Profit Sharing · DOL Form 5500 · 2024

Iron Workers No.597 Annuity Plan Profit Sharing Plan

Data updated 2026-08-25

$145K
Total assets Small plan by assets
173
Participants Small participant base
8th
Percentile by assets National rank
$840
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Iron Workers No.597 Annuity Plan · Sponsored by Iron Workers No.597 Annuity Plan · Tennessee · Finance & Insurance

$145K in assets, 173 participants

Iron Workers No.597 Annuity Plan's Iron Workers No.597 Annuity Plan reported $145K in total assets and 173 participants in its 2024 DOL Form 5500 filing, ranking in the 8th 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.

  • #366 in Finance & Insurance (8,549 peers)

Coverage in Tennessee

Iron Workers No.597 Annuity Plan covers 173 participants in Tennessee, about 15% of the average Tennessee filer (state average ~1,126 per filing). Assets: $145K.

#366
in Finance & Insurance (8,549 peers)
$145K
reported net income

Iron Workers No.597 Annuity Plan among the smaller filed plans by assets

Iron Workers No.597 Annuity Plan vs every filed plan by assets

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

$145,398 8th percentile higher than 8% 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

Iron Workers No.597 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. Iron Workers No.597 Annuity Plan sits mid-pack in the medium band (173 participants).

EBSA filing schedule strip

Filing strip 996722737 · Iron Workers No.597 Annuity Plan PY 2024 · Profit Sharing

Iron Workers No.597 Annuity Plan · $145K · 173 · 8th

  • 5500 $145K
  • ASSETS 173
  • PCT 8th
  • EIN Profit Sharing
  • RANK near The Anji Group, Inc. Retirement Plan
  • PHOTO ind #366

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 Tennessee →

Iron Workers No.597 Annuity Plan in the asset neighbourhood

Iron Workers No.597 Annuity PlanIron Workers No.597 Annuity …$145KThe Anji Group, Inc. Retirement PlanThe Anji Group, Inc. Retirem…$145KMinnesota Trading Corporation Profit Sharing Plan and TrustMinnesota Trading Corporatio…$145KLk2 Endeavors, Inc. Retirement PlanLk2 Endeavors, Inc. Retireme…$146KBps Care Services Inc. Retirement PlanBps Care Services Inc. Retir…$146K
End-of-year total assets ($M) among Iron Workers No.597 Annuity Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$145K
Net Income$145K
Employer EIN996722737
Plan Effective Date2024-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Tennessee

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

Iron Workers No.597 Annuity Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -2000200400600 Total assets ($M) Participants Iron Workers No.597 Annuity Plan, Total assets ($M): 0.145398 · Participants: 173Iron Workers No.597 Annuity PlanBallad Health 401(a) Plan, Total assets ($M): 486.286208 · Participants: 4963Ballad Health 401(a) PlanShreveport Electrical Industry Profit Sharing Plan, Total assets ($M): 95.199644 · Participants: 527Shreveport Electrical Industry Profit Sharing PlanNew Orleans Electrical Annuity Plan, Total assets ($M): 88.353304 · Participants: 1393New Orleans Electrical Annuity PlanUlps Employee Savings Plan, Total assets ($M): 78.101983 · Participants: 236Ulps Employee Savings PlanThompson Machinery Commerce Corp Profit Sharing Plan, Total assets ($M): 57.665281 · Participants: 944Thompson Machinery Commerce Corp Profit Sharing Plan
Iron Workers No.597 Annuity Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants
Compare Iron Workers No.597 Annuity Plan side-by-side with 3 peers →

Iron Workers No.597 Annuity Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Tennessee, the nearest Profit Sharing by assets is The Anji Group, Inc. Retirement Plan in NJ ($145K); by covered participants it is Geffen, Mesher & Co., P.C. 401(k) Plan in OR (173 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (173 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

Where does Iron Workers No.597 Annuity Plan rank by assets among Form 5500 filers? ▼
Iron Workers No.597 Annuity Plan ranks in the 8th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Iron Workers No.597 Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is The Anji Group, Inc. Retirement Plan in NJ ($145K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Iron Workers No.597 Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Geffen, Mesher & Co., P.C. 401(k) Plan in OR (173 participants, $41M in assets).

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 996722737.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.