Money Purchase · DOL Form 5500 · 2023

Allied Workers Local 48 Annuity Pl Board of Trustees Money Purchase Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
598
Participants Below avg headcount
61st
Percentile by assets National rank
$18,534
Avg per participant Low balance/head
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Official DOL plan name: Allied Workers Local 48 Annuity Plan · Sponsored by Allied Workers Local 48 Annuity Pl Board of Trustees · Tennessee · Construction

$11M in assets, 598 participants

Allied Workers Local 48 Annuity Pl Board of Trustees's Allied Workers Local 48 Annuity Plan reported $11M in total assets and 598 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #5,346 in Construction (9,030 peers)

Allied Workers Local 48 Annuity Pl Board of Trustees multi-year trail

Allied Workers Local 48 Annuity Pl Board of Trustees's plans moved +53.0% in assets from 2022 to 2024; this filing shows Allied Workers Local 48 Annuity Plan at $11M / 598 participants.

#5,346
in Construction (9,030 peers)
+24.8%
assets growth YoY

Allied Workers Local 48 Annuity Plan's mid-pack asset rank among Construction and all filers

Allied Workers Local 48 Annuity Plan vs every filed plan by assets

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

$11,083,086 Top 39% higher than 61% 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

Allied Workers Local 48 Annuity Plan 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. Allied Workers Local 48 Annuity Plan sits mid-pack in the medium band (598 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Allied Workers Local 48 Annuity Plan reported participants rose from 252 in the plan year 2022 filing to 598 in the plan year 2023 filing.
  • Allied Workers Local 48 Annuity Plan reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Allied Workers Local 48 Annuity Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 454606516 · Allied Workers Local 48 Annuity Pl Board of Trustees PY 2023 · Money Purchase

Allied Workers Local 48 Annuity Plan · $11M · 598 · 61st

  • EOY $11M
  • 5500 598
  • ASSETS 61st
  • PCT Money Purchase
  • EIN near Plumbers & Steamfitters Local 248 Annuity Plan
  • RANK ind #5346

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 Tennessee →

Allied Workers Local 48 Annuity Plan in the asset neighbourhood

Cement Masons Local Union No. 111 Pension FundCement Masons Local Union No…$11MCordillera and Affiliated Companies Money Purchase Pension PlanCordillera and Affiliated Co…$11MPlumbers & Steamfitters Local 248 Annuity PlanPlumbers & Steamfitters Loca…$11MAllied Workers Local 48 Annuity PlanAllied Workers Local 48 Annu…$11MCao Van Pham, M.D., Inc. Money Purchase Pension PlanCao Van Pham, M.D., Inc. Mon…$11M
End-of-year total assets ($M) among Allied Workers Local 48 Annuity Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Allied Workers Local 48 Annuity Pl Board of Trustees multi-year asset trail

Sponsor-wide plan assets over time

All Allied Workers Local 48 Annuity Pl Board of Trustees plans reported in each filing year

Latest sponsor-wide plan assets
$14M 53.00618758075566% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $8.88M $13.6M ▲ +53.0%
Year Plans Participants Total Assets
2022 1 252 $9M
2023 1 598 $11M
2024 1 647 $14M

Allied Workers Local 48 Annuity Pl Board of Trustees filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN454606516
Plan Effective Date2011-11-04
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Tennessee

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

Allied Workers Local 48 Annuity Plan vs. nearby Money Purchase plans in Tennessee, assets vs. participants Scatter plot of 6 data points. 050001000015000 -0.500.511.52 Total assets ($B) Participants Allied Workers Local 48 Annuity Plan, Total assets ($B): 0.011083086 · Participants: 598Allied Workers Local 48 Annuity PlanSouthern Electrical Retirement Fund, Total assets ($B): 1.903808868 · Participants: 11228Southern Electrical Retirement FundIBEW Local 16, AFL-CIO & Multi- Employer Pension Plan, Total assets ($B): 0.378665018 · Participants: 2004IBEW Local 16, AFL-CIO & Multi- Employer Pension PlanU. a. Local Union No. 614 Pension Plan, Total assets ($B): 0.19563667 · Participants: 1248U. a. Local Union No. 614 Pension PlanMidwest Pipe Trades Retirement Plan, Total assets ($B): 0.190004018 · Participants: 1501Midwest Pipe Trades Retirement PlanIBEW Local Union No. 915 Pension-Annuity Fund, Total assets ($B): 0.098137251 · Participants: 1819IBEW Local Union No. 915 Pension-Annuity Fund
Allied Workers Local 48 Annuity Plan vs. nearby Money Purchase plans in Tennessee, assets vs. participants
Compare Allied Workers Local 48 Annuity Plan side-by-side with 3 peers →

Allied Workers Local 48 Annuity Plan's out-of-state Money Purchase peers by assets and headcount

Outside Tennessee, the nearest Money Purchase by assets is Plumbers & Steamfitters Local 248 Annuity Plan in KY ($11M); by covered participants it is Presbyterian Seniorcare DC Pension Plan in PA (597 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (598 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 Allied Workers Local 48 Annuity Plan assets move in 2023? ▼
Allied Workers Local 48 Annuity Plan grew sharply - up 24.8% during 2023, from $9M to $11M. Reported net income was $2M.
How have Allied Workers Local 48 Annuity Pl Board of Trustees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allied Workers Local 48 Annuity Pl Board of Trustees's sponsor-wide assets grew 53.0%, from $9M to $14M.
Which Money Purchase plans are similar in size to Allied Workers Local 48 Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Plumbers & Steamfitters Local 248 Annuity Plan in KY ($11M, 291 participants).
Which Money Purchase plans cover a similar participant headcount to Allied Workers Local 48 Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Presbyterian Seniorcare DC Pension Plan in PA (597 participants, $21M 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 454606516.

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.