Other · DOL Form 5500 · 2022
Trustees of Iron Wkers' Mid-America Supplemental Retirement Plan
Data updated 2026-08-25
- $586M
- Total assets Above avg plan size
- 6,365
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $92,030
- Avg per participant Below avg balance/head
Official DOL plan name: Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund · Sponsored by Trustees of Iron Wkers' Mid-America Supplemental · Illinois · Construction
$586M in assets, 6,365 participants
Trustees of Iron Wkers' Mid-America Supplemental's Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund reported $586M in total assets and 6,365 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #9,747 in Construction (9,927 peers)
Coverage in Illinois
Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund covers 6,365 participants in Illinois, 8.2x the typical Illinois plan (state average ~779 per filing). Assets: $586M.
- #9,747
- in Construction (9,927 peers)
- -14.8%
- assets change YoY
- 5.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $99M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund's outsized position by total assets
Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$585,773,110 Top 2% higher than 98% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund lands in the large band (6,365 participants).
Plan-year Form 5500 strip
Filing strip 364108124 · Trustees of Iron Wkers' Mid-America Supplemental PY 2022 · Other
Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund · $586M · 6,365 · 98th
- EOY $586M
- EOY 6,365
- EOY 98th
- EOY Other
- EOY near Rady Children's Hospital- San Diego 403(b) Plan
- EOY ind #9747
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 Illinois →
Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $688M |
|---|---|
| Net Assets (End of Year) | $583M |
| Net Income | -$99M |
| Employer EIN | 364108124 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Iron Wkers' Mid-America Supplemental)
Sponsor-wide plan assets over time
All Trustees of Iron Wkers' Mid-America Supplemental plans reported in each filing year
- Latest sponsor-wide plan assets
- $777M 32.675838260994944% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,365 | $586M |
| 2023 | 1 | 6,507 | $689M |
| 2024 | 1 | 6,642 | $777M |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
- Washington University Retirement Savings Plan $5.9B · 15,925
- Northwestern University Retirement Plan $3.5B · 9,465
- The University of Chicago Contributory Retirement Plan $3.1B · 4,552
- Northshore University Healthsystem Tax Deferred Annuity Plan $1.8B · 13,159
- The University of Chicago Supplemental Retirement Plan $1.5B · 7,855
Scale composition for Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund
Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund reports $586M in end-of-year assets across 6,365 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $92,030 per participant (67% of the national average assets-per-participant) . Net income for plan year 2022 was -$99M.
This plan identity (EIN 364108124, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $586M to $777M (+32.7%) while covered participants moved from 6,365 to 6,642 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,365 | $586M | This page |
| 2023 | 6,507 | $689M | Open filing |
| 2024 · index core | 6,642 | $777M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund (Other, $777M, 6,642 participants)
Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Rady Children's Hospital- San Diego 403(b) Plan in CA ($587M); by covered participants it is Abington Memorial Hospital 403(b) Retirement Savings Plan in PA (6,386 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($586M here).
- Rady Children's Hospital- San Diego 403(b) Plan (CA) $587M · 5,308
- Williams College Retirement Income Plan (MA) $585M · 1,335
- Carpenters & Joiners Defined Contribution Plan (MN) $583M · 20,332
- IBEW Local 613 Defined Contribution Pension Plan (GA) $582M · 5,837
Similar participant headcount
Nearest other-state filings by covered participants (6,365 participants); asset peers above are excluded.
- Abington Memorial Hospital 403(b) Retirement Savings Plan (PA) 6,386 · 21 off
- Thedacare Retirement and 403(b) Savings Plan (WI) 6,335 · 30 off
- White Plains Hospital Center 403(b) Defined Contribution Retirement Program (NY) 6,309 · 56 off
- Umms Voluntary 403(b) Plan (MD) 6,289 · 76 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.