Profit Sharing · DOL Form 5500 · 2024
Iron Workers, Riggers & Machinery Movers Local 405 Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 372
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $76,144
- Avg per participant Below avg balance/head
Official DOL plan name: Iron Workers, Riggers & Machinery Movers Local 405 Annuity Fund · Sponsored by Iron Workers, Riggers & Machinery Movers Local 405 Annuity Fund · Pennsylvania · Finance & Insurance
$28M in assets, 372 participants
Iron Workers, Riggers & Machinery Movers Local 405 Annuity Fund's Iron Workers, Riggers & Machinery Movers Local 405 Annuity Fund reported $28M in total assets and 372 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.
- #5,431 in Finance & Insurance (8,549 peers)
Coverage in Pennsylvania
Iron Workers, Riggers & Machinery Movers Local 405 Annuity Fund covers 372 participants in Pennsylvania, about 45% of the average Pennsylvania filer (state average ~822 per filing). Assets: $28M.
- #5,431
- in Finance & Insurance (8,549 peers)
- +2.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Iron Workers, Riggers & Machinery Movers Local 405 Annuity Fund's outsized position by total assets
Iron Workers, Riggers & Machinery Movers Local 405 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$28,325,572 Top 24% higher than 76% 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, Riggers & Machinery Movers Local 405 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, Riggers & Machinery Movers Local 405 Annuity Fund sits mid-pack in the medium band (372 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Iron Workers, Riggers & Machinery Movers Local 405 Annuity Fund reported net income rose from $292K in the plan year 2023 filing to $667K in the plan year 2024 filing.
- Iron Workers, Riggers & Machinery Movers Local 405 Annuity Fund reported participants fell from 426 in the plan year 2023 filing to 372 in the plan year 2024 filing.
- Iron Workers, Riggers & Machinery Movers Local 405 Annuity Fund end-of-year assets rose from $28M in the plan year 2023 filing to $28M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 232041188 · Iron Workers, Riggers & Machinery Movers Local 405 Annuity Fund PY 2024 · Profit Sharing
Iron Workers, Riggers & Machinery Movers Local 405 Annuity Fund · $28M · 372 · 76th
- PCT $28M
- PCT 372
- PCT 76th
- PCT Profit Sharing
- PCT near Gursey Schneider LLP Retirement Savings Plan
- PCT ind #5431
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 Pennsylvania →
Iron Workers, Riggers & Machinery Movers Local 405 Annuity Fund in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $667K |
| Employer EIN | 232041188 |
| Plan Effective Date | 1983-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Iron Workers, Riggers & Machinery Movers Local 405 Annuity Fund)
Sponsor-wide plan assets over time
All Iron Workers, Riggers & Machinery Movers Local 405 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 3.3296311733784765% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 393 | $27M |
| 2023 | 1 | 426 | $28M |
| 2024 | 1 | 372 | $28M |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.2B · 14,807
- University of Pennsylvania Basic Plan $2.0B · 21,954
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.3B · 3,927
- Temple University Health System, Inc. Defined Contribution Retirement Plan $876M · 10,394
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $781M · 2,477
Iron Workers, Riggers & Machinery Movers Local 405 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Gursey Schneider LLP Retirement Savings Plan in CA ($28M); by covered participants it is Fiduciary Services Group 401(k) Plan in DE (372 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
- Gursey Schneider LLP Retirement Savings Plan (CA) $28M · 227
- Empire State Highway Contractors Association, Inc Retirement Plan for the Employees of Tioga Construction Co., Inc. (NY) $28M · 70
- Goodman Companies Retirement Profit Sharing Plan (MI) $28M · 139
- Haley Automotive Group Profit Sharing Plan (VA) $28M · 597
Similar participant headcount
Nearest other-state filings by covered participants (372 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.