Money Purchase · DOL Form 5500 · 2022
Iron Workers District Council of Southern Ohio & Vicinity Money Purchase Plan
Data updated 2026-08-06
- $441M
- Total assets
- 6,972
- Participants
- 98th
- Percentile by assets
- $63,258
- Avg per participant
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.
- 98th percentile by assets (of 139,258 plans)
- #9,679 in Construction (9,938 peers)
Coverage in Ohio
Iron Workers District Council of So Oh & Vicinity Annuity Trust covers 6,972 participants in Ohio, 8.9x the typical Ohio plan (state average ~787 per filing). Assets: $441M.
- $441M
- total plan assets (2022 EOY)
- 6,972
- covered participants
- 98th
- percentile by assets (of 139,258 plans)
- $63,258
- avg assets per participant
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.
Participants vs Ohio filers
In Ohio, the average filing covers about 787 participants across 4,840 plans. Iron Workers District Council of So Oh & Vicinity Annuity Trust reports 6,972 participants - 8.9x that state average ($441M EOY assets).
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)
| 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.
Iron Workers District Council of So Oh & Vicinity Annuity Trust vs. nearby Money Purchase plans in Ohio, assets vs. participants
- 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 $11.6T held by all Form 5500 filers in the national rollup , and 0.008% of 89,805,449 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)
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Iron Workers District Council of So Oh & Vicinity Annuity Trust by total assets, not by location.
- 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
Frequently Asked Questions
How did Iron Workers District Council of So Oh & Vicinity Annuity Trust assets move in 2022? ▼
How have Iron Workers District Council of Southern Ohio & Vicinity plan assets changed over time? ▼
Where does Iron Workers District Council of So Oh & Vicinity Annuity Trust rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Iron Workers District Council of So Oh & Vicinity Annuity Trust? ▼
Next read for Iron Workers District Council of So Oh &…
Filing takeaways
Ways to act on Iron Workers District Council of So Oh & Vicinity Annuity Trust's numbers.
- By total assets, Iron Workers District Council of So Oh & Vicinity Annuity Trust ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Ohio. Compare plans
- Iron Workers District Council of Southern Ohio & Vicinity's sponsor-wide assets have grown 20.9% since 2022 across 3 plan years on file. More Construction plans