Money Purchase · DOL Form 5500 · 2022

Board of Trustees Studio Mechanics Local 476 Annuity Fund Money Purchase Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
2,126
Participants Near avg headcount
85th
Percentile by assets National rank
$16,854
Avg per participant Low balance/head
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Official DOL plan name: Studio Mechanics Local 476 Annuity Plan · Sponsored by Board of Trustees Studio Mechanics Local 476 Annuity Fund · Illinois · Other Services

$36M in assets, 2,126 participants

Board of Trustees Studio Mechanics Local 476 Annuity Fund's Studio Mechanics Local 476 Annuity Plan reported $36M in total assets and 2,126 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,795 in Other Services (8,398 peers)

Coverage in Illinois

Studio Mechanics Local 476 Annuity Plan covers 2,126 participants in Illinois, 2.7x the typical Illinois plan (state average ~779 per filing). Assets: $36M.

#7,795
in Other Services (8,398 peers)
-4.8%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Studio Mechanics Local 476 Annuity Plan's outsized position by total assets

Studio Mechanics Local 476 Annuity Plan vs every filed plan by assets

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

$35,831,154 Top 15% higher than 85% 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

Studio Mechanics Local 476 Annuity Plan'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. Studio Mechanics Local 476 Annuity Plan lands in the large band (2,126 participants).

DOL schedule card

Filing strip 363828094 · Board of Trustees Studio Mechanics Local 476 Annuity Fund PY 2022 · Money Purchase

Studio Mechanics Local 476 Annuity Plan · $36M · 2,126 · 85th

  • NET $36M
  • NET 2,126
  • NET 85th
  • NET Money Purchase
  • NET near Iatse Local 38 and Local 812 Pension Plan
  • NET ind #7795

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 Other Services retirement plans → · Plans in Illinois →

Studio Mechanics Local 476 Annuity Plan in the asset neighbourhood

Sup Money Purchase Pension PlanSup Money Purchase Pension P…$36MIatse Local 38 and Local 812 Pension PlanIatse Local 38 and Local 812…$36MStudio Mechanics Local 476 Annuity PlanStudio Mechanics Local 476 A…$36MSoutheast Laborers Supplemental Pension FundSoutheast Laborers Supplemen…$35MInternational Association of Heat & Frost Insulators & Allied Workers Local 78 Pension PlanInternational Association of…$35M
End-of-year total assets ($M) among Studio Mechanics Local 476 Annuity Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$36M
Net Income-$2M
Employer EIN363828094
Plan Effective Date1992-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Studio Mechanics Local 476 Annuity Fund)

Sponsor-wide plan assets over time

All Board of Trustees Studio Mechanics Local 476 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$41M 14.852884727072983% vs 2022
2024 filing year
$34M$36M$38M$40M$42M 202220232024 $35.8M $41.2M ▲ +14.8%
Year Plans Participants Total Assets
2022 1 2,126 $36M
2023 1 1,732 $38M
2024 1 1,330 $41M

Nearby Money Purchase Plans in Illinois

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

Studio Mechanics Local 476 Annuity Plan vs. nearby Money Purchase plans in Illinois, assets vs. participants Scatter plot of 6 data points. 0100020003000 0200400600800 Total assets ($M) Participants Studio Mechanics Local 476 Annuity Plan, Total assets ($M): 35.831154 · Participants: 2126Studio Mechanics Local 476 Annuity PlanRetirement 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
Studio Mechanics Local 476 Annuity Plan vs. nearby Money Purchase plans in Illinois, assets vs. participants
Compare Studio Mechanics Local 476 Annuity Plan side-by-side with 3 peers →

Studio Mechanics Local 476 Annuity Plan's out-of-state Money Purchase peers by assets and headcount

Outside Illinois, the nearest Money Purchase by assets is Iatse Local 38 and Local 812 Pension Plan in MI ($36M); by covered participants it is Saint Louis University Retirement Plan in MO (2,110 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,126 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 Studio Mechanics Local 476 Annuity Plan assets move in 2022? ▼
Studio Mechanics Local 476 Annuity Plan edged down modestly - down 4.8% during 2022, from $38M to $36M. Reported net income was -$2M.
How have Board of Trustees Studio Mechanics Local 476 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Studio Mechanics Local 476 Annuity Fund's sponsor-wide assets grew 14.9%, from $36M to $41M.
Where does Studio Mechanics Local 476 Annuity Plan rank by assets among Form 5500 filers? ▼
Studio Mechanics Local 476 Annuity Plan ranks in the 85th 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 Studio Mechanics Local 476 Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Iatse Local 38 and Local 812 Pension Plan in MI ($36M, 1,250 participants).
Which Money Purchase plans cover a similar participant headcount to Studio Mechanics Local 476 Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Saint Louis University Retirement Plan in MO (2,110 participants, $659M 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 363828094.

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.