Iron Workers District Council of Southern Ohio & Vicinity retirement plan: assets, participants and fees
What Iron Workers District Council of Southern Ohio & Vicinity's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Clark, Schaefer, Hackett & Co. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 84 defined-contribution plans in construction with 5,000 to 9,999 participants.
| Iron Workers District Council of Southern Ohio & Vicinity: employer contribution per participant | $4,469 | |
| Peer median | $2,724 |
| Iron Workers District Council of Southern Ohio & Vicinity: average balance | $60,421 | |
| Peer median | $57,731 |
| Iron Workers District Council of Southern Ohio & Vicinity: admin expenses ÷ assets | 0.25% | |
| Peer median | 0.23% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $458M at the end of plan year 2021 to $533M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 8,817 | $533M | $39.4M | $4,469 | 0.25% | Not published | Form 5500 ↗ |
| 2023 | 7,958 | $476M | $33.8M | $4,243 | 0.26% | Not published | Form 5500 ↗ |
| 2022 | 7,673 | $441M | $28.9M | $3,765 | 0.26% | Not published | Form 5500 ↗ |
| 2021 | 7,686 | $458M | $23.7M | $3,079 | 0.17% | Not published | Form 5500 ↗ |
Common questions
Does Iron Workers District Council of Southern Ohio & Vicinity match 401(k) contributions?
The match terms for the Iron Workers District Council of So Oh & Vicinity Annuity Trust have not been published from its filing yet. The plan year 2024 filing reports $39.4M in employer contributions, about $4,469 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Iron Workers District Council of Southern Ohio & Vicinity 401(k) match vested?
The vesting schedule for the Iron Workers District Council of So Oh & Vicinity Annuity Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Iron Workers District Council of Southern Ohio & Vicinity 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Iron Workers District Council of Southern Ohio & Vicinity.
I left Iron Workers District Council of Southern Ohio & Vicinity. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Iron Workers District Council of Southern Ohio & Vicinity, (937) 454-1744) or the recordkeeper, Empower Annuity Insurance Company. The Iron Workers District Council of Southern Ohio & Vicinity old 401(k) page lists the contacts from every plan filing. Find an old Iron Workers District Council of Southern Ohio & Vicinity 401(k)
Data from the public Form 5500 annual reports Iron Workers District Council of Southern Ohio & Vicinity filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Iron Workers District Council of Southern Ohio & Vicinity. Not financial advice. Report a correction · Methodology