Money Purchase · DOL Form 5500 · 2024

Board of Trustees - Insulators Local No. 37 Retirement Plan Money Purchase Plan

Data updated 2026-08-25

$88M
Total assets Below avg plan size
1,136
Participants Near avg headcount
89th
Percentile by assets National rank
$77,551
Avg per participant Below avg balance/head
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Official DOL plan name: Insulators Local No. 37 Retirement Plan · Sponsored by Board of Trustees - Insulators Local No. 37 Retirement Plan · Tennessee · Construction

$88M in assets, 1,136 participants

Board of Trustees - Insulators Local No. 37 Retirement Plan's Insulators Local No. 37 Retirement Plan reported $88M in total assets and 1,136 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,941 in Construction (9,039 peers)

Where Insulators Local No. 37 Retirement Plan sits by assets

Insulators Local No. 37 Retirement Plan sits in the top quartile of all filed plans by assets, $88M for 1,136 participants (~$77,551/participant), up 8.9% in 2024.

#7,941
in Construction (9,039 peers)
+8.9%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Insulators Local No. 37 Retirement Plan's outsized position by total assets

Insulators Local No. 37 Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$88,097,922 Top 11% higher than 89% of 123,620 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 2024

Insulators Local No. 37 Retirement Plan'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. Insulators Local No. 37 Retirement Plan lands in the large band (1,136 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Insulators Local No. 37 Retirement Plan reported net income fell from $14M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Insulators Local No. 37 Retirement Plan end-of-year assets rose from $81M in the plan year 2023 filing to $88M in the plan year 2024 filing.
  • Insulators Local No. 37 Retirement Plan reported participants rose from 1,081 in the plan year 2023 filing to 1,136 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 581912950 · Board of Trustees - Insulators Local No. 37 Retirement Plan PY 2024 · Money Purchase

Insulators Local No. 37 Retirement Plan · $88M · 1,136 · 89th

  • PART $88M
  • PART 1,136
  • PART 89th
  • PART Money Purchase
  • PART near Marble Industry Annuity Trust Fund
  • PART ind #7941

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 Tennessee →

Insulators Local No. 37 Retirement Plan in the asset neighbourhood

Wisconsin Glaziers & Glassworkers Money Purchase FundWisconsin Glaziers & Glasswo…$88MInsulators Local No. 37 Retirement PlanInsulators Local No. 37 Reti…$88MMarble Industry Annuity Trust FundMarble Industry Annuity Trus…$88MMainegeneral Health Retirement Income PlanMainegeneral Health Retireme…$87MRoosevelt University 401(a) University Retirement Plan for Faculty and AdministratorsRoosevelt University 401(a) …$87M
End-of-year total assets ($M) among Insulators Local No. 37 Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$81M
Net Assets (End of Year)$88M
Net Income$7M
Employer EIN581912950
Plan Effective Date1989-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees - Insulators Local No. 37 Retirement Plan)

Sponsor-wide plan assets over time

All Board of Trustees - Insulators Local No. 37 Retirement Plan plans reported in each filing year

Latest sponsor-wide plan assets
$88M 32.248750906604585% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $66.6M $88.1M ▲ +32.2%
Year Plans Participants Total Assets
2022 1 1,067 $67M
2023 1 1,081 $81M
2024 1 1,136 $88M

Nearby Money Purchase Plans in Tennessee

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Insulators Local No. 37 Retirement Plan vs. nearby Money Purchase plans in Tennessee, assets vs. participants Scatter plot of 6 data points. 050001000015000 -0.500.511.522.5 Total assets ($B) Participants Insulators Local No. 37 Retirement Plan, Total assets ($B): 0.088097922 · Participants: 1136Insulators Local No. 37 Retirement PlanSouthern Electrical Retirement Fund, Total assets ($B): 2.191524146 · Participants: 11461Southern Electrical Retirement FundIBEW Local 16, AFL-CIO & Multi- Employer Pension Plan, Total assets ($B): 0.434339446 · Participants: 2070IBEW Local 16, AFL-CIO & Multi- Employer Pension PlanMidwest Pipe Trades Retirement Plan, Total assets ($B): 0.221798038 · Participants: 1544Midwest Pipe Trades Retirement PlanU. a. Local Union No. 614 Pension Plan, Total assets ($B): 0.203639598 · Participants: 1248U. a. Local Union No. 614 Pension PlanIBEW Local Union No. 915 Pension-Annuity Fund, Total assets ($B): 0.115026128 · Participants: 1864IBEW Local Union No. 915 Pension-Annuity Fund
Insulators Local No. 37 Retirement Plan vs. nearby Money Purchase plans in Tennessee, assets vs. participants
Compare Insulators Local No. 37 Retirement Plan side-by-side with 3 peers →

Insulators Local No. 37 Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Tennessee, the nearest Money Purchase by assets is Marble Industry Annuity Trust Fund in NY ($88M); by covered participants it is Brady Funded Retirement Plan in WI (1,139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,136 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Insulators Local No. 37 Retirement Plan assets move in 2024? ▼
Insulators Local No. 37 Retirement Plan grew at a solid clip - up 8.9% during 2024, from $81M to $88M. Reported net income was $7M.
How have Board of Trustees - Insulators Local No. 37 Retirement Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees - Insulators Local No. 37 Retirement Plan's sponsor-wide assets grew 32.2%, from $67M to $88M.
Where does Insulators Local No. 37 Retirement Plan rank by assets among Form 5500 filers? ▼
Insulators Local No. 37 Retirement Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Insulators Local No. 37 Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Marble Industry Annuity Trust Fund in NY ($88M, 311 participants).
Which Money Purchase plans cover a similar participant headcount to Insulators Local No. 37 Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Brady Funded Retirement Plan in WI (1,139 participants, $85M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 581912950.

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.