Profit Sharing · DOL Form 5500 · 2024
The Board of Trustees of the Union Individual Account Retirement Fund Profit Sharing Plan
Data updated 2026-07-24
- $309M
- Total assets
- 3,507
- Participants
- 96th
- Percentile by assets
- $88,250
- Avg per participant
Official DOL plan name: Union Individual Account Retirement Fund · Sponsored by The Board of Trustees of the Union Individual Account Retirement Fund · Wisconsin · Construction
$309M in assets, 3,507 participants
The Board of Trustees of the Union Individual Account Retirement Fund's Union Individual Account Retirement Fund reported $309M in total assets and 3,507 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 116,472 plans)
Coverage in Wisconsin
Union Individual Account Retirement Fund covers 3,507 participants in Wisconsin, 6.2x the typical Wisconsin plan (state average ~565 per filing). Assets: $309M.
- $309M
- total plan assets (2024 EOY)
- 3,507
- covered participants
- 96th
- percentile by assets (of 116,472 plans)
- $88,250
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Union Individual Account Retirement Fund end-of-year assets rose from $280M in the plan year 2023 filing to $309M in the plan year 2024 filing.
- Union Individual Account Retirement Fund reported participants rose from 3,203 in the plan year 2023 filing to 3,507 in the plan year 2024 filing.
- Union Individual Account Retirement Fund reported net income fell from $31M in the plan year 2023 filing to $30M in the plan year 2024 filing.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 565 participants across 2,767 plans. Union Individual Account Retirement Fund reports 3,507 participants - 6.2x that state average ($309M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $280M |
|---|---|
| Net Assets (End of Year) | $309M |
| Net Income | $30M |
| Employer EIN | 391318667 |
| Plan Effective Date | 1978-06-05 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Board of Trustees of the Union Individual Account Retirement Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,646 | $249M |
| 2023 | 1 | 3,203 | $280M |
| 2024 | 1 | 3,507 | $309M |
Nearby Profit Sharing Plans in Wisconsin
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Union Individual Account Retirement Fund vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.4B · 5,999
- Aspirus, Inc. Retirement Plan $893M · 10,194
- Thedacare Retirement and 403(b) Savings Plan $838M · 6,180
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $374M · 1,894
- Clarios Retirement Savings and Investment Plan $334M · 5,088
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Union Individual Account Retirement Fund by total assets, not by location.
- Haynes and Boone Investment Directed Profit Sharing Plan (TX) $310M · 1,069
- Davis Polk Profit Sharing Plan for Partners, Counsel and Chiefs (NY) $308M · 315
- Pacific Coast Building Products, Inc. Profit Sharing Retirement Plan (CA) $313M · 2,541
- Pipe Fitters Local No 533 Individual Account Plan (MO) $302M · 1,427
Frequently Asked Questions
How did Union Individual Account Retirement Fund assets move in 2024? ▼
How have The Board of Trustees of the Union Individual Account Retirement Fund plan assets changed over time? ▼
Where does Union Individual Account Retirement Fund rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Union Individual Account Retirement Fund? ▼
Next read for Union Individual Account Retirement Fund
Filing takeaways
Ways to act on Union Individual Account Retirement Fund's numbers.
- By total assets, Union Individual Account Retirement Fund ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Wisconsin. Compare plans
- The Board of Trustees of the Union Individual Account Retirement Fund's sponsor-wide assets have grown 24.3% since 2022 across 3 plan years on file. More Construction 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 391318667.
Read our methodology - how this data is sourced, computed, and verified.