Money Purchase · DOL Form 5500 · 2023
United Steelworkers Local 14614 Supplemental Ann Board of Trustees Money Purchase Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 676
- Participants Below avg headcount
- 53rd
- Percentile by assets National rank
- $11,216
- Avg per participant Low balance/head
Official DOL plan name: United Steelworkers Local 14614 Supplemental Annuity Plan · Sponsored by United Steelworkers Local 14614 Supplemental Ann Board of Trustees · Kentucky · Construction
$8M in assets, 676 participants
United Steelworkers Local 14614 Supplemental Ann Board of Trustees's United Steelworkers Local 14614 Supplemental Annuity Plan reported $8M in total assets and 676 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.
- #4,604 in Construction (9,030 peers)
United Steelworkers Local 14614 Supplemental Ann Board of Trustees multi-year trail
United Steelworkers Local 14614 Supplemental Ann Board of Trustees's plans moved +12.0% in assets from 2022 to 2024; this filing shows United Steelworkers Local 14614 Supplemental Annuity Plan at $8M / 676 participants.
- #4,604
- in Construction (9,030 peers)
- +9.0%
- assets growth YoY
United Steelworkers Local 14614 Supplemental Annuity Plan's mid-pack asset rank among Construction and all filers
United Steelworkers Local 14614 Supplemental Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,581,907 Top 47% higher than 53% 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
United Steelworkers Local 14614 Supplemental Annuity Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. United Steelworkers Local 14614 Supplemental Annuity Plan sits mid-pack in the medium band (676 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- United Steelworkers Local 14614 Supplemental Annuity Plan reported net income rose from -$3M in the plan year 2022 filing to $623K in the plan year 2023 filing.
- United Steelworkers Local 14614 Supplemental Annuity Plan reported participants rose from 345 in the plan year 2022 filing to 676 in the plan year 2023 filing.
- United Steelworkers Local 14614 Supplemental Annuity Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 550549322 · United Steelworkers Local 14614 Supplemental Ann Board of Trustees PY 2023 · Money Purchase
United Steelworkers Local 14614 Supplemental Annuity Plan · $8M · 676 · 53rd
- ASSETS $8M
- ASSETS 676
- ASSETS 53rd
- ASSETS Money Purchase
- ASSETS near Local One Security Officers Union Money Purchase Pension Plan
- ASSETS ind #4604
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 Kentucky →
United Steelworkers Local 14614 Supplemental Annuity Plan in the asset neighbourhood
United Steelworkers Local 14614 Supplemental Ann Board of Trustees multi-year asset trail
Sponsor-wide plan assets over time
All United Steelworkers Local 14614 Supplemental Ann Board of Trustees plans reported in each filing year
- Latest sponsor-wide plan assets
- $52M 11.998617234046122% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 705 | $46M |
| 2023 | 2 | 950 | $49M |
| 2024 | 2 | 855 | $52M |
United Steelworkers Local 14614 Supplemental Ann Board of Trustees filing trail (2023)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $623K |
| Employer EIN | 550549322 |
| Plan Effective Date | 1983-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Kentucky
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- UPS/Ipa Defined Contribution Money Purchase Pension Plan $2.2B · 2,143
- UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan $550M · 1,810
- University of Louisville Physicians, Inc. Money Purchase Pension Plan $89M · 404
- Plumbers & Steamfitters Local 577 Annuity Plan $20M · 344
- Plumbers & Steamfitters Local 248 Annuity Plan $11M · 291
United Steelworkers Local 14614 Supplemental Annuity Plan's out-of-state Money Purchase peers by assets and headcount
Outside Kentucky, the nearest Money Purchase by assets is Local One Security Officers Union Money Purchase Pension Plan in NY ($8M); by covered participants it is Sheet Metal Workers Local 91 Annuity Plan in IL (674 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (676 participants); asset peers above are excluded.
- Sheet Metal Workers Local 91 Annuity Plan (IL) 674 · 2 off
- United Dairy Farmers, Inc. Money Purchase (OH) 671 · 5 off
- Local Union 400 IBEW Joint Annuity Plan (NJ) 669 · 7 off
- Plasterers Union Local No. 66 Supplemental Retirement Plan (CA) 665 · 11 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.