Original filing (PDF)20250613132917NAL0015705555001

INDUSTRIAL WORKERS UNION LOCAL 837

Name: INDUSTRIAL WORKERS UNION LOCAL 837 — INDUSTRIAL WORKERS UNION LOCAL 837 PROFIT SHARING & 401(K) PLAN, Form 5500 (2024)
Creator: INDUSTRIAL WORKERS UNION LOCAL 837

Form 5500-SF

FILING_RECEIVED

INDUSTRIAL WORKERS UNION LOCAL 837 PROFIT SHARING & 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INDUSTRIAL WORKERS UNION LOCAL 837.

Plan sponsor

Name

INDUSTRIAL WORKERS UNION LOCAL 837

EIN

23-1646781

Address

12275 TOWNSEND ROAD · PHILADELPHIA, PA · 191541204

Phone

(215) 673-7332

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

ASHEVILLE-BUNCOMBE COMMUNITY CHRISTIAN

ABCCM RETIREMENT PLAN

$2.6M · 225 participants

STATES UNITED DEMOCRACY CENTER INC

STATES UNITED DEMOCRACY CENTER INC 403(B) PLAN

$2.6M · 59 participants

THE LIFE CHURCH OF MEMPHIS, INC.

THE LIFE CHURCH 401(K) PLAN

$2.6M · 162 participants

SPECIAL OLYMPICS INDIANA, INC.

SPECIAL OLYMPICS INDIANA 403(B) PLAN

$2.6M · 23 participants

HUNTINGTON DISEASE SOCIETY OF AMERICA

HUNTINGTON DISEASE SOCIETY OF AMERICA DEFINED CONTRIBUTION PLAN