401(k) · DOL Form 5500 · 2023
Iron Workers Regional Shop Local Union 855 401(k) Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 2,102
- Participants Near avg headcount
- 79th
- Percentile by assets National rank
- $13,802
- Avg per participant Low balance/head
Official DOL plan name: Iron Workers Regional Shop Local Union 855 Individual Account Retirement Plan · Sponsored by Iron Workers Regional Shop Local Union 855 · California · Manufacturing
$29M in assets, 2,102 participants
Iron Workers Regional Shop Local Union 855's Iron Workers Regional Shop Local Union 855 Individual Account Retirement Plan reported $29M in total assets and 2,102 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.
- #13,196 in Manufacturing (18,722 peers)
Coverage in California
Iron Workers Regional Shop Local Union 855 Individual Account Retirement Plan covers 2,102 participants in California, 3.3x the typical California plan (state average ~630 per filing). Assets: $29M.
- #13,196
- in Manufacturing (18,722 peers)
- +7.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Iron Workers Regional Shop Local Union 855 Individual Account Retirement Plan's outsized position by total assets
Iron Workers Regional Shop Local Union 855 Individual Account Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$29,011,410 Top 21% higher than 79% 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
Iron Workers Regional Shop Local Union 855 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. Iron Workers Regional Shop Local Union 855 Individual Account Retirement Plan lands in the large band (2,102 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Iron Workers Regional Shop Local Union 855 Individual Account Retirement Plan reported net income rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Iron Workers Regional Shop Local Union 855 Individual Account Retirement Plan end-of-year assets rose from $27M in the plan year 2022 filing to $29M in the plan year 2023 filing.
- Iron Workers Regional Shop Local Union 855 Individual Account Retirement Plan reported participants fell from 2,138 in the plan year 2022 filing to 2,102 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 940012049 · Iron Workers Regional Shop Local Union 855 PY 2023 · 401(k)
Iron Workers Regional Shop Local Union 855 Individual Account Retirement Plan · $29M · 2,102 · 79th
- RANK $29M
- PHOTO 2,102
- IND 79th
- EOY 401(k)
- 5500 near Ventra Health Retirement Plan
- ASSETS ind #13196
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 Manufacturing retirement plans → · Plans in California →
Iron Workers Regional Shop Local Union 855 Individual Account Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $2M |
| Employer EIN | 940012049 |
| Plan Effective Date | 1992-07-07 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Iron Workers Regional Shop Local Union 855)
Sponsor-wide plan assets over time
All Iron Workers Regional Shop Local Union 855 plans reported in each filing year
- Latest sponsor-wide plan assets
- $108M 6.3211467241868515% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,494 | $102M |
| 2023 | 2 | 2,440 | $104M |
| 2024 | 2 | 2,177 | $108M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Iron Workers Regional Shop Local Union 855 Individual Account Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Ventra Health Retirement Plan in TX ($29M); by covered participants it is First Community Bancshares, Inc.Employees' Profit Sharing Plan in TX (2,101 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
- Ventra Health Retirement Plan (TX) $29M · 1,169
- Olympus Holdings, LLC & Affiliates 401(k) Plan (NJ) $29M · 302
- Drexel Building Supply, Inc. 401(k) Plan (WI) $29M · 538
- Genesis Ob/Gyn 401(k) Profit Sharing Plan & Trust (AZ) $29M · 158
Similar participant headcount
Nearest other-state filings by covered participants (2,102 participants); asset peers above are excluded.
- First Community Bancshares, Inc.Employees' Profit Sharing Plan (TX) 2,101 · 1 off
- Terumo Bct, Inc. 401(k) Plan (CO) 2,101 · 1 off
- Savings & Protection Plan for Plant Employees of Green Bay Packaging Inc. (WI) 2,103 · 1 off
- Signode Industrial Group LLC Retirement Plan (FL) 2,101 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.