Other · DOL Form 5500 · 2024
Trustees of Iron Wkers' Mid-America Supplemental Retirement Plan
Data updated 2026-08-11
- $777M
- Total assets
- 6,642
- Participants
- 98th
- Percentile by assets
- $117,010
- Avg per participant
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.
- 98th percentile by assets (of 123,622 plans)
- #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.
- $777M
- total plan assets (2024 EOY)
- 6,642
- covered participants
- 98th
- percentile by assets (of 123,622 plans)
- $117,010
- avg assets per participant
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.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund reports 6,642 participants - 8.5x that state average ($777M EOY assets).
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)
| 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.
Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund vs. nearby Other plans in Illinois, assets vs. participants
- 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 |
Similar-Sized Other Plans Nationally
Other plans in other states closest to Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund by total assets, not by location.
- 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
Frequently Asked Questions
How did Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund assets move in 2024? ▼
How have Trustees of Iron Wkers' Mid-America Supplemental plan assets changed over time? ▼
Where does Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund? ▼
Next read for Iron Workers' Mid-America Supplemental M…
Filing takeaways
Ways to act on Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund's numbers.
- By total assets, Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Illinois. Compare plans
- Trustees of Iron Wkers' Mid-America Supplemental's sponsor-wide assets have grown 32.7% since 2022 across 3 plan years on file. More Construction plans