Profit Sharing · DOL Form 5500 · 2024
Iron Workers District Council of Tn & Vicinity Annuity Plan Profit Sharing Plan
Data updated 2026-07-24
- $49M
- Total assets
- 2,124
- Participants
- 84th
- Percentile by assets
- $22,903
- Avg per participant
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.
- 84th percentile by assets (of 116,472 plans)
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.
- $49M
- total plan assets (2024 EOY)
- 2,124
- covered participants
- 84th
- percentile by assets (of 116,472 plans)
- $22,903
- avg assets per participant
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.
Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan vs the 2024 asset distribution
By assets, Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan outranks 84% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.5x the national average plan size of $100M (730 average participants).
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)
| 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.
Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants
- Shreveport Electrical Industry Profit Sharing Plan $95M · 527
- New Orleans Electrical Annuity Plan $88M · 1,393
- Thompson Machinery Commerce Corp Profit Sharing Plan $58M · 944
- Gerber/Taylor Capital Advisors Profit Sharing Plan $50M · 43
- University School of Nashville Retirement Plan $45M · 214
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan by total assets, not by location.
- Botsford Hospital Defined Contribution Plan (MI) $49M · 1,584
- Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation (IL) $49M · 190
- Haleon Puerto Rico 401(k) Plan (NJ) $49M · 912
- Knox Community Hospital Employees Retirement Plan (OH) $49M · 1,369
Frequently Asked Questions
How did Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan assets move in 2024? ▼
How have Iron Workers District Council of Tn & Vicinity Annuity Plan plan assets changed over time? ▼
Where does Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan? ▼
Next read for Iron Workers District Council of Tenness…
Scale reading
Ways to act on Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan's numbers.
- By total assets, Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Tennessee. Compare plans
- Iron Workers District Council of Tn & Vicinity Annuity Plan's sponsor-wide assets have grown 46.9% since 2022 across 3 plan years on file. More Finance & Insurance plans
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 621747853.
Read our methodology - how this data is sourced, computed, and verified.