Money Purchase · DOL Form 5500 · 2022

Ironworkers Local 11 Annuity Fund Board of Trustees Money Purchase Plan

Data updated 2026-08-25

$384M
Total assets Above avg plan size
1,139
Participants Near avg headcount
97th
Percentile by assets National rank
$337,012
Avg per participant High balance/head
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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.

  • #9,629 in Construction (9,927 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.

#9,629
in Construction (9,927 peers)
-1.5%
assets change YoY
3.9×
vs typical plan assets (national mean)

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's outsized position by total assets

Ironworkers Local 11 Annuity Fund vs every filed plan by assets

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

$383,856,684 Top 3% higher than 97% 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

Ironworkers Local 11 Annuity Fund'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. Ironworkers Local 11 Annuity Fund lands in the large band (1,139 participants).

Published 5500 schedule card

Filing strip 516135653 · Ironworkers Local 11 Annuity Fund Board of Trustees PY 2022 · Money Purchase

Ironworkers Local 11 Annuity Fund · $384M · 1,139 · 97th

  • VS-ST $384M
  • VS-ST 1,139
  • VS-ST 97th
  • VS-ST Money Purchase
  • VS-ST near Western States Insulators and Allied Workers Individual Account Plan
  • VS-ST ind #9629

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 Construction retirement plans → · Plans in New Jersey →

Ironworkers Local 11 Annuity Fund in the asset neighbourhood

Santa Clara University Defined Contribution Retirement PlanSanta Clara University Defin…$389MIronworkers Local 11 Annuity FundIronworkers Local 11 Annuity…$384MWestern States Insulators and Allied Workers Individual Account PlanWestern States Insulators an…$384MContra Costa County Electrical Workers Retirement Plan & TrustContra Costa County Electric…$383MPlumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) PlanPlumbers and Steamfitters Lo…$374M
End-of-year total assets ($M) among Ironworkers Local 11 Annuity Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$390M
Net Assets (End of Year)$364M
Net Income-$10M
Employer EIN516135653
Plan Effective Date1971-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ironworkers Local 11 Annuity Fund Board of Trustees)

Sponsor-wide plan assets over time

All Ironworkers Local 11 Annuity Fund Board of Trustees plans reported in each filing year

Latest sponsor-wide plan assets
$395M 2.8877465111432055% vs 2022
2024 filing year
$370M$380M$390M$400M 202220232024 $384M $395M ▲ +2.9%
Year Plans Participants Total Assets
2022 1 1,139 $384M
2023 1 1,159 $375M
2024 1 1,148 $395M

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 Scatter plot of 6 data points. 0200040006000 2004006008001000 Total assets ($M) Participants Ironworkers Local 11 Annuity Fund, Total assets ($M): 383.856684 · Participants: 1139Ironworkers Local 11 Annuity FundLocal 68 Engineers Union Annuity Plan, Total assets ($M): 871.227492 · Participants: 5455Local 68 Engineers Union Annuity PlanNysa-Ila Money Purchase Pension Fund and Plan, Total assets ($M): 658.631098 · Participants: 4255Nysa-Ila Money Purchase Pension Fund and PlanEducational Testing Service 401(a) Retirement Plan, Total assets ($M): 524.999965 · Participants: 3282Educational Testing Service 401(a) Retirement PlanPlumbers & Pipefitters Local 9 Surety Plan, Total assets ($M): 257.331519 · Participants: 1957Plumbers & Pipefitters Local 9 Surety PlanLocal Union 400 IBEW Joint Annuity Plan, Total assets ($M): 249.904285 · Participants: 677Local Union 400 IBEW Joint Annuity Plan
Ironworkers Local 11 Annuity Fund vs. nearby Money Purchase plans in New Jersey, assets vs. participants
Compare Ironworkers Local 11 Annuity Fund side-by-side with 3 peers →

Ironworkers Local 11 Annuity Fund's out-of-state Money Purchase peers by assets and headcount

Outside New Jersey, the nearest Money Purchase by assets is Western States Insulators and Allied Workers Individual Account Plan in CA ($384M); by covered participants it is Northwest Hospital Center, Inc. Money Purchase Pension Plan and Trust in MD (1,140 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,139 participants); asset peers above are excluded.

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 Ironworkers Local 11 Annuity Fund assets move in 2022? ▼
Ironworkers Local 11 Annuity Fund edged down modestly - down 1.5% during 2022, from $390M to $384M. Reported net income was -$10M.
How have Ironworkers Local 11 Annuity Fund Board of Trustees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ironworkers Local 11 Annuity Fund Board of Trustees's sponsor-wide assets grew 2.9%, from $384M to $395M.
Where does Ironworkers Local 11 Annuity Fund rank by assets among Form 5500 filers? ▼
Ironworkers Local 11 Annuity Fund ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Money Purchase plans are similar in size to Ironworkers Local 11 Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by assets is Western States Insulators and Allied Workers Individual Account Plan in CA ($384M, 6,434 participants).
Which Money Purchase plans cover a similar participant headcount to Ironworkers Local 11 Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is Northwest Hospital Center, Inc. Money Purchase Pension Plan and Trust in MD (1,140 participants, $54M 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 516135653.

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.