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 2026-08-25

$711M
Total assets Above avg plan size: 2,214
Participants Above avg headcount: 98th
Percentile by assets National rank: $321,027
Avg per participant High balance/head

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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.

#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.

#18,119
in Manufacturing (18,722 peers): +2.2%
assets growth YoY: 7.1×
vs typical plan assets (national mean)

District No. 9 International Association of Machin Aerospace Workers Pension Plan's outsized position by total assets

District No. 9 International Association of Machin Aerospace Workers Pension Plan vs every filed plan by assets

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

$710,753,765 Top 2% higher than 98% 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

District No. 9 International Association of Machin Aerospace Workers Pension 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. District No. 9 International Association of Machin Aerospace Workers Pension Plan lands in the large band (2,214 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

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 →

EBSA filing schedule strip

Filing strip 510138317 · Joint Board of Trustees of District 9 I.a.M & a.W. Pension Trust PY 2023 · Defined Benefit (Pension)

District No. 9 International Association of Machin Aerospace Workers Pension Plan · $711M · 2,214 · 98th

VS-ST $711M
VS-ST 2,214
VS-ST 98th
VS-ST Defined Benefit (Pension)
VS-ST near Assurant Pension Plan
VS-ST ind #18119

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 Missouri →

End-of-year total assets ($M) among District No. 9 International Association of Machin Aerospace Workers Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

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)

Latest sponsor-wide plan assets: $749M 7.742473355649867% vs 2022; 2024 filing year

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 of Machin Aerospace Workers Pension Plan side-by-side with 3 peers →

District No. 9 International Association of Machin Aerospace Workers Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Missouri, the nearest Defined Benefit (Pension) by assets is Assurant Pension Plan in GA ($710M); by covered participants it is Triad Defined Benefit Pension Plan in NM (2,214 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($711M here).

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

Similar participant headcount

Nearest other-state filings by covered participants (2,214 participants); asset peers above are excluded.

Triad Defined Benefit Pension Plan (NM) 2,214 · 0 off
Chicago Painters and Decorators Pension Fund (IL) 2,212 · 2 off
Ufcw Intl Union Pension Plan for Employees (DC) 2,212 · 2 off
Baxter International Inc. and Subsidiaries Pension Plan (IL) 2,219 · 5 off

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 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).

Which Defined Benefit (Pension) plans cover a similar participant headcount to District No. 9 International Association of Machin Aerospace Workers Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Triad Defined Benefit Pension Plan in NM (2,214 participants, $5.7B 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 510138317.