Profit Sharing · DOL Form 5500 · 2023

Iron Workers District Council of Tn & Vicinity Annuity Plan Profit Sharing Plan

Data updated 2026-08-11

$40M
Total assets: 1,792
Participants: 83rd
Percentile by assets: $22,428
Avg per participant

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.

83rd percentile by assets (of 127,072 plans)
#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.

$40M
total plan assets (2023 EOY): 1,792
covered participants: 83rd
percentile by assets (of 127,072 plans): $22,428
avg assets per participant

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.

See the national 2022→2023 release diff →

State

Tennessee

Industry

Finance & Insurance

Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan vs the 2023 asset distribution

By assets, Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan outranks 83% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

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)

Total plan assets by year, all Iron Workers District Council of Tn & Vicinity Annuity Plan plans on file

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.

Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants

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

Compare Iron Workers District Council of Tenness… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan by total assets, not by location.

Teamsters Local No. 469 Annuity Fund (NJ) $40M · 254
Scchc Profit Sharing & 401(k) Plan (MA) $40M · 258
Grupo Hima San Pablo, Inc. Affiliates Savings Retirement Plan (PR) $40M · 4,121
Stanford Health Care Tri-Valley Defined Contribution Retirement Plan (CA) $40M · 774

Frequently Asked Questions

How did Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan assets move in 2023? ▼

Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan grew sharply - up 21.4% during 2023, from $33M to $40M. Reported net income was $7M.

How have Iron Workers District Council of Tn & Vicinity Annuity Plan plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Iron Workers District Council of Tn & Vicinity Annuity Plan's sponsor-wide assets grew 46.9%, from $33M to $49M.

Where does Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan rank by assets among Form 5500 filers? ▼

Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which Profit Sharing plans are similar in size to Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Teamsters Local No. 469 Annuity Fund in NJ ($40M, 254 participants).

Next read for Iron Workers District Council of Tenness…

Scale reading

Ways to act on Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan's numbers.

By total assets, Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan 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 Tennessee. Compare plans
Iron Workers District Council of Tn & Vicinity Annuity Plan's sponsor-wide assets have grown 46.9% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 621747853.