Profit Sharing · DOL Form 5500 · 2024

The Steelworker Supplemental Retirement Annuity Plan Profit Sharing Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
784
Participants Near avg headcount
67th
Percentile by assets National rank
$21,232
Avg per participant Low balance/head
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Official DOL plan name: The Steelworker Supplemental Retirement Annuity Plan · Sponsored by The Steelworker Supplemental Retirement Annuity Plan · Pennsylvania · Construction

$17M in assets, 784 participants

The Steelworker Supplemental Retirement Annuity Plan's The Steelworker Supplemental Retirement Annuity Plan reported $17M in total assets and 784 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #5,907 in Construction (9,039 peers)

The Steelworker Supplemental Retirement Annuity Plan multi-year trail

The Steelworker Supplemental Retirement Annuity Plan's plans moved +33.0% in assets from 2022 to 2024; this filing shows The Steelworker Supplemental Retirement Annuity Plan at $17M / 784 participants.

#5,907
in Construction (9,039 peers)
+17.7%
assets growth YoY

The Steelworker Supplemental Retirement Annuity Plan's outsized position by total assets

The Steelworker Supplemental Retirement Annuity Plan vs every filed plan by assets

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

$16,645,714 Top 33% higher than 67% 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

The Steelworker Supplemental Retirement Annuity 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. The Steelworker Supplemental Retirement Annuity Plan sits mid-pack in the medium band (784 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Steelworker Supplemental Retirement Annuity Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • The Steelworker Supplemental Retirement Annuity Plan end-of-year assets rose from $14M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • The Steelworker Supplemental Retirement Annuity Plan reported participants fell from 824 in the plan year 2023 filing to 784 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 251638183 · The Steelworker Supplemental Retirement Annuity Plan PY 2024 · Profit Sharing

The Steelworker Supplemental Retirement Annuity Plan · $17M · 784 · 67th

  • PCT $17M
  • PCT 784
  • PCT 67th
  • PCT Profit Sharing
  • PCT near Clem Lumber Profit Sharing Plan & Trust
  • PCT ind #5907

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 Pennsylvania →

The Steelworker Supplemental Retirement Annuity Plan in the asset neighbourhood

Kv Mathew Md PC Employees Profit Sharing PlanKv Mathew Md PC Employees Pr…$17MApixio Holdings, LLC 401(k) PlanApixio Holdings, LLC 401(k) …$17MThe Steelworker Supplemental Retirement Annuity PlanThe Steelworker Supplemental…$17MClem Lumber Profit Sharing Plan & TrustClem Lumber Profit Sharing P…$17MCrisdel Profit Sharing Plan$17M
End-of-year total assets ($M) among The Steelworker Supplemental Retirement Annuity Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

The Steelworker Supplemental Retirement Annuity Plan multi-year asset trail

Sponsor-wide plan assets over time

All The Steelworker Supplemental Retirement Annuity Plan plans reported in each filing year

Latest sponsor-wide plan assets
$17M 33.03063801138876% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $12.5M $16.7M ▲ +33.1%
Year Plans Participants Total Assets
2022 1 849 $13M
2023 1 824 $14M
2024 1 784 $17M

The Steelworker Supplemental Retirement Annuity Plan filing trail (2024)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN251638183
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

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

The Steelworker Supplemental Retirement Annuity Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants The Steelworker Supplemental Retirement Annuity Plan, Total assets ($B): 0.016645714 · Participants: 784The Steelworker Supplemental Retirement Annuity PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.245462462 · Participants: 14807Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.995663035 · Participants: 21954University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.259021509 · Participants: 3927International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.876135705 · Participants: 10394Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.781454632 · Participants: 2477Morgan, Lewis & Bockius LLP Defined Contribution Plan
The Steelworker Supplemental Retirement Annuity Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants

The Steelworker Supplemental Retirement Annuity Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Clem Lumber Profit Sharing Plan & Trust in OH ($17M); by covered participants it is Local 550 Annuity Plan in MA (783 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (784 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 The Steelworker Supplemental Retirement Annuity Plan assets move in 2024?
The Steelworker Supplemental Retirement Annuity Plan grew sharply - up 17.7% during 2024, from $14M to $17M. Reported net income was $3M.
How have The Steelworker Supplemental Retirement Annuity Plan plan assets changed over time?
Across 3 plan years on file (2022-2024), The Steelworker Supplemental Retirement Annuity Plan's sponsor-wide assets grew 33.0%, from $13M to $17M.
Which Profit Sharing plans are similar in size to The Steelworker Supplemental Retirement Annuity Plan?
Among Profit Sharing plans in other states, the closest by assets is Clem Lumber Profit Sharing Plan & Trust in OH ($17M, 54 participants).
Which Profit Sharing plans cover a similar participant headcount to The Steelworker Supplemental Retirement Annuity Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Local 550 Annuity Plan in MA (783 participants, $173M in assets).