Profit Sharing · DOL Form 5500 · 2023
The Board of Trustees of the Union Individual Account Retirement Fund Profit Sharing Plan
Data updated 2026-08-25
- $280M
- Total assets Near avg plan size
- 3,203
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $87,387
- Avg per participant Below avg balance/head
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.
- #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.
- #8,591
- in Construction (9,030 peers)
- +12.4%
- assets growth YoY
- 2.8×
- vs typical plan assets (national mean)
Union Individual Account Retirement Fund's outsized position by total assets
Union Individual Account Retirement Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$279,901,822 Top 4% higher than 96% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Union Individual Account Retirement Fund'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. Union Individual Account Retirement Fund lands in the large band (3,203 participants).
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.
Plan-year Form 5500 strip
Filing strip 391318667 · The Board of Trustees of the Union Individual Account Retirement Fund PY 2023 · Profit Sharing
Union Individual Account Retirement Fund · $280M · 3,203 · 96th
- PHOTO $280M
- PHOTO 3,203
- PHOTO 96th
- PHOTO Profit Sharing
- PHOTO near IBEW Local 150 Supplemental Pension Fund
- PHOTO ind #8591
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 Construction retirement plans → · Plans in Wisconsin →
Union Individual Account Retirement Fund in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All The Board of Trustees of the Union Individual Account Retirement Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $309M 24.291912464639143% vs 2022
- 2024 filing year
| 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.
- 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
Union Individual Account Retirement Fund's out-of-state Profit Sharing peers by assets and headcount
Outside Wisconsin, the nearest Profit Sharing by assets is IBEW Local 150 Supplemental Pension Fund in KY ($279M); by covered participants it is Mmm Holdings LLC 1081.01 Retirement Plan and Trust in PR (3,173 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($280M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (3,203 participants); asset peers above are excluded.
- Mmm Holdings LLC 1081.01 Retirement Plan and Trust (PR) 3,173 · 30 off
- The Adena Health System Defined Contribution Plan (OH) 3,166 · 37 off
- Enloe Medical Center Defined Contribution Retirement Plan (CA) 3,162 · 41 off
- International Restaurant Services, Inc. Retirement Plan (PR) 3,249 · 46 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.