Profit Sharing · DOL Form 5500 · 2024
Iron Workers Local Union 60 Annuity Pension Fund Board of Trustees Profit Sharing Plan
Data updated 2026-08-25
- $42M
- Total assets Below avg plan size
- 395
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $105,378
- Avg per participant Below avg balance/head
Official DOL plan name: Iron Workers Local Union 60 Annuity Pension Plan · Sponsored by Iron Workers Local Union 60 Annuity Pension Fund Board of Trustees · New York · Finance & Insurance
$42M in assets, 395 participants
Iron Workers Local Union 60 Annuity Pension Fund Board of Trustees's Iron Workers Local Union 60 Annuity Pension Plan reported $42M in total assets and 395 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- #6,160 in Finance & Insurance (8,549 peers)
Coverage in New York
Iron Workers Local Union 60 Annuity Pension Plan covers 395 participants in New York, about 50% of the average New York filer (state average ~798 per filing). Assets: $42M.
- #6,160
- in Finance & Insurance (8,549 peers)
- +8.2%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Iron Workers Local Union 60 Annuity Pension Plan's outsized position by total assets
Iron Workers Local Union 60 Annuity Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$41,624,282 Top 18% higher than 82% 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 Local Union 60 Annuity Pension 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. Iron Workers Local Union 60 Annuity Pension Plan sits mid-pack in the medium band (395 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Iron Workers Local Union 60 Annuity Pension Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Iron Workers Local Union 60 Annuity Pension Plan end-of-year assets rose from $38M in the plan year 2023 filing to $42M in the plan year 2024 filing.
- Iron Workers Local Union 60 Annuity Pension Plan reported participants rose from 389 in the plan year 2023 filing to 395 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 161136534 · Iron Workers Local Union 60 Annuity Pension Fund Board of Trustees PY 2024 · Profit Sharing
Iron Workers Local Union 60 Annuity Pension Plan · $42M · 395 · 82nd
- EOY $42M
- 5500 395
- ASSETS 82nd
- PCT Profit Sharing
- EIN near Northwestern Health Sciences University Defined Contribution Plan
- RANK ind #6160
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 New York →
Iron Workers Local Union 60 Annuity Pension Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $42M |
| Net Income | $3M |
| Employer EIN | 161136534 |
| Plan Effective Date | 1979-06-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Iron Workers Local Union 60 Annuity Pension Fund Board of Trustees)
Sponsor-wide plan assets over time
All Iron Workers Local Union 60 Annuity Pension Fund Board of Trustees plans reported in each filing year
- Latest sponsor-wide plan assets
- $42M 21.406033579986037% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 389 | $34M |
| 2023 | 1 | 389 | $38M |
| 2024 | 1 | 395 | $42M |
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 Local Union 60 Annuity Pension Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Northwestern Health Sciences University Defined Contribution Plan in MN ($42M); by covered participants it is Hawaiiusa Fcu Retirement Plan in HI (395 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($42M here).
Similar participant headcount
Nearest other-state filings by covered participants (395 participants); asset peers above are excluded.
- Hawaiiusa Fcu Retirement Plan (HI) 395 · 0 off
- Iconectiv 401(k) Plan (NJ) 399 · 4 off
- The Center Retirement Plan (OH) 391 · 4 off
- Concurrent Technologies Corporation Retirement Savings Plan (PA) 399 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.