Profit Sharing · DOL Form 5500 · 2023

Trustees of Ironworkers Local 808 Annuity Fund Profit Sharing Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
637
Participants Below avg headcount
84th
Percentile by assets National rank
$65,547
Avg per participant Low balance/head
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Official DOL plan name: Ironworkers Local 808 Annuity Fund · Sponsored by Trustees of Ironworkers Local 808 Annuity Fund · Tennessee · Finance & Insurance

$42M in assets, 637 participants

Trustees of Ironworkers Local 808 Annuity Fund's Ironworkers Local 808 Annuity Fund reported $42M in total assets and 637 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,635 in Finance & Insurance (8,869 peers)

Where Ironworkers Local 808 Annuity Fund sits by assets

Ironworkers Local 808 Annuity Fund sits in the top quartile of all filed plans by assets, $42M for 637 participants (~$65,547/participant), up 13.5% in 2023.

#6,635
in Finance & Insurance (8,869 peers)
+13.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Ironworkers Local 808 Annuity Fund's outsized position by total assets

Ironworkers Local 808 Annuity Fund vs every filed plan by assets

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

$41,753,302 Top 16% higher than 84% 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

Ironworkers Local 808 Annuity 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. Ironworkers Local 808 Annuity Fund sits mid-pack in the medium band (637 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ironworkers Local 808 Annuity Fund reported net income rose from $2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Ironworkers Local 808 Annuity Fund end-of-year assets rose from $37M in the plan year 2022 filing to $42M in the plan year 2023 filing.
  • Ironworkers Local 808 Annuity Fund reported participants fell from 696 in the plan year 2022 filing to 637 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 593096458 · Trustees of Ironworkers Local 808 Annuity Fund PY 2023 · Profit Sharing

Ironworkers Local 808 Annuity Fund · $42M · 637 · 84th

  • PART $42M
  • PART 637
  • PART 84th
  • PART Profit Sharing
  • PART near Beacon Oral Specialists 401(k) Plan
  • PART ind #6635

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 Tennessee →

Ironworkers Local 808 Annuity Fund in the asset neighbourhood

Wayne Unc 401(a) Plan$42MDerrickmens Annuity Fund, Local 197Derrickmens Annuity Fund, Lo…$42MIronworkers Local 808 Annuity FundIronworkers Local 808 Annuit…$42MBeacon Oral Specialists 401(k) PlanBeacon Oral Specialists 401(…$42MChild Trends 403(b) Plan$42M
End-of-year total assets ($M) among Ironworkers Local 808 Annuity Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$42M
Net Income$5M
Employer EIN593096458
Plan Effective Date1991-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of Ironworkers Local 808 Annuity Fund)

Sponsor-wide plan assets over time

All Trustees of Ironworkers Local 808 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$47M 28.57679230267607% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $36.8M $47.3M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 696 $37M
2023 1 637 $42M
2024 1 780 $47M

Nearby Profit Sharing Plans in Tennessee

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

Ironworkers Local 808 Annuity Fund vs. nearby Profit Sharing plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -20000200040006000 0100200300400500 Total assets ($M) Participants Ironworkers Local 808 Annuity Fund, Total assets ($M): 41.753302 · Participants: 637Ironworkers Local 808 Annuity FundBallad Health 401(a) Plan, Total assets ($M): 478.135258 · Participants: 5420Ballad Health 401(a) PlanShreveport Electrical Industry Profit Sharing Plan, Total assets ($M): 87.734816 · Participants: 494Shreveport Electrical Industry Profit Sharing PlanNew Orleans Electrical Annuity Plan, Total assets ($M): 77.298273 · Participants: 1475New Orleans Electrical Annuity PlanUlps Employee Savings Plan, Total assets ($M): 66.606114 · Participants: 237Ulps Employee Savings PlanGerber/Taylor Capital Advisors Profit Sharing Plan, Total assets ($M): 45.840819 · Participants: 40Gerber/Taylor Capital Advisors Profit Sharing Plan
Ironworkers Local 808 Annuity Fund vs. nearby Profit Sharing plans in Tennessee, assets vs. participants
Compare Ironworkers Local 808 Annuity Fund side-by-side with 3 peers →

Ironworkers Local 808 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount

Outside Tennessee, the nearest Profit Sharing by assets is Beacon Oral Specialists 401(k) Plan in TX ($42M); by covered participants it is Safe Horizon 401(a) Retirement Savings Plan in NY (638 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($42M here).

Similar participant headcount

Nearest other-state filings by covered participants (637 participants); asset peers above are excluded.

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 Ironworkers Local 808 Annuity Fund assets move in 2023? ▼
Ironworkers Local 808 Annuity Fund grew at a solid clip - up 13.5% during 2023, from $37M to $42M. Reported net income was $5M.
How have Trustees of Ironworkers Local 808 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of Ironworkers Local 808 Annuity Fund's sponsor-wide assets grew 28.6%, from $37M to $47M.
Where does Ironworkers Local 808 Annuity Fund rank by assets among Form 5500 filers? ▼
Ironworkers Local 808 Annuity Fund ranks in the 84th 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 Ironworkers Local 808 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is Beacon Oral Specialists 401(k) Plan in TX ($42M, 953 participants).
Which Profit Sharing plans cover a similar participant headcount to Ironworkers Local 808 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Safe Horizon 401(a) Retirement Savings Plan in NY (638 participants, $18M 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 593096458.

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.