Other · DOL Form 5500 · 2024
Board of Trustees of the Iron Workers District Council Retirement Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $339,427
- Avg per participant High balance/head
Official DOL plan name: Iron Workers District Council (Philadelphia & Vicinity) Fund Office Employees Annuity Plan · Sponsored by Board of Trustees of the Iron Workers District Council · New Jersey · Finance & Insurance
$1M in assets, 3 participants
Board of Trustees of the Iron Workers District Council's Iron Workers District Council (Philadelphia & Vicinity) Fund Office Employees Annuity Plan reported $1M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.
- #1,142 in Finance & Insurance (8,549 peers)
What the 2024 filing shows
Iron Workers District Council (Philadelphia & Vicinity) Fund Office Employees Annuity Plan holds $1M for 3 participants - about $339,427 per participant, among the smaller plans by assets on file.
- #1,142
- in Finance & Insurance (8,549 peers)
- +1.4%
- assets growth YoY
Iron Workers District Council (Philadelphia & Vicinity) Fund Office Employees Annuity Plan among the smaller filed plans by assets
Iron Workers District Council (Philadelphia & Vicinity) Fund Office Employees Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,018,280 23rd percentile higher than 23% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Iron Workers District Council (Philadelphia & Vicinity) Fund Office Employees Annuity Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Iron Workers District Council (Philadelphia & Vicinity) Fund Office Employees Annuity Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Iron Workers District Council (Philadelphia & Vicinity) Fund Office Employees Annuity Plan reported net income rose from -$42K in the plan year 2023 filing to $14K in the plan year 2024 filing.
- Iron Workers District Council (Philadelphia & Vicinity) Fund Office Employees Annuity Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 237674439 · Board of Trustees of the Iron Workers District Council PY 2024 · Other
Iron Workers District Council (Philadelphia & Vicinity) Fund Office Employees Annuity Plan · $1M · 3 · 23rd
- PART $1M
- TYPE 3
- NET 23rd
- BOOK Other
- VS-ST near Bridges Btc, Inc. Tax Sheltered Annuity Plan
- BOY ind #1142
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 Jersey →
Iron Workers District Council (Philadelphia & Vicinity) Fund Office Employees Annuity Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $14K |
| Employer EIN | 237674439 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the Iron Workers District Council)
Sponsor-wide plan assets over time
All Board of Trustees of the Iron Workers District Council plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 2.687308868501529% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $1M |
| 2023 | 1 | 3 | $1M |
| 2024 | 1 | 3 | $1M |
Nearby Other Plans in New Jersey
Peer Other plans, same state, same plan type, ranked by total assets.
- Consolidated 403(b) Plan of Hackensack Meridian Health $1.8B · 16,823
- Princeton University Retirement Savings Plan $1.7B · 8,763
- Rwjbarnabas Health 403(b) Savings Plan $1.5B · 28,403
- Atlantic Health System 403(b) Retirement Savings Plan $1.3B · 21,490
- Educational Testing Service 403(b) Retirement Savings Plan $982M · 3,501
Iron Workers District Council (Philadelphia & Vicinity) Fund Office Employees Annuity Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is Bridges Btc, Inc. Tax Sheltered Annuity Plan in FL ($1M); by covered participants it is Single K in IL (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Single K (IL) 3 · 0 off
- Alliance for African Assistance Plan 403b (CA) 3 · 0 off
- Aging in America & Affiliates 403(b) Plan (NY) 3 · 0 off
- Allied Lending Group Private Retirement Plan and Trust (CA) 3 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.