Profit Sharing · DOL Form 5500 · 2024
Board of Trustees I.a.M. 401(k) Fund Profit Sharing Plan
Data updated 2026-08-25
- $972M
- Total assets Above avg plan size
- 33,236
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $29,251
- Avg per participant Low balance/head
Official DOL plan name: I.a.M. National Plan · Sponsored by Board of Trustees I.a.M. 401(k) Fund · District of Columbia · Manufacturing
$972M in assets, 33,236 participants
Board of Trustees I.a.M. 401(k) Fund's I.a.M. National Plan reported $972M in total assets and 33,236 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #17,299 in Manufacturing (17,777 peers)
Coverage in District of Columbia
I.a.M. National Plan covers 33,236 participants in District of Columbia, 23x the typical District of Columbia plan (state average ~1,456 per filing). Assets: $972M.
- #17,299
- in Manufacturing (17,777 peers)
- +17.4%
- assets growth YoY
- 9.8×
- vs typical plan assets (national mean)
I.a.M. National Plan's outsized position by total assets
I.a.M. National Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$972,177,281 Top 2% higher than 98% 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
I.a.M. National Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. I.a.M. National Plan is a mega filing (33,236 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- I.a.M. National Plan end-of-year assets rose from $828M in the plan year 2023 filing to $972M in the plan year 2024 filing.
- I.a.M. National Plan reported net income rose from $132M in the plan year 2023 filing to $144M in the plan year 2024 filing.
- I.a.M. National Plan reported participants rose from 33,154 in the plan year 2023 filing to 33,236 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 320443423 · Board of Trustees I.a.M. 401(k) Fund PY 2024 · Profit Sharing
I.a.M. National Plan · $972M · 33,236 · 98th
- ASSETS $972M
- PCT 33,236
- EIN 98th
- RANK Profit Sharing
- PHOTO near Rochester Regional Health 403(b) Defined Contribution Plan
- IND ind #17299
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 Manufacturing retirement plans → · Plans in District of Columbia →
I.a.M. National Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $828M |
|---|---|
| Net Assets (End of Year) | $971M |
| Net Income | $144M |
| Employer EIN | 320443423 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees I.a.M. 401(k) Fund)
Sponsor-wide plan assets over time
All Board of Trustees I.a.M. 401(k) Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $972M 39.73015166005657% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 31,325 | $696M |
| 2023 | 1 | 33,154 | $828M |
| 2024 | 1 | 33,236 | $972M |
Nearby Profit Sharing Plans in District of Columbia
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Arentfox Schiff Profit Sharing Plan $297M · 708
- Williams & Connolly LLP Profit Sharing Plan and Trust $283M · 702
- Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. $193M · 555
- World Resources Institute Pension Plan $127M · 684
- Kipp DC Retirement Plan $123M · 1,310
Scale composition for I.a.M. National Plan
I.a.M. National Plan reports $972M in end-of-year assets across 33,236 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.035% of 93,925,755 covered participants) - about $29,251 per participant (21% of the national average assets-per-participant) . Net income for plan year 2024 was $144M.
This plan identity (EIN 320443423, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $696M to $972M (+39.7%) while covered participants moved from 31,325 to 33,236 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 31,325 | $696M | Open filing |
| 2023 | 33,154 | $828M | Open filing |
| 2024 · index core | 33,236 | $972M | This page |
I.a.M. National Plan's out-of-state Profit Sharing peers by assets and headcount
Outside District of Columbia, the nearest Profit Sharing by assets is Rochester Regional Health 403(b) Defined Contribution Plan in NY ($987M); by covered participants it is The Defined Contribution Plan of the Methodist Hospital in TX (31,848 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($972M here).
- Rochester Regional Health 403(b) Defined Contribution Plan (NY) $987M · 15,432
- Mason Tenders District Council Annuity Fund (NY) $944M · 11,824
- Dana-Farber Cancer Institute Retirement Plan (MA) $930M · 5,518
- The Emory Clinic, Inc. Retirement Savings Plan (GA) $1.0B · 2,448
Similar participant headcount
Nearest other-state filings by covered participants (33,236 participants); asset peers above are excluded.
- The Defined Contribution Plan of the Methodist Hospital (TX) 31,848 · 1,388 off
- Crh Americas 401(k) Plan (GA) 35,710 · 2,474 off
- Disney Retirement Savings Plan (CA) 36,338 · 3,102 off
- Commonspirit Health ERISA 403(b) Plan (KY) 29,259 · 3,977 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.