Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

IAI NORTH AMERICA, INC. DEFINED BENEFIT PENSION PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

IAI NORTH AMERICA, INC.

This Defined Benefit (Pension) plan holds $24M in total assets and serves 3 participants as of 2022. It is sponsored by IAI NORTH AMERICA, INC. in Virginia. The plan reported a net loss of $7M for the year.

Total Assets (2023)
$24M
Participants
3
State
Industry
Transportation & Warehousing

What the Filing Says About IAI NORTH AMERICA, INC. DEFINED BENEFIT PENSION PLAN

IAI NORTH AMERICA, INC. DEFINED BENEFIT PENSION PLAN is a Defined Benefit (Pension) retirement plan sponsored by IAI NORTH AMERICA, INC., headquartered in Virginia. As of the 2022 Form 5500 filing, the plan reports $24M in total end-of-year assets and covers 3 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 540846186, and the plan has been effective since 1980-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $31M at the beginning of 2022 to $24M at year-end — a decline of 23.3%. Net assets (after liabilities) closed the year at $24M, with reported net income of $-7,266,357 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$31M
Total Assets (End of Year)$24M
Net Assets (End of Year)$24M
Net Income$-7,266,357
Plan TypeDefined Benefit (Pension)
Employer EIN540846186
Plan Effective Date1980-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (IAI NORTH AMERICA, INC.)

Year Plans Participants Total Assets
2022 2 84 $33M
2023 2 105 $12M
2024 2 147 $15M

Nearby Defined Benefit (Pension) Plans in Virginia

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the IAI NORTH AMERICA, INC. DEFINED BENEFIT PENSION PLAN?
As of the 2022 Form 5500 filing, IAI NORTH AMERICA, INC. DEFINED BENEFIT PENSION PLAN holds $24M in total assets with 3 participants. It is sponsored by IAI NORTH AMERICA, INC..
What type of plan is IAI NORTH AMERICA, INC. DEFINED BENEFIT PENSION PLAN?
IAI NORTH AMERICA, INC. DEFINED BENEFIT PENSION PLAN is a Defined Benefit (Pension) plan. It has been effective since 1980-04-01. The plan is filed with the U.S. Department of Labor under EIN 540846186.
Who sponsors the IAI NORTH AMERICA, INC. DEFINED BENEFIT PENSION PLAN?
IAI NORTH AMERICA, INC. DEFINED BENEFIT PENSION PLAN is sponsored by IAI NORTH AMERICA, INC., located in Virginia. The sponsor's EIN is 540846186 and the plan operates in the Transportation & Warehousing industry.
How did IAI NORTH AMERICA, INC. DEFINED BENEFIT PENSION PLAN perform in 2022?
IAI NORTH AMERICA, INC. DEFINED BENEFIT PENSION PLAN declined by 23.3% during 2022, moving from $31M to $24M in total assets. Net income was $-7,266,357.
Where can I find official filings for IAI NORTH AMERICA, INC. DEFINED BENEFIT PENSION PLAN?
Official Form 5500 filings for IAI NORTH AMERICA, INC. DEFINED BENEFIT PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 540846186 or plan name at efast.dol.gov.
How does IAI NORTH AMERICA, INC. DEFINED BENEFIT PENSION PLAN compare to other plans?
You can compare IAI NORTH AMERICA, INC. DEFINED BENEFIT PENSION PLAN against other Defined Benefit (Pension) plans on the plan type page, or view plans in Virginia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 540846186.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.