Defined Benefit (Pension) · DOL Form 5500 · 2023

Joint Board of Trustees of District 9 I.a.M & a.W. Pension Trust Pension Plan

Data updated 2026-08-11

$711M
Total assets: 2,214
Participants: 98th
Percentile by assets: $321,027
Avg per participant

Official DOL plan name: District No. 9 International Association of Machin Aerospace Workers Pension Plan · Sponsored by Joint Board of Trustees of District 9 I.a.M & a.W. Pension Trust · Missouri · Manufacturing

$711M in assets, 2,214 participants

Joint Board of Trustees of District 9 I.a.M & a.W. Pension Trust's District No. 9 International Association of Machin Aerospace Workers Pension Plan reported $711M in total assets and 2,214 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

98th percentile by assets (of 127,072 plans)
#18,119 in Manufacturing (18,722 peers)

Coverage in Missouri

District No. 9 International Association of Machin Aerospace Workers Pension Plan covers 2,214 participants in Missouri, 3.0x the typical Missouri plan (state average ~737 per filing). Assets: $711M.

$711M
total plan assets (2023 EOY): 2,214
covered participants: 98th
percentile by assets (of 127,072 plans): $321,027
avg assets per participant

District No. 9 International Association of Machin Aerospace Workers Pension Plan reported net income rose from -$119M in the plan year 2022 filing to $15M in the plan year 2023 filing.
District No. 9 International Association of Machin Aerospace Workers Pension Plan reported participants fell from 2,356 in the plan year 2022 filing to 2,214 in the plan year 2023 filing.
District No. 9 International Association of Machin Aerospace Workers Pension Plan end-of-year assets rose from $696M in the plan year 2022 filing to $711M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Missouri

Industry

Manufacturing

Participants vs Missouri filers

In Missouri, the average filing covers about 737 participants across 2,297 plans. District No. 9 International Association of Machin Aerospace Workers Pension Plan reports 2,214 participants - 3.0x that state average ($711M EOY assets).

Missouri filing particulars

Total Assets (Beginning of Year)	$696M
Net Assets (End of Year)	$711M
Net Income	$15M
Employer EIN	510138317
Plan Effective Date	1957-01-14
Filing Status	FILING RECEIVED

Sponsor Plan History (Joint Board of Trustees of District 9 I.a.M & a.W. Pension Trust)

Total plan assets by year, all Joint Board of Trustees of District 9 I.a.M & a.W. Pension Trust plans on file

Year	Plans	Participants	Total Assets
2022	1	2,356	$696M
2023	1	2,214	$711M
2024	1	2,181	$749M

Nearby Defined Benefit (Pension) Plans in Missouri

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

District No. 9 International Association of Machin Aerospace Workers Pension Plan vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants

Boilermaker-Blacksmith National Pension Trust $7.8B · 30,358
Ameren Retirement Plan $4.7B · 10,156
Co-Op Retirement Plan $3.5B · 14,993
Emerson Electric Company Retirement Plan $3.4B · 2,671
Carpenters Pension Trust Fund of St. Louis $3.3B · 11,420

Compare District No. 9 International Association… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to District No. 9 International Association of Machin Aerospace Workers Pension Plan by total assets, not by location.

Assurant Pension Plan (GA) $710M · 3,785
Ohio Farmers Insurance Company Pension Plan (OH) $710M · 2,143
Ppg Industries, Inc. Retirement Plan F (PA) $710M · N/A
Premier Health Partners Employees Retirement Plan (OH) $712M · 9,563

Frequently Asked Questions

How did District No. 9 International Association of Machin Aerospace Workers Pension Plan assets move in 2023? ▼

District No. 9 International Association of Machin Aerospace Workers Pension Plan edged up modestly - up 2.2% during 2023, from $696M to $711M. Reported net income was $15M.

How have Joint Board of Trustees of District 9 I.a.M & a.W. Pension Trust plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Joint Board of Trustees of District 9 I.a.M & a.W. Pension Trust's sponsor-wide assets grew 7.7%, from $696M to $749M.

Where does District No. 9 International Association of Machin Aerospace Workers Pension Plan rank by assets among Form 5500 filers? ▼

District No. 9 International Association of Machin Aerospace Workers Pension Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to District No. 9 International Association of Machin Aerospace Workers Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Assurant Pension Plan in GA ($710M, 3,785 participants).

Next read for District No. 9 International Association…

Filing takeaways

Ways to act on District No. 9 International Association of Machin Aerospace Workers Pension Plan's numbers.

By total assets, District No. 9 International Association of Machin Aerospace Workers Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Missouri. Compare plans
Joint Board of Trustees of District 9 I.a.M & a.W. Pension Trust's sponsor-wide assets have grown 7.7% since 2022 across 3 plan years on file. More Manufacturing plans

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 510138317.