Profit Sharing · DOL Form 5500 · 2023

Upper Ohio Valley Laborers Security Fund Profit Sharing Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
818
Participants Near avg headcount
56th
Percentile by assets National rank
$11,087
Avg per participant Low balance/head
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Official DOL plan name: Upper Ohio Valley Laborers Security Fund · Sponsored by Upper Ohio Valley Laborers Security Fund · Pennsylvania · Construction

$9M in assets, 818 participants

Upper Ohio Valley Laborers Security Fund's Upper Ohio Valley Laborers Security Fund reported $9M in total assets and 818 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #4,950 in Construction (9,030 peers)

Upper Ohio Valley Laborers Security Fund multi-year trail

Upper Ohio Valley Laborers Security Fund's plans moved +22.4% in assets from 2022 to 2024; this filing shows Upper Ohio Valley Laborers Security Fund at $9M / 818 participants.

#4,950
in Construction (9,030 peers)
+9.7%
assets growth YoY

Upper Ohio Valley Laborers Security Fund's mid-pack asset rank among Construction and all filers

Upper Ohio Valley Laborers Security Fund vs every filed plan by assets

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

$9,069,193 Top 44% higher than 56% 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

Upper Ohio Valley Laborers Security 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. Upper Ohio Valley Laborers Security Fund sits mid-pack in the medium band (818 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Upper Ohio Valley Laborers Security Fund reported net income rose from $738K in the plan year 2022 filing to $892K in the plan year 2023 filing.
  • Upper Ohio Valley Laborers Security Fund end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Upper Ohio Valley Laborers Security Fund reported participants rose from 801 in the plan year 2022 filing to 818 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 341955554 · Upper Ohio Valley Laborers Security Fund PY 2023 · Profit Sharing

Upper Ohio Valley Laborers Security Fund · $9M · 818 · 56th

  • IND $9M
  • EOY 818
  • 5500 56th
  • ASSETS Profit Sharing
  • PCT near Ioditech, Inc. Employee Stock Ownership Fund & Trust
  • EIN ind #4950

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 Pennsylvania →

Upper Ohio Valley Laborers Security Fund in the asset neighbourhood

Murco Wall Products, Inc. Employees Profit Sharing PlanMurco Wall Products, Inc. Em…$9MMurco Wall Products, Inc. Employees Profit Sharing PlanMurco Wall Products, Inc. Em…$9MUpper Ohio Valley Laborers Security FundUpper Ohio Valley Laborers S…$9MIoditech, Inc. Employee Stock Ownership Fund & TrustIoditech, Inc. Employee Stoc…$9MKern Regional Center Defined Contribution Retirement PlanKern Regional Center Defined…$9M
End-of-year total assets ($M) among Upper Ohio Valley Laborers Security Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Upper Ohio Valley Laborers Security Fund multi-year asset trail

Sponsor-wide plan assets over time

All Upper Ohio Valley Laborers Security Fund plans reported in each filing year

Latest sponsor-wide plan assets
$10M 22.379855601189032% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.26M $10.1M ▲ +22.4%
Year Plans Participants Total Assets
2022 1 801 $8M
2023 1 818 $9M
2024 1 819 $10M

Upper Ohio Valley Laborers Security Fund filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$892K
Employer EIN341955554
Plan Effective Date2001-06-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

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

Upper Ohio Valley Laborers Security Fund vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Upper Ohio Valley Laborers Security Fund, Total assets ($B): 0.009069193 · Participants: 818Upper Ohio Valley Laborers Security FundEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.13036391 · Participants: 17441Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.71732421 · Participants: 21016University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.126483012 · Participants: 3905International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.763491384 · Participants: 10204Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.71403391 · Participants: 2458Morgan, Lewis & Bockius LLP Defined Contribution Plan
Upper Ohio Valley Laborers Security Fund vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Upper Ohio Valley Laborers Security Fund side-by-side with 3 peers →

Upper Ohio Valley Laborers Security Fund's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Ioditech, Inc. Employee Stock Ownership Fund & Trust in MO ($9M); by covered participants it is Danaher Corporation & Subsidiaries Puerto Rico Savings Plan in DC (819 participants). Same-state nearby plans are listed separately above.

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 Upper Ohio Valley Laborers Security Fund assets move in 2023? ▼
Upper Ohio Valley Laborers Security Fund grew at a solid clip - up 9.7% during 2023, from $8M to $9M. Reported net income was $892K.
How have Upper Ohio Valley Laborers Security Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Upper Ohio Valley Laborers Security Fund's sponsor-wide assets grew 22.4%, from $8M to $10M.
Which Profit Sharing plans are similar in size to Upper Ohio Valley Laborers Security Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is Ioditech, Inc. Employee Stock Ownership Fund & Trust in MO ($9M, 19 participants).
Which Profit Sharing plans cover a similar participant headcount to Upper Ohio Valley Laborers Security Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Danaher Corporation & Subsidiaries Puerto Rico Savings Plan in DC (819 participants, $35M 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 341955554.

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.