Money Purchase · DOL Form 5500 · 2022
Board of Trustees of Southeastern Ironworkers Annuity Plan Money Purchase Plan
Data updated 2026-08-11
- $33M
- Total assets
- 3,457
- Participants
- 84th
- Percentile by assets
- $9,453
- Avg per participant
Official DOL plan name: Southeastern Ironworkers Annuity Plan · Sponsored by Board of Trustees of Southeastern Ironworkers Annuity Plan · Utah · Finance & Insurance
$33M in assets, 3,457 participants
Board of Trustees of Southeastern Ironworkers Annuity Plan's Southeastern Ironworkers Annuity Plan reported $33M in total assets and 3,457 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.
- 84th percentile by assets (of 139,126 plans)
- #6,838 in Finance & Insurance (9,261 peers)
Coverage in Utah
Southeastern Ironworkers Annuity Plan covers 3,457 participants in Utah, 5.8x the typical Utah plan (state average ~592 per filing). Assets: $33M.
- $33M
- total plan assets (2022 EOY)
- 3,457
- covered participants
- 84th
- percentile by assets (of 139,126 plans)
- $9,453
- avg assets per participant
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Utah filers
In Utah, the average filing covers about 592 participants across 1,280 plans. Southeastern Ironworkers Annuity Plan reports 3,457 participants - 5.8x that state average ($33M EOY assets).
Utah filing particulars
| Total Assets (Beginning of Year) | $36M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | -$3M |
| Employer EIN | 586319526 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Southeastern Ironworkers Annuity Plan)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,457 | $33M |
| 2023 | 1 | 3,640 | $37M |
Nearby Money Purchase Plans in Utah
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Southeastern Ironworkers Annuity Plan vs. nearby Money Purchase plans in Utah, assets vs. participants
- Carolina Electrical Workers Retirement Fund $128M · 5,169
- Oocl (USA) Inc. Defined Contribution Pension Plan $82M · 455
- Rowland Hall, Saint Mark's School 403(b) DC Plan $34M · 249
- Nbcc Retirement Plan $2M · 9
- Western States Water Council Money Purchase Pension Plan $2M · 6
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Southeastern Ironworkers Annuity Plan by total assets, not by location.
- Union Hospital Money Purchase Retirement Plan (OH) $33M · 1,079
- Mdrc Pension Plan (NY) $33M · 246
- New Jersey Institute for Disabilities Retirement Plan (NJ) $33M · 294
- Money Purchase Retirement Plan of U.a. Local 716 (CT) $32M · 460
Frequently Asked Questions
How did Southeastern Ironworkers Annuity Plan assets move in 2022? ▼
How have Board of Trustees of Southeastern Ironworkers Annuity Plan plan assets changed over time? ▼
Where does Southeastern Ironworkers Annuity Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Southeastern Ironworkers Annuity Plan? ▼
Next read for Southeastern Ironworkers Annuity Plan
Filing takeaways
Ways to act on Southeastern Ironworkers Annuity Plan's numbers.
- By total assets, Southeastern Ironworkers Annuity Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Utah. Compare plans
- Board of Trustees of Southeastern Ironworkers Annuity Plan's sponsor-wide assets have grown 12.3% since 2022 across 2 plan years on file. More Finance & Insurance plans