Profit Sharing · DOL Form 5500 · 2024

Iron Workers Local 404 Profit Sharing Plan

Data updated 2026-08-25

$75M
Total assets Below avg plan size
899
Participants Near avg headcount
88th
Percentile by assets National rank
$83,930
Avg per participant Below avg balance/head
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Official DOL plan name: Iron Workers Local Union No. 404 Annuity Fund · Sponsored by Iron Workers Local 404 · Pennsylvania · Construction

$75M in assets, 899 participants

Iron Workers Local 404's Iron Workers Local Union No. 404 Annuity Fund reported $75M in total assets and 899 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,811 in Construction (9,039 peers)

Where Iron Workers Local Union No. 404 Annuity Fund sits by assets

Iron Workers Local Union No. 404 Annuity Fund sits in the top quartile of all filed plans by assets, $75M for 899 participants (~$83,930/participant), up 6.4% in 2024.

#7,811
in Construction (9,039 peers)
+6.4%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Iron Workers Local Union No. 404 Annuity Fund's outsized position by total assets

Iron Workers Local Union No. 404 Annuity Fund vs every filed plan by assets

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

$75,453,516 Top 12% higher than 88% 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 Local Union No. 404 Annuity Fund 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 Local Union No. 404 Annuity Fund sits mid-pack in the medium band (899 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Iron Workers Local Union No. 404 Annuity Fund end-of-year assets rose from $71M in the plan year 2023 filing to $75M in the plan year 2024 filing.
  • Iron Workers Local Union No. 404 Annuity Fund reported participants fell from 947 in the plan year 2023 filing to 899 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 251754959 · Iron Workers Local 404 PY 2024 · Profit Sharing

Iron Workers Local Union No. 404 Annuity Fund · $75M · 899 · 88th

  • VS-ST $75M
  • BOY 899
  • SCH 88th
  • EBSA Profit Sharing
  • PART near Ironworkers Local No 55 Profit Sharing Annuity Plan and Trust Fund
  • TYPE ind #7811

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 Pennsylvania →

Iron Workers Local Union No. 404 Annuity Fund in the asset neighbourhood

Oneida Healthcare Center 403(b) PlanOneida Healthcare Center 403…$76MPreferred Employer Plan II$76MIronworkers Local No 55 Profit Sharing Annuity Plan and Trust FundIronworkers Local No 55 Prof…$76MIron Workers Local Union No. 404 Annuity FundIron Workers Local Union No.…$75MFirelands Regional Health System 401(k) PlanFirelands Regional Health Sy…$75M
End-of-year total assets ($M) among Iron Workers Local Union No. 404 Annuity Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$75M
Net Income$5M
Employer EIN251754959
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Iron Workers Local 404)

Sponsor-wide plan assets over time

All Iron Workers Local 404 plans reported in each filing year

Latest sponsor-wide plan assets
$75M 13.627413781066425% vs 2022
2024 filing year
$65M$70M$75M$80M 202220232024 $66.4M $75.5M ▲ +13.6%
Year Plans Participants Total Assets
2022 1 1,858 $66M
2023 1 947 $71M
2024 1 899 $75M

Nearby Profit Sharing Plans in Pennsylvania

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

Iron Workers Local Union No. 404 Annuity Fund vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Iron Workers Local Union No. 404 Annuity Fund, Total assets ($B): 0.075453516 · Participants: 899Iron Workers Local Union No. 404 Annuity FundEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.245462462 · Participants: 14807Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.995663035 · Participants: 21954University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.259021509 · Participants: 3927International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.876135705 · Participants: 10394Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.781454632 · Participants: 2477Morgan, Lewis & Bockius LLP Defined Contribution Plan
Iron Workers Local Union No. 404 Annuity Fund vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Iron Workers Local Union No. 404 Annuity Fund side-by-side with 3 peers →

Iron Workers Local Union No. 404 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Ironworkers Local No 55 Profit Sharing Annuity Plan and Trust Fund in OH ($76M); by covered participants it is Mercy Health Retirement Savings Plan 403b in OH (902 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (899 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 Iron Workers Local Union No. 404 Annuity Fund assets move in 2024? ▼
Iron Workers Local Union No. 404 Annuity Fund grew at a solid clip - up 6.4% during 2024, from $71M to $75M. Reported net income was $5M.
How have Iron Workers Local 404 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iron Workers Local 404's sponsor-wide assets grew 13.6%, from $66M to $75M.
Where does Iron Workers Local Union No. 404 Annuity Fund rank by assets among Form 5500 filers? ▼
Iron Workers Local Union No. 404 Annuity Fund ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Iron Workers Local Union No. 404 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is Ironworkers Local No 55 Profit Sharing Annuity Plan and Trust Fund in OH ($76M, 696 participants).
Which Profit Sharing plans cover a similar participant headcount to Iron Workers Local Union No. 404 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Mercy Health Retirement Savings Plan 403b in OH (902 participants, $68M 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 251754959.

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.