Money Purchase · DOL Form 5500 · 2022

Joint Board of Trustees Mo-Kan Iron Workers Annuity Plan Money Purchase Plan

Data updated 2026-08-25

$204M
Total assets Near avg plan size
829
Participants Near avg headcount
96th
Percentile by assets National rank
$245,831
Avg per participant Above avg balance/head
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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.

  • #9,426 in Construction (9,927 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.

#9,426
in Construction (9,927 peers)
-9.6%
assets change YoY
2.0×
vs typical plan assets (national mean)

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's outsized position by total assets

Mo-Kan Iron Workers Annuity Fund vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$203,793,840 Top 4% higher than 96% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Mo-Kan Iron Workers Annuity Fund among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mo-Kan Iron Workers Annuity Fund sits mid-pack in the medium band (829 participants).

DOL schedule card

Filing strip 436130595 · Joint Board of Trustees Mo-Kan Iron Workers Annuity Plan PY 2022 · Money Purchase

Mo-Kan Iron Workers Annuity Fund · $204M · 829 · 96th

  • SCH $204M
  • EBSA 829
  • PART 96th
  • TYPE Money Purchase
  • NET near Carnegie Institution of Washington Retirement Plan
  • BOOK ind #9426

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 Missouri →

Mo-Kan Iron Workers Annuity Fund in the asset neighbourhood

Billings Clinic Pension Plan$205MCarnegie Institution of Washington Retirement PlanCarnegie Institution of Wash…$204MMo-Kan Iron Workers Annuity FundMo-Kan Iron Workers Annuity …$204MNoblis, Inc. Qualified Retirement PlanNoblis, Inc. Qualified Retir…$200MChmc Anesthesia Foundation, Inc. Money Purchase Pension PlanChmc Anesthesia Foundation, …$199M
End-of-year total assets ($M) among Mo-Kan Iron Workers Annuity Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$225M
Net Assets (End of Year)$204M
Net Income-$22M
Employer EIN436130595
Plan Effective Date1996-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Joint Board of Trustees Mo-Kan Iron Workers Annuity Plan)

Sponsor-wide plan assets over time

All Joint Board of Trustees Mo-Kan Iron Workers Annuity Plan plans reported in each filing year

Latest sponsor-wide plan assets
$513M 17.049341877363293% vs 2022
2024 filing year
$400M$450M$500M$550M 202220232024 $438M $513M ▲ +17.0%
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 Scatter plot of 6 data points. 02000400060008000 00.511.52 Total assets ($B) Participants Mo-Kan Iron Workers Annuity Fund, Total assets ($B): 0.20379384 · Participants: 829Mo-Kan Iron Workers Annuity FundLocal No. 1 IBEW Pension Benefit Trust Fund, Total assets ($B): 1.468547543 · Participants: 4522Local No. 1 IBEW Pension Benefit Trust FundNECA-IBEW Pension Benefit Trust Fund, Total assets ($B): 0.816691381 · Participants: 3894NECA-IBEW Pension Benefit Trust FundSaint Louis University Retirement Plan, Total assets ($B): 0.65948638 · Participants: 2110Saint Louis University Retirement PlanBrewery Conference/Anheuser-Busch Defined Contribution Plan, Total assets ($B): 0.458065235 · Participants: 2445Brewery Conference/Anheuser-Busch Defined Contribution PlanThe Children's Mercy Hospital Retirement Plan, Total assets ($B): 0.433209554 · Participants: 5977The Children's Mercy Hospital Retirement Plan
Mo-Kan Iron Workers Annuity Fund vs. nearby Money Purchase plans in Missouri, assets vs. participants
Compare Mo-Kan Iron Workers Annuity Fund side-by-side with 3 peers →

Mo-Kan Iron Workers Annuity Fund's out-of-state Money Purchase peers by assets and headcount

Outside Missouri, the nearest Money Purchase by assets is Carnegie Institution of Washington Retirement Plan in DC ($204M); by covered participants it is Iron Workers Local 401 Annuity Fund in PA (831 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($204M here).

Similar participant headcount

Nearest other-state filings by covered participants (829 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mo-Kan Iron Workers Annuity Fund assets move in 2022? ▼
Mo-Kan Iron Workers Annuity Fund pulled back noticeably - down 9.6% during 2022, from $225M to $204M. Reported net income was -$22M.
How have Joint Board of Trustees Mo-Kan Iron Workers Annuity Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joint Board of Trustees Mo-Kan Iron Workers Annuity Plan's sponsor-wide assets grew 17.0%, from $438M to $513M.
Where does Mo-Kan Iron Workers Annuity Fund rank by assets among Form 5500 filers? ▼
Mo-Kan Iron Workers Annuity Fund ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Money Purchase plans are similar in size to Mo-Kan Iron Workers Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by assets is Carnegie Institution of Washington Retirement Plan in DC ($204M, 494 participants).
Which Money Purchase plans cover a similar participant headcount to Mo-Kan Iron Workers Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is Iron Workers Local 401 Annuity Fund in PA (831 participants, $121M in assets).

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 436130595.

Read our methodology - how this data is sourced, computed, and verified.

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