Money Purchase · DOL Form 5500 · 2023
Jt Board of Trustees, Shopmen's Iron Workers Retirement Fund Money Purchase Plan
Data updated 2026-08-25
- $86M
- Total assets Below avg plan size
- 323
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $265,930
- Avg per participant High balance/head
Official DOL plan name: Shopmen's Iron Workers Retirement Fund of Southern California · Sponsored by Jt Board of Trustees, Shopmen's Iron Workers Retirement Fund · California · Wholesale Trade
$86M in assets, 323 participants
Jt Board of Trustees, Shopmen's Iron Workers Retirement Fund's Shopmen's Iron Workers Retirement Fund of Southern California reported $86M in total assets and 323 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #5,795 in Wholesale Trade (6,309 peers)
Where Shopmen's Iron Workers Retirement Fund of Southern California sits by assets
Shopmen's Iron Workers Retirement Fund of Southern California sits in the top 10% of all filed plans by assets, $86M for 323 participants (~$265,930/participant), up 6.9% in 2023.
- #5,795
- in Wholesale Trade (6,309 peers)
- +6.9%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Shopmen's Iron Workers Retirement Fund of Southern California's outsized position by total assets
Shopmen's Iron Workers Retirement Fund of Southern California vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$85,895,455 Top 10% higher than 90% 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
Shopmen's Iron Workers Retirement Fund of Southern California 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. Shopmen's Iron Workers Retirement Fund of Southern California sits mid-pack in the medium band (323 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Shopmen's Iron Workers Retirement Fund of Southern California reported net income rose from -$3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Shopmen's Iron Workers Retirement Fund of Southern California reported participants fell from 3,490 in the plan year 2022 filing to 323 in the plan year 2023 filing.
- Shopmen's Iron Workers Retirement Fund of Southern California end-of-year assets rose from $80M in the plan year 2022 filing to $86M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 956042233 · Jt Board of Trustees, Shopmen's Iron Workers Retirement Fund PY 2023 · Money Purchase
Shopmen's Iron Workers Retirement Fund of Southern California · $86M · 323 · 90th
- VS-ST $86M
- VS-ST 323
- VS-ST 90th
- VS-ST Money Purchase
- VS-ST near Local 804 Annuity Fund
- VS-ST ind #5795
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 Wholesale Trade retirement plans → · Plans in California →
Shopmen's Iron Workers Retirement Fund of Southern California in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $80M |
|---|---|
| Net Assets (End of Year) | $86M |
| Net Income | $6M |
| Employer EIN | 956042233 |
| Plan Effective Date | 1983-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jt Board of Trustees, Shopmen's Iron Workers Retirement Fund)
Sponsor-wide plan assets over time
All Jt Board of Trustees, Shopmen's Iron Workers Retirement Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $89M 11.091220054186456% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,490 | $80M |
| 2023 | 1 | 323 | $86M |
| 2024 | 1 | 317 | $89M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.0B · 18,060
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.1B · 36,330
- University of Southern California Defined Contribution Retirement Plan $4.4B · 20,136
- Carpenters Annuity Trust Fund for Northern California $3.3B · 25,961
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.2B · 23,168
Shopmen's Iron Workers Retirement Fund of Southern California's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Local 804 Annuity Fund in NY ($86M); by covered participants it is Cambridge University Press Retirement Plan in NY (323 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($86M here).
- Local 804 Annuity Fund (NY) $86M · 5,690
- Carnegie Corporation of New York Defined Contribution Retirement Plan (NY) $86M · 92
- IBEW Local Union 668 Employees Pension Plan (IN) $85M · 1,162
- IBEW Local No. 82 Defined Contribution Plan (PA) $86M · 937
Similar participant headcount
Nearest other-state filings by covered participants (323 participants); asset peers above are excluded.
- Cambridge University Press Retirement Plan (NY) 323 · 0 off
- Frozen Phs 401(a) Plan (TX) 324 · 1 off
- Skadden Arps Slate Meagher & Flom Retirement Plan (NY) 324 · 1 off
- Plumbers & Steamfitters Local Union 52 Defined Con Plan (AL) 322 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.