Money Purchase · DOL Form 5500 · 2022

Allied Workers Local 48 Annuity Pl Board of Trustees Money Purchase Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
252
Participants Below avg headcount
62nd
Percentile by assets National rank
$35,251
Avg per participant Low balance/head
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Official DOL plan name: Allied Workers Local 48 Annuity Plan · Sponsored by Allied Workers Local 48 Annuity Pl Board of Trustees · Tennessee · Construction

$9M in assets, 252 participants

Allied Workers Local 48 Annuity Pl Board of Trustees's Allied Workers Local 48 Annuity Plan reported $9M in total assets and 252 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #6,172 in Construction (9,927 peers)

Coverage in Tennessee

Allied Workers Local 48 Annuity Plan covers 252 participants in Tennessee, about 22% of the average Tennessee filer (state average ~1,126 per filing). Assets: $9M.

#6,172
in Construction (9,927 peers)
+17.1%
assets growth YoY

Allied Workers Local 48 Annuity Plan's mid-pack asset rank among Construction and all filers

Allied Workers Local 48 Annuity Plan vs every filed plan by assets

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

$8,883,278 Top 38% higher than 62% 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

Allied Workers Local 48 Annuity Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Allied Workers Local 48 Annuity Plan sits mid-pack in the medium band (252 participants).

Plan-year Form 5500 strip

Filing strip 454606516 · Allied Workers Local 48 Annuity Pl Board of Trustees PY 2022 · Money Purchase

Allied Workers Local 48 Annuity Plan · $9M · 252 · 62nd

  • SCH $9M
  • EBSA 252
  • PART 62nd
  • TYPE Money Purchase
  • NET near Pan-O-Gold Baking Co. Retirement Plan
  • BOOK ind #6172

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 Tennessee →

Allied Workers Local 48 Annuity Plan in the asset neighbourhood

Dupage Neonatology Associates, Sc Pension Plan and TrustDupage Neonatology Associate…$9MAllied Workers Local 48 Annuity PlanAllied Workers Local 48 Annu…$9MPan-O-Gold Baking Co. Retirement PlanPan-O-Gold Baking Co. Retire…$9MMidland Emergency Room Corp. Employee Pension PlanMidland Emergency Room Corp.…$9MStacey Braun Associates, Inc. Profit Sharing PlanStacey Braun Associates, Inc…$9M
End-of-year total assets ($M) among Allied Workers Local 48 Annuity Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN454606516
Plan Effective Date2011-11-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Allied Workers Local 48 Annuity Pl Board of Trustees)

Sponsor-wide plan assets over time

All Allied Workers Local 48 Annuity Pl Board of Trustees plans reported in each filing year

Latest sponsor-wide plan assets
$14M 53.00618758075566% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $8.88M $13.6M ▲ +53.0%
Year Plans Participants Total Assets
2022 1 252 $9M
2023 1 598 $11M
2024 1 647 $14M

Nearby Money Purchase Plans in Tennessee

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

Allied Workers Local 48 Annuity Plan vs. nearby Money Purchase plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.52 Total assets ($B) Participants Allied Workers Local 48 Annuity Plan, Total assets ($B): 0.008883278 · Participants: 252Allied Workers Local 48 Annuity PlanSouthern Electrical Retirement Fund, Total assets ($B): 1.721628674 · Participants: 10582Southern Electrical Retirement FundIBEW Local 16, AFL-CIO & Multi- Employer Pension Plan, Total assets ($B): 0.33110444 · Participants: 1999IBEW Local 16, AFL-CIO & Multi- Employer Pension PlanU.a. Local Union No. 614 Pension Plan, Total assets ($B): 0.166143137 · Participants: 1308U.a. Local Union No. 614 Pension PlanMidwest Pipe Trades Retirement Plan, Total assets ($B): 0.158666094 · Participants: 1481Midwest Pipe Trades Retirement PlanMillwright & Machinery Erectors Local 1192 Defined Contribution Pension Plan, Total assets ($B): 0.097878043 · Participants: 853Millwright & Machinery Erectors Local 1192 Defined Contribution Pension Plan
Allied Workers Local 48 Annuity Plan vs. nearby Money Purchase plans in Tennessee, assets vs. participants
Compare Allied Workers Local 48 Annuity Plan side-by-side with 3 peers →

Allied Workers Local 48 Annuity Plan's out-of-state Money Purchase peers by assets and headcount

Outside Tennessee, the nearest Money Purchase by assets is Pan-O-Gold Baking Co. Retirement Plan in MN ($9M); by covered participants it is Mosaic & Terrazzo Workers' Annuity Fund in NY (253 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (252 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 Allied Workers Local 48 Annuity Plan assets move in 2022? ▼
Allied Workers Local 48 Annuity Plan grew sharply - up 17.1% during 2022, from $8M to $9M. Reported net income was $1M.
How have Allied Workers Local 48 Annuity Pl Board of Trustees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allied Workers Local 48 Annuity Pl Board of Trustees's sponsor-wide assets grew 53.0%, from $9M to $14M.
Which Money Purchase plans are similar in size to Allied Workers Local 48 Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Pan-O-Gold Baking Co. Retirement Plan in MN ($9M, 161 participants).
Which Money Purchase plans cover a similar participant headcount to Allied Workers Local 48 Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Mosaic & Terrazzo Workers' Annuity Fund in NY (253 participants, $30M 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 454606516.

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.