Money Purchase · DOL Form 5500 · 2023

Board of Trustees Iron Workers Local 580 Shop Annuity Fund Money Purchase Plan

Data updated 2026-08-11

$8M
Total assets
47
Participants
55th
Percentile by assets
$176,186
Avg per participant
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Official DOL plan name: Iron Workers Local 580 Shop Annuity Fund · Sponsored by Board of Trustees Iron Workers Local 580 Shop Annuity Fund · New York · Construction

$8M in assets, 47 participants

Board of Trustees Iron Workers Local 580 Shop Annuity Fund's Iron Workers Local 580 Shop Annuity Fund reported $8M in total assets and 47 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • 55th percentile by assets (of 127,072 plans)
  • #4,770 in Construction (9,030 peers)

2023 asset change

Iron Workers Local 580 Shop Annuity Fund grew at a solid clip 8.5% in 2023 ($8M → $8M) for 47 participants.

$8M
total plan assets (2023 EOY)
47
covered participants
55th
percentile by assets (of 127,072 plans)
$176,186
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Iron Workers Local 580 Shop Annuity Fund reported net income rose from $11K in the plan year 2022 filing to $534K in the plan year 2023 filing.
  • Iron Workers Local 580 Shop Annuity Fund end-of-year assets rose from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Iron Workers Local 580 Shop Annuity Fund reported participants fell from 48 in the plan year 2022 filing to 47 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Industry

2023 asset move for Iron Workers Local 580 Shop Annuity Fund

Year over year, total assets grew at a solid clip from $8M at the start of 2023 to $8M at year-end (up 8.5%). Net assets closed at $8M; reported net income $534K.

Board of Trustees Iron Workers Local 580 Shop Annuity Fund years around the 2023 move

$7.4M$7.6M$7.8M$8M$8.2M$8.4M 202220232024 $7.63M $7.93M ▲ +3.9%
Total plan assets by year, all Board of Trustees Iron Workers Local 580 Shop Annuity Fund plans on file
Year Plans Participants Total Assets
2022 1 48 $8M
2023 1 47 $8M
2024 1 43 $8M

2023 asset-move particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$534K
Employer EIN237118930
Plan Effective Date1970-07-30
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New York

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

Iron Workers Local 580 Shop Annuity Fund vs. nearby Money Purchase plans in New York, assets vs. participants

Iron Workers Local 580 Shop Annuity Fund vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Iron Workers Local 5…Tiaa Retirement PlanYoung Men's Christia…McKinsey & Company, …Brookhaven Science A…Iron Workers Locals …
Iron Workers Local 580 Shop Annuity Fund vs. nearby Money Purchase plans in New York, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Iron Workers Local 580 Shop Annuity Fund by total assets, not by location.

Frequently Asked Questions

How did Iron Workers Local 580 Shop Annuity Fund assets move in 2023?
Iron Workers Local 580 Shop Annuity Fund grew at a solid clip - up 8.5% during 2023, from $8M to $8M. Reported net income was $534K.
How have Board of Trustees Iron Workers Local 580 Shop Annuity Fund plan assets changed over time?
Across 3 plan years on file (2022-2024), Board of Trustees Iron Workers Local 580 Shop Annuity Fund's sponsor-wide assets grew 3.9%, from $8M to $8M.
Which Money Purchase plans are similar in size to Iron Workers Local 580 Shop Annuity Fund?
Among Money Purchase plans in other states, the closest by assets is Indiana Historical Society Defined Contribution Retirement Plan in IN ($8M, 72 participants).

Next read for Iron Workers Local 580 Shop Annuity Fund

2023 change

Ways to act on Iron Workers Local 580 Shop Annuity Fund's numbers.

  • By total assets, Iron Workers Local 580 Shop Annuity Fund ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
  • Board of Trustees Iron Workers Local 580 Shop Annuity Fund's sponsor-wide assets have grown 3.9% since 2022 across 3 plan years on file. More Construction plans