IRA-Based Plans

Largest IRA-Based plans by total assets. Source: DOL Form 5500, 2024 plan year.

$84M across 9 plans

According to DOL Form 5500 filings (plan year 2024), the 9 largest IRA-Based plans hold $84M in combined assets and cover 2,169 participants; Hawaii Glaziers Annuity Trust Fund leads at $36M.

  • $36M #1 - Hawaii Glaziers Annuity Tr
  • 9 plans ranked

What the Data Shows About IRA-Based Plans

An IRA-based employer plan (such as SEP-IRA or SIMPLE IRA) allows employers to make contributions to individual retirement accounts established for employees. This page ranks the 9 largest IRA-Based plans in the dataset by end-of-year total assets. Together the plans listed here hold $84M in aggregate assets and cover 2,169 participants, a mix of active employees, separated workers with remaining balances, and retirees receiving benefits.

The largest plan in this category, Hawaii Glaziers Annuity Trust Fund (Board of Trustees of Hawaii Glaziers Annuity Trust Fund, CA), reports $36M in assets with 228 participants. Within IRA-Based plans, size reflects a combination of workforce scale, employer contribution rates, employee deferral rates, and long-term investment performance, not a quality rating. Larger plans often benefit from lower per-participant fees, broader investment menus, and more sophisticated administration, but participant outcomes depend on contribution behavior and investment selection. Ranking tables below link to each plan's detail page for EIN, filing status, effective date, and net income.

All figures come from Form 5500 annual returns for the 2024 plan year, filed with the DOL's EBSA and released through EFAST2. Totals reflect a single year-end snapshot and fluctuate with markets and plan activity. This page is informational only, it summarizes public regulatory filings for research and educational purposes, and is not retirement, tax, legal, or financial advice. Before relying on any figure to evaluate an employer's IRA-Based plan or make retirement decisions, verify the underlying filing directly on EFAST2 and consult a qualified professional.

Showing 9 of 9
# Plan Name Sponsor State Participants Total Assets
1 Hawaii Glaziers Annuity Trust Fund Board of Trustees of Hawaii Glaziers Annuity Trust Fund CA 228 $36M
2 Carpet, Linoleum and Soft Tile Local Union 1926 Annuity Plan Board of Trustee of Carpet, Linoleum and Soft Tile Local 1926 HI 173 $16M
3 Balis & Co., Inc. Pension Plan Guy Carpenter & Company, LLC NY N/A $11M
4 Employee Retirement Security Plan of the Achievement Centers for Children Achievement Centers for Children OH 326 $8M
5 Illinois Center for Autism 403b Plan The Illinois Center for Autism IL 150 $8M
6 Banyan Retirement Plan Banyan Health Systems, Inc. FL 402 $3M
7 Pm Group International Profit Sharing Plan Pm Group International Inc FL 2 $1M
8 403(b) Thrift Plan for Employees of Person Centered Care Services, Inc. Person Centered Care Services, Inc. NY 872 $1M
9 Wellspring Interfaith Social Services Matching Plan Wellspring Interfaith Social Services, Inc. IN 16 $392K

Nearby Plan Types

Other employer-sponsored retirement plan categories filed on Form 5500.

Compare IRA-Based side-by-side with 3 other plan types →

Frequently Asked Questions

What is a IRA-Based plan? ▼
An IRA-based employer plan (such as SEP-IRA or SIMPLE IRA) allows employers to make contributions to individual retirement accounts established for employees.
What are the largest IRA-Based plans in the U.S.? ▼
The largest IRA-Based plan is Hawaii Glaziers Annuity Trust Fund with $36M in total assets. This page lists the top 9 IRA-Based plans ranked by total assets.
How many IRA-Based plans are there in the U.S.? ▼
The DOL Form 5500 dataset includes thousands of IRA-Based plans. This page shows the 50 largest by total assets. The full dataset covers all employer-sponsored retirement plans filed with the Department of Labor.
Where does IRA-Based plan data come from? ▼
All data on this page comes from DOL Form 5500 annual filings, which employers must submit to the U.S. Department of Labor for retirement plans with 100+ participants. Data reflects the 2024 plan year.

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Understanding Form 5500

Source: U.S. Department of Labor, EBSA Form 5500 public disclosure dataset. Plan year 2024. This page aggregates plans where the filer coded the plan as IRA-Based.

Source: DOL EFAST2 filing system (efast.dol.gov) - plan type classification reflects the code selected by the plan administrator at filing time.

Read our methodology - how this data is sourced, computed, and verified.

Next steps for IRA-Based plans

Use the IRA-Based data above to benchmark reported plan size, assets, and participant counts.

Plan-type classification based on Form 5500 filing characteristics. U.S. Department of Labor Form 5500 filings (EBSA).

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.

Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-08-25.