Profit Sharing · DOL Form 5500 · 2024
Board of Trustees of Iwdc of Wny and Vicinity Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $54M
- Total assets Below avg plan size
- 838
- Participants Near avg headcount
- 85th
- Percentile by assets National rank
- $64,839
- Avg per participant Low balance/head
Official DOL plan name: Iron Workers District Council of Western New York and Vicinity Annuity Fund · Sponsored by Board of Trustees of Iwdc of Wny and Vicinity Annuity Fund · New York · Construction
$54M in assets, 838 participants
Board of Trustees of Iwdc of Wny and Vicinity Annuity Fund's Iron Workers District Council of Western New York and Vicinity Annuity Fund reported $54M in total assets and 838 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- #7,528 in Construction (9,039 peers)
Where Iron Workers District Council of Western New York and Vicinity Annuity Fund sits by assets
Iron Workers District Council of Western New York and Vicinity Annuity Fund sits in the top quartile of all filed plans by assets, $54M for 838 participants (~$64,839/participant), up 4.4% in 2024.
- #7,528
- in Construction (9,039 peers)
- +4.4%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Iron Workers District Council of Western New York and Vicinity Annuity Fund's outsized position by total assets
Iron Workers District Council of Western New York and Vicinity Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$54,335,056 Top 15% higher than 85% 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 District Council of Western New York and Vicinity 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 District Council of Western New York and Vicinity Annuity Fund sits mid-pack in the medium band (838 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Iron Workers District Council of Western New York and Vicinity Annuity Fund reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Iron Workers District Council of Western New York and Vicinity Annuity Fund end-of-year assets rose from $52M in the plan year 2023 filing to $54M in the plan year 2024 filing.
- Iron Workers District Council of Western New York and Vicinity Annuity Fund reported participants rose from 826 in the plan year 2023 filing to 838 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 146195662 · Board of Trustees of Iwdc of Wny and Vicinity Annuity Fund PY 2024 · Profit Sharing
Iron Workers District Council of Western New York and Vicinity Annuity Fund · $54M · 838 · 85th
- RANK $54M
- PHOTO 838
- IND 85th
- EOY Profit Sharing
- 5500 near Schnuck Markets, Inc. Profit Sharing Plan
- ASSETS ind #7528
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 New York →
Iron Workers District Council of Western New York and Vicinity Annuity Fund in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $52M |
|---|---|
| Net Assets (End of Year) | $54M |
| Net Income | $4M |
| Employer EIN | 146195662 |
| Plan Effective Date | 1999-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Iwdc of Wny and Vicinity Annuity Fund)
Sponsor-wide plan assets over time
All Board of Trustees of Iwdc of Wny and Vicinity Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $54M 16.096582855995646% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 879 | $47M |
| 2023 | 1 | 826 | $52M |
| 2024 | 1 | 838 | $54M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.3B · 18,200
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
- The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
- Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
Iron Workers District Council of Western New York and Vicinity Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Schnuck Markets, Inc. Profit Sharing Plan in MO ($54M); by covered participants it is Plumbers Local 55 Defined Contribution Retirement Plan in OH (828 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($54M here).
- Schnuck Markets, Inc. Profit Sharing Plan (MO) $54M · 721
- Ironworkers Local Union 549 and 550 Security Plan (WV) $54M · 3,813
- Wilmington Friends School 403(b) Retirement Plan (DE) $55M · 139
- Casa Colina, Inc. 403(b) Retirement Plan (CA) $55M · 1,071
Similar participant headcount
Nearest other-state filings by covered participants (838 participants); asset peers above are excluded.
- Plumbers Local 55 Defined Contribution Retirement Plan (OH) 828 · 10 off
- Precision Concrete Construction Inc. Employee Stock Ownership Plan (GA) 826 · 12 off
- Trinity Services Inc. Employees Retirement Plan (IL) 852 · 14 off
- Intl. Brotherhood of Electrical Workers Local Union No. 1919 Annuity Fund (NJ) 823 · 15 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.