Defined Benefit (Pension) · DOL Form 5500 · 2023

Trustees - Iron Workers Mid-South Pension Fund Pension Plan

Data updated 2026-08-25

$156M
Total assets Near avg plan size
776
Participants Near avg headcount
94th
Percentile by assets National rank
$201,384
Avg per participant Above avg balance/head
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Official DOL plan name: Iron Workers Mid-South Pension Fund · Sponsored by Trustees - Iron Workers Mid-South Pension Fund · Texas · Construction

$156M in assets, 776 participants

Trustees - Iron Workers Mid-South Pension Fund's Iron Workers Mid-South Pension Fund reported $156M in total assets and 776 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,340 in Construction (9,030 peers)

Where Iron Workers Mid-South Pension Fund sits by assets

Iron Workers Mid-South Pension Fund sits in the top 10% of all filed plans by assets, $156M for 776 participants (~$201,384/participant), up 10.0% in 2023.

#8,340
in Construction (9,030 peers)
+10.0%
assets growth YoY
1.6×
vs typical plan assets (national mean)

Iron Workers Mid-South Pension Fund's outsized position by total assets

Iron Workers Mid-South Pension Fund vs every filed plan by assets

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

$156,273,623 Top 6% higher than 94% 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

Iron Workers Mid-South Pension 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 Mid-South Pension Fund sits mid-pack in the medium band (776 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Iron Workers Mid-South Pension Fund reported net income rose from $2M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Iron Workers Mid-South Pension Fund reported participants rose from 680 in the plan year 2022 filing to 776 in the plan year 2023 filing.
  • Iron Workers Mid-South Pension Fund end-of-year assets rose from $142M in the plan year 2022 filing to $156M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 726032179 · Trustees - Iron Workers Mid-South Pension Fund PY 2023 · Defined Benefit (Pension)

Iron Workers Mid-South Pension Fund · $156M · 776 · 94th

  • ASSETS $156M
  • ASSETS 776
  • ASSETS 94th
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Redstone Federal Credit Union Defined Benefit Plan
  • ASSETS ind #8340

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 Texas →

Iron Workers Mid-South Pension Fund in the asset neighbourhood

Bristol-Myers Squibb Puerto Rico Inc, Retirement Income PlanBristol-Myers Squibb Puerto …$156MIron Workers Mid-South Pension FundIron Workers Mid-South Pensi…$156MRedstone Federal Credit Union Defined Benefit PlanRedstone Federal Credit Unio…$156MChicago Tile Institute Pension FundChicago Tile Institute Pensi…$156MNew York-New Jersey Amalgamated Pension Plan for Acme EmployeesNew York-New Jersey Amalgama…$156M
End-of-year total assets ($M) among Iron Workers Mid-South Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$142M
Net Assets (End of Year)$155M
Net Income$14M
Employer EIN726032179
Plan Effective Date1964-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees - Iron Workers Mid-South Pension Fund)

Sponsor-wide plan assets over time

All Trustees - Iron Workers Mid-South Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$156M 9.963768527686124% vs 2022
2023 filing year
$140M$145M$150M$155M$160M 20222023 $142M $156M ▲ +10.0%
Year Plans Participants Total Assets
2022 1 680 $142M
2023 1 776 $156M

Nearby Defined Benefit (Pension) Plans in Texas

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

Iron Workers Mid-South Pension Fund vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Iron Workers Mid-South Pension Fund, Total assets ($B): 0.156273623 · Participants: 776Iron Workers Mid-South Pension FundAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumulation Plan
Iron Workers Mid-South Pension Fund vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Iron Workers Mid-South Pension Fund side-by-side with 3 peers →

Iron Workers Mid-South Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Redstone Federal Credit Union Defined Benefit Plan in AL ($156M); by covered participants it is Black Hills Retirement Plan in SD (776 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (776 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 Iron Workers Mid-South Pension Fund assets move in 2023? ▼
Iron Workers Mid-South Pension Fund grew at a solid clip - up 10.0% during 2023, from $142M to $156M. Reported net income was $14M.
How have Trustees - Iron Workers Mid-South Pension Fund plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Trustees - Iron Workers Mid-South Pension Fund's sponsor-wide assets grew 10.0%, from $142M to $156M.
Where does Iron Workers Mid-South Pension Fund rank by assets among Form 5500 filers? ▼
Iron Workers Mid-South Pension Fund ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Iron Workers Mid-South Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Redstone Federal Credit Union Defined Benefit Plan in AL ($156M, 1,097 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Iron Workers Mid-South Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Black Hills Retirement Plan in SD (776 participants, $311M 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 726032179.

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.