401(k) · DOL Form 5500 · 2023

Joint Board Trustees of I.U.P.a.T. Local 447 Deferred Savings Plan 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
154
Participants Small participant base
71st
Percentile by assets National rank
$117,951
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: I.U.P.a.T Local 447 Deferred Savings Plan · Sponsored by Joint Board Trustees of I.U.P.a.T. Local 447 Deferred Savings Plan · Iowa · Construction

$18M in assets, 154 participants

Joint Board Trustees of I.U.P.a.T. Local 447 Deferred Savings Plan's I.U.P.a.T Local 447 Deferred Savings Plan reported $18M in total assets and 154 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #6,282 in Construction (9,030 peers)

Coverage in Iowa

I.U.P.a.T Local 447 Deferred Savings Plan covers 154 participants in Iowa, about 25% of the average Iowa filer (state average ~609 per filing). Assets: $18M.

#6,282
in Construction (9,030 peers)
+7.2%
assets growth YoY

I.U.P.a.T Local 447 Deferred Savings Plan's outsized position by total assets

I.U.P.a.T Local 447 Deferred Savings Plan vs every filed plan by assets

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

$18,164,435 Top 29% higher than 71% 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

I.U.P.a.T Local 447 Deferred Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. I.U.P.a.T Local 447 Deferred Savings Plan sits mid-pack in the medium band (154 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • I.U.P.a.T Local 447 Deferred Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • I.U.P.a.T Local 447 Deferred Savings Plan end-of-year assets rose from $17M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • I.U.P.a.T Local 447 Deferred Savings Plan reported participants fell from 160 in the plan year 2022 filing to 154 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 421235434 · Joint Board Trustees of I.U.P.a.T. Local 447 Deferred Savings Plan PY 2023 · 401(k)

I.U.P.a.T Local 447 Deferred Savings Plan · $18M · 154 · 71st

  • PHOTO $18M
  • PHOTO 154
  • PHOTO 71st
  • PHOTO 401(k)
  • PHOTO near Radius Global Marketing Research LLC 401(k)
  • PHOTO ind #6282

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 Iowa →

I.U.P.a.T Local 447 Deferred Savings Plan in the asset neighbourhood

Molecular Templates, Inc. 401(k) PlanMolecular Templates, Inc. 40…$18MI.U.P.a.T Local 447 Deferred Savings PlanI.U.P.a.T Local 447 Deferred…$18MRadius Global Marketing Research LLC 401(k)Radius Global Marketing Rese…$18MWoodbolt Distribution 401(k) PlanWoodbolt Distribution 401(k)…$18MAtel Financial Services, LLC 401(k) Plan & TrustAtel Financial Services, LLC…$18M
End-of-year total assets ($M) among I.U.P.a.T Local 447 Deferred Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$18M
Net Income$1M
Employer EIN421235434
Plan Effective Date1984-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Joint Board Trustees of I.U.P.a.T. Local 447 Deferred Savings Plan)

Sponsor-wide plan assets over time

All Joint Board Trustees of I.U.P.a.T. Local 447 Deferred Savings Plan plans reported in each filing year

Latest sponsor-wide plan assets
$18M 6.8986507798909535% vs 2022
2024 filing year
$16.5M$17M$17.5M$18M$18.5M 202220232024 $17M $18.1M ▲ +6.9%
Year Plans Participants Total Assets
2022 1 160 $17M
2023 1 154 $18M
2024 1 158 $18M

Nearby 401(k) Plans in Iowa

Peer 401(k) plans, same state, same plan type, ranked by total assets.

I.U.P.a.T Local 447 Deferred Savings Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants I.U.P.a.T Local 447 Deferred Savings Plan, Total assets ($B): 0.018164435 · Participants: 154I.U.P.a.T Local 447 Deferred Savings PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
I.U.P.a.T Local 447 Deferred Savings Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare I.U.P.a.T Local 447 Deferred Savings Plan side-by-side with 3 peers →

I.U.P.a.T Local 447 Deferred Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Radius Global Marketing Research LLC 401(k) in NY ($18M); by covered participants it is Eaze Solutions Inc. Retirement Trust in CA (154 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (154 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 I.U.P.a.T Local 447 Deferred Savings Plan assets move in 2023? ▼
I.U.P.a.T Local 447 Deferred Savings Plan grew at a solid clip - up 7.2% during 2023, from $17M to $18M. Reported net income was $1M.
How have Joint Board Trustees of I.U.P.a.T. Local 447 Deferred Savings Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joint Board Trustees of I.U.P.a.T. Local 447 Deferred Savings Plan's sponsor-wide assets grew 6.9%, from $17M to $18M.
Which 401(k) plans are similar in size to I.U.P.a.T Local 447 Deferred Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Radius Global Marketing Research LLC 401(k) in NY ($18M, 146 participants).
Which 401(k) plans cover a similar participant headcount to I.U.P.a.T Local 447 Deferred Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eaze Solutions Inc. Retirement Trust in CA (154 participants, $3M 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 421235434.

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.