Other
2023 plan-year Other DOL Form 5500

COLORADO IRON WORKERS INDIVIDUAL ACCOUNT TRUST FUND

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

TRUSTEES - COLORADO IRON WORKERS INDIVIDUAL ACCOUNT TRUST FUND

This Other plan holds $18M in total assets and serves 752 participants as of 2023. It is sponsored by TRUSTEES - COLORADO IRON WORKERS INDIVIDUAL ACCOUNT TRUST FUND in Colorado. The plan reported positive net income of $847K for the year.

Total Assets (2023)
$18M
Participants
752
State
Industry
Construction

What the Filing Says About COLORADO IRON WORKERS INDIVIDUAL ACCOUNT TRUST FUND

COLORADO IRON WORKERS INDIVIDUAL ACCOUNT TRUST FUND is a Other retirement plan sponsored by TRUSTEES - COLORADO IRON WORKERS INDIVIDUAL ACCOUNT TRUST FUND, headquartered in Colorado. As of the 2023 Form 5500 filing, the plan reports $18M in total end-of-year assets and covers 752 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 841230960, and the plan has been effective since 1992-07-07. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $17M at the beginning of 2023 to $18M at year-end — a gain of 5.2%. Net assets (after liabilities) closed the year at $18M, with reported net income of $847K 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)$17M
Total Assets (End of Year)$18M
Net Assets (End of Year)$18M
Net Income$847K
Plan TypeOther
Employer EIN841230960
Plan Effective Date1992-07-07
Filing StatusFILING RECEIVED

Sponsor Plan History (TRUSTEES - COLORADO IRON WORKERS INDIVIDUAL ACCOUNT TRUST FUND)

Year Plans Participants Total Assets
2022 1 328 $17M
2023 1 752 $18M
2024 1 405 $17M

Nearby Other Plans in Colorado

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the COLORADO IRON WORKERS INDIVIDUAL ACCOUNT TRUST FUND?
As of the 2023 Form 5500 filing, COLORADO IRON WORKERS INDIVIDUAL ACCOUNT TRUST FUND holds $18M in total assets with 752 participants. It is sponsored by TRUSTEES - COLORADO IRON WORKERS INDIVIDUAL ACCOUNT TRUST FUND.
What type of plan is COLORADO IRON WORKERS INDIVIDUAL ACCOUNT TRUST FUND?
COLORADO IRON WORKERS INDIVIDUAL ACCOUNT TRUST FUND is a Other plan. It has been effective since 1992-07-07. The plan is filed with the U.S. Department of Labor under EIN 841230960.
Who sponsors the COLORADO IRON WORKERS INDIVIDUAL ACCOUNT TRUST FUND?
COLORADO IRON WORKERS INDIVIDUAL ACCOUNT TRUST FUND is sponsored by TRUSTEES - COLORADO IRON WORKERS INDIVIDUAL ACCOUNT TRUST FUND, located in Colorado. The sponsor's EIN is 841230960 and the plan operates in the Construction industry.
How did COLORADO IRON WORKERS INDIVIDUAL ACCOUNT TRUST FUND perform in 2023?
COLORADO IRON WORKERS INDIVIDUAL ACCOUNT TRUST FUND grew by 5.2% during 2023, moving from $17M to $18M in total assets. Net income was $847K.
Where can I find official filings for COLORADO IRON WORKERS INDIVIDUAL ACCOUNT TRUST FUND?
Official Form 5500 filings for COLORADO IRON WORKERS INDIVIDUAL ACCOUNT TRUST FUND are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 841230960 or plan name at efast.dol.gov.
How does COLORADO IRON WORKERS INDIVIDUAL ACCOUNT TRUST FUND compare to other plans?
You can compare COLORADO IRON WORKERS INDIVIDUAL ACCOUNT TRUST FUND against other Other plans on the plan type page, or view plans in Colorado 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 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 841230960.

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.