Profit Sharing · DOL Form 5500 · 2023
Board of Trustees of Iwdc of Wny and Vicinity Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $52M
- Total assets Below avg plan size
- 826
- Participants Near avg headcount
- 86th
- Percentile by assets National rank
- $62,981
- Avg per participant Low balance/head
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.
- #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.
- #7,562
- in Construction (9,030 peers)
- +11.2%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Iron Workers District Council of Western New York and Vicinity Annuity Fund's outsized position by total assets
Iron Workers District Council of Western New York and Vicinity Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$52,022,116 Top 14% higher than 86% 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 District Council of Western New York and Vicinity Annuity Fund 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. Iron Workers District Council of Western New York and Vicinity Annuity Fund sits mid-pack in the medium band (826 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 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.
Published 5500 schedule card
Filing strip 146195662 · Board of Trustees of Iwdc of Wny and Vicinity Annuity Fund PY 2023 · Profit Sharing
Iron Workers District Council of Western New York and Vicinity Annuity Fund · $52M · 826 · 86th
- VS-ST $52M
- VS-ST 826
- VS-ST 86th
- VS-ST Profit Sharing
- VS-ST near Wilmington Friends School 403(b) Retirement Plan
- VS-ST ind #7562
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 New York →
Iron Workers District Council of Western New York and Vicinity Annuity Fund in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees of Iwdc of Wny and Vicinity Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $54M 16.096582855995646% vs 2022
- 2024 filing year
| 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.
- 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
Iron Workers District Council of Western New York and Vicinity Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Wilmington Friends School 403(b) Retirement Plan in DE ($52M); by covered participants it is The Steelworker Supplemental Retirement Annuity Plan in PA (824 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($52M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (826 participants); asset peers above are excluded.
- The Steelworker Supplemental Retirement Annuity Plan (PA) 824 · 2 off
- Puerto Rico Supplies Group Retirement and Savings Plan (PR) 829 · 3 off
- Melmark, Inc. Retirement Plan (PA) 830 · 4 off
- Oregon Federation of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust (OR) 821 · 5 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.