Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees of the I.a.M. National Pension Fund Pension Plan

Data updated 2026-08-25

$14.3B
Total assets Mega-plan scale
92,151
Participants Very large workforce
100th
Percentile by assets National rank
$155,179
Avg per participant Above avg balance/head
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Official DOL plan name: Iam National Pension Fund · Sponsored by Board of Trustees of the I.a.M. National Pension Fund · District of Columbia · Manufacturing

$14.3B in assets, 92,151 participants

Board of Trustees of the I.a.M. National Pension Fund's Iam National Pension Fund reported $14.3B in total assets and 92,151 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.

  • #18,693 in Manufacturing (18,722 peers)

Coverage in District of Columbia

Iam National Pension Fund covers 92,151 participants in District of Columbia, 63x the typical District of Columbia plan (state average ~1,456 per filing). Assets: $14.3B.

#18,693
in Manufacturing (18,722 peers)
+3.6%
assets growth YoY
143×
vs typical plan assets (national mean)

Iam National Pension Fund's outsized position by total assets

Iam National Pension Fund vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$14,299,885,772 Highest reported value at or above every one of 127,068 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 2023

Iam National Pension Fund's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Iam National Pension Fund is a mega filing (92,151 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Iam National Pension Fund reported net income rose from -$2.0B in the plan year 2022 filing to $388M in the plan year 2023 filing.
  • Iam National Pension Fund end-of-year assets rose from $13.8B in the plan year 2022 filing to $14.3B in the plan year 2023 filing.
  • Iam National Pension Fund reported participants fell from 94,512 in the plan year 2022 filing to 92,151 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 516031295 · Board of Trustees of the I.a.M. National Pension Fund PY 2023 · Defined Benefit (Pension)

Iam National Pension Fund · $14.3B · 92,151 · 100th

  • NET $14.3B
  • NET 92,151
  • NET 100th
  • NET Defined Benefit (Pension)
  • NET near 3M Employee Retirement Income Plan
  • NET ind #18693

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 Manufacturing retirement plans → · Plans in District of Columbia →

Iam National Pension Fund in the asset neighbourhood

Shell Pension Plan$15.1BTruist Financial Corporation Pension PlanTruist Financial Corporation…$14.6BIam National Pension Fund$14.3B3M Employee Retirement Income Plan3M Employee Retirement Incom…$14.3BNokia Retirement Income Plan$13.9B
End-of-year total assets ($B) among Iam National Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

Total Assets (Beginning of Year)$13.8B
Net Assets (End of Year)$13.9B
Net Income$388M
Employer EIN516031295
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the I.a.M. National Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees of the I.a.M. National Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$15.0B 8.77256732426121% vs 2022
2024 filing year
$13.5B$14B$14.5B$15B$15.5B 202220232024 $13.8B $15B ▲ +8.8%
Year Plans Participants Total Assets
2022 1 94,512 $13.8B
2023 1 92,151 $14.3B
2024 1 102,493 $15.0B

Nearby Defined Benefit (Pension) Plans in District of Columbia

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

Iam National Pension Fund vs. nearby Defined Benefit (Pension) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 0102030 Total assets ($B) Participants Iam National Pension Fund, Total assets ($B): 14.299885772 · Participants: 92151Iam National Pension FundCentral Pension Fund of the Iuoe & Participating Employers, Total assets ($B): 24.899227069 · Participants: 100627Central Pension Fund of the Iuoe & Participating EmployersUnited Mine Workers of America 1974 Pension Plan, Total assets ($B): 3.510841748 · Participants: 52United Mine Workers of America 1974 Pension PlanDanaher Corporation & Subsidiaries Pension Plan, Total assets ($B): 1.889401706 · Participants: 3354Danaher Corporation & Subsidiaries Pension PlanLiuna Staff and Affiliates Pension Fund, Total assets ($B): 1.815316886 · Participants: 3533Liuna Staff and Affiliates Pension FundBricklayers & Trowel Trades International Pension Fund, Total assets ($B): 1.758540901 · Participants: 27803Bricklayers & Trowel Trades International Pension Fund
Iam National Pension Fund vs. nearby Defined Benefit (Pension) plans in District of Columbia, assets vs. participants
Compare Iam National Pension Fund side-by-side with 3 peers →

Scale composition for Iam National Pension Fund

Iam National Pension Fund reports $14.3B in end-of-year assets across 92,151 participants (0.12% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.098% of 93,925,755 covered participants) - about $155,179 per participant (1.1x the national average assets-per-participant) . Net income for plan year 2023 was $388M.

This plan identity (EIN 516031295, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $13.8B to $15.0B (+8.8%) while covered participants moved from 94,512 to 102,493 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 94,512 $13.8B Open filing
2023 92,151 $14.3B This page
2024 · index core 102,493 $15.0B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Iam National Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside District of Columbia, the nearest Defined Benefit (Pension) by assets is 3M Employee Retirement Income Plan in MN ($14.3B); by covered participants it is JPMorgan Chase Retirement Plan in NJ (90,644 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14.3B here).

Similar participant headcount

Nearest other-state filings by covered participants (92,151 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Iam National Pension Fund assets move in 2023? ▼
Iam National Pension Fund edged up modestly - up 3.6% during 2023, from $13.8B to $14.3B. Reported net income was $388M.
How have Board of Trustees of the I.a.M. National Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of the I.a.M. National Pension Fund's sponsor-wide assets grew 8.8%, from $13.8B to $15.0B.
Where does Iam National Pension Fund rank by assets among Form 5500 filers? ▼
Iam National Pension Fund ranks in the 100th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Iam National Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is 3M Employee Retirement Income Plan in MN ($14.3B, 10,638 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Iam National Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is JPMorgan Chase Retirement Plan in NJ (90,644 participants, $16.3B in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 516031295.

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.