Profit Sharing · DOL Form 5500 · 2024

Trustees - Iatse Local 27 Profit Sharing Plan Profit Sharing Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
492
Participants Below avg headcount
59th
Percentile by assets National rank
$23,269
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Iatse Local 27 Profit Sharing Plan · Sponsored by Trustees - Iatse Local 27 Profit Sharing Plan · Ohio · Arts, Entertainment & Recreation

$11M in assets, 492 participants

Trustees - Iatse Local 27 Profit Sharing Plan's Iatse Local 27 Profit Sharing Plan reported $11M in total assets and 492 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #2,168 in Arts, Entertainment & Recreation (2,921 peers)

Trustees - Iatse Local 27 Profit Sharing Plan multi-year trail

Trustees - Iatse Local 27 Profit Sharing Plan's plans moved +22.4% in assets from 2022 to 2024; this filing shows Iatse Local 27 Profit Sharing Plan at $11M / 492 participants.

#2,168
in Arts, Entertainment & Recreation (2,921 peers)
+11.4%
assets growth YoY

Iatse Local 27 Profit Sharing Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Iatse Local 27 Profit Sharing Plan vs every filed plan by assets

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

$11,448,143 Top 41% higher than 59% 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

Iatse Local 27 Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Iatse Local 27 Profit Sharing Plan sits mid-pack in the medium band (492 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Iatse Local 27 Profit Sharing Plan reported participants fell from 803 in the plan year 2023 filing to 492 in the plan year 2024 filing.
  • Iatse Local 27 Profit Sharing Plan reported net income rose from $948K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Iatse Local 27 Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 341783226 · Trustees - Iatse Local 27 Profit Sharing Plan PY 2024 · Profit Sharing

Iatse Local 27 Profit Sharing Plan · $11M · 492 · 59th

  • ASSETS $11M
  • ASSETS 492
  • ASSETS 59th
  • ASSETS Profit Sharing
  • ASSETS near Bacon County Hospital Tax Sheltered Annuity Plan
  • ASSETS ind #2168

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 Arts, Entertainment & Recreation retirement plans → · Plans in Ohio →

Iatse Local 27 Profit Sharing Plan in the asset neighbourhood

The Arc of Frederick County Tax Deferred Savings PlanThe Arc of Frederick County …$11MInternational Association of Heat and Frost Insulators and Allied Workers Local No. 40 Annuity FundInternational Association of…$11MInternational Union of Operating Engineers Staff Retirement PlanInternational Union of Opera…$11MIatse Local 27 Profit Sharing PlanIatse Local 27 Profit Sharin…$11MBacon County Hospital Tax Sheltered Annuity PlanBacon County Hospital Tax Sh…$11M
End-of-year total assets ($M) among Iatse Local 27 Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Trustees - Iatse Local 27 Profit Sharing Plan multi-year asset trail

Sponsor-wide plan assets over time

All Trustees - Iatse Local 27 Profit Sharing Plan plans reported in each filing year

Latest sponsor-wide plan assets
$11M 22.376998115195423% vs 2022
2024 filing year
$9M$10M$11M$12M 202220232024 $9.35M $11.5M ▲ +22.5%
Year Plans Participants Total Assets
2022 1 1,079 $9M
2023 1 803 $10M
2024 1 492 $11M

Trustees - Iatse Local 27 Profit Sharing Plan filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN341783226
Plan Effective Date1994-06-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

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

Iatse Local 27 Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Iatse Local 27 Profit Sharing Plan, Total assets ($B): 0.011448143 · Participants: 492Iatse Local 27 Profit Sharing PlanCleveland 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
Iatse Local 27 Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Iatse Local 27 Profit Sharing Plan side-by-side with 3 peers →

Iatse Local 27 Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Bacon County Hospital Tax Sheltered Annuity Plan in GA ($11M); by covered participants it is Riseboro Retirement Plan in NY (493 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (492 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 Iatse Local 27 Profit Sharing Plan assets move in 2024? ▼
Iatse Local 27 Profit Sharing Plan grew at a solid clip - up 11.4% during 2024, from $10M to $11M. Reported net income was $1M.
How have Trustees - Iatse Local 27 Profit Sharing Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees - Iatse Local 27 Profit Sharing Plan's sponsor-wide assets grew 22.4%, from $9M to $11M.
Which Profit Sharing plans are similar in size to Iatse Local 27 Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Bacon County Hospital Tax Sheltered Annuity Plan in GA ($11M, 613 participants).
Which Profit Sharing plans cover a similar participant headcount to Iatse Local 27 Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Riseboro Retirement Plan in NY (493 participants, $12M 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 341783226.

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.