Money Purchase · DOL Form 5500 · 2022
Ironworkers Local 11 Annuity Fund Board of Trustees Money Purchase Plan
Data updated 2026-08-06
- $384M
- Total assets
- 1,139
- Participants
- 97th
- Percentile by assets
- $337,012
- Avg per participant
Official DOL plan name: Ironworkers Local 11 Annuity Fund · Sponsored by Ironworkers Local 11 Annuity Fund Board of Trustees · New Jersey · Construction
$384M in assets, 1,139 participants
Ironworkers Local 11 Annuity Fund Board of Trustees's Ironworkers Local 11 Annuity Fund reported $384M in total assets and 1,139 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 139,258 plans)
- #9,640 in Construction (9,938 peers)
Where Ironworkers Local 11 Annuity Fund sits by assets
Ironworkers Local 11 Annuity Fund sits in the top 5% of all filed plans by assets, $384M for 1,139 participants (~$337,012/participant), down 1.5% in 2022.
- $384M
- total plan assets (2022 EOY)
- 1,139
- covered participants
- 97th
- percentile by assets (of 139,258 plans)
- $337,012
- avg assets per participant
The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ironworkers Local 11 Annuity Fund vs the 2022 asset distribution
By assets, Ironworkers Local 11 Annuity Fund outranks 97% of the 139,258 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 3.8x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $390M |
|---|---|
| Net Assets (End of Year) | $364M |
| Net Income | -$10M |
| Employer EIN | 516135653 |
| Plan Effective Date | 1971-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ironworkers Local 11 Annuity Fund Board of Trustees)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,139 | $384M |
| 2023 | 1 | 1,159 | $375M |
Nearby Money Purchase Plans in New Jersey
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Ironworkers Local 11 Annuity Fund vs. nearby Money Purchase plans in New Jersey, assets vs. participants
- Local 68 Engineers Union Annuity Plan $871M · 5,455
- Nysa-Ila Money Purchase Pension Fund and Plan $659M · 4,255
- Educational Testing Service 401(a) Retirement Plan $525M · 3,282
- Plumbers & Pipefitters Local 9 Surety Plan $257M · 1,957
- Local Union 400 IBEW Joint Annuity Plan $250M · 677
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Ironworkers Local 11 Annuity Fund by total assets, not by location.
- Western States Insulators and Allied Workers Individual Account Plan (CA) $384M · 6,434
- Contra Costa County Electrical Workers Retirement Plan & Trust (CA) $383M · 1,444
- Santa Clara University Defined Contribution Retirement Plan (CA) $389M · 1,943
- Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan (WI) $374M · 1,715
Frequently Asked Questions
How did Ironworkers Local 11 Annuity Fund assets move in 2022? ▼
How have Ironworkers Local 11 Annuity Fund Board of Trustees plan assets changed over time? ▼
Where does Ironworkers Local 11 Annuity Fund rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Ironworkers Local 11 Annuity Fund? ▼
Next read for Ironworkers Local 11 Annuity Fund
Scale reading
Ways to act on Ironworkers Local 11 Annuity Fund's numbers.
- By total assets, Ironworkers Local 11 Annuity Fund ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New Jersey. Compare plans
- Ironworkers Local 11 Annuity Fund Board of Trustees's sponsor-wide assets have declined 2.2% since 2022 across 2 plan years on file. More Construction plans