Profit Sharing · DOL Form 5500 · 2023

Board of Trustees of I.a.M. National 401(k) Fund Profit Sharing Plan

Data updated 2026-08-25

$828M
Total assets Above avg plan size
33,154
Participants Very large workforce
98th
Percentile by assets National rank
$24,979
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: I.a.M. National 401(k) Plan · Sponsored by Board of Trustees of I.a.M. National 401(k) Fund · District of Columbia · Manufacturing

$828M in assets, 33,154 participants

Board of Trustees of I.a.M. National 401(k) Fund's I.a.M. National 401(k) Plan reported $828M in total assets and 33,154 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #18,180 in Manufacturing (18,722 peers)

Coverage in District of Columbia

I.a.M. National 401(k) Plan covers 33,154 participants in District of Columbia, 23x the typical District of Columbia plan (state average ~1,456 per filing). Assets: $828M.

#18,180
in Manufacturing (18,722 peers)
+19.0%
assets growth YoY
8.3×
vs typical plan assets (national mean)

I.a.M. National 401(k) Plan's outsized position by total assets

I.a.M. National 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$828,140,673 Top 2% higher than 98% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

I.a.M. National 401(k) Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. I.a.M. National 401(k) Plan is a mega filing (33,154 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • I.a.M. National 401(k) Plan reported net income rose from -$81M in the plan year 2022 filing to $132M in the plan year 2023 filing.
  • I.a.M. National 401(k) Plan end-of-year assets rose from $696M in the plan year 2022 filing to $828M in the plan year 2023 filing.
  • I.a.M. National 401(k) Plan reported participants rose from 31,325 in the plan year 2022 filing to 33,154 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 320443423 · Board of Trustees of I.a.M. National 401(k) Fund PY 2023 · Profit Sharing

I.a.M. National 401(k) Plan · $828M · 33,154 · 98th

  • EOY $828M
  • EOY 33,154
  • EOY 98th
  • EOY Profit Sharing
  • EOY near I.U.O.E. Local 14-14b Annuity Fund
  • EOY ind #18180

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 Manufacturing retirement plans → · Plans in District of Columbia →

I.a.M. National 401(k) Plan in the asset neighbourhood

I.U.O.E. Local 14-14b Annuity FundI.U.O.E. Local 14-14b Annuit…$835MI.a.M. National 401(k) Plan$828MPainting Industry Annuity FundPainting Industry Annuity Fu…$812MLes Schwab Profit Sharing Retirement PlanLes Schwab Profit Sharing Re…$805MShv Profit Sharing Plan$804M
End-of-year total assets ($M) among I.a.M. National 401(k) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

Total Assets (Beginning of Year)$696M
Net Assets (End of Year)$827M
Net Income$132M
Employer EIN320443423
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of I.a.M. National 401(k) Fund)

Sponsor-wide plan assets over time

All Board of Trustees of I.a.M. National 401(k) Fund plans reported in each filing year

Latest sponsor-wide plan assets
$972M 39.73015166005657% vs 2022
2024 filing year
$600M$700M$800M$900M$1,000M 202220232024 $696M $972M ▲ +39.7%
Year Plans Participants Total Assets
2022 1 31,325 $696M
2023 1 33,154 $828M
2024 1 33,236 $972M

Nearby Profit Sharing Plans in District of Columbia

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

I.a.M. National 401(k) Plan vs. nearby Profit Sharing plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 02004006008001000 Total assets ($M) Participants I.a.M. National 401(k) Plan, Total assets ($M): 828.140673 · Participants: 33154I.a.M. National 401(k) PlanWilliams & Connolly LLP Profit Sharing Plan and Trust, Total assets ($M): 255.449348 · Participants: 682Williams & Connolly LLP Profit Sharing Plan and TrustArentfox Schiff Profit Sharing Plan, Total assets ($M): 253.029043 · Participants: 763Arentfox Schiff Profit Sharing PlanTiaa-Cref Retirement Plan for All Employees of the Aspen Inst., Total assets ($M): 173.335713 · Participants: 531Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst.The Medical Faculty Associates 401(a) Retirement Plan, Total assets ($M): 114.280635 · Participants: 1042The Medical Faculty Associates 401(a) Retirement PlanKipp DC Retirement Plan, Total assets ($M): 104.686373 · Participants: 1300Kipp DC Retirement Plan
I.a.M. National 401(k) Plan vs. nearby Profit Sharing plans in District of Columbia, assets vs. participants
Compare I.a.M. National 401(k) Plan side-by-side with 3 peers →

Scale composition for I.a.M. National 401(k) Plan

I.a.M. National 401(k) Plan reports $828M in end-of-year assets across 33,154 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.035% of 93,925,755 covered participants) - about $24,979 per participant (18% of the national average assets-per-participant) . Net income for plan year 2023 was $132M.

This plan identity (EIN 320443423, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $696M to $972M (+39.7%) while covered participants moved from 31,325 to 33,236 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 31,325 $696M Open filing
2023 33,154 $828M This page
2024 · index core 33,236 $972M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

I.a.M. National 401(k) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside District of Columbia, the nearest Profit Sharing by assets is I.U.O.E. Local 14-14b Annuity Fund in NY ($835M); by covered participants it is Tax Deferred Savings Plan of Novant Health, Inc. in NC (36,057 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($828M here).

Similar participant headcount

Nearest other-state filings by covered participants (33,154 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did I.a.M. National 401(k) Plan assets move in 2023? ▼
I.a.M. National 401(k) Plan grew sharply - up 19.0% during 2023, from $696M to $828M. Reported net income was $132M.
How have Board of Trustees of I.a.M. National 401(k) Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of I.a.M. National 401(k) Fund's sponsor-wide assets grew 39.7%, from $696M to $972M.
Where does I.a.M. National 401(k) Plan rank by assets among Form 5500 filers? ▼
I.a.M. National 401(k) Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Profit Sharing plans are similar in size to I.a.M. National 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is I.U.O.E. Local 14-14b Annuity Fund in NY ($835M, 1,187 participants).
Which Profit Sharing plans cover a similar participant headcount to I.a.M. National 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Tax Deferred Savings Plan of Novant Health, Inc. in NC (36,057 participants, $2.2B in assets).

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 320443423.

Read our methodology - how this data is sourced, computed, and verified.

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