Money Purchase · DOL Form 5500 · 2022

Trustees of Ironworkers Local Union No. 402 Annuity Trust Fund Money Purchase Plan

Data updated 2026-08-11

$7M
Total assets
496
Participants
58th
Percentile by assets
$14,449
Avg per participant
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Official DOL plan name: Greater South Florida Ironworkers Annuity Trust Fu · Sponsored by Trustees of Ironworkers Local Union No. 402 Annuity Trust Fund · Pennsylvania · Finance & Insurance

$7M in assets, 496 participants

Trustees of Ironworkers Local Union No. 402 Annuity Trust Fund's Greater South Florida Ironworkers Annuity Trust Fu reported $7M in total assets and 496 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • 58th percentile by assets (of 139,126 plans)
  • #3,848 in Finance & Insurance (9,261 peers)

Trustees of Ironworkers Local Union No. 402 Annuity Trust Fund multi-year trail

Trustees of Ironworkers Local Union No. 402 Annuity Trust Fund's plans moved +27.1% in assets from 2022 to 2024; this filing shows Greater South Florida Ironworkers Annuity Trust Fu at $7M / 496 participants.

$7M
total plan assets (2022 EOY)
496
covered participants
58th
percentile by assets (of 139,126 plans)
$14,449
avg assets per participant

Where Greater South Florida Ironworkers Annuity Trust Fu sits by total assets

Greater South Florida Ironworkers Annuity Trust Fu vs every filed plan by assets

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

$7,166,843 Top 42% higher than 58% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Pennsylvania
Industry
Finance & Insurance

Trustees of Ironworkers Local Union No. 402 Annuity Trust Fund across 3 plan years on file

Across the 3 plan years Trustees of Ironworkers Local Union No. 402 Annuity Trust Fund has on file (2022-2024), sponsor-wide plan assets have moved from $7M to $9M, a gain of 27.1%, while reported participants moved from 496 to 941 (+89.7%). Peak year by sponsor assets: 2023 ($9M); trough: 2022 ($7M).

Trustees of Ironworkers Local Union No. 402 Annuity Trust Fund multi-year asset trail

$6M$7M$8M$9M$10M 202220232024 $7.17M $9.11M ▲ +27.1%
Total plan assets by year, all Trustees of Ironworkers Local Union No. 402 Annuity Trust Fund plans on file
Year Plans Participants Total Assets
2022 1 496 $7M
2023 1 526 $9M
2024 1 941 $9M

Trustees of Ironworkers Local Union No. 402 Annuity Trust Fund filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$734K
Employer EIN542189207
Plan Effective Date2005-10-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Pennsylvania

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Greater South Florida Ironworkers Annuity Trust Fu vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. 01000200030004000 -50005001000 Total assets ($M) Participants Greater South Florid…, Total assets ($M): 7.166843 · Participants: 496Greater South Florid…Central Pennsylvania…, Total assets ($M): 927.007257 · Participants: 3634Central Pennsylvania…Duane Morris Retirem…, Total assets ($M): 279.588283 · Participants: 444Duane Morris Retirem…IBEW Local Union 375…, Total assets ($M): 145.531636 · Participants: 645IBEW Local Union 375…Milton Hershey Schoo…, Total assets ($M): 140.334872 · Participants: 1309Milton Hershey Schoo…Dentons Cohen & Grig…, Total assets ($M): 131.093711 · Participants: 184Dentons Cohen & Grig…
Greater South Florida Ironworkers Annuity Trust Fu vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Greater South Florida Ironworkers Annuit… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Greater South Florida Ironworkers Annuity Trust Fu by total assets, not by location.

Frequently Asked Questions

How did Greater South Florida Ironworkers Annuity Trust Fu assets move in 2022? ▼
Greater South Florida Ironworkers Annuity Trust Fu grew at a solid clip - up 11.3% during 2022, from $6M to $7M. Reported net income was $734K.
How have Trustees of Ironworkers Local Union No. 402 Annuity Trust Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of Ironworkers Local Union No. 402 Annuity Trust Fund's sponsor-wide assets grew 27.1%, from $7M to $9M.
Which Money Purchase plans are similar in size to Greater South Florida Ironworkers Annuity Trust Fu? ▼
Among Money Purchase plans in other states, the closest by assets is Northeast Financial Consultants Inc in CT ($7M, 9 participants).

Next read for Greater South Florida Ironworkers Annuit…

Multi-year trail

Ways to act on Greater South Florida Ironworkers Annuity Trust Fu's numbers.

  • By total assets, Greater South Florida Ironworkers Annuity Trust Fu ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar Money Purchase plans in Pennsylvania. Compare plans
  • Trustees of Ironworkers Local Union No. 402 Annuity Trust Fund's sponsor-wide assets have grown 27.1% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 542189207.

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.