Original filing (PDF)20260217093707NAL0007296642001

IRON WORKERS BANK

Name: IRON WORKERS BANK — IRON WORKERS SAVINGS BANK CASH OR DEFERRED PROFIT SHARING PLAN, Form 5500 (2023)
Creator: IRON WORKERS BANK

Form 5500-SF

FILING_RECEIVED

IRON WORKERS SAVINGS BANK CASH OR DEFERRED PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

Late filing · 5.0 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IRON WORKERS BANK.

Plan sponsor

Name

IRON WORKERS BANK

EIN

23-0725980

Address

3333 CONCORD ROAD · ASTON, PA · 190141937

Phone

(610) 497-1800

Industry

Commercial Banking· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-11-01

Tax period

2024-10-31

Filed

2026-02-17

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Commercial Banking plans

FIRST BANCORP, INC.

FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN

$6.5M · 119 participants

BLUFF VIEW BANK

BLUFF VIEW BANK PROFIT SHARING PLAN

$6.5M · 23 participants

CITIZENS BANK

CITIZENS BANK PROFIT SHARING 401(K) TRUST

$6.5M · 61 participants

GRANT COUNTY STATE BANK

GRANT COUNTY STATE BANK 401(K) PROFIT SHARING PLAN

$6.5M · 7 participants

NEBRASKA STATE BANK & TRUST CO.

NEBRASKA STATE BANK & TRUST CO. RETIREMENT PLAN

$6.5M · 33 participants