Money Purchase · DOL Form 5500 · 2023

Board of Trustees - Insulators and Allied Workers Local No. 46 Money Purchase Plan

Data updated 2026-08-25

$981K
Total assets Small plan by assets
N/A
Participants Small participant base
23rd
Percentile by assets National rank
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Official DOL plan name: Insulators and Allied Workers Local No. 46 Annuity Fund · Sponsored by Board of Trustees - Insulators and Allied Workers Local No. 46 · Tennessee · Construction

$981K in assets, N/A participants

Board of Trustees - Insulators and Allied Workers Local No. 46's Insulators and Allied Workers Local No. 46 Annuity Fund reported $981K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #1,944 in Construction (9,030 peers)

What the 2023 filing shows

Insulators and Allied Workers Local No. 46 Annuity Fund holds $981K for N/A participants, among the smaller plans by assets on file.

#1,944
in Construction (9,030 peers)
+4.6%
assets growth YoY

Insulators and Allied Workers Local No. 46 Annuity Fund among the smaller filed plans by assets

Insulators and Allied Workers Local No. 46 Annuity Fund vs every filed plan by assets

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

$981,407 23rd percentile higher than 23% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Insulators and Allied Workers Local No. 46 Annuity Fund reported net income rose from -$209K in the plan year 2022 filing to $43K in the plan year 2023 filing.
  • Insulators and Allied Workers Local No. 46 Annuity Fund end-of-year assets rose from $938K in the plan year 2022 filing to $981K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 204235805 · Board of Trustees - Insulators and Allied Workers Local No. 46 PY 2023 · Money Purchase

Insulators and Allied Workers Local No. 46 Annuity Fund · $981K · N/A · 23rd

  • ASSETS $981K
  • ASSETS N/A
  • ASSETS 23rd
  • ASSETS Money Purchase
  • ASSETS near Antolin J. Padilla Morales Retirement Plan
  • ASSETS ind #1944

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 Tennessee →

Insulators and Allied Workers Local No. 46 Annuity Fund in the asset neighbourhood

Carlos Manuel Cidre Miranda, Md Retirement PlanCarlos Manuel Cidre Miranda,…$990KIsv Pediatrics Psc & Juan Barrientos G Medical Services Csp Retirement PlanIsv Pediatrics Psc & Juan Ba…$992KInsulators and Allied Workers Local No. 46 Annuity FundInsulators and Allied Worker…$981KAntolin J. Padilla Morales Retirement PlanAntolin J. Padilla Morales R…$975KGlobetech Computing, Inc. Pension PlanGlobetech Computing, Inc. Pe…$970K
End-of-year total assets ($M) among Insulators and Allied Workers Local No. 46 Annuity Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$938K
Net Assets (End of Year)$981K
Net Income$43K
Employer EIN204235805
Plan Effective Date2006-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees - Insulators and Allied Workers Local No. 46)

Sponsor-wide plan assets over time

All Board of Trustees - Insulators and Allied Workers Local No. 46 plans reported in each filing year

Latest sponsor-wide plan assets
$934K 0.4371168831999386% vs 2022
2024 filing year
$0.92M$0.94M$0.96M$0.98M$1M 202220232024 $0.94M $0.93M ▼ -1.1%
Year Plans Participants Total Assets
2022 1 N/A $938K
2023 1 N/A $981K
2024 1 N/A $934K

Nearby Money Purchase Plans in Tennessee

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

Insulators and Allied Workers Local No. 46 Annuity Fund vs. nearby Money Purchase plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.52 Total assets ($B) Participants Insulators and Allied Workers Local No. 46 Annuity Fund, Total assets ($B): 0.000981407 · Participants: 0Insulators and Allied Workers Local No. 46 Annuity FundSouthern Electrical Retirement Fund, Total assets ($B): 1.903808868 · Participants: 11228Southern Electrical Retirement FundIBEW Local 16, AFL-CIO & Multi- Employer Pension Plan, Total assets ($B): 0.378665018 · Participants: 2004IBEW Local 16, AFL-CIO & Multi- Employer Pension PlanU. a. Local Union No. 614 Pension Plan, Total assets ($B): 0.19563667 · Participants: 1248U. a. Local Union No. 614 Pension PlanMidwest Pipe Trades Retirement Plan, Total assets ($B): 0.190004018 · Participants: 1501Midwest Pipe Trades Retirement PlanIBEW Local Union No. 915 Pension-Annuity Fund, Total assets ($B): 0.098137251 · Participants: 1819IBEW Local Union No. 915 Pension-Annuity Fund
Insulators and Allied Workers Local No. 46 Annuity Fund vs. nearby Money Purchase plans in Tennessee, assets vs. participants
Compare Insulators and Allied Workers Local No. 46 Annuity Fund side-by-side with 3 peers →

Insulators and Allied Workers Local No. 46 Annuity Fund's closest out-of-state Money Purchase peers by assets

Outside Tennessee, the nearest Money Purchase by end-of-year assets is Antolin J. Padilla Morales Retirement Plan in PR at $975K (this filing: $981K).

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 and Allied Workers Local No. 46 Annuity Fund assets move in 2023? ▼
Insulators and Allied Workers Local No. 46 Annuity Fund edged up modestly - up 4.6% during 2023, from $938K to $981K. Reported net income was $43K.
How have Board of Trustees - Insulators and Allied Workers Local No. 46 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees - Insulators and Allied Workers Local No. 46's sponsor-wide assets declined 0.4%, from $938K to $934K.
Where does Insulators and Allied Workers Local No. 46 Annuity Fund rank by assets among Form 5500 filers? ▼
Insulators and Allied Workers Local No. 46 Annuity Fund ranks in the 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Insulators and Allied Workers Local No. 46 Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by assets is Antolin J. Padilla Morales Retirement Plan in PR ($975K, 2 participants).

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 204235805.

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.