Other · DOL Form 5500 · 2022

Trustees - Mid-South Iron Workers Direct Contribution Fund Retirement Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
2,144
Participants Near avg headcount
75th
Percentile by assets National rank
$8,165
Avg per participant Low balance/head
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Official DOL plan name: Mid-South Iron Workers Direct Contribution Fund · Sponsored by Trustees - Mid-South Iron Workers Direct Contribution Fund · Texas · Construction

$18M in assets, 2,144 participants

Trustees - Mid-South Iron Workers Direct Contribution Fund's Mid-South Iron Workers Direct Contribution Fund reported $18M in total assets and 2,144 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #7,429 in Construction (9,927 peers)

Coverage in Texas

Mid-South Iron Workers Direct Contribution Fund covers 2,144 participants in Texas, 3.1x the typical Texas plan (state average ~688 per filing). Assets: $18M.

#7,429
in Construction (9,927 peers)
-15.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mid-South Iron Workers Direct Contribution Fund's outsized position by total assets

Mid-South Iron Workers Direct Contribution Fund vs every filed plan by assets

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

$17,504,743 Top 25% higher than 75% 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

Mid-South Iron Workers Direct Contribution Fund'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. Mid-South Iron Workers Direct Contribution Fund lands in the large band (2,144 participants).

DOL schedule card

Filing strip 721303411 · Trustees - Mid-South Iron Workers Direct Contribution Fund PY 2022 · Other

Mid-South Iron Workers Direct Contribution Fund · $18M · 2,144 · 75th

  • RANK $18M
  • RANK 2,144
  • RANK 75th
  • RANK Other
  • RANK near Community Counseling of Bristol County, Inc. Savings Plan
  • RANK ind #7429

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 Texas →

Mid-South Iron Workers Direct Contribution Fund in the asset neighbourhood

Indiana Organ Procurement Organization, Inc. D/B/a Indiana Donor Network 403(b) PlanIndiana Organ Procurement Or…$18MThe Common Application Inc. 403b PlanThe Common Application Inc. …$18MMid-South Iron Workers Direct Contribution FundMid-South Iron Workers Direc…$18MCommunity Counseling of Bristol County, Inc. Savings PlanCommunity Counseling of Bris…$17MBurgundy Farm Country Day School Defined Retirement PlanBurgundy Farm Country Day Sc…$17M
End-of-year total assets ($M) among Mid-South Iron Workers Direct Contribution Fund and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$17M
Net Income-$3M
Employer EIN721303411
Plan Effective Date1995-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees - Mid-South Iron Workers Direct Contribution Fund)

Sponsor-wide plan assets over time

All Trustees - Mid-South Iron Workers Direct Contribution Fund plans reported in each filing year

Latest sponsor-wide plan assets
$24M 37.193279558574496% vs 2022
2024 filing year
$16M$18M$20M$22M$24M$26M 202220232024 $17.5M $24M ▲ +37.3%
Year Plans Participants Total Assets
2022 1 2,144 $18M
2023 1 1,870 $21M
2024 1 1,698 $24M

Nearby Other Plans in Texas

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

Mid-South Iron Workers Direct Contribution Fund vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. 0100002000030000 -0.500.511.522.5 Total assets ($B) Participants Mid-South Iron Workers Direct Contribution Fund, Total assets ($B): 0.017504743 · Participants: 2144Mid-South Iron Workers Direct Contribution FundMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 2.20173657 · Participants: 28410Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 1.955231306 · Participants: 28126The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 1.634224741 · Participants: 12275Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 1.475271679 · Participants: 14185The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.372219413 · Participants: 2825Southwest Research Institute Retirement Plan
Mid-South Iron Workers Direct Contribution Fund vs. nearby Other plans in Texas, assets vs. participants
Compare Mid-South Iron Workers Direct Contribution Fund side-by-side with 3 peers →

Mid-South Iron Workers Direct Contribution Fund's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Community Counseling of Bristol County, Inc. Savings Plan in MA ($17M); by covered participants it is The Retirementplus Retirement Plan for Employees of Mount Auburn in MA (2,146 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,144 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 Mid-South Iron Workers Direct Contribution Fund assets move in 2022? ▼
Mid-South Iron Workers Direct Contribution Fund declined sharply - down 15.8% during 2022, from $21M to $18M. Reported net income was -$3M.
How have Trustees - Mid-South Iron Workers Direct Contribution Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees - Mid-South Iron Workers Direct Contribution Fund's sponsor-wide assets grew 37.2%, from $18M to $24M.
Where does Mid-South Iron Workers Direct Contribution Fund rank by assets among Form 5500 filers? ▼
Mid-South Iron Workers Direct Contribution Fund ranks in the 75th 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 Other plans are similar in size to Mid-South Iron Workers Direct Contribution Fund? ▼
Among Other plans in other states, the closest by assets is Community Counseling of Bristol County, Inc. Savings Plan in MA ($17M, 617 participants).
Which Other plans cover a similar participant headcount to Mid-South Iron Workers Direct Contribution Fund? ▼
Among Other plans in other states, the closest by covered participants is The Retirementplus Retirement Plan for Employees of Mount Auburn in MA (2,146 participants, $505M 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 721303411.

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.