Defined Benefit (Pension) · DOL Form 5500 · 2022

Trustees - Iron Workers Mid-South Pension Fund Pension Plan

Data updated 2026-08-25

$142M
Total assets Near avg plan size
680
Participants Below avg headcount
94th
Percentile by assets National rank
$208,991
Avg per participant Above avg balance/head
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Official DOL plan name: Iron Workers Mid-South Pension Fund · Sponsored by Trustees - Iron Workers Mid-South Pension Fund · Texas · Construction

$142M in assets, 680 participants

Trustees - Iron Workers Mid-South Pension Fund's Iron Workers Mid-South Pension Fund reported $142M in total assets and 680 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #9,266 in Construction (9,927 peers)

Where Iron Workers Mid-South Pension Fund sits by assets

Iron Workers Mid-South Pension Fund sits in the top 10% of all filed plans by assets, $142M for 680 participants (~$208,991/participant), up 1.2% in 2022.

#9,266
in Construction (9,927 peers)
+1.2%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Iron Workers Mid-South Pension Fund's outsized position by total assets

Iron Workers Mid-South Pension Fund vs every filed plan by assets

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

$142,113,739 Top 6% higher than 94% 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

Iron Workers Mid-South Pension Fund 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. Iron Workers Mid-South Pension Fund sits mid-pack in the medium band (680 participants).

EBSA filing schedule strip

Filing strip 726032179 · Trustees - Iron Workers Mid-South Pension Fund PY 2022 · Defined Benefit (Pension)

Iron Workers Mid-South Pension Fund · $142M · 680 · 94th

  • EIN $142M
  • RANK 680
  • PHOTO 94th
  • IND Defined Benefit (Pension)
  • EOY near Cablevision Cash Balance Pension Plan
  • 5500 ind #9266

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 Texas →

Iron Workers Mid-South Pension Fund in the asset neighbourhood

Iron Workers Mid-South Pension FundIron Workers Mid-South Pensi…$142MCablevision Cash Balance Pension PlanCablevision Cash Balance Pen…$142MOshkosh Corporation Hourly Employees' Retirement PlanOshkosh Corporation Hourly E…$142MAcco Brands Corporation Pension PlanAcco Brands Corporation Pens…$142MSbera Pension Plan as Adopted by Middlesex Savings BankSbera Pension Plan as Adopte…$142M
End-of-year total assets ($M) among Iron Workers Mid-South Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$140M
Net Assets (End of Year)$142M
Net Income$2M
Employer EIN726032179
Plan Effective Date1964-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees - Iron Workers Mid-South Pension Fund)

Sponsor-wide plan assets over time

All Trustees - Iron Workers Mid-South Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$156M 9.963768527686124% vs 2022
2023 filing year
$140M$145M$150M$155M$160M 20222023 $142M $156M ▲ +10.0%
Year Plans Participants Total Assets
2022 1 680 $142M
2023 1 776 $156M

Nearby Defined Benefit (Pension) Plans in Texas

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

Iron Workers Mid-South Pension Fund vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Iron Workers Mid-South Pension Fund, Total assets ($B): 0.142113739 · Participants: 680Iron Workers Mid-South Pension FundAT&T Pension Benefit Plan, Total assets ($B): 40.998144 · Participants: 119463AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 14.642588618 · Participants: 12912Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 11.599 · Participants: 23661Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.541187279 · Participants: 12815Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.371602289 · Participants: 9156Bp Retirement Accumulation Plan
Iron Workers Mid-South Pension Fund vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Iron Workers Mid-South Pension Fund side-by-side with 3 peers →

Iron Workers Mid-South Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Cablevision Cash Balance Pension Plan in NY ($142M); by covered participants it is Sempra Energy Cash Balance Plan in CA (680 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (680 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 Iron Workers Mid-South Pension Fund assets move in 2022? ▼
Iron Workers Mid-South Pension Fund edged up modestly - up 1.2% during 2022, from $140M to $142M. Reported net income was $2M.
How have Trustees - Iron Workers Mid-South Pension Fund plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Trustees - Iron Workers Mid-South Pension Fund's sponsor-wide assets grew 10.0%, from $142M to $156M.
Where does Iron Workers Mid-South Pension Fund rank by assets among Form 5500 filers? ▼
Iron Workers Mid-South Pension Fund ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Iron Workers Mid-South Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cablevision Cash Balance Pension Plan in NY ($142M, 2,249 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Iron Workers Mid-South Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sempra Energy Cash Balance Plan in CA (680 participants, $210M 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 726032179.

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.