Money Purchase · DOL Form 5500 · 2023

Trustees of Ironworkers Local Union No. 402 Annuity Trust Fund Money Purchase Plan

Data updated 2026-08-11

$9M
Total assets: 526
Participants: 57th
Percentile by assets: $17,452
Avg per participant

Official DOL plan name: Greater South Florida Ironworkers Annuity Trust Fu · Sponsored by Trustees of Ironworkers Local Union No. 402 Annuity Trust Fund · Pennsylvania · Finance & Insurance

$9M in assets, 526 participants

Trustees of Ironworkers Local Union No. 402 Annuity Trust Fund's Greater South Florida Ironworkers Annuity Trust Fu reported $9M in total assets and 526 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

57th percentile by assets (of 127,072 plans)
#3,673 in Finance & Insurance (8,869 peers)

Trustees of Ironworkers Local Union No. 402 Annuity Trust Fund multi-year trail

Trustees of Ironworkers Local Union No. 402 Annuity Trust Fund's plans moved +27.1% in assets from 2022 to 2024; this filing shows Greater South Florida Ironworkers Annuity Trust Fu at $9M / 526 participants.

$9M
total plan assets (2023 EOY): 526
covered participants: 57th
percentile by assets (of 127,072 plans): $17,452
avg assets per participant

Greater South Florida Ironworkers Annuity Trust Fu reported net income rose from $734K in the plan year 2022 filing to $2M in the plan year 2023 filing.
Greater South Florida Ironworkers Annuity Trust Fu end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
Greater South Florida Ironworkers Annuity Trust Fu reported participants rose from 496 in the plan year 2022 filing to 526 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Pennsylvania

Industry

Finance & Insurance

Trustees of Ironworkers Local Union No. 402 Annuity Trust Fund across 3 plan years on file

Across the 3 plan years Trustees of Ironworkers Local Union No. 402 Annuity Trust Fund has on file (2022-2024), sponsor-wide plan assets have moved from $7M to $9M, a gain of 27.1%, while reported participants moved from 496 to 941 (+89.7%). Peak year by sponsor assets: 2023 ($9M); trough: 2022 ($7M).

Trustees of Ironworkers Local Union No. 402 Annuity Trust Fund multi-year asset trail

Total plan assets by year, all Trustees of Ironworkers Local Union No. 402 Annuity Trust Fund plans on file

Year	Plans	Participants	Total Assets
2022	1	496	$7M
2023	1	526	$9M
2024	1	941	$9M

Trustees of Ironworkers Local Union No. 402 Annuity Trust Fund filing trail (2023)

Total Assets (Beginning of Year)	$7M
Net Assets (End of Year)	$9M
Net Income	$2M
Employer EIN	542189207
Plan Effective Date	2005-10-01
Filing Status	FILING RECEIVED

Nearby Money Purchase Plans in Pennsylvania

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

Greater South Florida Ironworkers Annuity Trust Fu vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants

Central Pennsylvania Teamsters Retirement Income Plan 1987 $877M · 3,684
Duane Morris Retirement Plan $321M · 478
IBEW Local Union 375 Electricians' Retirement Plan $170M · 658
Milton Hershey School Money Purchase Pension Plan $162M · 1,331
Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton $145M · 632

Compare Greater South Florida Ironworkers Annuit… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Greater South Florida Ironworkers Annuity Trust Fu by total assets, not by location.

Northwest Permanente, P.C. Retirement Plan for Clerical Emp. - Mpp Aspect (OR) $9M · 272
Northeast Financial Consultants Inc (CT) $9M · 9
St. Benedict Health Center Employees Pension Plan (SD) $9M · 112
Facility Solutions Group, Inc Davis-Bacon Pension Plan & Trust (TX) $9M · 452

Frequently Asked Questions

How did Greater South Florida Ironworkers Annuity Trust Fu assets move in 2023? ▼

Greater South Florida Ironworkers Annuity Trust Fu grew sharply - up 28.1% during 2023, from $7M to $9M. Reported net income was $2M.

How have Trustees of Ironworkers Local Union No. 402 Annuity Trust Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Trustees of Ironworkers Local Union No. 402 Annuity Trust Fund's sponsor-wide assets grew 27.1%, from $7M to $9M.

Which Money Purchase plans are similar in size to Greater South Florida Ironworkers Annuity Trust Fu? ▼

Among Money Purchase plans in other states, the closest by assets is Northwest Permanente, P.C. Retirement Plan for Clerical Emp. - Mpp Aspect in OR ($9M, 272 participants).

Next read for Greater South Florida Ironworkers Annuit…

Multi-year trail

Ways to act on Greater South Florida Ironworkers Annuity Trust Fu's numbers.

By total assets, Greater South Florida Ironworkers Annuity Trust Fu ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar Money Purchase plans in Pennsylvania. Compare plans
Trustees of Ironworkers Local Union No. 402 Annuity Trust Fund's sponsor-wide assets have grown 27.1% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 542189207.