Money Purchase · DOL Form 5500 · 2022
Board of Trustees, Local 38 & 812 Iatse Pension Trust Fund Money Purchase Plan
Data updated 2026-08-11
- $36M
- Total assets
- 1,250
- Participants
- 85th
- Percentile by assets
- $28,840
- Avg per participant
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.
- 85th percentile by assets (of 139,126 plans)
- #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.
- $36M
- total plan assets (2022 EOY)
- 1,250
- covered participants
- 85th
- percentile by assets (of 139,126 plans)
- $28,840
- avg assets per participant
Iatse Local 38 and Local 812 Pension Plan vs the 2022 asset distribution
By assets, Iatse Local 38 and Local 812 Pension Plan outranks 85% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $36M |
| Net Income | $3M |
| Employer EIN | 382848288 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Local 38 & 812 Iatse Pension Trust Fund)
| 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
- Indiana/Kentucky/Ohio Regional Council of Carpenters Defined Contribution Pension Plan $856M · 30,438
- Michigan Regional Council of Carpenters' Annuity Fund $442M · 19,164
- Millwrights' Local 1102 Supplemental Pension Fund $280M · 2,541
- Operating Engineers' Local 324, Defined Contribution Pension Plan $221M · 7,312
- P & M Holding Group, LLP & Affiliated Entities Pension Plan $210M · 1,012
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Iatse Local 38 and Local 812 Pension Plan by total assets, not by location.
- Sup Money Purchase Pension Plan (CA) $36M · 1,066
- Studio Mechanics Local 476 Annuity Plan (IL) $36M · 2,126
- Osu Foundation Money Purchase Plan (OR) $36M · 135
- Joint Township District Memorial Hospital Employees' Pension Plan (OH) $37M · 535
Frequently Asked Questions
How did Iatse Local 38 and Local 812 Pension Plan assets move in 2022? ▼
How have Board of Trustees, Local 38 & 812 Iatse Pension Trust Fund plan assets changed over time? ▼
Where does Iatse Local 38 and Local 812 Pension Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Iatse Local 38 and Local 812 Pension Plan? ▼
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Scale reading
Ways to act on Iatse Local 38 and Local 812 Pension Plan's numbers.
- By total assets, Iatse Local 38 and Local 812 Pension Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Michigan. Compare plans
- Board of Trustees, Local 38 & 812 Iatse Pension Trust Fund's sponsor-wide assets have grown 1.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans