Money Purchase · DOL Form 5500 · 2023

Iron Workers Local 399 Annuity Fund Money Purchase Plan

Data updated 2026-08-25

$122M
Total assets Near avg plan size
1,767
Participants Near avg headcount
92nd
Percentile by assets National rank
$69,203
Avg per participant Below avg balance/head
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Official DOL plan name: Iron Workers Local 399 Annuity Fund · Sponsored by Iron Workers Local 399 Annuity Fund · New Jersey · Finance & Insurance

$122M in assets, 1,767 participants

Iron Workers Local 399 Annuity Fund's Iron Workers Local 399 Annuity Fund reported $122M in total assets and 1,767 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #7,842 in Finance & Insurance (8,869 peers)

Coverage in New Jersey

Iron Workers Local 399 Annuity Fund covers 1,767 participants in New Jersey, 2.1x the typical New Jersey plan (state average ~844 per filing). Assets: $122M.

#7,842
in Finance & Insurance (8,869 peers)
+4.6%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Iron Workers Local 399 Annuity Fund's outsized position by total assets

Iron Workers Local 399 Annuity Fund vs every filed plan by assets

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

$122,281,050 Top 8% higher than 92% 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

Iron Workers Local 399 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. Iron Workers Local 399 Annuity Fund lands in the large band (1,767 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Iron Workers Local 399 Annuity Fund reported net income rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Iron Workers Local 399 Annuity Fund end-of-year assets rose from $117M in the plan year 2022 filing to $122M in the plan year 2023 filing.
  • Iron Workers Local 399 Annuity Fund reported participants rose from 1,690 in the plan year 2022 filing to 1,767 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 222563067 · Iron Workers Local 399 Annuity Fund PY 2023 · Money Purchase

Iron Workers Local 399 Annuity Fund · $122M · 1,767 · 92nd

  • NET $122M
  • NET 1,767
  • NET 92nd
  • NET Money Purchase
  • NET near Central Texas College Employees Pension Plan and Trust
  • NET ind #7842

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 New Jersey →

Iron Workers Local 399 Annuity Fund in the asset neighbourhood

Iron Workers Local 399 Annuity FundIron Workers Local 399 Annui…$122MCentral Texas College Employees Pension Plan and TrustCentral Texas College Employ…$122MMacquarie Management Holdings, Inc. Retirement PlanMacquarie Management Holding…$122MRoofers Union Local No. 33 Thrift FundRoofers Union Local No. 33 T…$122MB.a.C. Local No. 3 Defined Contribution Pension PlanB.a.C. Local No. 3 Defined C…$122M
End-of-year total assets ($M) among Iron Workers Local 399 Annuity Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$117M
Net Assets (End of Year)$122M
Net Income$6M
Employer EIN222563067
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Iron Workers Local 399 Annuity Fund)

Sponsor-wide plan assets over time

All Iron Workers Local 399 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$133M 14.065602227611251% vs 2022
2024 filing year
$115M$120M$125M$130M$135M$140M 202220232024 $117M $133M ▲ +14.1%
Year Plans Participants Total Assets
2022 1 1,690 $117M
2023 1 1,767 $122M
2024 1 1,711 $133M

Nearby Money Purchase Plans in New Jersey

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

Iron Workers Local 399 Annuity Fund vs. nearby Money Purchase plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 0100020003000400050006000 02004006008001000 Total assets ($M) Participants Iron Workers Local 399 Annuity Fund, Total assets ($M): 122.28105 · Participants: 1767Iron Workers Local 399 Annuity FundLocal 68 Engineers Union Annuity Plan, Total assets ($M): 919.004157 · Participants: 5196Local 68 Engineers Union Annuity PlanNysa-Ila Money Purchase Pension Fund and Plan, Total assets ($M): 787.160185 · Participants: 4634Nysa-Ila Money Purchase Pension Fund and PlanEducational Testing Service 401(a) Retirement Plan, Total assets ($M): 577.237524 · Participants: 3310Educational Testing Service 401(a) Retirement PlanIronworkers Local 11 Annuity Fund, Total assets ($M): 375.482782 · Participants: 1159Ironworkers Local 11 Annuity FundPlumbers & Pipefitters Local 9 Surety Plan, Total assets ($M): 287.464744 · Participants: 2179Plumbers & Pipefitters Local 9 Surety Plan
Iron Workers Local 399 Annuity Fund vs. nearby Money Purchase plans in New Jersey, assets vs. participants
Compare Iron Workers Local 399 Annuity Fund side-by-side with 3 peers →

Iron Workers Local 399 Annuity Fund's out-of-state Money Purchase peers by assets and headcount

Outside New Jersey, the nearest Money Purchase by assets is Central Texas College Employees Pension Plan and Trust in TX ($122M); by covered participants it is West Virginia University Medical Corporation Retirement Plan in WV (1,771 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,767 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 Iron Workers Local 399 Annuity Fund assets move in 2023? ▼
Iron Workers Local 399 Annuity Fund edged up modestly - up 4.6% during 2023, from $117M to $122M. Reported net income was $6M.
How have Iron Workers Local 399 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iron Workers Local 399 Annuity Fund's sponsor-wide assets grew 14.1%, from $117M to $133M.
Where does Iron Workers Local 399 Annuity Fund rank by assets among Form 5500 filers? ▼
Iron Workers Local 399 Annuity Fund ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Iron Workers Local 399 Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by assets is Central Texas College Employees Pension Plan and Trust in TX ($122M, 617 participants).
Which Money Purchase plans cover a similar participant headcount to Iron Workers Local 399 Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is West Virginia University Medical Corporation Retirement Plan in WV (1,771 participants, $344M 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 222563067.

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.