Other · DOL Form 5500 · 2023
Trustees of Iron Wkers' Mid-America Supplemental Retirement Plan
Data updated 2026-08-25
- $689M
- Total assets Above avg plan size
- 6,507
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $105,947
- Avg per participant Below avg balance/head
Official DOL plan name: Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund · Sponsored by Trustees of Iron Wkers' Mid-America Supplemental · Illinois · Construction
$689M in assets, 6,507 participants
Trustees of Iron Wkers' Mid-America Supplemental's Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund reported $689M in total assets and 6,507 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #8,855 in Construction (9,030 peers)
Coverage in Illinois
Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund covers 6,507 participants in Illinois, 8.3x the typical Illinois plan (state average ~779 per filing). Assets: $689M.
- #8,855
- in Construction (9,030 peers)
- +17.7%
- assets growth YoY
- 6.9×
- vs typical plan assets (national mean)
Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund's outsized position by total assets
Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$689,396,604 Top 2% higher than 98% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund lands in the large band (6,507 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund reported net income rose from -$99M in the plan year 2022 filing to $103M in the plan year 2023 filing.
- Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund end-of-year assets rose from $586M in the plan year 2022 filing to $689M in the plan year 2023 filing.
- Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund reported participants rose from 6,365 in the plan year 2022 filing to 6,507 in the plan year 2023 filing.
DOL schedule card
Filing strip 364108124 · Trustees of Iron Wkers' Mid-America Supplemental PY 2023 · Other
Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund · $689M · 6,507 · 98th
- PHOTO $689M
- PHOTO 6,507
- PHOTO 98th
- PHOTO Other
- PHOTO near Cook Childrens Health Care System 403(b) Retirement Plan
- PHOTO ind #8855
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 Illinois →
Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $586M |
|---|---|
| Net Assets (End of Year) | $687M |
| Net Income | $103M |
| Employer EIN | 364108124 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Iron Wkers' Mid-America Supplemental)
Sponsor-wide plan assets over time
All Trustees of Iron Wkers' Mid-America Supplemental plans reported in each filing year
- Latest sponsor-wide plan assets
- $777M 32.675838260994944% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,365 | $586M |
| 2023 | 1 | 6,507 | $689M |
| 2024 | 1 | 6,642 | $777M |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwestern University Retirement Plan $4.0B · 9,440
- The University of Chicago Contributory Retirement Plan $3.5B · 4,796
- Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees $2.0B · 13,705
- The University of Chicago Supplemental Retirement Plan $1.7B · 8,254
- Argonne National Laboratory 403(b) Employee Retirement Plan $1.6B · 3,798
Scale composition for Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund
Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund reports $689M in end-of-year assets across 6,507 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $105,947 per participant (77% of the national average assets-per-participant) . Net income for plan year 2023 was $103M.
This plan identity (EIN 364108124, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $586M to $777M (+32.7%) while covered participants moved from 6,365 to 6,642 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,365 | $586M | Open filing |
| 2023 | 6,507 | $689M | This page |
| 2024 · index core | 6,642 | $777M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund (Other, $777M, 6,642 participants)
Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Cook Childrens Health Care System 403(b) Retirement Plan in TX ($690M); by covered participants it is Nyu Grossman School of Medicine Retirement Plan for Members of the Faculty, Professional Research Staff and Administration in NY (6,469 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($689M here).
- Cook Childrens Health Care System 403(b) Retirement Plan (TX) $690M · 8,893
- Shriners Hospitals for Children Retirement Savings Plan (FL) $688M · 4,477
- H. Lee Moffitt Cancer Center and Research (FL) $688M · 7,986
- Tax Deferred Annuity Plan of Ny Medical College (NY) $694M · 859
Similar participant headcount
Nearest other-state filings by covered participants (6,507 participants); asset peers above are excluded.
- Nyu Grossman School of Medicine Retirement Plan for Members of the Faculty, Professional Research Staff and Administration (NY) 6,469 · 38 off
- The Medical College of Wisconsin, Inc. Retirement Plan (WI) 6,591 · 84 off
- Howard University Savings Plan (DC) 6,611 · 104 off
- Carnegie Mellon University Faculty and Staff Retirement Plan (PA) 6,370 · 137 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.