Profit Sharing · DOL Form 5500 · 2023

Iron Workers Local Union 60 Annuity Pension Fund Board of Trustees Profit Sharing Plan

Data updated 2026-08-11

$38M
Total assets: 389
Participants: 83rd
Percentile by assets: $98,851
Avg per participant

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.

83rd percentile by assets (of 127,072 plans)
#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.

$38M
total plan assets (2023 EOY): 389
covered participants: 83rd
percentile by assets (of 127,072 plans): $98,851
avg assets per participant

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.

See the national 2022→2023 release diff →

State

New York

Industry

Finance & Insurance

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Iron Workers Local Union 60 Annuity Pension Plan reports 389 participants - about 49% of that state average ($38M EOY assets).

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)

Total plan assets by year, all Iron Workers Local Union 60 Annuity Pension Fund Board of Trustees plans on file

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.

Iron Workers Local Union 60 Annuity Pension Plan 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 Local Union 60 Annuity Pens… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Iron Workers Local Union 60 Annuity Pension Plan by total assets, not by location.

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

Frequently Asked Questions

How did Iron Workers Local Union 60 Annuity Pension Plan assets move in 2023? ▼

Iron Workers Local Union 60 Annuity Pension Plan grew at a solid clip - up 12.2% during 2023, from $34M to $38M. Reported net income was $4M.

How have Iron Workers Local Union 60 Annuity Pension Fund Board of Trustees plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Iron Workers Local Union 60 Annuity Pension Fund Board of Trustees's sponsor-wide assets grew 21.4%, from $34M to $42M.

Where does Iron Workers Local Union 60 Annuity Pension Plan rank by assets among Form 5500 filers? ▼

Iron Workers Local Union 60 Annuity Pension Plan ranks in the 83rd 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 Local Union 60 Annuity Pension Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is University School of Nashville Retirement Plan in TN ($39M, 271 participants).

Next read for Iron Workers Local Union 60 Annuity Pens…

Filing takeaways

Ways to act on Iron Workers Local Union 60 Annuity Pension Plan's numbers.

By total assets, Iron Workers Local Union 60 Annuity Pension Plan 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
Iron Workers Local Union 60 Annuity Pension Fund Board of Trustees's sponsor-wide assets have grown 21.4% since 2022 across 3 plan years on file. More Finance & Insurance 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 161136534.