Money Purchase · DOL Form 5500 · 2022

Iron Workers Local 399 Annuity Fund Money Purchase Plan

Data updated 2026-08-11

$117M
Total assets
1,690
Participants
94th
Percentile by assets
$69,180
Avg per participant
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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 139,126 plans)
  • #8,294 in Finance & Insurance (9,261 peers)

Coverage in New Jersey

Iron Workers Local 399 Annuity Fund covers 1,690 participants in New Jersey, 2.0x the typical New Jersey plan (state average ~844 per filing). Assets: $117M.

$117M
total plan assets (2022 EOY)
1,690
covered participants
94th
percentile by assets (of 139,126 plans)
$69,180
avg assets per participant

Participants vs New Jersey filers

In New Jersey, the average filing covers about 844 participants across 4,145 plans. Iron Workers Local 399 Annuity Fund reports 1,690 participants - 2.0x that state average ($117M EOY assets).

New Jersey filing particulars

Total Assets (Beginning of Year)$112M
Net Assets (End of Year)$116M
Net Income$5M
Employer EIN222563067
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Iron Workers Local 399 Annuity Fund)

$115M$120M$125M$130M$135M$140M 202220232024 $117M $133M ▲ +14.1%
Total plan assets by year, all Iron Workers Local 399 Annuity Fund plans on file
Year Plans Participants Total Assets
2022 1 1,690 $117M
2023 1 1,767 $122M
2024 1 1,711 $133M

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

Iron Workers Local 399 Annuity Fund vs. nearby Money Purchase plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 0100020003000400050006000 02004006008001000 Total assets ($M) Participants Iron Workers Local 3…Local 68 Engineers U…Nysa-Ila Money Purch…Educational Testing …Ironworkers Local 11…Plumbers & Pipefitte…
Iron Workers Local 399 Annuity Fund vs. nearby Money Purchase plans in New Jersey, assets vs. participants

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.

Frequently Asked Questions

How did Iron Workers Local 399 Annuity Fund assets move in 2022?
Iron Workers Local 399 Annuity Fund edged up modestly - up 4.2% during 2022, from $112M to $117M. Reported net income was $5M.
How have Iron Workers Local 399 Annuity Fund plan assets changed over time?
Across 3 plan years on file (2022-2024), Iron Workers Local 399 Annuity Fund's sponsor-wide assets grew 14.1%, from $117M to $133M.
Where does Iron Workers Local 399 Annuity Fund rank by assets among Form 5500 filers?
Iron Workers Local 399 Annuity Fund ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Iron Workers Local 399 Annuity Fund?
Among Money Purchase plans in other states, the closest by assets is Central Iowa Carpenters Money Purchase Plan in MN ($116M, 1,984 participants).

Next read for Iron Workers Local 399 Annuity Fund

Filing takeaways

Ways to act on Iron Workers Local 399 Annuity Fund's numbers.