Profit Sharing · DOL Form 5500 · 2024
Iron Workers District Council of Tn & Vicinity Annuity Plan Profit Sharing Plan
Data updated 2026-08-25
- $49M
- Total assets Below avg plan size
- 2,124
- Participants Near avg headcount
- 84th
- Percentile by assets National rank
- $22,903
- Avg per participant Low balance/head
Official DOL plan name: Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan · Sponsored by Iron Workers District Council of Tn & Vicinity Annuity Plan · Tennessee · Finance & Insurance
$49M in assets, 2,124 participants
Iron Workers District Council of Tn & Vicinity Annuity Plan's Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan reported $49M in total assets and 2,124 participants in its 2024 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.
- #6,409 in Finance & Insurance (8,549 peers)
Where Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan sits by assets
Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan sits in the top quartile of all filed plans by assets, $49M for 2,124 participants (~$22,903/participant), up 21.0% in 2024.
- #6,409
- in Finance & Insurance (8,549 peers)
- +21.0%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan's outsized position by total assets
Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$48,646,869 Top 16% higher than 84% 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 of Tennessee Valley and Vicinity Annuity Plan'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. Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan lands in the large band (2,124 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan end-of-year assets rose from $40M in the plan year 2023 filing to $49M in the plan year 2024 filing.
- Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan reported net income rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan reported participants rose from 1,792 in the plan year 2023 filing to 2,124 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 621747853 · Iron Workers District Council of Tn & Vicinity Annuity Plan PY 2024 · Profit Sharing
Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan · $49M · 2,124 · 84th
- EIN $49M
- EIN 2,124
- EIN 84th
- EIN Profit Sharing
- EIN near Botsford Hospital Defined Contribution Plan
- EIN ind #6409
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 →
Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $48M |
| Net Income | $8M |
| Employer EIN | 621747853 |
| Plan Effective Date | 1998-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Iron Workers District Council of Tn & Vicinity Annuity Plan)
Sponsor-wide plan assets over time
All Iron Workers District Council of Tn & Vicinity Annuity Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $49M 46.92308312609503% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,009 | $33M |
| 2023 | 1 | 1,792 | $40M |
| 2024 | 1 | 2,124 | $49M |
Nearby Profit Sharing Plans in Tennessee
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Ballad Health 401(a) Plan $486M · 4,963
- Shreveport Electrical Industry Profit Sharing Plan $95M · 527
- New Orleans Electrical Annuity Plan $88M · 1,393
- Ulps Employee Savings Plan $78M · 236
- Thompson Machinery Commerce Corp Profit Sharing Plan $58M · 944
Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Tennessee, the nearest Profit Sharing by assets is Botsford Hospital Defined Contribution Plan in MI ($49M); by covered participants it is Arch. Ironworkers Local 63 DC Pension Trust in IL (2,127 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($49M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,124 participants); asset peers above are excluded.
- Arch. Ironworkers Local 63 DC Pension Trust (IL) 2,127 · 3 off
- Holzer Health System 401a Profit Sharing Plan (OH) 2,110 · 14 off
- Firebirds International, LLC 401(k) Plan (NC) 2,107 · 17 off
- St. Lawrence Health System 403(b) Retirement Plan (NY) 2,152 · 28 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.