Other · DOL Form 5500 · 2023
Trustees of Iron Wkers' Mid-America Supplemental Retirement Plan
Data updated 2026-08-11
- $689M
- Total assets
- 6,507
- Participants
- 98th
- Percentile by assets
- $105,947
- Avg per participant
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.
- 98th percentile by assets (of 127,072 plans)
- #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.
- $689M
- total plan assets (2023 EOY)
- 6,507
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $105,947
- avg assets per participant
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.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund reports 6,507 participants - 8.3x that state average ($689M EOY assets).
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)
| 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.
Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund vs. nearby Other plans in Illinois, assets vs. participants
- 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)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund by total assets, not by location.
- 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
Frequently Asked Questions
How did Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund assets move in 2023? ▼
How have Trustees of Iron Wkers' Mid-America Supplemental plan assets changed over time? ▼
Where does Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund? ▼
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Filing takeaways
Ways to act on Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund's numbers.
- By total assets, Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Illinois. Compare plans
- Trustees of Iron Wkers' Mid-America Supplemental's sponsor-wide assets have grown 32.7% since 2022 across 3 plan years on file. More Construction plans