Profit Sharing · DOL Form 5500 · 2024

Board of Trustees Ironworkers Lu No 55 Profit Sharing Profit Sharing Plan

Data updated 2026-08-25

$76M
Total assets Below avg plan size
696
Participants Below avg headcount
88th
Percentile by assets National rank
$108,591
Avg per participant Below avg balance/head
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Official DOL plan name: Ironworkers Local No 55 Profit Sharing Annuity Plan and Trust Fund · Sponsored by Board of Trustees Ironworkers Lu No 55 Profit Sharing · Ohio · Construction

$76M in assets, 696 participants

Board of Trustees Ironworkers Lu No 55 Profit Sharing's Ironworkers Local No 55 Profit Sharing Annuity Plan and Trust Fund reported $76M in total assets and 696 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.

  • #7,813 in Construction (9,039 peers)

Where Ironworkers Local No 55 Profit Sharing Annuity Plan and Trust Fund sits by assets

Ironworkers Local No 55 Profit Sharing Annuity Plan and Trust Fund sits in the top quartile of all filed plans by assets, $76M for 696 participants (~$108,591/participant), up 11.1% in 2024.

#7,813
in Construction (9,039 peers)
+11.1%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Ironworkers Local No 55 Profit Sharing Annuity Plan and Trust Fund's outsized position by total assets

Ironworkers Local No 55 Profit Sharing Annuity Plan and Trust Fund vs every filed plan by assets

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

$75,579,361 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

Ironworkers Local No 55 Profit Sharing Annuity Plan and Trust 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. Ironworkers Local No 55 Profit Sharing Annuity Plan and Trust Fund sits mid-pack in the medium band (696 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ironworkers Local No 55 Profit Sharing Annuity Plan and Trust Fund reported net income fell from $13M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Ironworkers Local No 55 Profit Sharing Annuity Plan and Trust Fund end-of-year assets rose from $68M in the plan year 2023 filing to $76M in the plan year 2024 filing.
  • Ironworkers Local No 55 Profit Sharing Annuity Plan and Trust Fund reported participants rose from 677 in the plan year 2023 filing to 696 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 341622509 · Board of Trustees Ironworkers Lu No 55 Profit Sharing PY 2024 · Profit Sharing

Ironworkers Local No 55 Profit Sharing Annuity Plan and Trust Fund · $76M · 696 · 88th

  • SCH $76M
  • SCH 696
  • SCH 88th
  • SCH Profit Sharing
  • SCH near Iron Workers Local Union No. 404 Annuity Fund
  • SCH ind #7813

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 Ohio →

Ironworkers Local No 55 Profit Sharing Annuity Plan and Trust 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.…$75MSpecial Service for Groups, Inc. 403(b) PlanSpecial Service for Groups, …$75M
End-of-year total assets ($M) among Ironworkers Local No 55 Profit Sharing Annuity Plan and Trust Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$76M
Net Income$8M
Employer EIN341622509
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Ironworkers Lu No 55 Profit Sharing)

Sponsor-wide plan assets over time

All Board of Trustees Ironworkers Lu No 55 Profit Sharing plans reported in each filing year

Latest sponsor-wide plan assets
$76M 37.08437106517325% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $55.1M $75.6M ▲ +37.1%
Year Plans Participants Total Assets
2022 1 702 $55M
2023 1 677 $68M
2024 1 696 $76M

Nearby Profit Sharing Plans in Ohio

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

Ironworkers Local No 55 Profit Sharing Annuity Plan and Trust Fund vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Ironworkers Local No 55 Profit Sharing Annuity Plan and Trust Fund, Total assets ($B): 0.075579361 · Participants: 696Ironworkers Local No 55 Profit Sharing Annuity Plan and Trust FundCleveland Clinic Investment Pension Plan, Total assets ($B): 1.771113936 · Participants: 51751Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.544315052 · Participants: 6062Masterbrand, Inc. Retirement Savings PlanWorthington Steel, Inc. 401(k) Retirement Savings Plan, Total assets ($B): 0.523297754 · Participants: 2500Worthington Steel, Inc. 401(k) Retirement Savings PlanThe Employer Retirement Savings Plan - Premier Health Partners, Total assets ($B): 0.24382437 · Participants: 12736The Employer Retirement Savings Plan - Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.21367125 · Participants: 960Three Rivers Annuity Fund
Ironworkers Local No 55 Profit Sharing Annuity Plan and Trust Fund vs. nearby Profit Sharing plans in Ohio, assets vs. participants

Ironworkers Local No 55 Profit Sharing Annuity Plan and Trust Fund's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Iron Workers Local Union No. 404 Annuity Fund in PA ($75M); by covered participants it is Independent Schools of Maryland and Greater Washington Multiple Employer Plan in MD (696 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($76M here).

Similar participant headcount

Nearest other-state filings by covered participants (696 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 Ironworkers Local No 55 Profit Sharing Annuity Plan and Trust Fund assets move in 2024?
Ironworkers Local No 55 Profit Sharing Annuity Plan and Trust Fund grew at a solid clip - up 11.1% during 2024, from $68M to $76M. Reported net income was $8M.
How have Board of Trustees Ironworkers Lu No 55 Profit Sharing plan assets changed over time?
Across 3 plan years on file (2022-2024), Board of Trustees Ironworkers Lu No 55 Profit Sharing's sponsor-wide assets grew 37.1%, from $55M to $76M.
Where does Ironworkers Local No 55 Profit Sharing Annuity Plan and Trust Fund rank by assets among Form 5500 filers?
Ironworkers Local No 55 Profit Sharing Annuity Plan and Trust 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 Ironworkers Local No 55 Profit Sharing Annuity Plan and Trust Fund?
Among Profit Sharing plans in other states, the closest by assets is Iron Workers Local Union No. 404 Annuity Fund in PA ($75M, 899 participants).
Which Profit Sharing plans cover a similar participant headcount to Ironworkers Local No 55 Profit Sharing Annuity Plan and Trust Fund?
Among Profit Sharing plans in other states, the closest by covered participants is Independent Schools of Maryland and Greater Washington Multiple Employer Plan in MD (696 participants, $155M in assets).