Money Purchase · DOL Form 5500 · 2022

Board of Trustees of Iron Workers Local 395 Annuity Fund Money Purchase Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
656
Participants Below avg headcount
88th
Percentile by assets National rank
$78,858
Avg per participant Below avg balance/head
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Official DOL plan name: Iron Workers Local 395 Annuity Fund · Sponsored by Board of Trustees of Iron Workers Local 395 Annuity Fund · Illinois · Construction

$52M in assets, 656 participants

Board of Trustees of Iron Workers Local 395 Annuity Fund's Iron Workers Local 395 Annuity Fund reported $52M in total assets and 656 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #8,605 in Construction (9,927 peers)

Where Iron Workers Local 395 Annuity Fund sits by assets

Iron Workers Local 395 Annuity Fund sits in the top quartile of all filed plans by assets, $52M for 656 participants (~$78,858/participant), down 12.2% in 2022.

#8,605
in Construction (9,927 peers)
-12.2%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Iron Workers Local 395 Annuity Fund's outsized position by total assets

Iron Workers Local 395 Annuity Fund vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$51,730,563 Top 12% higher than 88% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Iron Workers Local 395 Annuity Fund among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Iron Workers Local 395 Annuity Fund sits mid-pack in the medium band (656 participants).

Plan-year Form 5500 strip

Filing strip 351959984 · Board of Trustees of Iron Workers Local 395 Annuity Fund PY 2022 · Money Purchase

Iron Workers Local 395 Annuity Fund · $52M · 656 · 88th

  • RANK $52M
  • RANK 656
  • RANK 88th
  • RANK Money Purchase
  • RANK near American Mathematical Society Retirement Plan
  • RANK ind #8605

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 Local 395 Annuity Fund in the asset neighbourhood

Hawaii Iron Workers' Annuity PlanHawaii Iron Workers' Annuity…$53MUniversity Athletic Association, Inc. Employees' Money Purchase PensionUniversity Athletic Associat…$53MIatse Local 8 Annuity Fund$53MAmerican Mathematical Society Retirement PlanAmerican Mathematical Societ…$53MIron Workers Local 395 Annuity FundIron Workers Local 395 Annui…$52M
End-of-year total assets ($M) among Iron Workers Local 395 Annuity Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$52M
Net Income-$7M
Employer EIN351959984
Plan Effective Date1995-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Iron Workers Local 395 Annuity Fund)

Sponsor-wide plan assets over time

All Board of Trustees of Iron Workers Local 395 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$70M 35.78931858909017% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $51.7M $70.2M ▲ +35.8%
Year Plans Participants Total Assets
2022 1 656 $52M
2023 1 700 $62M
2024 1 824 $70M

Nearby Money Purchase Plans in Illinois

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Iron Workers Local 395 Annuity Fund vs. nearby Money Purchase plans in Illinois, assets vs. participants Scatter plot of 6 data points. 0100020003000 0200400600800 Total assets ($M) Participants Iron Workers Local 395 Annuity Fund, Total assets ($M): 51.730563 · Participants: 656Iron Workers Local 395 Annuity FundRetirement Plan for Employees of Fermi Research Alliance, LLC, Total assets ($M): 669.295125 · Participants: 1625Retirement Plan for Employees of Fermi Research Alliance, LLCNECA-IBEW Local 176 Pension Trust Fund, Total assets ($M): 615.598536 · Participants: 2741NECA-IBEW Local 176 Pension Trust FundNECA-IBEW Local 364 Defined Contribution Plan, Total assets ($M): 417.547857 · Participants: 320NECA-IBEW Local 364 Defined Contribution PlanSmart Local 265 Supplemental Retirement Savings Plan, Total assets ($M): 302.3658 · Participants: 2526Smart Local 265 Supplemental Retirement Savings PlanInternational Association of Heat and Frost Insulators Local 17 Annuity Fund, Total assets ($M): 172.583563 · Participants: 1223International Association of Heat and Frost Insulators Local 17 Annuity Fund
Iron Workers Local 395 Annuity Fund vs. nearby Money Purchase plans in Illinois, assets vs. participants
Compare Iron Workers Local 395 Annuity Fund side-by-side with 3 peers →

Iron Workers Local 395 Annuity Fund's out-of-state Money Purchase peers by assets and headcount

Outside Illinois, the nearest Money Purchase by assets is American Mathematical Society Retirement Plan in RI ($53M); by covered participants it is United Dairy Farmers, Inc. Money Purchase Pension Plan in OH (659 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (656 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Iron Workers Local 395 Annuity Fund assets move in 2022? ▼
Iron Workers Local 395 Annuity Fund pulled back noticeably - down 12.2% during 2022, from $59M to $52M. Reported net income was -$7M.
How have Board of Trustees of Iron Workers Local 395 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Iron Workers Local 395 Annuity Fund's sponsor-wide assets grew 35.8%, from $52M to $70M.
Where does Iron Workers Local 395 Annuity Fund rank by assets among Form 5500 filers? ▼
Iron Workers Local 395 Annuity Fund ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Iron Workers Local 395 Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by assets is American Mathematical Society Retirement Plan in RI ($53M, 171 participants).
Which Money Purchase plans cover a similar participant headcount to Iron Workers Local 395 Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is United Dairy Farmers, Inc. Money Purchase Pension Plan in OH (659 participants, $14M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 351959984.

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

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