Other · DOL Form 5500 · 2024
Intermountain Ironworkers Tax Deferral Plan Retirement Plan
Data updated 2026-08-25
- $119M
- Total assets Near avg plan size
- 1,229
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $96,468
- Avg per participant Below avg balance/head
Official DOL plan name: Intermountain Ironworkers' Tax Deferral Plan · Sponsored by Intermountain Ironworkers Tax Deferral Plan · Utah · Finance & Insurance
$119M in assets, 1,229 participants
Intermountain Ironworkers Tax Deferral Plan's Intermountain Ironworkers' Tax Deferral Plan reported $119M in total assets and 1,229 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #7,433 in Finance & Insurance (8,549 peers)
Coverage in Utah
Intermountain Ironworkers' Tax Deferral Plan covers 1,229 participants in Utah, 2.1x the typical Utah plan (state average ~592 per filing). Assets: $119M.
- #7,433
- in Finance & Insurance (8,549 peers)
- +14.2%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Intermountain Ironworkers' Tax Deferral Plan's outsized position by total assets
Intermountain Ironworkers' Tax Deferral Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$118,559,543 Top 8% higher than 92% 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
Intermountain Ironworkers' Tax Deferral Plan'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. Intermountain Ironworkers' Tax Deferral Plan lands in the large band (1,229 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Intermountain Ironworkers' Tax Deferral Plan end-of-year assets rose from $104M in the plan year 2023 filing to $119M in the plan year 2024 filing.
- Intermountain Ironworkers' Tax Deferral Plan reported participants fell from 1,356 in the plan year 2023 filing to 1,229 in the plan year 2024 filing.
- Intermountain Ironworkers' Tax Deferral Plan reported net income fell from $16M in the plan year 2023 filing to $15M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 621473489 · Intermountain Ironworkers Tax Deferral Plan PY 2024 · Other
Intermountain Ironworkers' Tax Deferral Plan · $119M · 1,229 · 92nd
- RANK $119M
- RANK 1,229
- RANK 92nd
- RANK Other
- RANK near Morris Hospital & Healthcare Centers Internal Revenue Code Section 403(b)
- RANK ind #7433
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 Finance & Insurance retirement plans → · Plans in Utah →
Intermountain Ironworkers' Tax Deferral Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $104M |
|---|---|
| Net Assets (End of Year) | $118M |
| Net Income | $15M |
| Employer EIN | 621473489 |
| Plan Effective Date | 1990-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Intermountain Ironworkers Tax Deferral Plan)
Sponsor-wide plan assets over time
All Intermountain Ironworkers Tax Deferral Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $119M 34.463130801204535% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,774 | $88M |
| 2023 | 1 | 1,356 | $104M |
| 2024 | 1 | 1,229 | $119M |
Nearby Other Plans in Utah
Peer Other plans, same state, same plan type, ranked by total assets.
- Intermountain Health 403(b) Plan $342M · 44,356
- Brigham Young University Tax-Deferred Annuity Plan $189M · 293
- Westminster University Defined Contribution Retirement Plan $87M · 331
- Children's Miracle Network 403(b) Plan $53M · 178
- Waterford School 403(b) Plan $35M · 195
Intermountain Ironworkers' Tax Deferral Plan's out-of-state Other peers by assets and headcount
Outside Utah, the nearest Other by assets is Morris Hospital & Healthcare Centers Internal Revenue Code Section 403(b) in IL ($119M); by covered participants it is University Physicians and Surgeons, Inc. Retirement Plan in WV (1,228 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($119M here).
- Morris Hospital & Healthcare Centers Internal Revenue Code Section 403(b) (IL) $119M · 1,535
- Shore Health System, Inc. 401(k) Plan (MD) $118M · 1,154
- Wilmington University 403(b) DC Plan (DE) $118M · 1,982
- Hospital for Special Care 403(b) Retirement Plan (CT) $118M · 1,235
Similar participant headcount
Nearest other-state filings by covered participants (1,229 participants); asset peers above are excluded.
- University Physicians and Surgeons, Inc. Retirement Plan (WV) 1,228 · 1 off
- Bentley University Retirement Plan (MA) 1,230 · 1 off
- Spurwink Services 403(b) Plan (ME) 1,227 · 2 off
- Columbia University Defined Contribution Plan for Supporting Staff (NY) 1,232 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.