Money Purchase · DOL Form 5500 · 2023
Trustees of Ironworkers Local Union No. 402 Annuity Trust Fund Money Purchase Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 526
- Participants Below avg headcount
- 57th
- Percentile by assets National rank
- $17,452
- Avg per participant Low balance/head
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.
- #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.
- #3,673
- in Finance & Insurance (8,869 peers)
- +28.1%
- assets growth YoY
Greater South Florida Ironworkers Annuity Trust Fu's mid-pack asset rank among Finance & Insurance and all filers
Greater South Florida Ironworkers Annuity Trust Fu vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,179,922 Top 43% higher than 57% 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
Greater South Florida Ironworkers Annuity Trust Fu 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. Greater South Florida Ironworkers Annuity Trust Fu sits mid-pack in the medium band (526 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 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.
Published 5500 schedule card
Filing strip 542189207 · Trustees of Ironworkers Local Union No. 402 Annuity Trust Fund PY 2023 · Money Purchase
Greater South Florida Ironworkers Annuity Trust Fu · $9M · 526 · 57th
- NET $9M
- BOOK 526
- VS-ST 57th
- BOY Money Purchase
- SCH near Northwest Permanente, P.C. Retirement Plan for Clerical Emp. - Mpp Aspect
- EBSA ind #3673
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 →
Greater South Florida Ironworkers Annuity Trust Fu in the asset neighbourhood
Trustees of Ironworkers Local Union No. 402 Annuity Trust Fund multi-year asset trail
Sponsor-wide plan assets over time
All Trustees of Ironworkers Local Union No. 402 Annuity Trust Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 27.102561057916297% vs 2022
- 2024 filing year
| 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.
- 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
Greater South Florida Ironworkers Annuity Trust Fu's out-of-state Money Purchase peers by assets and headcount
Outside Pennsylvania, the nearest Money Purchase by assets is Northwest Permanente, P.C. Retirement Plan for Clerical Emp. - Mpp Aspect in OR ($9M); by covered participants it is Christian Labor Association Pension Trust Defined Contribution Plan in MN (527 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (526 participants); asset peers above are excluded.
- Christian Labor Association Pension Trust Defined Contribution Plan (MN) 527 · 1 off
- Hotel & Restaurant Industry Restated Pension Plan (WI) 531 · 5 off
- International Brotherhood of Electrical Workers Local Union 873 Retirement Plan and Trust (IN) 520 · 6 off
- The Harker School 401(a) Defined Contribution Plan (CA) 533 · 7 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.