Money Purchase · DOL Form 5500 · 2024
Board of Trustees Iron Workers Locals 40, 361 & 417 Annuity Fund Money Purchase Plan
Data updated 2026-08-25
- $1.2B
- Total assets Very large vs avg
- 2,357
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $517,159
- Avg per participant High balance/head
Official DOL plan name: Iron Workers Locals 40, 361 & 417 Annuity Fund · Sponsored by Board of Trustees Iron Workers Locals 40, 361 & 417 Annuity Fund · New York · Construction
$1.2B in assets, 2,357 participants
Board of Trustees Iron Workers Locals 40, 361 & 417 Annuity Fund's Iron Workers Locals 40, 361 & 417 Annuity Fund reported $1.2B in total assets and 2,357 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- #8,925 in Construction (9,039 peers)
Coverage in New York
Iron Workers Locals 40, 361 & 417 Annuity Fund covers 2,357 participants in New York, 3.0x the typical New York plan (state average ~798 per filing). Assets: $1.2B.
- #8,925
- in Construction (9,039 peers)
- +5.8%
- assets growth YoY
- 12×
- vs typical plan assets (national mean)
Iron Workers Locals 40, 361 & 417 Annuity Fund's outsized position by total assets
Iron Workers Locals 40, 361 & 417 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,218,944,937 Top 1% higher than 99% 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 Locals 40, 361 & 417 Annuity 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 Locals 40, 361 & 417 Annuity Fund lands in the large band (2,357 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Iron Workers Locals 40, 361 & 417 Annuity Fund reported participants fell from 4,998 in the plan year 2023 filing to 2,357 in the plan year 2024 filing.
- Iron Workers Locals 40, 361 & 417 Annuity Fund reported net income fell from $76M in the plan year 2023 filing to $67M in the plan year 2024 filing.
- Iron Workers Locals 40, 361 & 417 Annuity Fund end-of-year assets rose from $1.2B in the plan year 2023 filing to $1.2B in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 237299279 · Board of Trustees Iron Workers Locals 40, 361 & 417 Annuity Fund PY 2024 · Money Purchase
Iron Workers Locals 40, 361 & 417 Annuity Fund · $1.2B · 2,357 · 99th
- EOY $1.2B
- 5500 2,357
- ASSETS 99th
- PCT Money Purchase
- EIN near Employees Retirement Plan of Marshfield Clinic
- RANK ind #8925
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 New York →
Iron Workers Locals 40, 361 & 417 Annuity Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $1.2B |
|---|---|
| Net Assets (End of Year) | $1.2B |
| Net Income | $67M |
| Employer EIN | 237299279 |
| Plan Effective Date | 1969-12-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Iron Workers Locals 40, 361 & 417 Annuity Fund)
Sponsor-wide plan assets over time
All Board of Trustees Iron Workers Locals 40, 361 & 417 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.2B 13.650070403991341% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,068 | $1.1B |
| 2023 | 1 | 4,998 | $1.2B |
| 2024 | 1 | 2,357 | $1.2B |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Tiaa Retirement Plan $5.9B · 11,906
- Young Men's Christian Association Retirement Fund Retirement Plan $3.9B · 47,199
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $2.2B · 15,274
- Brookhaven Science Associates, LLC Retirement Plan $1.5B · 2,624
- Excavators Union Local 731 Annuity Fund $953M · 6,236
Iron Workers Locals 40, 361 & 417 Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Employees Retirement Plan of Marshfield Clinic in WI ($1.3B); by covered participants it is Cascade Pension Trust Money Purchase Pension Plan in OR (2,355 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.2B here).
- Employees Retirement Plan of Marshfield Clinic (WI) $1.3B · 8,328
- Occidental Petroleum Corporation Retirement Plan (TX) $1.3B · 7,877
- Southern California IBEW-NECA Defined Contribution Plan (CA) $1.3B · 26,682
- California Iron Workers Field Defined Contribution Pension Trust Fund (CA) $1.3B · 14,825
Similar participant headcount
Nearest other-state filings by covered participants (2,357 participants); asset peers above are excluded.
- Cascade Pension Trust Money Purchase Pension Plan (OR) 2,355 · 2 off
- Northwest Ohio Carpenters, Millwrights and Pile Drivers Supplemental Pension Plan (OH) 2,346 · 11 off
- Millwrights' Local 1102 Supplemental Pension Fund (MI) 2,329 · 28 off
- Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan (PA) 2,321 · 36 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.