Money Purchase · DOL Form 5500 · 2023
Ironworkers Local 11 Annuity Fund Board of Trustees Money Purchase Plan
Data updated 2026-08-25
- $375M
- Total assets Above avg plan size
- 1,159
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $323,971
- Avg per participant High balance/head
Official DOL plan name: Ironworkers Local 11 Annuity Fund · Sponsored by Ironworkers Local 11 Annuity Fund Board of Trustees · New Jersey · Construction
$375M in assets, 1,159 participants
Ironworkers Local 11 Annuity Fund Board of Trustees's Ironworkers Local 11 Annuity Fund reported $375M in total assets and 1,159 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.
- #8,688 in Construction (9,030 peers)
Where Ironworkers Local 11 Annuity Fund sits by assets
Ironworkers Local 11 Annuity Fund sits in the top 5% of all filed plans by assets, $375M for 1,159 participants (~$323,971/participant), down 2.2% in 2023.
- #8,688
- in Construction (9,030 peers)
- -2.2%
- assets change YoY
- 3.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ironworkers Local 11 Annuity Fund's outsized position by total assets
Ironworkers Local 11 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$375,482,782 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
Ironworkers Local 11 Annuity Fund'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. Ironworkers Local 11 Annuity Fund lands in the large band (1,159 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ironworkers Local 11 Annuity Fund reported net income rose from -$10M in the plan year 2022 filing to -$4M in the plan year 2023 filing.
- Ironworkers Local 11 Annuity Fund end-of-year assets fell from $384M in the plan year 2022 filing to $375M in the plan year 2023 filing.
- Ironworkers Local 11 Annuity Fund reported participants rose from 1,139 in the plan year 2022 filing to 1,159 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 516135653 · Ironworkers Local 11 Annuity Fund Board of Trustees PY 2023 · Money Purchase
Ironworkers Local 11 Annuity Fund · $375M · 1,159 · 97th
- EIN $375M
- EIN 1,159
- EIN 97th
- EIN Money Purchase
- EIN near Operating Engineers Local 12 Defined Contribution Trust
- EIN ind #8688
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 New Jersey →
Ironworkers Local 11 Annuity Fund in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $384M |
|---|---|
| Net Assets (End of Year) | $359M |
| Net Income | -$4M |
| Employer EIN | 516135653 |
| Plan Effective Date | 1971-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ironworkers Local 11 Annuity Fund Board of Trustees)
Sponsor-wide plan assets over time
All Ironworkers Local 11 Annuity Fund Board of Trustees plans reported in each filing year
- Latest sponsor-wide plan assets
- $395M 2.8877465111432055% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,139 | $384M |
| 2023 | 1 | 1,159 | $375M |
| 2024 | 1 | 1,148 | $395M |
Nearby Money Purchase Plans in New Jersey
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Local 68 Engineers Union Annuity Plan $919M · 5,196
- Nysa-Ila Money Purchase Pension Fund and Plan $787M · 4,634
- Educational Testing Service 401(a) Retirement Plan $577M · 3,310
- Plumbers & Pipefitters Local 9 Surety Plan $287M · 2,179
- Kpmg Personal Account for Retirement Plan $279M · 550
Ironworkers Local 11 Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside New Jersey, the nearest Money Purchase by assets is Operating Engineers Local 12 Defined Contribution Trust in CA ($376M); by covered participants it is University of Maryland Faculty Physicians, Inc. Money Purchase Pension Plan in MD (1,158 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($375M here).
- Operating Engineers Local 12 Defined Contribution Trust (CA) $376M · 19,566
- Cascade Pension Trust Money Purchase Pension Plan (OR) $375M · 2,092
- IBEW Local 16, AFL-CIO & Multi- Employer Pension Plan (TN) $379M · 2,004
- Aura, Inc. Money Purchase Pension Plan and Trust (DC) $381M · 1,394
Similar participant headcount
Nearest other-state filings by covered participants (1,159 participants); asset peers above are excluded.
- University of Maryland Faculty Physicians, Inc. Money Purchase Pension Plan (MD) 1,158 · 1 off
- IBEW Local Union 668 Employees Pension Plan (IN) 1,162 · 3 off
- Roofers Union Local No. 33 Thrift Fund (MA) 1,155 · 4 off
- Laborers' Local #157 Annuity Fund (NY) 1,142 · 17 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.