Profit Sharing · DOL Form 5500 · 2024

Upper Ohio Valley Laborers Security Fund Profit Sharing Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
819
Participants Near avg headcount
56th
Percentile by assets National rank
$12,350
Avg per participant Low balance/head
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Official DOL plan name: Upper Ohio Valley Laborers Security Fund · Sponsored by Upper Ohio Valley Laborers Security Fund · Pennsylvania · Construction

$10M in assets, 819 participants

Upper Ohio Valley Laborers Security Fund's Upper Ohio Valley Laborers Security Fund reported $10M in total assets and 819 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #4,907 in Construction (9,039 peers)

Upper Ohio Valley Laborers Security Fund multi-year trail

Upper Ohio Valley Laborers Security Fund's plans moved +22.4% in assets from 2022 to 2024; this filing shows Upper Ohio Valley Laborers Security Fund at $10M / 819 participants.

#4,907
in Construction (9,039 peers)
+11.5%
assets growth YoY

Upper Ohio Valley Laborers Security Fund's mid-pack asset rank among Construction and all filers

Upper Ohio Valley Laborers Security Fund vs every filed plan by assets

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

$10,114,558 Top 44% higher than 56% 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

Upper Ohio Valley Laborers Security 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. Upper Ohio Valley Laborers Security Fund sits mid-pack in the medium band (819 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Upper Ohio Valley Laborers Security Fund reported net income rose from $892K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Upper Ohio Valley Laborers Security Fund end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 341955554 · Upper Ohio Valley Laborers Security Fund PY 2024 · Profit Sharing

Upper Ohio Valley Laborers Security Fund · $10M · 819 · 56th

  • RANK $10M
  • RANK 819
  • RANK 56th
  • RANK Profit Sharing
  • RANK near Intermountain Ear, Nose & Throat Associates, LLC Profit Sharing Plan
  • RANK ind #4907

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 →

Upper Ohio Valley Laborers Security Fund in the asset neighbourhood

New England Aquarium 403(b) Retirement PlanNew England Aquarium 403(b) …$10MUpper Ohio Valley Laborers Security FundUpper Ohio Valley Laborers S…$10MIntermountain Ear, Nose & Throat Associates, LLC Profit Sharing PlanIntermountain Ear, Nose & Th…$10MA-Cap, LLC 401(k) Plan$10M403(b) Thrift Plan for Employees of Queens Community House, Inc.403(b) Thrift Plan for Emplo…$10M
End-of-year total assets ($M) among Upper Ohio Valley Laborers Security Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Upper Ohio Valley Laborers Security Fund multi-year asset trail

Sponsor-wide plan assets over time

All Upper Ohio Valley Laborers Security Fund plans reported in each filing year

Latest sponsor-wide plan assets
$10M 22.379855601189032% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.26M $10.1M ▲ +22.4%
Year Plans Participants Total Assets
2022 1 801 $8M
2023 1 818 $9M
2024 1 819 $10M

Upper Ohio Valley Laborers Security Fund filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN341955554
Plan Effective Date2001-06-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

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

Upper Ohio Valley Laborers Security 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 ($B) Participants Upper Ohio Valley Laborers Security Fund, Total assets ($B): 0.010114558 · Participants: 819Upper Ohio Valley Laborers Security 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
Upper Ohio Valley Laborers Security Fund vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants

Upper Ohio Valley Laborers Security Fund's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Intermountain Ear, Nose & Throat Associates, LLC Profit Sharing Plan in UT ($10M); by covered participants it is Children's Institute, Inc. 403(b) Plan in CA (819 participants). Same-state nearby plans are listed separately above.

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 Upper Ohio Valley Laborers Security Fund assets move in 2024?
Upper Ohio Valley Laborers Security Fund grew at a solid clip - up 11.5% during 2024, from $9M to $10M. Reported net income was $1M.
How have Upper Ohio Valley Laborers Security Fund plan assets changed over time?
Across 3 plan years on file (2022-2024), Upper Ohio Valley Laborers Security Fund's sponsor-wide assets grew 22.4%, from $8M to $10M.
Which Profit Sharing plans are similar in size to Upper Ohio Valley Laborers Security Fund?
Among Profit Sharing plans in other states, the closest by assets is Intermountain Ear, Nose & Throat Associates, LLC Profit Sharing Plan in UT ($10M, 56 participants).
Which Profit Sharing plans cover a similar participant headcount to Upper Ohio Valley Laborers Security Fund?
Among Profit Sharing plans in other states, the closest by covered participants is Children's Institute, Inc. 403(b) Plan in CA (819 participants, $39M in assets).