Money Purchase · DOL Form 5500 · 2022
Iron Workers District Council of Southern Ohio & Vicinity Money Purchase Plan
Data updated 2026-08-25
- $441M
- Total assets Above avg plan size
- 6,972
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $63,258
- Avg per participant Low balance/head
Official DOL plan name: Iron Workers District Council of So Oh & Vicinity Annuity Trust · Sponsored by Iron Workers District Council of Southern Ohio & Vicinity · Ohio · Construction
$441M in assets, 6,972 participants
Iron Workers District Council of Southern Ohio & Vicinity's Iron Workers District Council of So Oh & Vicinity Annuity Trust reported $441M in total assets and 6,972 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.
- #9,668 in Construction (9,927 peers)
Coverage in Ohio
Iron Workers District Council of So Oh & Vicinity Annuity Trust covers 6,972 participants in Ohio, 9.1x the typical Ohio plan (state average ~765 per filing). Assets: $441M.
- #9,668
- in Construction (9,927 peers)
- -3.7%
- assets change YoY
- 4.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $17M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Iron Workers District Council of So Oh & Vicinity Annuity Trust's outsized position by total assets
Iron Workers District Council of So Oh & Vicinity Annuity Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$441,036,559 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 So Oh & Vicinity Annuity Trust'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 So Oh & Vicinity Annuity Trust lands in the large band (6,972 participants).
Plan-year Form 5500 strip
Filing strip 316108920 · Iron Workers District Council of Southern Ohio & Vicinity PY 2022 · Money Purchase
Iron Workers District Council of So Oh & Vicinity Annuity Trust · $441M · 6,972 · 98th
- PART $441M
- PART 6,972
- PART 98th
- PART Money Purchase
- PART near Michigan Regional Council of Carpenters' Annuity Fund
- PART ind #9668
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 Ohio →
Iron Workers District Council of So Oh & Vicinity Annuity Trust in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $458M |
|---|---|
| Net Assets (End of Year) | $441M |
| Net Income | -$17M |
| Employer EIN | 316108920 |
| Plan Effective Date | 1971-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Iron Workers District Council of Southern Ohio & Vicinity)
Sponsor-wide plan assets over time
All Iron Workers District Council of Southern Ohio & Vicinity plans reported in each filing year
- Latest sponsor-wide plan assets
- $533M 20.919128384547367% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,972 | $441M |
| 2023 | 1 | 6,936 | $476M |
| 2024 | 1 | 7,205 | $533M |
Nearby Money Purchase Plans in Ohio
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan $1.3B · 44,824
- The Cleveland Clinic Foundation Cash Balance Plan $1.2B · 4,506
- Baker & Hostetler LLP Basic/Step-Rate Retirement Plan $415M · 1,076
- University of Dayton Defined Contribution Retirement Plan $303M · 2,818
- Northwest Ohio Carpenters, Millwrights and Pile Drivers Supplemental Pension Plan $296M · 2,517
Scale composition for Iron Workers District Council of So Oh & Vicinity Annuity Trust
Iron Workers District Council of So Oh & Vicinity Annuity Trust reports $441M in end-of-year assets across 6,972 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 $63,258 per participant (46% of the national average assets-per-participant) . Net income for plan year 2022 was -$17M.
This plan identity (EIN 316108920, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $441M to $533M (+20.9%) while covered participants moved from 6,972 to 7,205 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,972 | $441M | This page |
| 2023 | 6,936 | $476M | Open filing |
| 2024 · index core | 7,205 | $533M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Iron Workers District Council of So Oh & Vicinity Annuity Trust (Money Purchase, $533M, 7,205 participants)
Iron Workers District Council of So Oh & Vicinity Annuity Trust's out-of-state Money Purchase peers by assets and headcount
Outside Ohio, the nearest Money Purchase by assets is Michigan Regional Council of Carpenters' Annuity Fund in MI ($442M); by covered participants it is Iron Workers District Council of New England Annuity Fund in MA (6,992 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($441M here).
- Michigan Regional Council of Carpenters' Annuity Fund (MI) $442M · 19,164
- Bay Area Painters & Tapers Annuity Fund (CA) $439M · 6,550
- Southern California Sheet Metal Workers' 401(a) Plan (CA) $444M · 4,288
- Painters and Allied Trades District Council No.35 Annuity Fund (MA) $445M · 2,827
Similar participant headcount
Nearest other-state filings by covered participants (6,972 participants); asset peers above are excluded.
- Iron Workers District Council of New England Annuity Fund (MA) 6,992 · 20 off
- Tufts University Basic Retirement Plan (MA) 7,042 · 70 off
- Boilermakers Lodge 154 Retirement Plan (MN) 7,067 · 95 off
- William Marsh Rice University Defined Contribution Retirement Plan (TX) 6,837 · 135 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.