Money Purchase · DOL Form 5500 · 2023

Joint Board of Trustees Mo-Kan Iron Workers Annuity Plan Money Purchase Plan

Data updated 2026-08-25

$217M
Total assets Near avg plan size
811
Participants Near avg headcount
95th
Percentile by assets National rank
$268,079
Avg per participant High balance/head
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Official DOL plan name: Mo-Kan Iron Workers Annuity Fund · Sponsored by Joint Board of Trustees Mo-Kan Iron Workers Annuity Plan · Missouri · Construction

$217M in assets, 811 participants

Joint Board of Trustees Mo-Kan Iron Workers Annuity Plan's Mo-Kan Iron Workers Annuity Fund reported $217M in total assets and 811 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #8,502 in Construction (9,030 peers)

Where Mo-Kan Iron Workers Annuity Fund sits by assets

Mo-Kan Iron Workers Annuity Fund sits in the top 5% of all filed plans by assets, $217M for 811 participants (~$268,079/participant), up 6.7% in 2023.

#8,502
in Construction (9,030 peers)
+6.7%
assets growth YoY
2.2×
vs typical plan assets (national mean)

Mo-Kan Iron Workers Annuity Fund's outsized position by total assets

Mo-Kan Iron Workers Annuity Fund vs every filed plan by assets

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

$217,412,416 Top 5% higher than 95% 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

Mo-Kan Iron Workers Annuity Fund 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. Mo-Kan Iron Workers Annuity Fund sits mid-pack in the medium band (811 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mo-Kan Iron Workers Annuity Fund reported net income rose from -$22M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Mo-Kan Iron Workers Annuity Fund end-of-year assets rose from $204M in the plan year 2022 filing to $217M in the plan year 2023 filing.
  • Mo-Kan Iron Workers Annuity Fund reported participants fell from 829 in the plan year 2022 filing to 811 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 436130595 · Joint Board of Trustees Mo-Kan Iron Workers Annuity Plan PY 2023 · Money Purchase

Mo-Kan Iron Workers Annuity Fund · $217M · 811 · 95th

  • BOOK $217M
  • VS-ST 811
  • BOY 95th
  • SCH Money Purchase
  • EBSA near Local 191 I.B.E.W. Money Purchase Plan
  • PART ind #8502

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 Missouri →

Mo-Kan Iron Workers Annuity Fund in the asset neighbourhood

Chmc Anesthesia Foundation, Inc. Money Purchase Pension PlanChmc Anesthesia Foundation, …$223MNoblis, Inc. Qualified Retirement PlanNoblis, Inc. Qualified Retir…$222MMo-Kan Iron Workers Annuity FundMo-Kan Iron Workers Annuity …$217MLocal 191 I.B.E.W. Money Purchase PlanLocal 191 I.B.E.W. Money Pur…$215MPamcah-Ua Local 675 Annuity PlanPamcah-Ua Local 675 Annuity …$214M
End-of-year total assets ($M) among Mo-Kan Iron Workers Annuity Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

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

Sponsor Plan History (Joint Board of Trustees Mo-Kan Iron Workers Annuity Plan)

Sponsor-wide plan assets over time

All Joint Board of Trustees Mo-Kan Iron Workers Annuity Plan plans reported in each filing year

Latest sponsor-wide plan assets
$513M 17.049341877363293% vs 2022
2024 filing year
$400M$450M$500M$550M 202220232024 $438M $513M ▲ +17.0%
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.

Mo-Kan Iron Workers Annuity Fund vs. nearby Money Purchase plans in Missouri, assets vs. participants Scatter plot of 6 data points. 02000400060008000 00.511.52 Total assets ($B) Participants Mo-Kan Iron Workers Annuity Fund, Total assets ($B): 0.217412416 · Participants: 811Mo-Kan Iron Workers Annuity FundLocal No. 1 IBEW Pension Benefit Trust Fund, Total assets ($B): 1.691580617 · Participants: 4647Local No. 1 IBEW Pension Benefit Trust FundNECA-IBEW Pension Benefit Trust Fund, Total assets ($B): 0.917217645 · Participants: 3999NECA-IBEW Pension Benefit Trust FundSaint Louis University Retirement Plan, Total assets ($B): 0.708895214 · Participants: 2863Saint Louis University Retirement PlanThe Children's Mercy Hospital Retirement Plan, Total assets ($B): 0.503089354 · Participants: 6519The Children's Mercy Hospital Retirement PlanBrewery Conference/Anheuser-Busch Defined Contribution Plan, Total assets ($B): 0.499683062 · Participants: 2621Brewery Conference/Anheuser-Busch Defined Contribution Plan
Mo-Kan Iron Workers Annuity Fund vs. nearby Money Purchase plans in Missouri, assets vs. participants
Compare Mo-Kan Iron Workers Annuity Fund side-by-side with 3 peers →

Mo-Kan Iron Workers Annuity Fund's out-of-state Money Purchase peers by assets and headcount

Outside Missouri, the nearest Money Purchase by assets is Local 191 I.B.E.W. Money Purchase Plan in WA ($215M); by covered participants it is Plumbers & Fitters Local No. 110 Annuity Trust Fund in VA (814 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($217M here).

Similar participant headcount

Nearest other-state filings by covered participants (811 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 Mo-Kan Iron Workers Annuity Fund assets move in 2023? ▼
Mo-Kan Iron Workers Annuity Fund grew at a solid clip - up 6.7% during 2023, from $204M to $217M. Reported net income was $14M.
How have Joint Board of Trustees Mo-Kan Iron Workers Annuity Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joint Board of Trustees Mo-Kan Iron Workers Annuity Plan's sponsor-wide assets grew 17.0%, from $438M to $513M.
Where does Mo-Kan Iron Workers Annuity Fund rank by assets among Form 5500 filers? ▼
Mo-Kan Iron Workers Annuity Fund ranks in the 95th 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 Money Purchase plans are similar in size to Mo-Kan Iron Workers Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by assets is Local 191 I.B.E.W. Money Purchase Plan in WA ($215M, 4,092 participants).
Which Money Purchase plans cover a similar participant headcount to Mo-Kan Iron Workers Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is Plumbers & Fitters Local No. 110 Annuity Trust Fund in VA (814 participants, $53M 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 436130595.

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.