Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustee M.S.S.a.-I.L.a. Pension Plan Pension Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
291
Participants Below avg headcount
88th
Percentile by assets National rank
$169,538
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: M.S.S.a.-I.L.a. Pension Plan · Sponsored by Board of Trustee M.S.S.a.-I.L.a. Pension Plan · Alabama · Finance & Insurance

$49M in assets, 291 participants

Board of Trustee M.S.S.a.-I.L.a. Pension Plan's M.S.S.a.-I.L.a. Pension Plan reported $49M in total assets and 291 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,464 in Finance & Insurance (9,261 peers)

Where M.S.S.a.-I.L.a. Pension Plan sits by assets

M.S.S.a.-I.L.a. Pension Plan sits in the top quartile of all filed plans by assets, $49M for 291 participants (~$169,538/participant), up 14.8% in 2022.

#7,464
in Finance & Insurance (9,261 peers)
+14.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

M.S.S.a.-I.L.a. Pension Plan's outsized position by total assets

M.S.S.a.-I.L.a. Pension Plan vs every filed plan by assets

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

$49,335,431 Top 12% higher than 88% 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

M.S.S.a.-I.L.a. Pension 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. M.S.S.a.-I.L.a. Pension Plan sits mid-pack in the medium band (291 participants).

Form 5500 schedule snapshot

Filing strip 630785888 · Board of Trustee M.S.S.a.-I.L.a. Pension Plan PY 2022 · Defined Benefit (Pension)

M.S.S.a.-I.L.a. Pension Plan · $49M · 291 · 88th

  • SCH $49M
  • EBSA 291
  • PART 88th
  • TYPE Defined Benefit (Pension)
  • NET near Retirement Plan for Non Legal Employees of Stb LLP
  • BOOK ind #7464

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 Finance & Insurance retirement plans → · Plans in Alabama →

M.S.S.a.-I.L.a. Pension Plan in the asset neighbourhood

Pension Plan for Salaried and Production Employees of Vallourec Star, LPPension Plan for Salaried an…$49MLocal 99 Pension Plan$49MRetirement Plan for Non Legal Employees of Stb LLPRetirement Plan for Non Lega…$49MAmerican Quarter Horse Association Employee Pension PlanAmerican Quarter Horse Assoc…$49MM.S.S.a.-I.L.a. Pension Plan$49M
End-of-year total assets ($M) among M.S.S.a.-I.L.a. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$49M
Net Income$6M
Employer EIN630785888
Plan Effective Date1957-12-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustee M.S.S.a.-I.L.a. Pension Plan)

Sponsor-wide plan assets over time

All Board of Trustee M.S.S.a.-I.L.a. Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$63M 28.33267839496527% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $49.3M $63.3M ▲ +28.3%
Year Plans Participants Total Assets
2022 1 291 $49M
2023 1 320 $59M
2024 1 266 $63M

Nearby Defined Benefit (Pension) Plans in Alabama

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

M.S.S.a.-I.L.a. Pension Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants Scatter plot of 6 data points. 0100020003000 -0.500.511.5 Total assets ($B) Participants M.S.S.a.-I.L.a. Pension Plan, Total assets ($B): 0.049335431 · Participants: 291M.S.S.a.-I.L.a. Pension PlanRegions Financial Corporation Retirement Plan, Total assets ($B): 1.234102296 · Participants: 309Regions Financial Corporation Retirement PlanRegions Financial Corporation Retirement Plan for Associates, Total assets ($B): 0.700189014 · Participants: 2672Regions Financial Corporation Retirement Plan for AssociatesBlue Cross and Blue Shield of Alabama Retirement Plan, Total assets ($B): 0.655441132 · Participants: 2154Blue Cross and Blue Shield of Alabama Retirement PlanVulcan Materials Company Pension Plan, Total assets ($B): 0.502591014 · Participants: 879Vulcan Materials Company Pension PlanAmerican Cast Iron Pipe Company Pension Plan, Total assets ($B): 0.432303132 · Participants: 869American Cast Iron Pipe Company Pension Plan
M.S.S.a.-I.L.a. Pension Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants
Compare M.S.S.a.-I.L.a. Pension Plan side-by-side with 3 peers →

M.S.S.a.-I.L.a. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Alabama, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Non Legal Employees of Stb LLP in NY ($49M); by covered participants it is Employees' Retirement Plan of Ellis Hospital in NY (291 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (291 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 M.S.S.a.-I.L.a. Pension Plan assets move in 2022? ▼
M.S.S.a.-I.L.a. Pension Plan grew at a solid clip - up 14.8% during 2022, from $43M to $49M. Reported net income was $6M.
How have Board of Trustee M.S.S.a.-I.L.a. Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustee M.S.S.a.-I.L.a. Pension Plan's sponsor-wide assets grew 28.3%, from $49M to $63M.
Where does M.S.S.a.-I.L.a. Pension Plan rank by assets among Form 5500 filers? ▼
M.S.S.a.-I.L.a. Pension Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to M.S.S.a.-I.L.a. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Non Legal Employees of Stb LLP in NY ($49M, 221 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to M.S.S.a.-I.L.a. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Employees' Retirement Plan of Ellis Hospital in NY (291 participants, $57M 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 630785888.

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.