Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees Southern Ironworkers Pension Fund Pension Plan
Data updated 2026-08-25
- $179M
- Total assets Near avg plan size
- 905
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $197,885
- Avg per participant Above avg balance/head
Official DOL plan name: Southern Ironworkers Pension Fund · Sponsored by Board of Trustees Southern Ironworkers Pension Fund · Pennsylvania · Finance & Insurance
$179M in assets, 905 participants
Board of Trustees Southern Ironworkers Pension Fund's Southern Ironworkers Pension Fund reported $179M in total assets and 905 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #8,063 in Finance & Insurance (8,869 peers)
Where Southern Ironworkers Pension Fund sits by assets
Southern Ironworkers Pension Fund sits in the top 10% of all filed plans by assets, $179M for 905 participants (~$197,885/participant), up 5.3% in 2023.
- #8,063
- in Finance & Insurance (8,869 peers)
- +5.3%
- assets growth YoY
- 1.8×
- vs typical plan assets (national mean)
Southern Ironworkers Pension Fund's outsized position by total assets
Southern Ironworkers Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$179,086,302 Top 6% higher than 94% 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
Southern Ironworkers Pension 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. Southern Ironworkers Pension Fund sits mid-pack in the medium band (905 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Southern Ironworkers Pension Fund reported net income rose from -$25M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Southern Ironworkers Pension Fund reported participants fell from 964 in the plan year 2022 filing to 905 in the plan year 2023 filing.
- Southern Ironworkers Pension Fund end-of-year assets rose from $170M in the plan year 2022 filing to $179M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 596227091 · Board of Trustees Southern Ironworkers Pension Fund PY 2023 · Defined Benefit (Pension)
Southern Ironworkers Pension Fund · $179M · 905 · 94th
- TYPE $179M
- TYPE 905
- TYPE 94th
- TYPE Defined Benefit (Pension)
- TYPE near Local 309 Wiremans Pension Trust
- TYPE ind #8063
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 Finance & Insurance retirement plans → · Plans in Pennsylvania →
Southern Ironworkers Pension Fund in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $170M |
|---|---|
| Net Assets (End of Year) | $177M |
| Net Income | $9M |
| Employer EIN | 596227091 |
| Plan Effective Date | 1968-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Southern Ironworkers Pension Fund)
Sponsor-wide plan assets over time
All Board of Trustees Southern Ironworkers Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $188M 10.551465935904794% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 964 | $170M |
| 2023 | 1 | 905 | $179M |
| 2024 | 1 | 874 | $188M |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Elevator Industry Pension Plan $11.2B · 27,434
- Steelworkers Pension Trust $6.6B · 47,052
- The PNC Financial Services Group, Inc. Pension Plan $5.6B · 63,680
- Constellation Retirement Program $5.3B · 5,080
- The Bank of New York Mellon Corporation Pension Plan $5.3B · 7,374
Southern Ironworkers Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Local 309 Wiremans Pension Trust in MO ($179M); by covered participants it is Michiana Area Electrical Workers Pension Fund in MI (905 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($179M here).
- Local 309 Wiremans Pension Trust (MO) $179M · 401
- Dematic Corp. Retirement Plan for Non-Union Employees (MI) $179M · 293
- Glen Raven, Inc. Pension Plan (NC) $179M · 1,479
- Ralcorp Holdings, Inc. Retirement Plan (IL) $179M · 135
Similar participant headcount
Nearest other-state filings by covered participants (905 participants); asset peers above are excluded.
- Michiana Area Electrical Workers Pension Fund (MI) 905 · 0 off
- Pension and Annuity Plan of the Bricklayers Pension Fund (NY) 903 · 2 off
- Community Hospital of the Monterey Peninsula Retirement Plan (CA) 907 · 2 off
- Honeywell Retirement Earnings Plan for Aerospace Employees of Honeywell Federal Manufacturing & Technologies, LLC (NC) 907 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.