Money Purchase
2023 plan-year Money Purchase DOL Form 5500

MO-KAN IRON WORKERS ANNUITY FUND

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

JOINT BOARD OF TRUSTEES MO-KAN IRON WORKERS ANNUITY PLAN

This Money Purchase plan holds $217M in total assets and serves 811 participants as of 2023. It is sponsored by JOINT BOARD OF TRUSTEES MO-KAN IRON WORKERS ANNUITY PLAN in Missouri. The plan reported positive net income of $14M for the year.

Total Assets (2023)
$217M
Participants
811
State
Industry
Construction

What the Filing Says About MO-KAN IRON WORKERS ANNUITY FUND

MO-KAN IRON WORKERS ANNUITY FUND is a Money Purchase retirement plan sponsored by JOINT BOARD OF TRUSTEES MO-KAN IRON WORKERS ANNUITY PLAN, headquartered in Missouri. As of the 2023 Form 5500 filing, the plan reports $217M in total end-of-year assets and covers 811 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 436130595, and the plan has been effective since 1996-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $204M at the beginning of 2023 to $217M at year-end — a gain of 6.7%. Net assets (after liabilities) closed the year at $217M, with reported net income of $14M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$204M
Total Assets (End of Year)$217M
Net Assets (End of Year)$217M
Net Income$14M
Plan TypeMoney Purchase
Employer EIN436130595
Plan Effective Date1996-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (JOINT BOARD OF TRUSTEES MO-KAN IRON WORKERS ANNUITY PLAN)

Year Plans Participants Total Assets
2022 2 1,539 $438M
2023 2 1,479 $459M
2024 2 2,401 $513M

Nearby Money Purchase Plans in Missouri

Peer Money Purchase plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the MO-KAN IRON WORKERS ANNUITY FUND?
As of the 2023 Form 5500 filing, MO-KAN IRON WORKERS ANNUITY FUND holds $217M in total assets with 811 participants. It is sponsored by JOINT BOARD OF TRUSTEES MO-KAN IRON WORKERS ANNUITY PLAN.
What type of plan is MO-KAN IRON WORKERS ANNUITY FUND?
MO-KAN IRON WORKERS ANNUITY FUND is a Money Purchase plan. It has been effective since 1996-04-01. The plan is filed with the U.S. Department of Labor under EIN 436130595.
Who sponsors the MO-KAN IRON WORKERS ANNUITY FUND?
MO-KAN IRON WORKERS ANNUITY FUND is sponsored by JOINT BOARD OF TRUSTEES MO-KAN IRON WORKERS ANNUITY PLAN, located in Missouri. The sponsor's EIN is 436130595 and the plan operates in the Construction industry.
How did MO-KAN IRON WORKERS ANNUITY FUND perform in 2023?
MO-KAN IRON WORKERS ANNUITY FUND grew by 6.7% during 2023, moving from $204M to $217M in total assets. Net income was $14M.
Where can I find official filings for MO-KAN IRON WORKERS ANNUITY FUND?
Official Form 5500 filings for MO-KAN IRON WORKERS ANNUITY FUND are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 436130595 or plan name at efast.dol.gov.
How does MO-KAN IRON WORKERS ANNUITY FUND compare to other plans?
You can compare MO-KAN IRON WORKERS ANNUITY FUND against other Money Purchase plans on the plan type page, or view plans in Missouri on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 436130595.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.