Money Purchase · DOL Form 5500 · 2023

Trustees of Insulators & Allied Workers Local 39 Pension Plan Money Purchase Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
189
Participants Below avg headcount
84th
Percentile by assets National rank
$237,827
Avg per participant Above avg balance/head
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Official DOL plan name: Insulators & Allied Workers Local 39 Money Purchase Pension Plan · Sponsored by Trustees of Insulators & Allied Workers Local 39 Pension Plan · Nebraska · Construction

$45M in assets, 189 participants

Trustees of Insulators & Allied Workers Local 39 Pension Plan's Insulators & Allied Workers Local 39 Money Purchase Pension Plan reported $45M in total assets and 189 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #7,433 in Construction (9,030 peers)

Coverage in Nebraska

Insulators & Allied Workers Local 39 Money Purchase Pension Plan covers 189 participants in Nebraska, about 34% of the average Nebraska filer (state average ~552 per filing). Assets: $45M.

#7,433
in Construction (9,030 peers)
+22.4%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Insulators & Allied Workers Local 39 Money Purchase Pension Plan's outsized position by total assets

Insulators & Allied Workers Local 39 Money Purchase Pension Plan vs every filed plan by assets

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

$44,949,223 Top 16% higher than 84% 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

Insulators & Allied Workers Local 39 Money Purchase Pension Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Insulators & Allied Workers Local 39 Money Purchase Pension Plan sits mid-pack in the medium band (189 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Insulators & Allied Workers Local 39 Money Purchase Pension Plan reported net income rose from -$9M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Insulators & Allied Workers Local 39 Money Purchase Pension Plan end-of-year assets rose from $37M in the plan year 2022 filing to $45M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 470438021 · Trustees of Insulators & Allied Workers Local 39 Pension Plan PY 2023 · Money Purchase

Insulators & Allied Workers Local 39 Money Purchase Pension Plan · $45M · 189 · 84th

  • NET $45M
  • NET 189
  • NET 84th
  • NET Money Purchase
  • NET near Boston Plasterers & Cement Masons Local 534 Deferred Income Plan
  • NET ind #7433

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 Nebraska →

Insulators & Allied Workers Local 39 Money Purchase Pension Plan in the asset neighbourhood

IBEW Local 64 Profit Sharing Plan and TrustIBEW Local 64 Profit Sharing…$46MOsu Foundation Money Purchase PlanOsu Foundation Money Purchas…$45MBoston Plasterers & Cement Masons Local 534 Deferred Income PlanBoston Plasterers & Cement M…$45MInsulators & Allied Workers Local 39 Money Purchase Pension PlanInsulators & Allied Workers …$45MAbatement Workers National Defined Contribution Pension PlanAbatement Workers National D…$44M
End-of-year total assets ($M) among Insulators & Allied Workers Local 39 Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Nebraska filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$45M
Net Income$8M
Employer EIN470438021
Plan Effective Date1985-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of Insulators & Allied Workers Local 39 Pension Plan)

Sponsor-wide plan assets over time

All Trustees of Insulators & Allied Workers Local 39 Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$51M 39.81156901046098% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $36.7M $51.4M ▲ +39.8%
Year Plans Participants Total Assets
2022 1 189 $37M
2023 1 189 $45M
2024 1 174 $51M

Nearby Money Purchase Plans in Nebraska

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Insulators & Allied Workers Local 39 Money Purchase Pension Plan vs. nearby Money Purchase plans in Nebraska, assets vs. participants Scatter plot of 6 data points. 01000200030004000 -1000100200300400 Total assets ($M) Participants Insulators & Allied Workers Local 39 Money Purchase Pension Plan, Total assets ($M): 44.949223 · Participants: 189Insulators & Allied Workers Local 39 Money Purchase Pension PlanIBEW Local Union No. 22/NECA Defined Contribution Pension Fund, Plan B, Total assets ($M): 305.663824 · Participants: 3181IBEW Local Union No. 22/NECA Defined Contribution Pension Fund, Plan BFaith Regional Health Services Employees Retirement Plan, Total assets ($M): 53.244652 · Participants: 1409Faith Regional Health Services Employees Retirement PlanHawkins Construction Company Employee Pension Benefit Plan, Total assets ($M): 29.755533 · Participants: 188Hawkins Construction Company Employee Pension Benefit PlanCommunity Hospital Employees Pension Plan, Total assets ($M): 24.254367 · Participants: 276Community Hospital Employees Pension PlanJefferson Community Health Center Inc. Employees Pension Plan, Total assets ($M): 7.374706 · Participants: 255Jefferson Community Health Center Inc. Employees Pension Plan
Insulators & Allied Workers Local 39 Money Purchase Pension Plan vs. nearby Money Purchase plans in Nebraska, assets vs. participants
Compare Insulators & Allied Workers Local 39 Money Purchase Pension Plan side-by-side with 3 peers →

Insulators & Allied Workers Local 39 Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Nebraska, the nearest Money Purchase by assets is Boston Plasterers & Cement Masons Local 534 Deferred Income Plan in MA ($45M); by covered participants it is Roofers Union Local 221 Annuity Plan in HI (189 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (189 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 Insulators & Allied Workers Local 39 Money Purchase Pension Plan assets move in 2023? ▼
Insulators & Allied Workers Local 39 Money Purchase Pension Plan grew sharply - up 22.4% during 2023, from $37M to $45M. Reported net income was $8M.
How have Trustees of Insulators & Allied Workers Local 39 Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of Insulators & Allied Workers Local 39 Pension Plan's sponsor-wide assets grew 39.8%, from $37M to $51M.
Where does Insulators & Allied Workers Local 39 Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
Insulators & Allied Workers Local 39 Money Purchase Pension Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Insulators & Allied Workers Local 39 Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Boston Plasterers & Cement Masons Local 534 Deferred Income Plan in MA ($45M, 299 participants).
Which Money Purchase plans cover a similar participant headcount to Insulators & Allied Workers Local 39 Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Roofers Union Local 221 Annuity Plan in HI (189 participants, $17M 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 470438021.

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.