Money Purchase · DOL Form 5500 · 2022

Board of Trustees Iron Workers Local 401 Annuity Fund Money Purchase Plan

Data updated 2026-08-25

$121M
Total assets Near avg plan size
831
Participants Near avg headcount
94th
Percentile by assets National rank
$145,562
Avg per participant Above avg balance/head
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Official DOL plan name: Iron Workers Local 401 Annuity Fund · Sponsored by Board of Trustees Iron Workers Local 401 Annuity Fund · Pennsylvania · Construction

$121M in assets, 831 participants

Board of Trustees Iron Workers Local 401 Annuity Fund's Iron Workers Local 401 Annuity Fund reported $121M in total assets and 831 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #9,181 in Construction (9,927 peers)

Where Iron Workers Local 401 Annuity Fund sits by assets

Iron Workers Local 401 Annuity Fund sits in the top 10% of all filed plans by assets, $121M for 831 participants (~$145,562/participant), down 16.7% in 2022.

#9,181
in Construction (9,927 peers)
-16.7%
assets change YoY
1.2×
vs typical plan assets (national mean)

The plan reported a net loss of $24M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Iron Workers Local 401 Annuity Fund's outsized position by total assets

Iron Workers Local 401 Annuity Fund vs every filed plan by assets

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

$120,961,874 Top 6% higher than 94% 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 401 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 401 Annuity Fund sits mid-pack in the medium band (831 participants).

Form 5500 schedule snapshot

Filing strip 232191989 · Board of Trustees Iron Workers Local 401 Annuity Fund PY 2022 · Money Purchase

Iron Workers Local 401 Annuity Fund · $121M · 831 · 94th

  • SCH $121M
  • EBSA 831
  • PART 94th
  • TYPE Money Purchase
  • NET near Mbia Inc. Employees Pension Plan
  • BOOK ind #9181

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 Pennsylvania →

Iron Workers Local 401 Annuity Fund in the asset neighbourhood

Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust FundDefined Contribution Plan of…$123MMbia Inc. Employees Pension PlanMbia Inc. Employees Pension …$121MIron Workers Local 401 Annuity FundIron Workers Local 401 Annui…$121MLundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution PlanLundquist Institute for Biom…$119MDefined Contribution Plan for the Employees of the American Institute of PhysicsDefined Contribution Plan fo…$118M
End-of-year total assets ($M) among Iron Workers Local 401 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)$145M
Net Assets (End of Year)$121M
Net Income-$24M
Employer EIN232191989
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Iron Workers Local 401 Annuity Fund)

Sponsor-wide plan assets over time

All Board of Trustees Iron Workers Local 401 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$140M 15.531740191128321% vs 2022
2024 filing year
$110M$120M$130M$140M$150M 202220232024 $121M $140M ▲ +15.5%
Year Plans Participants Total Assets
2022 1 831 $121M
2023 1 995 $129M
2024 1 847 $140M

Nearby Money Purchase Plans in Pennsylvania

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

Iron Workers Local 401 Annuity Fund vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. 01000200030004000 02004006008001000 Total assets ($M) Participants Iron Workers Local 401 Annuity Fund, Total assets ($M): 120.961874 · Participants: 831Iron Workers Local 401 Annuity FundCentral Pennsylvania Teamsters Retirement Income Plan 1987, Total assets ($M): 927.007257 · Participants: 3634Central Pennsylvania Teamsters Retirement Income Plan 1987Duane Morris Retirement Plan, Total assets ($M): 279.588283 · Participants: 444Duane Morris Retirement PlanIBEW Local Union 375 Electricians' Retirement Plan, Total assets ($M): 145.531636 · Participants: 645IBEW Local Union 375 Electricians' Retirement PlanMilton Hershey School Money Purchase Pension Plan, Total assets ($M): 140.334872 · Participants: 1309Milton Hershey School Money Purchase Pension PlanDentons Cohen & Grigsby P.C. Pension Plan, Total assets ($M): 131.093711 · Participants: 184Dentons Cohen & Grigsby P.C. Pension Plan
Iron Workers Local 401 Annuity Fund vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Iron Workers Local 401 Annuity Fund side-by-side with 3 peers →

Iron Workers Local 401 Annuity Fund's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is Mbia Inc. Employees Pension Plan in NY ($121M); by covered participants it is Mo-Kan Iron Workers Annuity Fund in MO (829 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (831 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 401 Annuity Fund assets move in 2022? ▼
Iron Workers Local 401 Annuity Fund declined sharply - down 16.7% during 2022, from $145M to $121M. Reported net income was -$24M.
How have Board of Trustees Iron Workers Local 401 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Iron Workers Local 401 Annuity Fund's sponsor-wide assets grew 15.5%, from $121M to $140M.
Where does Iron Workers Local 401 Annuity Fund rank by assets among Form 5500 filers? ▼
Iron Workers Local 401 Annuity Fund ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Iron Workers Local 401 Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by assets is Mbia Inc. Employees Pension Plan in NY ($121M, 87 participants).
Which Money Purchase plans cover a similar participant headcount to Iron Workers Local 401 Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is Mo-Kan Iron Workers Annuity Fund in MO (829 participants, $204M 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 232191989.

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.