Other · DOL Form 5500 · 2023

Trustees - Mid-South Iron Workers Direct Contribution Fund Retirement Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
1,870
Participants Near avg headcount
74th
Percentile by assets National rank
$11,313
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mid-South Iron Workers Direct Contribution Fund · Sponsored by Trustees - Mid-South Iron Workers Direct Contribution Fund · Texas · Construction

$21M in assets, 1,870 participants

Trustees - Mid-South Iron Workers Direct Contribution Fund's Mid-South Iron Workers Direct Contribution Fund reported $21M in total assets and 1,870 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #6,518 in Construction (9,030 peers)

Coverage in Texas

Mid-South Iron Workers Direct Contribution Fund covers 1,870 participants in Texas, 2.7x the typical Texas plan (state average ~688 per filing). Assets: $21M.

#6,518
in Construction (9,030 peers)
+20.9%
assets growth YoY

Mid-South Iron Workers Direct Contribution Fund's outsized position by total assets

Mid-South Iron Workers Direct Contribution Fund vs every filed plan by assets

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

$21,155,079 Top 26% higher than 74% 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

Mid-South Iron Workers Direct Contribution Fund'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. Mid-South Iron Workers Direct Contribution Fund lands in the large band (1,870 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mid-South Iron Workers Direct Contribution Fund reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Mid-South Iron Workers Direct Contribution Fund end-of-year assets rose from $18M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Mid-South Iron Workers Direct Contribution Fund reported participants fell from 2,144 in the plan year 2022 filing to 1,870 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 721303411 · Trustees - Mid-South Iron Workers Direct Contribution Fund PY 2023 · Other

Mid-South Iron Workers Direct Contribution Fund · $21M · 1,870 · 74th

  • NET $21M
  • NET 1,870
  • NET 74th
  • NET Other
  • NET near District 1199seiu - the Johns Hopkins Hospital 403(b) Plan
  • NET ind #6518

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 Texas →

Mid-South Iron Workers Direct Contribution Fund in the asset neighbourhood

New York College of Podiatric Medicine 403(b) Tda PlanNew York College of Podiatri…$21MMid-South Iron Workers Direct Contribution FundMid-South Iron Workers Direc…$21MDistrict 1199seiu - the Johns Hopkins Hospital 403(b) PlanDistrict 1199seiu - the John…$21MNative American Health Center Inc. 403(b) PlanNative American Health Cente…$21MThe Prison Fellowship Ministries 403(b) Retirement PlanThe Prison Fellowship Minist…$21M
End-of-year total assets ($M) among Mid-South Iron Workers Direct Contribution Fund and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$21M
Net Income$4M
Employer EIN721303411
Plan Effective Date1995-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees - Mid-South Iron Workers Direct Contribution Fund)

Sponsor-wide plan assets over time

All Trustees - Mid-South Iron Workers Direct Contribution Fund plans reported in each filing year

Latest sponsor-wide plan assets
$24M 37.193279558574496% vs 2022
2024 filing year
$16M$18M$20M$22M$24M$26M 202220232024 $17.5M $24M ▲ +37.3%
Year Plans Participants Total Assets
2022 1 2,144 $18M
2023 1 1,870 $21M
2024 1 1,698 $24M

Nearby Other Plans in Texas

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

Mid-South Iron Workers Direct Contribution Fund vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 -10123 Total assets ($B) Participants Mid-South Iron Workers Direct Contribution Fund, Total assets ($B): 0.021155079 · Participants: 1870Mid-South Iron Workers Direct Contribution FundMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 2.784471529 · Participants: 30949Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 2.483619821 · Participants: 29975The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 1.920721689 · Participants: 12679Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 1.837550608 · Participants: 15456The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.54942102 · Participants: 2831Southwest Research Institute Retirement Plan
Mid-South Iron Workers Direct Contribution Fund vs. nearby Other plans in Texas, assets vs. participants
Compare Mid-South Iron Workers Direct Contribution Fund side-by-side with 3 peers →

Mid-South Iron Workers Direct Contribution Fund's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is District 1199seiu - the Johns Hopkins Hospital 403(b) Plan in MD ($21M); by covered participants it is Lecom Health 403(b) DC Plan in PA (1,867 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,870 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 Mid-South Iron Workers Direct Contribution Fund assets move in 2023? ▼
Mid-South Iron Workers Direct Contribution Fund grew sharply - up 20.9% during 2023, from $18M to $21M. Reported net income was $4M.
How have Trustees - Mid-South Iron Workers Direct Contribution Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees - Mid-South Iron Workers Direct Contribution Fund's sponsor-wide assets grew 37.2%, from $18M to $24M.
Which Other plans are similar in size to Mid-South Iron Workers Direct Contribution Fund? ▼
Among Other plans in other states, the closest by assets is District 1199seiu - the Johns Hopkins Hospital 403(b) Plan in MD ($21M, 1,987 participants).
Which Other plans cover a similar participant headcount to Mid-South Iron Workers Direct Contribution Fund? ▼
Among Other plans in other states, the closest by covered participants is Lecom Health 403(b) DC Plan in PA (1,867 participants, $150M 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 721303411.

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.