Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustee M.S.S.a.-I.L.a. Pension Plan Pension Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
320
Participants Below avg headcount
87th
Percentile by assets National rank
$184,843
Avg per participant Above avg balance/head
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Official DOL plan name: M.S.S.a.-I.L.a. Pension Plan · Sponsored by Board of Trustee M.S.S.a.-I.L.a. Pension Plan · Alabama · Finance & Insurance

$59M in assets, 320 participants

Board of Trustee M.S.S.a.-I.L.a. Pension Plan's M.S.S.a.-I.L.a. Pension Plan reported $59M in total assets and 320 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,115 in Finance & Insurance (8,869 peers)

Where M.S.S.a.-I.L.a. Pension Plan sits by assets

M.S.S.a.-I.L.a. Pension Plan sits in the top quartile of all filed plans by assets, $59M for 320 participants (~$184,843/participant), up 22.0% in 2023.

#7,115
in Finance & Insurance (8,869 peers)
+22.0%
assets growth YoY
0.6×
vs typical plan assets (national mean)

M.S.S.a.-I.L.a. Pension Plan's outsized position by total assets

M.S.S.a.-I.L.a. Pension Plan vs every filed plan by assets

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

$59,149,909 Top 13% higher than 87% 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

M.S.S.a.-I.L.a. Pension 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. M.S.S.a.-I.L.a. Pension Plan sits mid-pack in the medium band (320 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • M.S.S.a.-I.L.a. Pension Plan reported net income rose from $6M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • M.S.S.a.-I.L.a. Pension Plan end-of-year assets rose from $49M in the plan year 2022 filing to $59M in the plan year 2023 filing.
  • M.S.S.a.-I.L.a. Pension Plan reported participants rose from 291 in the plan year 2022 filing to 320 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 630785888 · Board of Trustee M.S.S.a.-I.L.a. Pension Plan PY 2023 · Defined Benefit (Pension)

M.S.S.a.-I.L.a. Pension Plan · $59M · 320 · 87th

  • EIN $59M
  • RANK 320
  • PHOTO 87th
  • IND Defined Benefit (Pension)
  • EOY near Perini Corporation Pension Plan
  • 5500 ind #7115

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 Alabama →

M.S.S.a.-I.L.a. Pension Plan in the asset neighbourhood

Covia Holdings Corporation Pension PlanCovia Holdings Corporation P…$59MM.S.S.a.-I.L.a. Pension Plan$59MPerini Corporation Pension PlanPerini Corporation Pension P…$59MSheet Metal Workers Local Union No. 32 Pension Trust FundSheet Metal Workers Local Un…$59MColony Brands, Inc. Pension PlanColony Brands, Inc. Pension …$59M
End-of-year total assets ($M) among M.S.S.a.-I.L.a. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$59M
Net Income$10M
Employer EIN630785888
Plan Effective Date1957-12-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustee M.S.S.a.-I.L.a. Pension Plan)

Sponsor-wide plan assets over time

All Board of Trustee M.S.S.a.-I.L.a. Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$63M 28.33267839496527% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $49.3M $63.3M ▲ +28.3%
Year Plans Participants Total Assets
2022 1 291 $49M
2023 1 320 $59M
2024 1 266 $63M

Nearby Defined Benefit (Pension) Plans in Alabama

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

M.S.S.a.-I.L.a. Pension Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants Scatter plot of 6 data points. 050010001500200025003000 00.511.5 Total assets ($B) Participants M.S.S.a.-I.L.a. Pension Plan, Total assets ($B): 0.059149909 · Participants: 320M.S.S.a.-I.L.a. Pension PlanRegions Financial Corporation Retirement Plan, Total assets ($B): 1.23300032 · Participants: 292Regions Financial Corporation Retirement PlanBlue Cross and Blue Shield of Alabama Retirement Plan, Total assets ($B): 0.737313284 · Participants: 2014Blue Cross and Blue Shield of Alabama Retirement PlanRegions Financial Corporation Retirement Plan for Associates, Total assets ($B): 0.716301272 · Participants: 2395Regions Financial Corporation Retirement Plan for AssociatesVulcan Materials Company Pension Plan, Total assets ($B): 0.507585545 · Participants: 776Vulcan Materials Company Pension PlanAmerican Cast Iron Pipe Company Pension Plan, Total assets ($B): 0.440237888 · Participants: 832American Cast Iron Pipe Company Pension Plan
M.S.S.a.-I.L.a. Pension Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants
Compare M.S.S.a.-I.L.a. Pension Plan side-by-side with 3 peers →

M.S.S.a.-I.L.a. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Alabama, the nearest Defined Benefit (Pension) by assets is Perini Corporation Pension Plan in CA ($59M); by covered participants it is Aar Corp. Retirement Plan in IL (320 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($59M here).

Similar participant headcount

Nearest other-state filings by covered participants (320 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 M.S.S.a.-I.L.a. Pension Plan assets move in 2023? ▼
M.S.S.a.-I.L.a. Pension Plan grew sharply - up 22.0% during 2023, from $49M to $59M. Reported net income was $10M.
How have Board of Trustee M.S.S.a.-I.L.a. Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustee M.S.S.a.-I.L.a. Pension Plan's sponsor-wide assets grew 28.3%, from $49M to $63M.
Where does M.S.S.a.-I.L.a. Pension Plan rank by assets among Form 5500 filers? ▼
M.S.S.a.-I.L.a. Pension Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to M.S.S.a.-I.L.a. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Perini Corporation Pension Plan in CA ($59M, 49 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to M.S.S.a.-I.L.a. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Aar Corp. Retirement Plan in IL (320 participants, $4M 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 630785888.

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.