Other · DOL Form 5500 · 2023

Intermountain Ironworkers Tax Deferral Plan Retirement Plan

Data updated 2026-08-25

$104M
Total assets Near avg plan size
1,356
Participants Near avg headcount
92nd
Percentile by assets National rank
$76,590
Avg per participant Below avg balance/head
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Official DOL plan name: Intermountain Ironworkers' Tax Deferral Plan · Sponsored by Intermountain Ironworkers Tax Deferral Plan · Utah · Finance & Insurance

$104M in assets, 1,356 participants

Intermountain Ironworkers Tax Deferral Plan's Intermountain Ironworkers' Tax Deferral Plan reported $104M in total assets and 1,356 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #7,716 in Finance & Insurance (8,869 peers)

Coverage in Utah

Intermountain Ironworkers' Tax Deferral Plan covers 1,356 participants in Utah, 2.3x the typical Utah plan (state average ~592 per filing). Assets: $104M.

#7,716
in Finance & Insurance (8,869 peers)
+17.8%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Intermountain Ironworkers' Tax Deferral Plan's outsized position by total assets

Intermountain Ironworkers' Tax Deferral Plan vs every filed plan by assets

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

$103,856,477 Top 8% higher than 92% 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

Intermountain Ironworkers' Tax Deferral 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. Intermountain Ironworkers' Tax Deferral Plan lands in the large band (1,356 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Intermountain Ironworkers' Tax Deferral Plan reported net income rose from -$15M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Intermountain Ironworkers' Tax Deferral Plan reported participants fell from 1,774 in the plan year 2022 filing to 1,356 in the plan year 2023 filing.
  • Intermountain Ironworkers' Tax Deferral Plan end-of-year assets rose from $88M in the plan year 2022 filing to $104M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 621473489 · Intermountain Ironworkers Tax Deferral Plan PY 2023 · Other

Intermountain Ironworkers' Tax Deferral Plan · $104M · 1,356 · 92nd

  • PCT $104M
  • EIN 1,356
  • RANK 92nd
  • PHOTO Other
  • IND near Princeton Day School 403(b) Plan
  • EOY ind #7716

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 Utah →

Intermountain Ironworkers' Tax Deferral Plan in the asset neighbourhood

Intermountain Ironworkers' Tax Deferral PlanIntermountain Ironworkers' T…$104MPrinceton Day School 403(b) PlanPrinceton Day School 403(b) …$104MPresbyterian Homes and Services Tax Deferred Annuity PlanPresbyterian Homes and Servi…$104MHays Medical Center Employee's Tax Deferred Annuity PlanHays Medical Center Employee…$104MThe Johns Hopkins University Income Deferral 403(b) Plan for Residents, Interns and Postdoctoral FellowsThe Johns Hopkins University…$104M
End-of-year total assets ($M) among Intermountain Ironworkers' Tax Deferral Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$88M
Net Assets (End of Year)$104M
Net Income$16M
Employer EIN621473489
Plan Effective Date1990-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Intermountain Ironworkers Tax Deferral Plan)

Sponsor-wide plan assets over time

All Intermountain Ironworkers Tax Deferral Plan plans reported in each filing year

Latest sponsor-wide plan assets
$119M 34.463130801204535% vs 2022
2024 filing year
$80M$90M$100M$110M$120M$130M 202220232024 $88.2M $119M ▲ +34.5%
Year Plans Participants Total Assets
2022 1 1,774 $88M
2023 1 1,356 $104M
2024 1 1,229 $119M

Nearby Other Plans in Utah

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

Intermountain Ironworkers' Tax Deferral Plan vs. nearby Other plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 0100200300400 Total assets ($M) Participants Intermountain Ironworkers' Tax Deferral Plan, Total assets ($M): 103.856477 · Participants: 1356Intermountain Ironworkers' Tax Deferral PlanIntermountain Healthcare Tax Deferred Savings 403(b) Plan, Total assets ($M): 309.624 · Participants: 41571Intermountain Healthcare Tax Deferred Savings 403(b) PlanBrigham Young University Tax-Deferred Annuity Plan, Total assets ($M): 190.770327 · Participants: 7029Brigham Young University Tax-Deferred Annuity PlanWestminster University Defined Contribution Retirement Plan, Total assets ($M): 85.093544 · Participants: 318Westminster University Defined Contribution Retirement PlanChildren's Miracle Network 403(b) Plan, Total assets ($M): 45.736773 · Participants: 185Children's Miracle Network 403(b) PlanWaterford School 403(b) Plan, Total assets ($M): 31.325472 · Participants: 215Waterford School 403(b) Plan
Intermountain Ironworkers' Tax Deferral Plan vs. nearby Other plans in Utah, assets vs. participants
Compare Intermountain Ironworkers' Tax Deferral Plan side-by-side with 3 peers →

Intermountain Ironworkers' Tax Deferral Plan's out-of-state Other peers by assets and headcount

Outside Utah, the nearest Other by assets is Princeton Day School 403(b) Plan in NJ ($104M); by covered participants it is Yedei Chesed Tax Deferred Annuity Retirement Plan in NY (1,356 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,356 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 Intermountain Ironworkers' Tax Deferral Plan assets move in 2023? ▼
Intermountain Ironworkers' Tax Deferral Plan grew sharply - up 17.8% during 2023, from $88M to $104M. Reported net income was $16M.
How have Intermountain Ironworkers Tax Deferral Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Intermountain Ironworkers Tax Deferral Plan's sponsor-wide assets grew 34.5%, from $88M to $119M.
Where does Intermountain Ironworkers' Tax Deferral Plan rank by assets among Form 5500 filers? ▼
Intermountain Ironworkers' Tax Deferral Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Intermountain Ironworkers' Tax Deferral Plan? ▼
Among Other plans in other states, the closest by assets is Princeton Day School 403(b) Plan in NJ ($104M, 308 participants).
Which Other plans cover a similar participant headcount to Intermountain Ironworkers' Tax Deferral Plan? ▼
Among Other plans in other states, the closest by covered participants is Yedei Chesed Tax Deferred Annuity Retirement Plan in NY (1,356 participants, $2M 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 621473489.

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.