Money Purchase · DOL Form 5500 · 2022

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

Data updated 2026-08-25

$7M
Total assets Small plan by assets
496
Participants Below avg headcount
58th
Percentile by assets National rank
$14,449
Avg per participant Low balance/head
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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.

  • #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.

#3,848
in Finance & Insurance (9,261 peers)
+11.3%
assets growth YoY

Greater South Florida Ironworkers Annuity Trust Fu's mid-pack asset rank among Finance & Insurance and all filers

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 $2,050,000,000 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

Greater South Florida Ironworkers Annuity Trust Fu 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. Greater South Florida Ironworkers Annuity Trust Fu sits mid-pack in the medium band (496 participants).

Form 5500 schedule snapshot

Filing strip 542189207 · Trustees of Ironworkers Local Union No. 402 Annuity Trust Fund PY 2022 · Money Purchase

Greater South Florida Ironworkers Annuity Trust Fu · $7M · 496 · 58th

  • PHOTO $7M
  • IND 496
  • EOY 58th
  • 5500 Money Purchase
  • ASSETS near Northeast Financial Consultants Inc
  • PCT ind #3848

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 Pennsylvania →

Greater South Florida Ironworkers Annuity Trust Fu in the asset neighbourhood

Brentwood Academy Retirement PlanBrentwood Academy Retirement…$7MMissouri Historical Society Pension PlanMissouri Historical Society …$7MGreater Miami Jewish Federation 401(a) Retirement PlanGreater Miami Jewish Federat…$7MNortheast Financial Consultants IncNortheast Financial Consulta…$7MGreater South Florida Ironworkers Annuity Trust FuGreater South Florida Ironwo…$7M
End-of-year total assets ($M) among Greater South Florida Ironworkers Annuity Trust Fu and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

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

Sponsor-wide plan assets over time

All Trustees of Ironworkers Local Union No. 402 Annuity Trust Fund plans reported in each filing year

Latest sponsor-wide plan assets
$9M 27.102561057916297% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $7.17M $9.11M ▲ +27.1%
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 ($M) Participants Greater South Florida Ironworkers Annuity Trust Fu, Total assets ($M): 7.166843 · Participants: 496Greater South Florida Ironworkers Annuity Trust FuCentral Pennsylvania Teamsters Retirement Income Plan 1987, Total assets ($M): 927.007257 · Participants: 3634Central Pennsylvania Teamsters Retirement Income Plan 1987Duane Morris Retirement Plan, Total assets ($M): 279.588283 · Participants: 444Duane Morris Retirement PlanIBEW Local Union 375 Electricians' Retirement Plan, Total assets ($M): 145.531636 · Participants: 645IBEW Local Union 375 Electricians' Retirement PlanMilton Hershey School Money Purchase Pension Plan, Total assets ($M): 140.334872 · Participants: 1309Milton Hershey School Money Purchase Pension PlanDentons Cohen & Grigsby P.C. Pension Plan, Total assets ($M): 131.093711 · Participants: 184Dentons Cohen & Grigsby P.C. Pension Plan
Greater South Florida Ironworkers Annuity Trust Fu vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Greater South Florida Ironworkers Annuity Trust Fu side-by-side with 3 peers →

Greater South Florida Ironworkers Annuity Trust Fu's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is Northeast Financial Consultants Inc in CT ($7M); by covered participants it is Rose-Hulman Institute of Technology Money Purchase Purchase Plan in IN (498 participants). Same-state nearby plans are listed separately above.

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 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).
Which Money Purchase plans cover a similar participant headcount to Greater South Florida Ironworkers Annuity Trust Fu? ▼
Among Money Purchase plans in other states, the closest by covered participants is Rose-Hulman Institute of Technology Money Purchase Purchase Plan in IN (498 participants, $178M 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 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.