Profit Sharing · DOL Form 5500 · 2024
The Board of Trustees of the Union Individual Account Retirement Fund Profit Sharing Plan
Data updated 2026-08-25
- $309M
- Total assets Above avg plan size
- 3,507
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $88,250
- Avg per participant Below avg balance/head
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.
- #8,612 in Construction (9,039 peers)
Coverage in Wisconsin
Union Individual Account Retirement Fund covers 3,507 participants in Wisconsin, 6.2x the typical Wisconsin plan (state average ~563 per filing). Assets: $309M.
- #8,612
- in Construction (9,039 peers)
- +10.6%
- assets growth YoY
- 3.1×
- vs typical plan assets (national mean)
Union Individual Account Retirement Fund's outsized position by total assets
Union Individual Account Retirement Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$309,491,564 Top 4% higher than 96% 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
Union Individual Account Retirement 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. Union Individual Account Retirement Fund lands in the large band (3,507 participants).
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.
EBSA filing schedule strip
Filing strip 391318667 · The Board of Trustees of the Union Individual Account Retirement Fund PY 2024 · Profit Sharing
Union Individual Account Retirement Fund · $309M · 3,507 · 96th
- PART $309M
- PART 3,507
- PART 96th
- PART Profit Sharing
- PART near Haynes and Boone Investment Directed Profit Sharing Plan
- PART ind #8612
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 Wisconsin →
Union Individual Account Retirement Fund in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All The Board of Trustees of the Union Individual Account Retirement Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $309M 24.291912464639143% vs 2022
- 2024 filing year
| 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.
- 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
Union Individual Account Retirement Fund's out-of-state Profit Sharing peers by assets and headcount
Outside Wisconsin, the nearest Profit Sharing by assets is Haynes and Boone Investment Directed Profit Sharing Plan in TX ($310M); by covered participants it is Structural Iron Workers Local #1 Annuity Plan in IL (3,530 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($309M here).
- Haynes and Boone Investment Directed Profit Sharing Plan (TX) $310M · 1,069
- IBEW Local 150 Supplemental Pension Fund (KY) $311M · 1,368
- 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
Similar participant headcount
Nearest other-state filings by covered participants (3,507 participants); asset peers above are excluded.
- Structural Iron Workers Local #1 Annuity Plan (IL) 3,530 · 23 off
- International Restaurant Services, Inc. Retirement Plan (PR) 3,479 · 28 off
- Peacehealth Southwest Medical Center Employer Contribution Plan (WA) 3,472 · 35 off
- I. B. E. W. Local Union No. 124 Annuity Plan (MO) 3,456 · 51 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.