Profit Sharing · DOL Form 5500 · 2023
Board of Trustees Metro - Ila Individual Profit Sharing Plan
Data updated 2026-08-25
- $244M
- Total assets Near avg plan size
- 1,322
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $184,233
- Avg per participant Above avg balance/head
Official DOL plan name: Metro-Ila Individual Account Retirement Plan · Sponsored by Board of Trustees Metro - Ila Individual · New Jersey · Transportation & Warehousing
$244M in assets, 1,322 participants
Board of Trustees Metro - Ila Individual's Metro-Ila Individual Account Retirement Plan reported $244M in total assets and 1,322 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #3,155 in Transportation & Warehousing (3,362 peers)
Where Metro-Ila Individual Account Retirement Plan sits by assets
Metro-Ila Individual Account Retirement Plan sits in the top 5% of all filed plans by assets, $244M for 1,322 participants (~$184,233/participant), up 14.7% in 2023.
- #3,155
- in Transportation & Warehousing (3,362 peers)
- +14.7%
- assets growth YoY
- 2.4×
- vs typical plan assets (national mean)
Metro-Ila Individual Account Retirement Plan's outsized position by total assets
Metro-Ila Individual Account Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$243,556,567 Top 5% higher than 95% 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
Metro-Ila Individual Account Retirement 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. Metro-Ila Individual Account Retirement Plan lands in the large band (1,322 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Metro-Ila Individual Account Retirement Plan reported net income rose from -$14M in the plan year 2022 filing to $31M in the plan year 2023 filing.
- Metro-Ila Individual Account Retirement Plan end-of-year assets rose from $212M in the plan year 2022 filing to $244M in the plan year 2023 filing.
- Metro-Ila Individual Account Retirement Plan reported participants fell from 1,343 in the plan year 2022 filing to 1,322 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 223525303 · Board of Trustees Metro - Ila Individual PY 2023 · Profit Sharing
Metro-Ila Individual Account Retirement Plan · $244M · 1,322 · 95th
- 5500 $244M
- ASSETS 1,322
- PCT 95th
- EIN Profit Sharing
- RANK near The Hospital for Special Surgery Retirement Plan for Management and Medical Staff
- PHOTO ind #3155
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 Transportation & Warehousing retirement plans → · Plans in New Jersey →
Metro-Ila Individual Account Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $212M |
|---|---|
| Net Assets (End of Year) | $243M |
| Net Income | $31M |
| Employer EIN | 223525303 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Metro - Ila Individual)
Sponsor-wide plan assets over time
All Board of Trustees Metro - Ila Individual plans reported in each filing year
- Latest sponsor-wide plan assets
- $278M 30.988071152068486% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,343 | $212M |
| 2023 | 1 | 1,322 | $244M |
| 2024 | 1 | 1,613 | $278M |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Ernst & Young Partnership Retirement (Hr-10) Plan $2.5B · 1,843
- Operating Engineers Local 825 Profit Sharing Fund $1.4B · 10,336
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.4B · 8,602
- IBEW Local Union No 102 Surety Plan $637M · 2,283
- Kpmg Partner Retirement Savings Plan $529M · 1,895
Metro-Ila Individual Account Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New Jersey, the nearest Profit Sharing by assets is The Hospital for Special Surgery Retirement Plan for Management and Medical Staff in NY ($243M); by covered participants it is I.U.O.E. Local 98 Annuity Fund in MA (1,326 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($244M here).
- The Hospital for Special Surgery Retirement Plan for Management and Medical Staff (NY) $243M · 659
- United States Liability Insurance Company Employees' Profit Sharing Plan (PA) $243M · 1,322
- Connecticut Laborers' Annuity Plan (CT) $245M · 3,065
- Connecticut Pipetrades Local No. 777 Annuity Plan (CT) $246M · 2,559
Similar participant headcount
Nearest other-state filings by covered participants (1,322 participants); asset peers above are excluded.
- I.U.O.E. Local 98 Annuity Fund (MA) 1,326 · 4 off
- IBEW Local 712 Profit Sharing Plan (PA) 1,314 · 8 off
- Plumbers & Pipe Fitters Local 354 Pension Fund (PA) 1,330 · 8 off
- Lifetime Assistance, Inc. Employee Retirement Plan (NY) 1,333 · 11 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.