Other
2022 plan-year Other DOL Form 5500

Southern Ironworkers Pension Fund

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees Southern Ironworkers Pension Fund · Pennsylvania · Finance & Insurance

What the 2023 filing shows

Southern Ironworkers Pension Fund holds $170M for 964 participants — about $176,501 per participant, down 12.7% over the 2022 plan year.

$170M
total plan assets (2022 EOY)
964
covered participants
$176,501
avg assets per participant
-12.7%
assets change YoY

The plan reported a net loss of $25M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$170M
Participants
964
State
Industry
Finance & Insurance

What the Filing Says About Southern Ironworkers Pension Fund

Southern Ironworkers Pension Fund is a Other retirement plan sponsored by Board of Trustees Southern Ironworkers Pension Fund, headquartered in Pennsylvania. As of the 2022 Form 5500 filing, the plan reports $170M in total end-of-year assets and covers 964 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 596227091, and the plan has been effective since 1968-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $195M at the beginning of 2022 to $170M at year-end — a decline of 12.7%. Net assets (after liabilities) closed the year at $168M, with reported net income of $-24,897,769 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$195M
Total Assets (End of Year)$170M
Net Assets (End of Year)$168M
Net Income$-24,897,769
Plan TypeOther
Employer EIN596227091
Plan Effective Date1968-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Southern Ironworkers Pension Fund)

Year Plans Participants Total Assets
2022 1 964 $170M
2023 1 905 $179M
2024 1 874 $188M

Nearby Other Plans in Pennsylvania

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

Frequently Asked Questions

How much money is in the Southern Ironworkers Pension Fund?
As of the 2022 Form 5500 filing, Southern Ironworkers Pension Fund holds $170M in total assets with 964 participants. It is sponsored by Board of Trustees Southern Ironworkers Pension Fund.
What type of plan is Southern Ironworkers Pension Fund?
Southern Ironworkers Pension Fund is a Other plan. It has been effective since 1968-01-01. The plan is filed with the U.S. Department of Labor under EIN 596227091.
Who sponsors the Southern Ironworkers Pension Fund?
Southern Ironworkers Pension Fund is sponsored by Board of Trustees Southern Ironworkers Pension Fund, located in Pennsylvania. The sponsor's EIN is 596227091 and the plan operates in the Finance & Insurance industry.
How did Southern Ironworkers Pension Fund perform in 2022?
Southern Ironworkers Pension Fund declined by 12.7% during 2022, moving from $195M to $170M in total assets. Net income was $-24,897,769.
Where can I find official filings for Southern Ironworkers Pension Fund?
Official Form 5500 filings for Southern Ironworkers Pension Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 596227091 or plan name at efast.dol.gov.
How does Southern Ironworkers Pension Fund compare to other plans?
You can compare Southern Ironworkers Pension Fund against other Other plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 596227091.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.