Money Purchase · DOL Form 5500 · 2022
Board of Trustees Iron Workers Money Purchase Plan
Data updated 2026-08-25
- $500M
- Total assets Above avg plan size
- 6,992
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $71,450
- Avg per participant Below avg balance/head
Official DOL plan name: Iron Workers District Council of New England Annuity Fund · Sponsored by Board of Trustees Iron Workers · Massachusetts · Construction
$500M in assets, 6,992 participants
Board of Trustees Iron Workers's Iron Workers District Council of New England Annuity Fund reported $500M in total assets and 6,992 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #9,712 in Construction (9,927 peers)
Coverage in Massachusetts
Iron Workers District Council of New England Annuity Fund covers 6,992 participants in Massachusetts, 11x the typical Massachusetts plan (state average ~659 per filing). Assets: $500M.
- #9,712
- in Construction (9,927 peers)
- -14.7%
- assets change YoY
- 5.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $86M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Iron Workers District Council of New England Annuity Fund's outsized position by total assets
Iron Workers District Council of New England Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$499,575,016 Top 2% higher than 98% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Iron Workers District Council of New England Annuity 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. Iron Workers District Council of New England Annuity Fund lands in the large band (6,992 participants).
Plan-year Form 5500 strip
Filing strip 042647320 · Board of Trustees Iron Workers PY 2022 · Money Purchase
Iron Workers District Council of New England Annuity Fund · $500M · 6,992 · 98th
- PHOTO $500M
- PHOTO 6,992
- PHOTO 98th
- PHOTO Money Purchase
- PHOTO near Hawaii Carpenters Financial Security Fund
- PHOTO ind #9712
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 Massachusetts →
Iron Workers District Council of New England Annuity Fund in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $586M |
|---|---|
| Net Assets (End of Year) | $499M |
| Net Income | -$86M |
| Employer EIN | 042647320 |
| Plan Effective Date | 1972-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Iron Workers)
Sponsor-wide plan assets over time
All Board of Trustees Iron Workers plans reported in each filing year
- Latest sponsor-wide plan assets
- $614M 22.92923651730414% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,992 | $500M |
| 2023 | 1 | 7,428 | $567M |
| 2024 | 1 | 7,659 | $614M |
Nearby Money Purchase Plans in Massachusetts
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Qualified Retirement Plan $2.2B · 12,021
- Massachusetts Laborers' Annuity Fund $2.0B · 11,530
- Retirement Income Plan for Teaching Faculty of Harvard University $1.9B · 2,698
- Harvard University Defined Contribution Retirement Plan $1.5B · 12,417
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. $1.4B · 8,275
Scale composition for Iron Workers District Council of New England Annuity Fund
Iron Workers District Council of New England Annuity Fund reports $500M in end-of-year assets across 6,992 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $71,450 per participant (52% of the national average assets-per-participant) . Net income for plan year 2022 was -$86M.
This plan identity (EIN 042647320, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $500M to $614M (+22.9%) while covered participants moved from 6,992 to 7,659 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,992 | $500M | This page |
| 2023 | 7,428 | $567M | Open filing |
| 2024 · index core | 7,659 | $614M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Iron Workers District Council of New England Annuity Fund (Money Purchase, $614M, 7,659 participants)
Iron Workers District Council of New England Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside Massachusetts, the nearest Money Purchase by assets is Hawaii Carpenters Financial Security Fund in HI ($492M); by covered participants it is Iron Workers District Council of So Oh & Vicinity Annuity Trust in OH (6,972 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($500M here).
- Hawaii Carpenters Financial Security Fund (HI) $492M · 4,036
- The Rand Corporation 401(a) Qualified Retirement Plan (CA) $514M · 2,084
- San Mateo County Electrical Construction Industry Retiremt Plan (CA) $514M · 1,137
- Virginia Mason Medical Center Retirement Plan (WA) $481M · 5,662
Similar participant headcount
Nearest other-state filings by covered participants (6,992 participants); asset peers above are excluded.
- Iron Workers District Council of So Oh & Vicinity Annuity Trust (OH) 6,972 · 20 off
- Boilermakers Lodge 154 Retirement Plan (MN) 7,067 · 75 off
- Kaiser Permanente Washington Defined Contribution Plan (CA) 7,075 · 83 off
- William Marsh Rice University Defined Contribution Retirement Plan (TX) 6,837 · 155 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.