Profit Sharing · DOL Form 5500 · 2023
Iron Workers Local Union 60 Annuity Pension Fund Board of Trustees Profit Sharing Plan
Data updated 2026-08-25
- $38M
- Total assets Below avg plan size
- 389
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $98,851
- Avg per participant Below avg balance/head
Official DOL plan name: Iron Workers Local Union 60 Annuity Pension Plan · Sponsored by Iron Workers Local Union 60 Annuity Pension Fund Board of Trustees · New York · Finance & Insurance
$38M in assets, 389 participants
Iron Workers Local Union 60 Annuity Pension Fund Board of Trustees's Iron Workers Local Union 60 Annuity Pension Plan reported $38M in total assets and 389 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- #6,498 in Finance & Insurance (8,869 peers)
Coverage in New York
Iron Workers Local Union 60 Annuity Pension Plan covers 389 participants in New York, about 49% of the average New York filer (state average ~798 per filing). Assets: $38M.
- #6,498
- in Finance & Insurance (8,869 peers)
- +12.2%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Iron Workers Local Union 60 Annuity Pension Plan's outsized position by total assets
Iron Workers Local Union 60 Annuity Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$38,453,109 Top 17% higher than 83% 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 Local Union 60 Annuity Pension Plan 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 Local Union 60 Annuity Pension Plan sits mid-pack in the medium band (389 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Iron Workers Local Union 60 Annuity Pension Plan reported net income rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Iron Workers Local Union 60 Annuity Pension Plan end-of-year assets rose from $34M in the plan year 2022 filing to $38M in the plan year 2023 filing.
DOL schedule card
Filing strip 161136534 · Iron Workers Local Union 60 Annuity Pension Fund Board of Trustees PY 2023 · Profit Sharing
Iron Workers Local Union 60 Annuity Pension Plan · $38M · 389 · 83rd
- ASSETS $38M
- ASSETS 389
- ASSETS 83rd
- ASSETS Profit Sharing
- ASSETS near University School of Nashville Retirement Plan
- ASSETS ind #6498
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 Finance & Insurance retirement plans → · Plans in New York →
Iron Workers Local Union 60 Annuity Pension Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | $4M |
| Employer EIN | 161136534 |
| Plan Effective Date | 1979-06-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Iron Workers Local Union 60 Annuity Pension Fund Board of Trustees)
Sponsor-wide plan assets over time
All Iron Workers Local Union 60 Annuity Pension Fund Board of Trustees plans reported in each filing year
- Latest sponsor-wide plan assets
- $42M 21.406033579986037% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 389 | $34M |
| 2023 | 1 | 389 | $38M |
| 2024 | 1 | 395 | $42M |
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 Local Union 60 Annuity Pension Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is University School of Nashville Retirement Plan in TN ($39M); by covered participants it is Luther Home of Mercy Retirement Savings Plan in OH (389 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($38M here).
- University School of Nashville Retirement Plan (TN) $39M · 271
- Sheet Metal Workers Union Local No.24 Columbus Area Retirement Savings Plan (OH) $39M · 776
- Northwestern Health Sciences University Defined Contribution Plan (MN) $39M · 252
- Messer Construction Co. Hourly Employees' Retirement Plan (OH) $38M · 658
Similar participant headcount
Nearest other-state filings by covered participants (389 participants); asset peers above are excluded.
- Luther Home of Mercy Retirement Savings Plan (OH) 389 · 0 off
- Kamehemeha Schools 403(b) Retirement Savings Plan (HI) 389 · 0 off
- Alberici Companies Retirement Plan (MO) 390 · 1 off
- Imc Markets N.a. 401(k) Plan (IL) 388 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.