Profit Sharing · DOL Form 5500 · 2024

Board of Trustees, I.U.P.a.T. Annuity Fund of Western PA Profit Sharing Plan

Data updated 2026-08-25

$80M
Total assets Below avg plan size
1,386
Participants Near avg headcount
89th
Percentile by assets National rank
$57,508
Avg per participant Low balance/head
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Official DOL plan name: I.U.P.a.T. of Western PA Annuity Fund · Sponsored by Board of Trustees, I.U.P.a.T. Annuity Fund of Western PA · Ohio · Construction

$80M in assets, 1,386 participants

Board of Trustees, I.U.P.a.T. Annuity Fund of Western PA's I.U.P.a.T. of Western PA Annuity Fund reported $80M in total assets and 1,386 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,846 in Construction (9,039 peers)

Where I.U.P.a.T. of Western PA Annuity Fund sits by assets

I.U.P.a.T. of Western PA Annuity Fund sits in the top quartile of all filed plans by assets, $80M for 1,386 participants (~$57,508/participant), up 4.4% in 2024.

#7,846
in Construction (9,039 peers)
+4.4%
assets growth YoY
0.8×
vs typical plan assets (national mean)

I.U.P.a.T. of Western PA Annuity Fund's outsized position by total assets

I.U.P.a.T. of Western PA Annuity Fund vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$79,705,953 Top 11% higher than 89% of 123,620 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 2024

I.U.P.a.T. of Western PA Annuity Fund's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. I.U.P.a.T. of Western PA Annuity Fund lands in the large band (1,386 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • I.U.P.a.T. of Western PA Annuity Fund reported net income fell from $9M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • I.U.P.a.T. of Western PA Annuity Fund reported participants fell from 1,699 in the plan year 2023 filing to 1,386 in the plan year 2024 filing.
  • I.U.P.a.T. of Western PA Annuity Fund end-of-year assets rose from $76M in the plan year 2023 filing to $80M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 251304459 · Board of Trustees, I.U.P.a.T. Annuity Fund of Western PA PY 2024 · Profit Sharing

I.U.P.a.T. of Western PA Annuity Fund · $80M · 1,386 · 89th

  • 5500 $80M
  • ASSETS 1,386
  • PCT 89th
  • EIN Profit Sharing
  • RANK near I.B.E.W. Local #910 Annuity Fund
  • PHOTO ind #7846

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 Construction retirement plans → · Plans in Ohio →

I.U.P.a.T. of Western PA Annuity Fund in the asset neighbourhood

Mcv Retirement Plan$81MUnited Regional Health Care System 401(a) Retirement Savings PlanUnited Regional Health Care …$80MI.U.P.a.T. of Western PA Annuity FundI.U.P.a.T. of Western PA Ann…$80MI.B.E.W. Local #910 Annuity FundI.B.E.W. Local #910 Annuity …$79MNathan Littauer Hospital Association Tax Deferred Annuity PlanNathan Littauer Hospital Ass…$79M
End-of-year total assets ($M) among I.U.P.a.T. of Western PA Annuity Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$76M
Net Assets (End of Year)$80M
Net Income$3M
Employer EIN251304459
Plan Effective Date1983-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, I.U.P.a.T. Annuity Fund of Western PA)

Sponsor-wide plan assets over time

All Board of Trustees, I.U.P.a.T. Annuity Fund of Western PA plans reported in each filing year

Latest sponsor-wide plan assets
$80M 19.12410151341472% vs 2022
2024 filing year
$65M$70M$75M$80M$85M 202220232024 $66.9M $79.7M ▲ +19.1%
Year Plans Participants Total Assets
2022 1 1,998 $67M
2023 1 1,699 $76M
2024 1 1,386 $80M

Nearby Profit Sharing Plans in Ohio

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

I.U.P.a.T. of Western PA Annuity Fund vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants I.U.P.a.T. of Western PA Annuity Fund, Total assets ($B): 0.079705953 · Participants: 1386I.U.P.a.T. of Western PA Annuity FundCleveland Clinic Investment Pension Plan, Total assets ($B): 1.771113936 · Participants: 51751Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.544315052 · Participants: 6062Masterbrand, Inc. Retirement Savings PlanWorthington Steel, Inc. 401(k) Retirement Savings Plan, Total assets ($B): 0.523297754 · Participants: 2500Worthington Steel, Inc. 401(k) Retirement Savings PlanThe Employer Retirement Savings Plan - Premier Health Partners, Total assets ($B): 0.24382437 · Participants: 12736The Employer Retirement Savings Plan - Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.21367125 · Participants: 960Three Rivers Annuity Fund
I.U.P.a.T. of Western PA Annuity Fund vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare I.U.P.a.T. of Western PA Annuity Fund side-by-side with 3 peers →

I.U.P.a.T. of Western PA Annuity Fund's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is I.B.E.W. Local #910 Annuity Fund in NY ($79M); by covered participants it is Lifetime Assistance, Inc. Employee Retirement Plan in NY (1,382 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,386 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did I.U.P.a.T. of Western PA Annuity Fund assets move in 2024? ▼
I.U.P.a.T. of Western PA Annuity Fund edged up modestly - up 4.4% during 2024, from $76M to $80M. Reported net income was $3M.
How have Board of Trustees, I.U.P.a.T. Annuity Fund of Western PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, I.U.P.a.T. Annuity Fund of Western PA's sponsor-wide assets grew 19.1%, from $67M to $80M.
Where does I.U.P.a.T. of Western PA Annuity Fund rank by assets among Form 5500 filers? ▼
I.U.P.a.T. of Western PA Annuity Fund ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to I.U.P.a.T. of Western PA Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is I.B.E.W. Local #910 Annuity Fund in NY ($79M, 355 participants).
Which Profit Sharing plans cover a similar participant headcount to I.U.P.a.T. of Western PA Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Lifetime Assistance, Inc. Employee Retirement Plan in NY (1,382 participants, $33M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 251304459.

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.