Money Purchase · DOL Form 5500 · 2022

Board of Trustees of Southeastern Ironworkers Annuity Plan Money Purchase Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
3,457
Participants Above avg headcount
84th
Percentile by assets National rank
$9,453
Avg per participant Low balance/head
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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.

  • #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.

#6,838
in Finance & Insurance (9,261 peers)
-9.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

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.

Southeastern Ironworkers Annuity Plan's outsized position by total assets

Southeastern Ironworkers Annuity Plan vs every filed plan by assets

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

$32,680,263 Top 16% higher than 84% 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

Southeastern Ironworkers Annuity Plan'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. Southeastern Ironworkers Annuity Plan lands in the large band (3,457 participants).

Form 5500 schedule snapshot

Filing strip 586319526 · Board of Trustees of Southeastern Ironworkers Annuity Plan PY 2022 · Money Purchase

Southeastern Ironworkers Annuity Plan · $33M · 3,457 · 84th

  • NET $33M
  • NET 3,457
  • NET 84th
  • NET Money Purchase
  • NET near Union Hospital Money Purchase Retirement Plan
  • NET ind #6838

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 Finance & Insurance retirement plans → · Plans in Utah →

Southeastern Ironworkers Annuity Plan in the asset neighbourhood

Mdrc Pension Plan$33MUnion Hospital Money Purchase Retirement PlanUnion Hospital Money Purchas…$33MSoutheastern Ironworkers Annuity PlanSoutheastern Ironworkers Ann…$33MNew Jersey Institute for Disabilities Retirement PlanNew Jersey Institute for Dis…$33MMoney Purchase Retirement Plan of U.a. Local 716Money Purchase Retirement Pl…$32M
End-of-year total assets ($M) among Southeastern Ironworkers Annuity Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Utah filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$33M
Net Income-$3M
Employer EIN586319526
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Southeastern Ironworkers Annuity Plan)

Sponsor-wide plan assets over time

All Board of Trustees of Southeastern Ironworkers Annuity Plan plans reported in each filing year

Latest sponsor-wide plan assets
$37M 12.345497341927757% vs 2022
2023 filing year
$32M$34M$36M$38M 20222023 $32.7M $36.7M ▲ +12.3%
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 Scatter plot of 6 data points. -20000200040006000 -50050100150 Total assets ($M) Participants Southeastern Ironworkers Annuity Plan, Total assets ($M): 32.680263 · Participants: 3457Southeastern Ironworkers Annuity PlanCarolina Electrical Workers Retirement Fund, Total assets ($M): 127.512361 · Participants: 5169Carolina Electrical Workers Retirement FundOocl (USA) Inc. Defined Contribution Pension Plan, Total assets ($M): 82.099577 · Participants: 455Oocl (USA) Inc. Defined Contribution Pension PlanRowland Hall, Saint Mark's School 403(b) DC Plan, Total assets ($M): 33.891887 · Participants: 249Rowland Hall, Saint Mark's School 403(b) DC PlanNbcc Retirement Plan, Total assets ($M): 2.398693 · Participants: 9Nbcc Retirement PlanWestern States Water Council Money Purchase Pension Plan, Total assets ($M): 1.733023 · Participants: 6Western States Water Council Money Purchase Pension Plan
Southeastern Ironworkers Annuity Plan vs. nearby Money Purchase plans in Utah, assets vs. participants
Compare Southeastern Ironworkers Annuity Plan side-by-side with 3 peers →

Southeastern Ironworkers Annuity Plan's out-of-state Money Purchase peers by assets and headcount

Outside Utah, the nearest Money Purchase by assets is Union Hospital Money Purchase Retirement Plan in OH ($33M); by covered participants it is Millwrights Pension Plan in TX (3,482 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($33M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,457 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 Southeastern Ironworkers Annuity Plan assets move in 2022? ▼
Southeastern Ironworkers Annuity Plan pulled back noticeably - down 9.1% during 2022, from $36M to $33M. Reported net income was -$3M.
How have Board of Trustees of Southeastern Ironworkers Annuity Plan plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Board of Trustees of Southeastern Ironworkers Annuity Plan's sponsor-wide assets grew 12.3%, from $33M to $37M.
Where does Southeastern Ironworkers Annuity Plan rank by assets among Form 5500 filers? ▼
Southeastern Ironworkers Annuity Plan ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Southeastern Ironworkers Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Union Hospital Money Purchase Retirement Plan in OH ($33M, 1,079 participants).
Which Money Purchase plans cover a similar participant headcount to Southeastern Ironworkers Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Millwrights Pension Plan in TX (3,482 participants, $41M 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 586319526.

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.