Money Purchase · DOL Form 5500 · 2023

Mid-South Regional Council Local 318 Money Purchase Pension Trust Money Purchase Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
554
Participants Below avg headcount
85th
Percentile by assets National rank
$87,013
Avg per participant Below avg balance/head
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Official DOL plan name: Mid-South Regional Council Local 318 Money · Sponsored by Mid-South Regional Council Local 318 Money Purchase Pension Trust · Tennessee · Construction

$48M in assets, 554 participants

Mid-South Regional Council Local 318 Money Purchase Pension Trust's Mid-South Regional Council Local 318 Money reported $48M in total assets and 554 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,497 in Construction (9,030 peers)

Coverage in Tennessee

Mid-South Regional Council Local 318 Money covers 554 participants in Tennessee, about 49% of the average Tennessee filer (state average ~1,126 per filing). Assets: $48M.

#7,497
in Construction (9,030 peers)
+16.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Mid-South Regional Council Local 318 Money's outsized position by total assets

Mid-South Regional Council Local 318 Money vs every filed plan by assets

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

$48,205,336 Top 15% higher than 85% 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

Mid-South Regional Council Local 318 Money 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. Mid-South Regional Council Local 318 Money sits mid-pack in the medium band (554 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mid-South Regional Council Local 318 Money reported net income rose from -$1M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Mid-South Regional Council Local 318 Money end-of-year assets rose from $41M in the plan year 2022 filing to $48M in the plan year 2023 filing.
  • Mid-South Regional Council Local 318 Money reported participants rose from 529 in the plan year 2022 filing to 554 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 630875713 · Mid-South Regional Council Local 318 Money Purchase Pension Trust PY 2023 · Money Purchase

Mid-South Regional Council Local 318 Money · $48M · 554 · 85th

  • IND $48M
  • IND 554
  • IND 85th
  • IND Money Purchase
  • IND near Pipefitters and Plumbers Local No. 524 Pension and Annuity Plan
  • IND ind #7497

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 Tennessee →

Mid-South Regional Council Local 318 Money in the asset neighbourhood

Miner Enterprises Pension PlanMiner Enterprises Pension Pl…$49MCement Masons' Local 502 and Plasterers' Area 5 anCement Masons' Local 502 and…$48MPipefitters and Plumbers Local No. 524 Pension and Annuity PlanPipefitters and Plumbers Loc…$48MMid-South Regional Council Local 318 MoneyMid-South Regional Council L…$48MUnion Roofers Supplemental Annuity Trust FundUnion Roofers Supplemental A…$48M
End-of-year total assets ($M) among Mid-South Regional Council Local 318 Money and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$48M
Net Income$7M
Employer EIN630875713
Plan Effective Date1982-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mid-South Regional Council Local 318 Money Purchase Pension Trust)

Sponsor-wide plan assets over time

All Mid-South Regional Council Local 318 Money Purchase Pension Trust plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$20M$40M$60M 202220232024 $41.5M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 529 $41M
2023 1 554 $48M
2024 1 612 N/A

Nearby Money Purchase Plans in Tennessee

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

Mid-South Regional Council Local 318 Money vs. nearby Money Purchase plans in Tennessee, assets vs. participants Scatter plot of 6 data points. 050001000015000 -0.500.511.52 Total assets ($B) Participants Mid-South Regional Council Local 318 Money, Total assets ($B): 0.048205336 · Participants: 554Mid-South Regional Council Local 318 MoneySouthern Electrical Retirement Fund, Total assets ($B): 1.903808868 · Participants: 11228Southern Electrical Retirement FundIBEW Local 16, AFL-CIO & Multi- Employer Pension Plan, Total assets ($B): 0.378665018 · Participants: 2004IBEW Local 16, AFL-CIO & Multi- Employer Pension PlanU. a. Local Union No. 614 Pension Plan, Total assets ($B): 0.19563667 · Participants: 1248U. a. Local Union No. 614 Pension PlanMidwest Pipe Trades Retirement Plan, Total assets ($B): 0.190004018 · Participants: 1501Midwest Pipe Trades Retirement PlanIBEW Local Union No. 915 Pension-Annuity Fund, Total assets ($B): 0.098137251 · Participants: 1819IBEW Local Union No. 915 Pension-Annuity Fund
Mid-South Regional Council Local 318 Money vs. nearby Money Purchase plans in Tennessee, assets vs. participants
Compare Mid-South Regional Council Local 318 Money side-by-side with 3 peers →

Mid-South Regional Council Local 318 Money's out-of-state Money Purchase peers by assets and headcount

Outside Tennessee, the nearest Money Purchase by assets is Pipefitters and Plumbers Local No. 524 Pension and Annuity Plan in PA ($48M); by covered participants it is Mary Rutan Health Association of Logan County Employees Pension Plan in OH (554 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (554 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 Mid-South Regional Council Local 318 Money assets move in 2023? ▼
Mid-South Regional Council Local 318 Money grew sharply - up 16.2% during 2023, from $41M to $48M. Reported net income was $7M.
Where does Mid-South Regional Council Local 318 Money rank by assets among Form 5500 filers? ▼
Mid-South Regional Council Local 318 Money ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Mid-South Regional Council Local 318 Money? ▼
Among Money Purchase plans in other states, the closest by assets is Pipefitters and Plumbers Local No. 524 Pension and Annuity Plan in PA ($48M, 384 participants).
Which Money Purchase plans cover a similar participant headcount to Mid-South Regional Council Local 318 Money? ▼
Among Money Purchase plans in other states, the closest by covered participants is Mary Rutan Health Association of Logan County Employees Pension Plan in OH (554 participants, $72M 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 630875713.

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.