Money Purchase · DOL Form 5500 · 2023
Iron Workers District Council of Southern Ohio & Vicinity Money Purchase Plan
Data updated 2026-08-25
- $476M
- Total assets Above avg plan size
- 6,936
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $68,651
- Avg per participant Below avg balance/head
Official DOL plan name: Iron Workers District Council of So Oh & Vicinity Annuity Trust · Sponsored by Iron Workers District Council of Southern Ohio & Vicinity · Ohio · Construction
$476M in assets, 6,936 participants
Iron Workers District Council of Southern Ohio & Vicinity's Iron Workers District Council of So Oh & Vicinity Annuity Trust reported $476M in total assets and 6,936 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #8,760 in Construction (9,030 peers)
Coverage in Ohio
Iron Workers District Council of So Oh & Vicinity Annuity Trust covers 6,936 participants in Ohio, 9.1x the typical Ohio plan (state average ~765 per filing). Assets: $476M.
- #8,760
- in Construction (9,030 peers)
- +8.0%
- assets growth YoY
- 4.8×
- vs typical plan assets (national mean)
Iron Workers District Council of So Oh & Vicinity Annuity Trust's outsized position by total assets
Iron Workers District Council of So Oh & Vicinity Annuity Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$476,163,733 Top 3% higher than 97% 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
Iron Workers District Council of So Oh & Vicinity Annuity Trust'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. Iron Workers District Council of So Oh & Vicinity Annuity Trust lands in the large band (6,936 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Iron Workers District Council of So Oh & Vicinity Annuity Trust reported net income rose from -$17M in the plan year 2022 filing to $35M in the plan year 2023 filing.
- Iron Workers District Council of So Oh & Vicinity Annuity Trust end-of-year assets rose from $441M in the plan year 2022 filing to $476M in the plan year 2023 filing.
- Iron Workers District Council of So Oh & Vicinity Annuity Trust reported participants fell from 6,972 in the plan year 2022 filing to 6,936 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 316108920 · Iron Workers District Council of Southern Ohio & Vicinity PY 2023 · Money Purchase
Iron Workers District Council of So Oh & Vicinity Annuity Trust · $476M · 6,936 · 97th
- ASSETS $476M
- ASSETS 6,936
- ASSETS 97th
- ASSETS Money Purchase
- ASSETS near Telephone and Data Systems, Inc. Pension Plan
- ASSETS ind #8760
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 Ohio →
Iron Workers District Council of So Oh & Vicinity Annuity Trust in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $441M |
|---|---|
| Net Assets (End of Year) | $476M |
| Net Income | $35M |
| Employer EIN | 316108920 |
| Plan Effective Date | 1971-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Iron Workers District Council of Southern Ohio & Vicinity)
Sponsor-wide plan assets over time
All Iron Workers District Council of Southern Ohio & Vicinity plans reported in each filing year
- Latest sponsor-wide plan assets
- $533M 20.919128384547367% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,972 | $441M |
| 2023 | 1 | 6,936 | $476M |
| 2024 | 1 | 7,205 | $533M |
Nearby Money Purchase Plans in Ohio
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan $1.6B · 47,282
- The Cleveland Clinic Foundation Cash Balance Plan $1.4B · 4,739
- Baker & Hostetler LLP Basic/Step-Rate Retirement Plan $473M · 1,004
- University of Dayton Defined Contribution Retirement Plan $348M · 3,080
- Northwestern Ohio Plumbers and Pipefitters Retirement and Trust $343M · 2,443
Scale composition for Iron Workers District Council of So Oh & Vicinity Annuity Trust
Iron Workers District Council of So Oh & Vicinity Annuity Trust reports $476M in end-of-year assets across 6,936 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $68,651 per participant (50% of the national average assets-per-participant) . Net income for plan year 2023 was $35M.
This plan identity (EIN 316108920, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $441M to $533M (+20.9%) while covered participants moved from 6,972 to 7,205 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,972 | $441M | Open filing |
| 2023 | 6,936 | $476M | This page |
| 2024 · index core | 7,205 | $533M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Iron Workers District Council of So Oh & Vicinity Annuity Trust (Money Purchase, $533M, 7,205 participants)
Iron Workers District Council of So Oh & Vicinity Annuity Trust's out-of-state Money Purchase peers by assets and headcount
Outside Ohio, the nearest Money Purchase by assets is Telephone and Data Systems, Inc. Pension Plan in WI ($471M); by covered participants it is Southeast Laborers Supplemental Pension Fund in TN (6,824 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($476M here).
- Telephone and Data Systems, Inc. Pension Plan (WI) $471M · 5,421
- Pension Trust Fund for Operating Engineers Annuity Plan (CA) $481M · 22,615
- NECA-IBEW Local 364 Defined Contribution Plan (IL) $468M · 763
- Southern California Sheet Metal Workers' 401(a) Plan (CA) $490M · 4,054
Similar participant headcount
Nearest other-state filings by covered participants (6,936 participants); asset peers above are excluded.
- Southeast Laborers Supplemental Pension Fund (TN) 6,824 · 112 off
- Boilermakers Lodge 154 Retirement Plan (MN) 7,060 · 124 off
- City of Hope National Medical Center Defined Contribution Retirement Plan (CA) 6,781 · 155 off
- William Marsh Rice University Defined Contribution Retirement Plan (TX) 6,776 · 160 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.