401(k) · DOL Form 5500 · 2024
Iron Workers Regional Shop Local Union 855 401(k) Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 1,905
- Participants Near avg headcount
- 78th
- Percentile by assets National rank
- $16,166
- Avg per participant Low balance/head
Official DOL plan name: Iron Workers Regional Shop Local Union 855 Individual Account Retirement Plan · Sponsored by Iron Workers Regional Shop Local Union 855 · California · Manufacturing
$31M in assets, 1,905 participants
Iron Workers Regional Shop Local Union 855's Iron Workers Regional Shop Local Union 855 Individual Account Retirement Plan reported $31M in total assets and 1,905 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.
- #12,321 in Manufacturing (17,777 peers)
Coverage in California
Iron Workers Regional Shop Local Union 855 Individual Account Retirement Plan covers 1,905 participants in California, 3.0x the typical California plan (state average ~630 per filing). Assets: $31M.
- #12,321
- in Manufacturing (17,777 peers)
- +6.2%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Iron Workers Regional Shop Local Union 855 Individual Account Retirement Plan's outsized position by total assets
Iron Workers Regional Shop Local Union 855 Individual Account Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$30,797,055 Top 22% higher than 78% 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
Iron Workers Regional Shop Local Union 855 Individual Account Retirement 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. Iron Workers Regional Shop Local Union 855 Individual Account Retirement Plan lands in the large band (1,905 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Iron Workers Regional Shop Local Union 855 Individual Account Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Iron Workers Regional Shop Local Union 855 Individual Account Retirement Plan reported participants fell from 2,102 in the plan year 2023 filing to 1,905 in the plan year 2024 filing.
- Iron Workers Regional Shop Local Union 855 Individual Account Retirement Plan end-of-year assets rose from $29M in the plan year 2023 filing to $31M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 940012049 · Iron Workers Regional Shop Local Union 855 PY 2024 · 401(k)
Iron Workers Regional Shop Local Union 855 Individual Account Retirement Plan · $31M · 1,905 · 78th
- BOOK $31M
- BOOK 1,905
- BOOK 78th
- BOOK 401(k)
- BOOK near Combined Wellness 401(k) Profit Sharing Plan
- BOOK ind #12321
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 California →
Iron Workers Regional Shop Local Union 855 Individual Account Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | $2M |
| Employer EIN | 940012049 |
| Plan Effective Date | 1992-07-07 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Iron Workers Regional Shop Local Union 855)
Sponsor-wide plan assets over time
All Iron Workers Regional Shop Local Union 855 plans reported in each filing year
- Latest sponsor-wide plan assets
- $108M 6.3211467241868515% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,494 | $102M |
| 2023 | 2 | 2,440 | $104M |
| 2024 | 2 | 2,177 | $108M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Iron Workers Regional Shop Local Union 855 Individual Account Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Combined Wellness 401(k) Profit Sharing Plan in MA ($31M); by covered participants it is Evapco, Inc. Pretax Savings and Investment Plan in MD (1,905 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,905 participants); asset peers above are excluded.
- Evapco, Inc. Pretax Savings and Investment Plan (MD) 1,905 · 0 off
- Mcguirewoods LLP Retirement Savings Plan (VA) 1,904 · 1 off
- Mii Retirement Savings 401(k) Plan (MO) 1,903 · 2 off
- Avant Healthcare Professionals 401(k) Profit Sharing Plan (FL) 1,907 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.