Defined Benefit (Pension) · DOL Form 5500 · 2022
Joint Board of Trustees of District 9 I.a.M & a.W. Pension Trust Pension Plan
Data updated 2026-08-25
- $696M
- Total assets Above avg plan size
- 2,356
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $295,251
- Avg per participant High balance/head
Official DOL plan name: District No. 9 International Association of Machin Aerospace Workers Pension Plan · Sponsored by Joint Board of Trustees of District 9 I.a.M & a.W. Pension Trust · Missouri · Manufacturing
$696M in assets, 2,356 participants
Joint Board of Trustees of District 9 I.a.M & a.W. Pension Trust's District No. 9 International Association of Machin Aerospace Workers Pension Plan reported $696M in total assets and 2,356 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.
- #20,043 in Manufacturing (20,602 peers)
Coverage in Missouri
District No. 9 International Association of Machin Aerospace Workers Pension Plan covers 2,356 participants in Missouri, 3.2x the typical Missouri plan (state average ~737 per filing). Assets: $696M.
- #20,043
- in Manufacturing (20,602 peers)
- -14.6%
- assets change YoY
- 7.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $119M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
District No. 9 International Association of Machin Aerospace Workers Pension Plan's outsized position by total assets
District No. 9 International Association of Machin Aerospace Workers Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$695,612,481 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
District No. 9 International Association of Machin Aerospace Workers Pension Plan'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. District No. 9 International Association of Machin Aerospace Workers Pension Plan lands in the large band (2,356 participants).
DOL schedule card
Filing strip 510138317 · Joint Board of Trustees of District 9 I.a.M & a.W. Pension Trust PY 2022 · Defined Benefit (Pension)
District No. 9 International Association of Machin Aerospace Workers Pension Plan · $696M · 2,356 · 98th
- IND $696M
- IND 2,356
- IND 98th
- IND Defined Benefit (Pension)
- IND near Retirement Plan for Employees of Puget Sound Energy, Inc.
- IND ind #20043
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 Manufacturing retirement plans → · Plans in Missouri →
District No. 9 International Association of Machin Aerospace Workers Pension Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $815M |
|---|---|
| Net Assets (End of Year) | $695M |
| Net Income | -$119M |
| Employer EIN | 510138317 |
| Plan Effective Date | 1957-01-14 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Joint Board of Trustees of District 9 I.a.M & a.W. Pension Trust)
Sponsor-wide plan assets over time
All Joint Board of Trustees of District 9 I.a.M & a.W. Pension Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $749M 7.742473355649867% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,356 | $696M |
| 2023 | 1 | 2,214 | $711M |
| 2024 | 1 | 2,181 | $749M |
Nearby Defined Benefit (Pension) Plans in Missouri
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Boilermaker-Blacksmith National Pension Trust $7.5B · 31,010
- Ameren Retirement Plan $4.4B · 10,080
- Co-Op Retirement Plan $3.4B · 15,460
- Carpenters Pension Trust Fund of St. Louis $3.3B · 8,767
- Emerson Electric Company Retirement Plan $3.1B · 4,763
District No. 9 International Association of Machin Aerospace Workers Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Missouri, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Puget Sound Energy, Inc. in WA ($697M); by covered participants it is Wilbur-Ellis Retirement Plan in CA (2,354 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($696M here).
- Retirement Plan for Employees of Puget Sound Energy, Inc. (WA) $697M · 1,990
- 2019 Bmw Pension Plan (NJ) $697M · 1,499
- Maine Medical Center Pension Plan (ME) $697M · 2,933
- Division 1181 Atu- Ny Employees Pension Fund and Plan (NY) $693M · 5,769
Similar participant headcount
Nearest other-state filings by covered participants (2,356 participants); asset peers above are excluded.
- Wilbur-Ellis Retirement Plan (CA) 2,354 · 2 off
- Hrsa-Ila Pension Plan (VA) 2,351 · 5 off
- The Savannah River Nuclear Solutions, LLC Multiple Employer Pension Plan (SC) 2,366 · 10 off
- Iron Workers District Council of New England Pension Fund (MA) 2,369 · 13 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.