Money Purchase · DOL Form 5500 · 2022
Board of Trustees Iron Workers Local 401 Annuity Fund Money Purchase Plan
Data updated 2026-08-11
- $121M
- Total assets
- 831
- Participants
- 94th
- Percentile by assets
- $145,562
- Avg per participant
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.
- 94th percentile by assets (of 139,126 plans)
- #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.
- $121M
- total plan assets (2022 EOY)
- 831
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $145,562
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Iron Workers Local 401 Annuity Fund outranks 94% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $145M |
|---|---|
| Net Assets (End of Year) | $121M |
| Net Income | -$24M |
| Employer EIN | 232191989 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Iron Workers Local 401 Annuity Fund)
| 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
- Central Pennsylvania Teamsters Retirement Income Plan 1987 $927M · 3,634
- Duane Morris Retirement Plan $280M · 444
- IBEW Local Union 375 Electricians' Retirement Plan $146M · 645
- Milton Hershey School Money Purchase Pension Plan $140M · 1,309
- Dentons Cohen & Grigsby P.C. Pension Plan $131M · 184
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Iron Workers Local 401 Annuity Fund by total assets, not by location.
- Mbia Inc. Employees Pension Plan (NY) $121M · 87
- Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan (CA) $119M · 417
- Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust Fund (WA) $123M · 3,929
- Defined Contribution Plan for the Employees of the American Institute of Physics (MD) $118M · 279
Frequently Asked Questions
How did Iron Workers Local 401 Annuity Fund assets move in 2022? ▼
How have Board of Trustees Iron Workers Local 401 Annuity Fund plan assets changed over time? ▼
Where does Iron Workers Local 401 Annuity Fund rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Iron Workers Local 401 Annuity Fund? ▼
Next read for Iron Workers Local 401 Annuity Fund
Scale reading
Ways to act on Iron Workers Local 401 Annuity Fund's numbers.
- By total assets, Iron Workers Local 401 Annuity Fund ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Pennsylvania. Compare plans
- Board of Trustees Iron Workers Local 401 Annuity Fund's sponsor-wide assets have grown 15.5% since 2022 across 3 plan years on file. More Construction plans