Other · DOL Form 5500 · 2024
Trustees of Iron Wkers' Mid-America Supplemental Retirement Plan
Data updated 2026-08-25
- $777M
- Total assets Above avg plan size
- 6,642
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $117,010
- Avg per participant Below avg balance/head
Official DOL plan name: Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund · Sponsored by Trustees of Iron Wkers' Mid-America Supplemental · Illinois · Construction
$777M in assets, 6,642 participants
Trustees of Iron Wkers' Mid-America Supplemental's Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund reported $777M in total assets and 6,642 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #8,868 in Construction (9,039 peers)
Coverage in Illinois
Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund covers 6,642 participants in Illinois, 8.5x the typical Illinois plan (state average ~779 per filing). Assets: $777M.
- #8,868
- in Construction (9,039 peers)
- +12.7%
- assets growth YoY
- 7.8×
- vs typical plan assets (national mean)
Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund's outsized position by total assets
Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$777,179,384 Top 2% higher than 98% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund lands in the large band (6,642 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund reported net income fell from $103M in the plan year 2023 filing to $84M in the plan year 2024 filing.
- Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund end-of-year assets rose from $689M in the plan year 2023 filing to $777M in the plan year 2024 filing.
- Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund reported participants rose from 6,507 in the plan year 2023 filing to 6,642 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 364108124 · Trustees of Iron Wkers' Mid-America Supplemental PY 2024 · Other
Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund · $777M · 6,642 · 98th
- TYPE $777M
- NET 6,642
- BOOK 98th
- VS-ST Other
- BOY near Florida Health Sciences Center 403(b) Savings Plan
- SCH ind #8868
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 Illinois →
Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $689M |
|---|---|
| Net Assets (End of Year) | $771M |
| Net Income | $84M |
| Employer EIN | 364108124 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Iron Wkers' Mid-America Supplemental)
Sponsor-wide plan assets over time
All Trustees of Iron Wkers' Mid-America Supplemental plans reported in each filing year
- Latest sponsor-wide plan assets
- $777M 32.675838260994944% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,365 | $586M |
| 2023 | 1 | 6,507 | $689M |
| 2024 | 1 | 6,642 | $777M |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwestern University Retirement Plan $4.4B · 9,328
- The University of Chicago Contributory Retirement Plan $3.8B · 5,144
- Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees $2.1B · 13,718
- The University of Chicago Supplemental Retirement Plan $1.9B · 8,635
- Rush University Medical Center 403(b) Retirement Savings Plan $1.8B · 13,592
Scale composition for Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund
Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund reports $777M in end-of-year assets across 6,642 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $117,010 per participant (85% of the national average assets-per-participant) . Net income for plan year 2024 was $84M.
This plan identity (EIN 364108124, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $586M to $777M (+32.7%) while covered participants moved from 6,365 to 6,642 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,365 | $586M | Open filing |
| 2023 | 6,507 | $689M | Open filing |
| 2024 · index core | 6,642 | $777M | This page |
Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Florida Health Sciences Center 403(b) Savings Plan in FL ($768M); by covered participants it is St. Jude Children's Research Hospital Defined Contribution Retirement Plan in TN (6,588 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($777M here).
- Florida Health Sciences Center 403(b) Savings Plan (FL) $768M · 11,201
- Sri International Retirement Savings Plan (CA) $787M · 1,341
- Wellesley College 403(b) Retirement Plan (MA) $787M · 1,294
- Shriners Hospitals for Children Retirement Savings Plan (FL) $762M · 4,598
Similar participant headcount
Nearest other-state filings by covered participants (6,642 participants); asset peers above are excluded.
- St. Jude Children's Research Hospital Defined Contribution Retirement Plan (TN) 6,588 · 54 off
- Children's Hospital and Health System Shared Retirement Savings Plan (WI) 6,717 · 75 off
- Howard University Savings Plan (DC) 6,543 · 99 off
- Carnegie Mellon University Faculty and Staff Retirement Plan (PA) 6,772 · 130 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.