Profit Sharing · DOL Form 5500 · 2023
The Board of Trustees of the Union Individual Account Retirement Fund Profit Sharing Plan
Data updated 2026-08-11
- $280M
- Total assets
- 3,203
- Participants
- 96th
- Percentile by assets
- $87,387
- Avg per participant
Official DOL plan name: Union Individual Account Retirement Fund · Sponsored by The Board of Trustees of the Union Individual Account Retirement Fund · Wisconsin · Construction
$280M in assets, 3,203 participants
The Board of Trustees of the Union Individual Account Retirement Fund's Union Individual Account Retirement Fund reported $280M in total assets and 3,203 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 127,072 plans)
- #8,591 in Construction (9,030 peers)
Coverage in Wisconsin
Union Individual Account Retirement Fund covers 3,203 participants in Wisconsin, 5.7x the typical Wisconsin plan (state average ~563 per filing). Assets: $280M.
- $280M
- total plan assets (2023 EOY)
- 3,203
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $87,387
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Union Individual Account Retirement Fund reported net income rose from -$20M in the plan year 2022 filing to $31M in the plan year 2023 filing.
- Union Individual Account Retirement Fund reported participants rose from 2,646 in the plan year 2022 filing to 3,203 in the plan year 2023 filing.
- Union Individual Account Retirement Fund end-of-year assets rose from $249M in the plan year 2022 filing to $280M in the plan year 2023 filing.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Union Individual Account Retirement Fund reports 3,203 participants - 5.7x that state average ($280M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $249M |
|---|---|
| Net Assets (End of Year) | $280M |
| Net Income | $31M |
| Employer EIN | 391318667 |
| Plan Effective Date | 1978-06-05 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Board of Trustees of the Union Individual Account Retirement Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,646 | $249M |
| 2023 | 1 | 3,203 | $280M |
| 2024 | 1 | 3,507 | $309M |
Nearby Profit Sharing Plans in Wisconsin
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Union Individual Account Retirement Fund vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.3B · 5,914
- Aspirus, Inc. Retirement Plan $795M · 10,161
- Electrical Workers Local Union 159 Retirement Plan $374M · 1,358
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $334M · 1,762
- Western Wisconsin Electrical Workers Retirement Plan $293M · 1,217
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Union Individual Account Retirement Fund by total assets, not by location.
- IBEW Local 150 Supplemental Pension Fund (KY) $279M · 1,293
- Brown Physicians, Inc. 401(a) Plan (RI) $281M · 1,274
- American Institutes for Research Tax Deferred Annuity Plan (VA) $277M · 1,521
- Consolidated Defined Contribution Plan of Hackensack Meridian Health (NJ) $276M · 6,826
Frequently Asked Questions
How did Union Individual Account Retirement Fund assets move in 2023? ▼
How have The Board of Trustees of the Union Individual Account Retirement Fund plan assets changed over time? ▼
Where does Union Individual Account Retirement Fund rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Union Individual Account Retirement Fund? ▼
Next read for Union Individual Account Retirement Fund
Filing takeaways
Ways to act on Union Individual Account Retirement Fund's numbers.
- By total assets, Union Individual Account Retirement Fund 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 Wisconsin. Compare plans
- The Board of Trustees of the Union Individual Account Retirement Fund's sponsor-wide assets have grown 24.3% since 2022 across 3 plan years on file. More Construction plans