Money Purchase · DOL Form 5500 · 2022
Joint Board of Trustees Mo-Kan Iron Workers Annuity Plan Money Purchase Plan
Data updated 2026-08-06
- $204M
- Total assets
- 829
- Participants
- 96th
- Percentile by assets
- $245,831
- Avg per participant
Official DOL plan name: Mo-Kan Iron Workers Annuity Fund · Sponsored by Joint Board of Trustees Mo-Kan Iron Workers Annuity Plan · Missouri · Construction
$204M in assets, 829 participants
Joint Board of Trustees Mo-Kan Iron Workers Annuity Plan's Mo-Kan Iron Workers Annuity Fund reported $204M in total assets and 829 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 139,258 plans)
- #9,437 in Construction (9,938 peers)
Where Mo-Kan Iron Workers Annuity Fund sits by assets
Mo-Kan Iron Workers Annuity Fund sits in the top 5% of all filed plans by assets, $204M for 829 participants (~$245,831/participant), down 9.6% in 2022.
- $204M
- total plan assets (2022 EOY)
- 829
- covered participants
- 96th
- percentile by assets (of 139,258 plans)
- $245,831
- avg assets per participant
The plan reported a net loss of $22M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mo-Kan Iron Workers Annuity Fund vs the 2022 asset distribution
By assets, Mo-Kan Iron Workers Annuity Fund outranks 96% of the 139,258 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.0x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $225M |
|---|---|
| Net Assets (End of Year) | $204M |
| Net Income | -$22M |
| Employer EIN | 436130595 |
| Plan Effective Date | 1996-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Joint Board of Trustees Mo-Kan Iron Workers Annuity Plan)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,539 | $438M |
| 2023 | 2 | 1,479 | $459M |
| 2024 | 2 | 2,401 | $513M |
Nearby Money Purchase Plans in Missouri
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Mo-Kan Iron Workers Annuity Fund vs. nearby Money Purchase plans in Missouri, assets vs. participants
- Local No. 1 IBEW Pension Benefit Trust Fund $1.5B · 4,522
- NECA-IBEW Pension Benefit Trust Fund $817M · 3,894
- Saint Louis University Retirement Plan $659M · 2,110
- Brewery Conference/Anheuser-Busch Defined Contribution Plan $458M · 2,445
- The Children's Mercy Hospital Retirement Plan $433M · 5,977
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Mo-Kan Iron Workers Annuity Fund by total assets, not by location.
- Carnegie Institution of Washington Retirement Plan (DC) $204M · 494
- Billings Clinic Pension Plan (MT) $205M · 3,408
- Noblis, Inc. Qualified Retirement Plan (VA) $200M · 2,060
- Chmc Anesthesia Foundation, Inc. Money Purchase Pension Plan (MA) $199M · 151
Frequently Asked Questions
How did Mo-Kan Iron Workers Annuity Fund assets move in 2022? ▼
How have Joint Board of Trustees Mo-Kan Iron Workers Annuity Plan plan assets changed over time? ▼
Where does Mo-Kan Iron Workers Annuity Fund rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Mo-Kan Iron Workers Annuity Fund? ▼
Next read for Mo-Kan Iron Workers Annuity Fund
Scale reading
Ways to act on Mo-Kan Iron Workers Annuity Fund's numbers.
- By total assets, Mo-Kan Iron Workers Annuity Fund 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 Missouri. Compare plans
- Joint Board of Trustees Mo-Kan Iron Workers Annuity Plan's sponsor-wide assets have grown 17.0% since 2022 across 3 plan years on file. More Construction plans