Money Purchase · DOL Form 5500 · 2022

Board of Trustees, Local 38 & 812 Iatse Pension Trust Fund Money Purchase Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
1,250
Participants Near avg headcount
85th
Percentile by assets National rank
$28,840
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Iatse Local 38 and Local 812 Pension Plan · Sponsored by Board of Trustees, Local 38 & 812 Iatse Pension Trust Fund · Michigan · Professional & Technical Services

$36M in assets, 1,250 participants

Board of Trustees, Local 38 & 812 Iatse Pension Trust Fund's Iatse Local 38 and Local 812 Pension Plan reported $36M in total assets and 1,250 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #18,477 in Professional & Technical Services (21,562 peers)

Where Iatse Local 38 and Local 812 Pension Plan sits by assets

Iatse Local 38 and Local 812 Pension Plan sits in the top quartile of all filed plans by assets, $36M for 1,250 participants (~$28,840/participant), up 7.6% in 2022.

#18,477
in Professional & Technical Services (21,562 peers)
+7.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Iatse Local 38 and Local 812 Pension Plan's outsized position by total assets

Iatse Local 38 and Local 812 Pension Plan vs every filed plan by assets

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

$36,050,595 Top 15% higher than 85% 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

Iatse Local 38 and Local 812 Pension Plan'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. Iatse Local 38 and Local 812 Pension Plan lands in the large band (1,250 participants).

Plan-year Form 5500 strip

Filing strip 382848288 · Board of Trustees, Local 38 & 812 Iatse Pension Trust Fund PY 2022 · Money Purchase

Iatse Local 38 and Local 812 Pension Plan · $36M · 1,250 · 85th

  • VS-ST $36M
  • VS-ST 1,250
  • VS-ST 85th
  • VS-ST Money Purchase
  • VS-ST near Sup Money Purchase Pension Plan
  • VS-ST ind #18477

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 Professional & Technical Services retirement plans → · Plans in Michigan →

Iatse Local 38 and Local 812 Pension Plan in the asset neighbourhood

Joint Township District Memorial Hospital Employees' Pension PlanJoint Township District Memo…$37MOsu Foundation Money Purchase PlanOsu Foundation Money Purchas…$36MSup Money Purchase Pension PlanSup Money Purchase Pension P…$36MIatse Local 38 and Local 812 Pension PlanIatse Local 38 and Local 812…$36MStudio Mechanics Local 476 Annuity PlanStudio Mechanics Local 476 A…$36M
End-of-year total assets ($M) among Iatse Local 38 and Local 812 Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$36M
Net Income$3M
Employer EIN382848288
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Local 38 & 812 Iatse Pension Trust Fund)

Sponsor-wide plan assets over time

All Board of Trustees, Local 38 & 812 Iatse Pension Trust Fund plans reported in each filing year

Latest sponsor-wide plan assets
$36M 0.9817230478442867% vs 2022
2024 filing year
$36M$36.2M$36.4M$36.6M 202220232024 $36.1M $36.4M ▲ +1.0%
Year Plans Participants Total Assets
2022 1 1,250 $36M
2023 1 1,238 $36M
2024 1 1,002 $36M

Nearby Money Purchase Plans in Michigan

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Iatse Local 38 and Local 812 Pension Plan vs. nearby Money Purchase plans in Michigan, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20002004006008001000 Total assets ($M) Participants Iatse Local 38 and Local 812 Pension Plan, Total assets ($M): 36.050595 · Participants: 1250Iatse Local 38 and Local 812 Pension PlanIndiana/Kentucky/Ohio Regional Council of Carpenters Defined Contribution Pension Plan, Total assets ($M): 855.673183 · Participants: 30438Indiana/Kentucky/Ohio Regional Council of Carpenters Defined Contribution Pension PlanMichigan Regional Council of Carpenters' Annuity Fund, Total assets ($M): 441.660692 · Participants: 19164Michigan Regional Council of Carpenters' Annuity FundMillwrights' Local 1102 Supplemental Pension Fund, Total assets ($M): 279.689211 · Participants: 2541Millwrights' Local 1102 Supplemental Pension FundOperating Engineers' Local 324, Defined Contribution Pension Plan, Total assets ($M): 221.377445 · Participants: 7312Operating Engineers' Local 324, Defined Contribution Pension PlanP & M Holding Group, LLP & Affiliated Entities Pension Plan, Total assets ($M): 210.141766 · Participants: 1012P & M Holding Group, LLP & Affiliated Entities Pension Plan
Iatse Local 38 and Local 812 Pension Plan vs. nearby Money Purchase plans in Michigan, assets vs. participants
Compare Iatse Local 38 and Local 812 Pension Plan side-by-side with 3 peers →

Iatse Local 38 and Local 812 Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Michigan, the nearest Money Purchase by assets is Sup Money Purchase Pension Plan in CA ($36M); by covered participants it is Komatsu America Corp. Target Benefit/Defined Contribution Plan in IL (1,255 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,250 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 Iatse Local 38 and Local 812 Pension Plan assets move in 2022? ▼
Iatse Local 38 and Local 812 Pension Plan grew at a solid clip - up 7.6% during 2022, from $34M to $36M. Reported net income was $3M.
How have Board of Trustees, Local 38 & 812 Iatse Pension Trust Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Local 38 & 812 Iatse Pension Trust Fund's sponsor-wide assets grew 1.0%, from $36M to $36M.
Where does Iatse Local 38 and Local 812 Pension Plan rank by assets among Form 5500 filers? ▼
Iatse Local 38 and Local 812 Pension Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Iatse Local 38 and Local 812 Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Sup Money Purchase Pension Plan in CA ($36M, 1,066 participants).
Which Money Purchase plans cover a similar participant headcount to Iatse Local 38 and Local 812 Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Komatsu America Corp. Target Benefit/Defined Contribution Plan in IL (1,255 participants, $67M 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 382848288.

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.