Money Purchase · DOL Form 5500 · 2022
Jt Board of Trustees, Shopmen's Iron Workers Retirement Fund Money Purchase Plan
Data updated 2026-08-25
- $80M
- Total assets Below avg plan size
- 3,490
- Participants Above avg headcount
- 92nd
- Percentile by assets National rank
- $23,031
- Avg per participant Low balance/head
Official DOL plan name: Shopmen's Iron Workers Retirement Fund of Southern California · Sponsored by Jt Board of Trustees, Shopmen's Iron Workers Retirement Fund · California · Wholesale Trade
$80M in assets, 3,490 participants
Jt Board of Trustees, Shopmen's Iron Workers Retirement Fund's Shopmen's Iron Workers Retirement Fund of Southern California reported $80M in total assets and 3,490 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.
- #6,365 in Wholesale Trade (6,843 peers)
Coverage in California
Shopmen's Iron Workers Retirement Fund of Southern California covers 3,490 participants in California, 5.5x the typical California plan (state average ~630 per filing). Assets: $80M.
- #6,365
- in Wholesale Trade (6,843 peers)
- -3.6%
- assets change YoY
- 0.8×
- 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.
Shopmen's Iron Workers Retirement Fund of Southern California's outsized position by total assets
Shopmen's Iron Workers Retirement Fund of Southern California vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$80,378,389 Top 8% higher than 92% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Shopmen's Iron Workers Retirement Fund of Southern California'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. Shopmen's Iron Workers Retirement Fund of Southern California lands in the large band (3,490 participants).
Plan-year Form 5500 strip
Filing strip 956042233 · Jt Board of Trustees, Shopmen's Iron Workers Retirement Fund PY 2022 · Money Purchase
Shopmen's Iron Workers Retirement Fund of Southern California · $80M · 3,490 · 92nd
- 5500 $80M
- 5500 3,490
- 5500 92nd
- 5500 Money Purchase
- 5500 near University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan
- 5500 ind #6365
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 Wholesale Trade retirement plans → · Plans in California →
Shopmen's Iron Workers Retirement Fund of Southern California in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $83M |
|---|---|
| Net Assets (End of Year) | $80M |
| Net Income | -$3M |
| Employer EIN | 956042233 |
| Plan Effective Date | 1983-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jt Board of Trustees, Shopmen's Iron Workers Retirement Fund)
Sponsor-wide plan assets over time
All Jt Board of Trustees, Shopmen's Iron Workers Retirement Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $89M 11.091220054186456% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,490 | $80M |
| 2023 | 1 | 323 | $86M |
| 2024 | 1 | 317 | $89M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $5.9B · 17,035
- Kaiser Permanente Supplemental Savings and Retirement Plan $4.3B · 36,448
- University of Southern California Defined Contribution Retirement Plan $3.8B · 20,087
- Carpenters Annuity Trust Fund for Northern California $3.0B · 26,442
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.0B · 22,792
Shopmen's Iron Workers Retirement Fund of Southern California's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan in WV ($80M); 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 ($80M here).
- University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan (WV) $80M · 1,376
- Sullivan & Worcester LLP Retirement Plan (MA) $80M · 164
- Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators (IL) $80M · 451
- International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund (TX) $82M · 1,018
Similar participant headcount
Nearest other-state filings by covered participants (3,490 participants); asset peers above are excluded.
- Millwrights Pension Plan (TX) 3,482 · 8 off
- Southeastern Ironworkers Annuity Plan (UT) 3,457 · 33 off
- Billings Clinic Pension Plan (MT) 3,408 · 82 off
- Local 580 Annuity Fund (NY) 3,396 · 94 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.