assets and 1,792 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.
- #6,568 in Finance & Insurance (8,869 peers)
Where Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan sits by assets
Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan sits in the top quartile of all filed plans by assets, $40M for 1,792 participants (~$22,428/participant), up 21.4% in 2023.
- #6,568
- in Finance & Insurance (8,869 peers)
- +21.4%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan's outsized position by total assets
Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$40,190,293 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
Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan'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. Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan lands in the large band (1,792 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan reported net income rose from -$1M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan reported participants fell from 4,009 in the plan year 2022 filing to 1,792 in the plan year 2023 filing.
- Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan end-of-year assets rose from $33M in the plan year 2022 filing to $40M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 621747853 · Iron Workers District Council of Tn & Vicinity Annuity Plan PY 2023 · Profit Sharing
Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan · $40M · 1,792 · 83rd
- IND $40M
- EOY 1,792
- 5500 83rd
- ASSETS Profit Sharing
- PCT near Teamsters Local No. 469 Annuity Fund
- EIN ind #6568
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 Finance & Insurance retirement plans → · Plans in Tennessee →
Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $40M |
| Net Income | $7M |
| Employer EIN | 621747853 |
| Plan Effective Date | 1998-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Iron Workers District Council of Tn & Vicinity Annuity Plan)
Sponsor-wide plan assets over time
All Iron Workers District Council of Tn & Vicinity Annuity Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $49M 46.92308312609503% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,009 | $33M |
| 2023 | 1 | 1,792 | $40M |
| 2024 | 1 | 2,124 | $49M |
Nearby Profit Sharing Plans in Tennessee
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Ballad Health 401(a) Plan $478M · 5,420
- Shreveport Electrical Industry Profit Sharing Plan $88M · 494
- New Orleans Electrical Annuity Plan $77M · 1,475
- Ulps Employee Savings Plan $67M · 237
- Gerber/Taylor Capital Advisors Profit Sharing Plan $46M · 40
Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Tennessee, the nearest Profit Sharing by assets is Teamsters Local No. 469 Annuity Fund in NJ ($40M); by covered participants it is Yakima Valley Farm Workers Clinic Profit Sharing Plan in WA (1,792 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($40M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,792 participants); asset peers above are excluded.
- Yakima Valley Farm Workers Clinic Profit Sharing Plan (WA) 1,792 · 0 off
- Chapman University Defined Contribution Retirement Plan (CA) 1,787 · 5 off
- Holzer Health System 401a Profit Sharing Plan (OH) 1,779 · 13 off
- Pension Fund for Nursing and Health Care Employees (PA) 1,808 · 16 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.