Profit Sharing · DOL Form 5500 · 2023

Board of Trustees of Iwdc of Wny and Vicinity Annuity Fund Profit Sharing Plan

Data updated 2026-08-11

$52M
Total assets: 826
Participants: 86th
Percentile by assets: $62,981
Avg per participant

Official DOL plan name: Iron Workers District Council of Western New York and Vicinity Annuity Fund · Sponsored by Board of Trustees of Iwdc of Wny and Vicinity Annuity Fund · New York · Construction

$52M in assets, 826 participants

Board of Trustees of Iwdc of Wny and Vicinity Annuity Fund's Iron Workers District Council of Western New York and Vicinity Annuity Fund reported $52M in total assets and 826 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

86th percentile by assets (of 127,072 plans)
#7,562 in Construction (9,030 peers)

Where Iron Workers District Council of Western New York and Vicinity Annuity Fund sits by assets

Iron Workers District Council of Western New York and Vicinity Annuity Fund sits in the top quartile of all filed plans by assets, $52M for 826 participants (~$62,981/participant), up 11.2% in 2023.

$52M
total plan assets (2023 EOY): 826
covered participants: 86th
percentile by assets (of 127,072 plans): $62,981
avg assets per participant

Iron Workers District Council of Western New York and Vicinity Annuity Fund reported net income rose from $632K in the plan year 2022 filing to $3M in the plan year 2023 filing.
Iron Workers District Council of Western New York and Vicinity Annuity Fund end-of-year assets rose from $47M in the plan year 2022 filing to $52M in the plan year 2023 filing.
Iron Workers District Council of Western New York and Vicinity Annuity Fund reported participants fell from 879 in the plan year 2022 filing to 826 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

New York

Industry

Construction

Iron Workers District Council of Western New York and Vicinity Annuity Fund vs the 2023 asset distribution

By assets, Iron Workers District Council of Western New York and Vicinity Annuity Fund outranks 86% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$47M
Net Assets (End of Year)	$50M
Net Income	$3M
Employer EIN	146195662
Plan Effective Date	1999-05-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Board of Trustees of Iwdc of Wny and Vicinity Annuity Fund)

Total plan assets by year, all Board of Trustees of Iwdc of Wny and Vicinity Annuity Fund plans on file

Year	Plans	Participants	Total Assets
2022	1	879	$47M
2023	1	826	$52M
2024	1	838	$54M

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Iron Workers District Council of Western New York and Vicinity Annuity Fund vs. nearby Profit Sharing plans in New York, assets vs. participants

Annuity Plan of the Electrical Industry $2.2B · 18,907
Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
The Research Foundation for Suny Retirement Plan $1.2B · 10,120
Mason Tenders District Council Annuity Fund $913M · 11,237

Compare Iron Workers District Council of Western… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Iron Workers District Council of Western New York and Vicinity Annuity Fund by total assets, not by location.

Wilmington Friends School 403(b) Retirement Plan (DE) $52M · 140
Northern California Tile Industry Defined Contribution Plan (CA) $52M · 672
Chicago and North Western Railway Company Profit Sharing and Retirement Savings Program (NE) $52M · 8
The Population Services International Retirement Plan (DC) $52M · 247

Frequently Asked Questions

How did Iron Workers District Council of Western New York and Vicinity Annuity Fund assets move in 2023? ▼

Iron Workers District Council of Western New York and Vicinity Annuity Fund grew at a solid clip - up 11.2% during 2023, from $47M to $52M. Reported net income was $3M.

How have Board of Trustees of Iwdc of Wny and Vicinity Annuity Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees of Iwdc of Wny and Vicinity Annuity Fund's sponsor-wide assets grew 16.1%, from $47M to $54M.

Where does Iron Workers District Council of Western New York and Vicinity Annuity Fund rank by assets among Form 5500 filers? ▼

Iron Workers District Council of Western New York and Vicinity Annuity Fund ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which Profit Sharing plans are similar in size to Iron Workers District Council of Western New York and Vicinity Annuity Fund? ▼

Among Profit Sharing plans in other states, the closest by assets is Wilmington Friends School 403(b) Retirement Plan in DE ($52M, 140 participants).

Next read for Iron Workers District Council of Western…

Scale reading

Ways to act on Iron Workers District Council of Western New York and Vicinity Annuity Fund's numbers.

By total assets, Iron Workers District Council of Western New York and Vicinity Annuity Fund ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
Board of Trustees of Iwdc of Wny and Vicinity Annuity Fund's sponsor-wide assets have grown 16.1% since 2022 across 3 plan years on file. More Construction plans

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 146195662.