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
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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.

  • 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.

State

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 EIN586319526
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

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

$32M$34M$36M$38M 20222023 $32.7M $36.7M ▲ +12.3%
Total plan assets by year, all Board of Trustees of Southeastern Ironworkers Annuity Plan plans on file
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

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 Ironwor…Carolina Electrical …Oocl (USA) Inc. Defi…Rowland Hall, Saint …Nbcc Retirement PlanWestern States Water…
Southeastern Ironworkers Annuity Plan vs. nearby Money Purchase plans in Utah, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Southeastern Ironworkers Annuity Plan by total assets, not by location.

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).

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