Profit Sharing · DOL Form 5500 · 2023
Board of Trustees of I.a.M. National 401(k) Fund Profit Sharing Plan
Data updated 2026-08-11
- $828M
- Total assets
- 33,154
- Participants
- 98th
- Percentile by assets
- $24,979
- Avg per participant
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.
- 98th percentile by assets (of 127,072 plans)
- #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.
- $828M
- total plan assets (2023 EOY)
- 33,154
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $24,979
- avg assets per participant
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.
Participants vs District of Columbia filers
In District of Columbia, the average filing covers about 1,456 participants across 881 plans. I.a.M. National 401(k) Plan reports 33,154 participants - 23x that state average ($828M EOY assets).
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $696M |
|---|---|
| Net Assets (End of Year) | $827M |
| Net Income | $132M |
| Employer EIN | 320443423 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of I.a.M. National 401(k) Fund)
| 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
- Williams & Connolly LLP Profit Sharing Plan and Trust $255M · 682
- Arentfox Schiff Profit Sharing Plan $253M · 763
- Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. $173M · 531
- The Medical Faculty Associates 401(a) Retirement Plan $114M · 1,042
- Kipp DC Retirement Plan $105M · 1,300
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 Plan (Profit Sharing, $972M, 33,236 participants)
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to I.a.M. National 401(k) Plan by total assets, not by location.
- I.U.O.E. Local 14-14b Annuity Fund (NY) $835M · 1,187
- Painting Industry Annuity Fund (NY) $812M · 5,509
- Les Schwab Profit Sharing Retirement Plan (OR) $805M · 5,463
- Shv Profit Sharing Plan (CA) $804M · 58
Frequently Asked Questions
How did I.a.M. National 401(k) Plan assets move in 2023? ▼
How have Board of Trustees of I.a.M. National 401(k) Fund plan assets changed over time? ▼
Where does I.a.M. National 401(k) Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to I.a.M. National 401(k) Plan? ▼
Next read for I.a.M. National 401(k) Plan
Filing takeaways
Ways to act on I.a.M. National 401(k) Plan's numbers.
- By total assets, I.a.M. National 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in District of Columbia. Compare plans
- Board of Trustees of I.a.M. National 401(k) Fund's sponsor-wide assets have grown 39.7% since 2022 across 3 plan years on file. More Manufacturing plans