Money Purchase · DOL Form 5500 · 2022

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

Data updated 2026-08-11

$9M
Total assets
252
Participants
62nd
Percentile by assets
$35,251
Avg per participant
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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.

  • 62nd percentile by assets (of 139,126 plans)
  • #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.

$9M
total plan assets (2022 EOY)
252
covered participants
62nd
percentile by assets (of 139,126 plans)
$35,251
avg assets per participant
State
Industry

Participants vs Tennessee filers

In Tennessee, the average filing covers about 1,126 participants across 2,384 plans. Allied Workers Local 48 Annuity Plan reports 252 participants - about 22% of that state average ($9M EOY assets).

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)

$8M$10M$12M$14M$16M 202220232024 $8.88M $13.6M ▲ +53.0%
Total plan assets by year, all Allied Workers Local 48 Annuity Pl Board of Trustees plans on file
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

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…Southern Electrical …IBEW Local 16, AFL-C…U.a. Local Union No.…Midwest Pipe Trades …Millwright & Machine…
Allied Workers Local 48 Annuity Plan vs. nearby Money Purchase plans in Tennessee, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Allied Workers Local 48 Annuity Plan by total assets, not by location.

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).

Next read for Allied Workers Local 48 Annuity Plan

Filing takeaways

Ways to act on Allied Workers Local 48 Annuity Plan's numbers.

  • By total assets, Allied Workers Local 48 Annuity Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar Money Purchase plans in Tennessee. Compare plans
  • Allied Workers Local 48 Annuity Pl Board of Trustees's sponsor-wide assets have grown 53.0% since 2022 across 3 plan years on file. More Construction plans