Money Purchase · DOL Form 5500 · 2023
Iron Workers Local 451 Joint Board of Trustees Money Purchase Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 289
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $121,148
- Avg per participant Near avg balance/head
Official DOL plan name: Iron Workers Local 451 Annuity Fund · Sponsored by Iron Workers Local 451 Joint Board of Trustees · Delaware · Finance & Insurance
$35M in assets, 289 participants
Iron Workers Local 451 Joint Board of Trustees's Iron Workers Local 451 Annuity Fund reported $35M in total assets and 289 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.
- #6,338 in Finance & Insurance (8,869 peers)
Where Iron Workers Local 451 Annuity Fund sits by assets
Iron Workers Local 451 Annuity Fund sits in the top quartile of all filed plans by assets, $35M for 289 participants (~$121,148/participant), up 10.9% in 2023.
- #6,338
- in Finance & Insurance (8,869 peers)
- +10.9%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Iron Workers Local 451 Annuity Fund's outsized position by total assets
Iron Workers Local 451 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$35,011,843 Top 19% higher than 81% 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
Iron Workers Local 451 Annuity Fund 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. Iron Workers Local 451 Annuity Fund sits mid-pack in the medium band (289 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Iron Workers Local 451 Annuity Fund reported net income rose from $1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Iron Workers Local 451 Annuity Fund reported participants rose from 193 in the plan year 2022 filing to 289 in the plan year 2023 filing.
- Iron Workers Local 451 Annuity Fund end-of-year assets rose from $32M in the plan year 2022 filing to $35M in the plan year 2023 filing.
DOL schedule card
Filing strip 510264123 · Iron Workers Local 451 Joint Board of Trustees PY 2023 · Money Purchase
Iron Workers Local 451 Annuity Fund · $35M · 289 · 81st
- PCT $35M
- EIN 289
- RANK 81st
- PHOTO Money Purchase
- IND near Union Hospital Money Purchase Retirement Plan
- EOY ind #6338
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 Delaware →
Iron Workers Local 451 Annuity Fund in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | $3M |
| Employer EIN | 510264123 |
| Plan Effective Date | 1982-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Iron Workers Local 451 Joint Board of Trustees)
Sponsor-wide plan assets over time
All Iron Workers Local 451 Joint Board of Trustees plans reported in each filing year
- Latest sponsor-wide plan assets
- $35M 11.44392394442023% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 193 | $32M |
| 2023 | 1 | 289 | $35M |
| 2024 | 1 | 258 | $35M |
Nearby Money Purchase Plans in Delaware
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- National Electrical Annuity Plan $15.8B · 84,425
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.0B · 18,060
- Tiaa Retirement Plan $5.3B · 12,501
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.1B · 36,330
- University of Southern California Defined Contribution Retirement Plan $4.4B · 20,136
Iron Workers Local 451 Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside Delaware, the nearest Money Purchase by assets is Union Hospital Money Purchase Retirement Plan in OH ($35M); by covered participants it is Miner Enterprises Pension Plan in IL (288 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
Similar participant headcount
Nearest other-state filings by covered participants (289 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.