Money Purchase · DOL Form 5500 · 2022
Board of Trustees of Iron Workers Local 395 Annuity Fund Money Purchase Plan
Data updated 2026-08-11
- $52M
- Total assets
- 656
- Participants
- 88th
- Percentile by assets
- $78,858
- Avg per participant
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.
- 88th percentile by assets (of 139,126 plans)
- #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.
- $52M
- total plan assets (2022 EOY)
- 656
- covered participants
- 88th
- percentile by assets (of 139,126 plans)
- $78,858
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Iron Workers Local 395 Annuity Fund outranks 88% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $59M |
|---|---|
| Net Assets (End of Year) | $52M |
| Net Income | -$7M |
| Employer EIN | 351959984 |
| Plan Effective Date | 1995-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Iron Workers Local 395 Annuity Fund)
| 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
- Retirement Plan for Employees of Fermi Research Alliance, LLC $669M · 1,625
- NECA-IBEW Local 176 Pension Trust Fund $616M · 2,741
- NECA-IBEW Local 364 Defined Contribution Plan $418M · 320
- Smart Local 265 Supplemental Retirement Savings Plan $302M · 2,526
- International Association of Heat and Frost Insulators Local 17 Annuity Fund $173M · 1,223
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Iron Workers Local 395 Annuity Fund by total assets, not by location.
- American Mathematical Society Retirement Plan (RI) $53M · 171
- Iatse Local 8 Annuity Fund (PA) $53M · 2,640
- University Athletic Association, Inc. Employees' Money Purchase Pension (FL) $53M · 733
- Hawaii Iron Workers' Annuity Plan (HI) $53M · 614
Frequently Asked Questions
How did Iron Workers Local 395 Annuity Fund assets move in 2022? ▼
How have Board of Trustees of Iron Workers Local 395 Annuity Fund plan assets changed over time? ▼
Where does Iron Workers Local 395 Annuity Fund rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Iron Workers Local 395 Annuity Fund? ▼
Next read for Iron Workers Local 395 Annuity Fund
Scale reading
Ways to act on Iron Workers Local 395 Annuity Fund's numbers.
- By total assets, Iron Workers Local 395 Annuity Fund ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Illinois. Compare plans
- Board of Trustees of Iron Workers Local 395 Annuity Fund's sponsor-wide assets have grown 35.8% since 2022 across 3 plan years on file. More Construction plans