401(k) · DOL Form 5500 · 2024

Joint Board Trustees of I.U.P.a.T. Local 447 Deferred Savings Plan 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
158
Participants Small participant base
68th
Percentile by assets National rank
$114,691
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: I.U.P.a.T Local 447 Deferred Savings Plan · Sponsored by Joint Board Trustees of I.U.P.a.T. Local 447 Deferred Savings Plan · Iowa · Construction

$18M in assets, 158 participants

Joint Board Trustees of I.U.P.a.T. Local 447 Deferred Savings Plan's I.U.P.a.T Local 447 Deferred Savings Plan reported $18M in total assets and 158 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #6,067 in Construction (9,039 peers)

Coverage in Iowa

I.U.P.a.T Local 447 Deferred Savings Plan covers 158 participants in Iowa, about 26% of the average Iowa filer (state average ~609 per filing). Assets: $18M.

#6,067
in Construction (9,039 peers)
-0.2%
assets change YoY

The plan reported a net loss of $43K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

I.U.P.a.T Local 447 Deferred Savings Plan's outsized position by total assets

I.U.P.a.T Local 447 Deferred Savings Plan vs every filed plan by assets

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

$18,121,238 Top 32% higher than 68% 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

I.U.P.a.T Local 447 Deferred Savings 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. I.U.P.a.T Local 447 Deferred Savings Plan sits mid-pack in the medium band (158 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • I.U.P.a.T Local 447 Deferred Savings Plan reported net income fell from $1M in the plan year 2023 filing to -$43K in the plan year 2024 filing.
  • I.U.P.a.T Local 447 Deferred Savings Plan reported participants rose from 154 in the plan year 2023 filing to 158 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 421235434 · Joint Board Trustees of I.U.P.a.T. Local 447 Deferred Savings Plan PY 2024 · 401(k)

I.U.P.a.T Local 447 Deferred Savings Plan · $18M · 158 · 68th

  • EIN $18M
  • RANK 158
  • PHOTO 68th
  • IND 401(k)
  • EOY near The Hampshire Companies, LLC 401(k) Plan
  • 5500 ind #6067

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 Iowa →

I.U.P.a.T Local 447 Deferred Savings Plan in the asset neighbourhood

I.U.P.a.T Local 447 Deferred Savings PlanI.U.P.a.T Local 447 Deferred…$18MThe Hampshire Companies, LLC 401(k) PlanThe Hampshire Companies, LLC…$18MNetco Profit Sharing Plan$18MOffice Star Products 401(k) PlanOffice Star Products 401(k) …$18MSewell Family of Companies, Inc. 401(k) Profit Sharing PlanSewell Family of Companies, …$18M
End-of-year total assets ($M) among I.U.P.a.T Local 447 Deferred Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Iowa filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$18M
Net Income-$43K
Employer EIN421235434
Plan Effective Date1984-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Joint Board Trustees of I.U.P.a.T. Local 447 Deferred Savings Plan)

Sponsor-wide plan assets over time

All Joint Board Trustees of I.U.P.a.T. Local 447 Deferred Savings Plan plans reported in each filing year

Latest sponsor-wide plan assets
$18M 6.8986507798909535% vs 2022
2024 filing year
$16.5M$17M$17.5M$18M$18.5M 202220232024 $17M $18.1M ▲ +6.9%
Year Plans Participants Total Assets
2022 1 160 $17M
2023 1 154 $18M
2024 1 158 $18M

Nearby 401(k) Plans in Iowa

Peer 401(k) plans, same state, same plan type, ranked by total assets.

I.U.P.a.T Local 447 Deferred Savings Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants I.U.P.a.T Local 447 Deferred Savings Plan, Total assets ($B): 0.018121238 · Participants: 158I.U.P.a.T Local 447 Deferred Savings PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
I.U.P.a.T Local 447 Deferred Savings Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare I.U.P.a.T Local 447 Deferred Savings Plan side-by-side with 3 peers →

I.U.P.a.T Local 447 Deferred Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is The Hampshire Companies, LLC 401(k) Plan in NJ ($18M); by covered participants it is Supportive Healthcare, Inc 401(k) Plan in FL (158 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (158 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 I.U.P.a.T Local 447 Deferred Savings Plan assets move in 2024? ▼
I.U.P.a.T Local 447 Deferred Savings Plan held essentially flat - down 0.2% during 2024, from $18M to $18M. Reported net income was -$43K.
How have Joint Board Trustees of I.U.P.a.T. Local 447 Deferred Savings Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joint Board Trustees of I.U.P.a.T. Local 447 Deferred Savings Plan's sponsor-wide assets grew 6.9%, from $17M to $18M.
Which 401(k) plans are similar in size to I.U.P.a.T Local 447 Deferred Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Hampshire Companies, LLC 401(k) Plan in NJ ($18M, 69 participants).
Which 401(k) plans cover a similar participant headcount to I.U.P.a.T Local 447 Deferred Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Supportive Healthcare, Inc 401(k) Plan in FL (158 participants, $277K 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 421235434.

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.