Money Purchase · DOL Form 5500 · 2022
Jt Board of Trustees, Shopmen's Iron Workers Retirement Fund Money Purchase Plan
Data updated 2026-08-11
- $80M
- Total assets
- 3,490
- Participants
- 92nd
- Percentile by assets
- $23,031
- Avg per participant
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.
- 92nd percentile by assets (of 139,126 plans)
- #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.
- $80M
- total plan assets (2022 EOY)
- 3,490
- covered participants
- 92nd
- percentile by assets (of 139,126 plans)
- $23,031
- 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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Shopmen's Iron Workers Retirement Fund of Southern California reports 3,490 participants - 5.5x that state average ($80M EOY assets).
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)
| 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.
Shopmen's Iron Workers Retirement Fund of Southern California vs. nearby Money Purchase plans in California, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Shopmen's Iron Workers Retirement Fund of Southern California by total assets, not by location.
- 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
Frequently Asked Questions
How did Shopmen's Iron Workers Retirement Fund of Southern California assets move in 2022? ▼
How have Jt Board of Trustees, Shopmen's Iron Workers Retirement Fund plan assets changed over time? ▼
Where does Shopmen's Iron Workers Retirement Fund of Southern California rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Shopmen's Iron Workers Retirement Fund of Southern California? ▼
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Filing takeaways
Ways to act on Shopmen's Iron Workers Retirement Fund of Southern California's numbers.
- By total assets, Shopmen's Iron Workers Retirement Fund of Southern California ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Jt Board of Trustees, Shopmen's Iron Workers Retirement Fund's sponsor-wide assets have grown 11.1% since 2022 across 3 plan years on file. More Wholesale Trade plans