Money Purchase · DOL Form 5500 · 2022

United Steelworkers Local 14614 Supplemental Ann Board of Trustees Money Purchase Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
345
Participants Below avg headcount
57th
Percentile by assets National rank
$20,170
Avg per participant Low balance/head
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Official DOL plan name: United Steelworkers Local 14614 Supplemental Annuity Plan · Sponsored by United Steelworkers Local 14614 Supplemental Ann Board of Trustees · Kentucky · Construction

$7M in assets, 345 participants

United Steelworkers Local 14614 Supplemental Ann Board of Trustees's United Steelworkers Local 14614 Supplemental Annuity Plan reported $7M in total assets and 345 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.

  • #5,662 in Construction (9,927 peers)

United Steelworkers Local 14614 Supplemental Ann Board of Trustees multi-year trail

United Steelworkers Local 14614 Supplemental Ann Board of Trustees's plans moved +12.0% in assets from 2022 to 2024; this filing shows United Steelworkers Local 14614 Supplemental Annuity Plan at $7M / 345 participants.

#5,662
in Construction (9,927 peers)
-28.0%
assets change YoY

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.

United Steelworkers Local 14614 Supplemental Annuity Plan's mid-pack asset rank among Construction and all filers

United Steelworkers Local 14614 Supplemental Annuity Plan vs every filed plan by assets

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

$6,958,532 Top 43% higher than 57% 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

United Steelworkers Local 14614 Supplemental Annuity Plan 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. United Steelworkers Local 14614 Supplemental Annuity Plan sits mid-pack in the medium band (345 participants).

Plan-year Form 5500 strip

Filing strip 550549322 · United Steelworkers Local 14614 Supplemental Ann Board of Trustees PY 2022 · Money Purchase

United Steelworkers Local 14614 Supplemental Annuity Plan · $7M · 345 · 57th

  • PART $7M
  • PART 345
  • PART 57th
  • PART Money Purchase
  • PART near Whitefish Credit Union Association Employees' Pension Plan
  • PART ind #5662

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 Kentucky →

United Steelworkers Local 14614 Supplemental Annuity Plan in the asset neighbourhood

Stereo Publishers Pension FundStereo Publishers Pension Fu…$7MUnited Steelworkers Local 14614 Supplemental Annuity PlanUnited Steelworkers Local 14…$7MWhitefish Credit Union Association Employees' Pension PlanWhitefish Credit Union Assoc…$7MEmployee Benefit Plan of Northeast Community Center for Behavioral HealthEmployee Benefit Plan of Nor…$7MLincoln Non-Union Pension PlanLincoln Non-Union Pension Pl…$7M
End-of-year total assets ($M) among United Steelworkers Local 14614 Supplemental Annuity Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

United Steelworkers Local 14614 Supplemental Ann Board of Trustees multi-year asset trail

Sponsor-wide plan assets over time

All United Steelworkers Local 14614 Supplemental Ann Board of Trustees plans reported in each filing year

Latest sponsor-wide plan assets
$52M 11.998617234046122% vs 2022
2024 filing year
$44M$46M$48M$50M$52M$54M 202220232024 $46.2M $51.8M ▲ +12.0%
Year Plans Participants Total Assets
2022 2 705 $46M
2023 2 950 $49M
2024 2 855 $52M

United Steelworkers Local 14614 Supplemental Ann Board of Trustees filing trail (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$7M
Net Income-$3M
Employer EIN550549322
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Kentucky

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

United Steelworkers Local 14614 Supplemental Annuity Plan vs. nearby Money Purchase plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -0.500.511.522.5 Total assets ($B) Participants United Steelworkers Local 14614 Supplemental Annuity Plan, Total assets ($B): 0.006958532 · Participants: 345United Steelworkers Local 14614 Supplemental Annuity PlanUPS/Ipa Defined Contribution Money Purchase Pension Plan, Total assets ($B): 1.922732067 · Participants: 2162UPS/Ipa Defined Contribution Money Purchase Pension PlanUPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan, Total assets ($B): 0.477910432 · Participants: 1722UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension PlanUniversity of Louisville Physicians, Inc. Money Purchase Pension Plan, Total assets ($B): 0.068204058 · Participants: 467University of Louisville Physicians, Inc. Money Purchase Pension PlanPlumbers & Steamfitters Local 577 Annuity Plan, Total assets ($B): 0.015837909 · Participants: 297Plumbers & Steamfitters Local 577 Annuity PlanShadwell Farm Retirement Plan, Total assets ($B): 0.015019607 · Participants: 78Shadwell Farm Retirement Plan
United Steelworkers Local 14614 Supplemental Annuity Plan vs. nearby Money Purchase plans in Kentucky, assets vs. participants
Compare United Steelworkers Local 14614 Supplemental Annuity Plan side-by-side with 3 peers →

United Steelworkers Local 14614 Supplemental Annuity Plan's out-of-state Money Purchase peers by assets and headcount

Outside Kentucky, the nearest Money Purchase by assets is Whitefish Credit Union Association Employees' Pension Plan in MT ($7M); by covered participants it is James a. Scott & Son, Inc. Pension Plan in VA (346 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (345 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 United Steelworkers Local 14614 Supplemental Annuity Plan assets move in 2022? ▼
United Steelworkers Local 14614 Supplemental Annuity Plan declined sharply - down 28.0% during 2022, from $10M to $7M. Reported net income was -$3M.
How have United Steelworkers Local 14614 Supplemental Ann Board of Trustees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Steelworkers Local 14614 Supplemental Ann Board of Trustees's sponsor-wide assets grew 12.0%, from $46M to $52M.
Which Money Purchase plans are similar in size to United Steelworkers Local 14614 Supplemental Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Whitefish Credit Union Association Employees' Pension Plan in MT ($7M, 153 participants).
Which Money Purchase plans cover a similar participant headcount to United Steelworkers Local 14614 Supplemental Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is James a. Scott & Son, Inc. Pension Plan in VA (346 participants, $16M 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 550549322.

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.