Money Purchase · DOL Form 5500 · 2022
Iron Workers Local 399 Annuity Fund Money Purchase Plan
Data updated 2026-08-06
- $117M
- Total assets
- 1,690
- Participants
- 94th
- Percentile by assets
- $69,180
- Avg per participant
Official DOL plan name: Iron Workers Local 399 Annuity Fund · Sponsored by Iron Workers Local 399 Annuity Fund · New Jersey · Finance & Insurance
$117M in assets, 1,690 participants
Iron Workers Local 399 Annuity Fund's Iron Workers Local 399 Annuity Fund reported $117M in total assets and 1,690 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 139,258 plans)
- #8,299 in Finance & Insurance (9,267 peers)
Where Iron Workers Local 399 Annuity Fund sits by assets
Iron Workers Local 399 Annuity Fund sits in the top 10% of all filed plans by assets, $117M for 1,690 participants (~$69,180/participant), up 4.2% in 2022.
- $117M
- total plan assets (2022 EOY)
- 1,690
- covered participants
- 94th
- percentile by assets (of 139,258 plans)
- $69,180
- avg assets per participant
Iron Workers Local 399 Annuity Fund vs the 2022 asset distribution
By assets, Iron Workers Local 399 Annuity Fund outranks 94% of the 139,258 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.2x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $112M |
|---|---|
| Net Assets (End of Year) | $116M |
| Net Income | $5M |
| Employer EIN | 222563067 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Iron Workers Local 399 Annuity Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,690 | $117M |
| 2023 | 1 | 1,767 | $122M |
Nearby Money Purchase Plans in New Jersey
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Iron Workers Local 399 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
- Ironworkers Local 11 Annuity Fund $384M · 1,139
- Plumbers & Pipefitters Local 9 Surety Plan $257M · 1,957
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Iron Workers Local 399 Annuity Fund by total assets, not by location.
- Central Iowa Carpenters Money Purchase Plan (MN) $116M · 1,984
- Defined Contribution Plan for the Employees of the American Institute of Physics (MD) $118M · 279
- Macquarie Management Holdings, Inc. Retirement Plan (NY) $115M · 222
- NECA-IBEW 177 Pension Fund (FL) $115M · 1,358
Frequently Asked Questions
How did Iron Workers Local 399 Annuity Fund assets move in 2022? ▼
How have Iron Workers Local 399 Annuity Fund plan assets changed over time? ▼
Where does Iron Workers Local 399 Annuity Fund rank by assets among Form 5500 filers? ▼
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Next read for Iron Workers Local 399 Annuity Fund
Scale reading
Ways to act on Iron Workers Local 399 Annuity Fund's numbers.
- By total assets, Iron Workers Local 399 Annuity Fund 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 New Jersey. Compare plans
- Iron Workers Local 399 Annuity Fund's sponsor-wide assets have grown 4.6% since 2022 across 2 plan years on file. More Finance & Insurance plans