Money Purchase · DOL Form 5500 · 2023
Board of Trustees - Insulators Local No. 37 Retirement Plan Money Purchase Plan
Data updated 2026-08-25
- $81M
- Total assets Below avg plan size
- 1,081
- Participants Near avg headcount
- 90th
- Percentile by assets National rank
- $74,807
- Avg per participant Below avg balance/head
Official DOL plan name: Insulators Local No. 37 Retirement Plan · Sponsored by Board of Trustees - Insulators Local No. 37 Retirement Plan · Tennessee · Construction
$81M in assets, 1,081 participants
Board of Trustees - Insulators Local No. 37 Retirement Plan's Insulators Local No. 37 Retirement Plan reported $81M in total assets and 1,081 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #7,939 in Construction (9,030 peers)
Where Insulators Local No. 37 Retirement Plan sits by assets
Insulators Local No. 37 Retirement Plan sits in the top 10% of all filed plans by assets, $81M for 1,081 participants (~$74,807/participant), up 21.4% in 2023.
- #7,939
- in Construction (9,030 peers)
- +21.4%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Insulators Local No. 37 Retirement Plan's outsized position by total assets
Insulators Local No. 37 Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$80,866,590 Top 10% higher than 90% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Insulators Local No. 37 Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Insulators Local No. 37 Retirement Plan lands in the large band (1,081 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Insulators Local No. 37 Retirement Plan reported net income rose from -$16M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Insulators Local No. 37 Retirement Plan end-of-year assets rose from $67M in the plan year 2022 filing to $81M in the plan year 2023 filing.
- Insulators Local No. 37 Retirement Plan reported participants rose from 1,067 in the plan year 2022 filing to 1,081 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 581912950 · Board of Trustees - Insulators Local No. 37 Retirement Plan PY 2023 · Money Purchase
Insulators Local No. 37 Retirement Plan · $81M · 1,081 · 90th
- BOOK $81M
- BOOK 1,081
- BOOK 90th
- BOOK Money Purchase
- BOOK near Wisconsin Glaziers & Glassworkers Money Purchase Fund
- BOOK ind #7939
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 Local No. 37 Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $67M |
|---|---|
| Net Assets (End of Year) | $81M |
| Net Income | $14M |
| Employer EIN | 581912950 |
| Plan Effective Date | 1989-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees - Insulators Local No. 37 Retirement Plan)
Sponsor-wide plan assets over time
All Board of Trustees - Insulators Local No. 37 Retirement Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $88M 32.248750906604585% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,067 | $67M |
| 2023 | 1 | 1,081 | $81M |
| 2024 | 1 | 1,136 | $88M |
Nearby Money Purchase Plans in Tennessee
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Southern Electrical Retirement Fund $1.9B · 11,228
- IBEW Local 16, AFL-CIO & Multi- Employer Pension Plan $379M · 2,004
- U. a. Local Union No. 614 Pension Plan $196M · 1,248
- Midwest Pipe Trades Retirement Plan $190M · 1,501
- IBEW Local Union No. 915 Pension-Annuity Fund $98M · 1,819
Insulators Local No. 37 Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Tennessee, the nearest Money Purchase by assets is Wisconsin Glaziers & Glassworkers Money Purchase Fund in WI ($81M); by covered participants it is P & M Holding Group, LLP & Affiliated Entities Pension Plan in MI (1,081 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($81M here).
- Wisconsin Glaziers & Glassworkers Money Purchase Fund (WI) $81M · 422
- Minnkota Power Cooperative, Inc. Employees Pension Plan -Plan B (ND) $80M · 361
- National Association of Realtors Pension Plan (IL) $80M · 401
- International Brotherhood of Electrical Workers Local Union 873 Retirement Plan and Trust (IN) $80M · 520
Similar participant headcount
Nearest other-state filings by covered participants (1,081 participants); asset peers above are excluded.
- P & M Holding Group, LLP & Affiliated Entities Pension Plan (MI) 1,081 · 0 off
- Plumbers & Steamfitters Local 81 Annuity Fund (NY) 1,082 · 1 off
- Ironworkers Local 380 Retirement and Severance Plan (IL) 1,079 · 2 off
- Smart Local 104, District 3 401(a) Plan (CA) 1,086 · 5 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.