Money Purchase · DOL Form 5500 · 2024

Board of Trustees - Insulators and Allied Workers Local No. 46 Money Purchase Plan

Data updated 2026-08-25

$934K
Total assets Small plan by assets
N/A
Participants Small participant base
23rd
Percentile by assets National rank
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Official DOL plan name: Insulators and Allied Workers Local No. 46 Annuity Fund · Sponsored by Board of Trustees - Insulators and Allied Workers Local No. 46 · Tennessee · Construction

$934K in assets, N/A participants

Board of Trustees - Insulators and Allied Workers Local No. 46's Insulators and Allied Workers Local No. 46 Annuity Fund reported $934K in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #1,925 in Construction (9,039 peers)

What the 2024 filing shows

Insulators and Allied Workers Local No. 46 Annuity Fund holds $934K for N/A participants, among the smaller plans by assets on file.

#1,925
in Construction (9,039 peers)
-4.8%
assets change YoY

The plan reported a net loss of $48K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Insulators and Allied Workers Local No. 46 Annuity Fund among the smaller filed plans by assets

Insulators and Allied Workers Local No. 46 Annuity Fund vs every filed plan by assets

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

$934,092 23rd percentile higher than 23% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Insulators and Allied Workers Local No. 46 Annuity Fund reported net income fell from $43K in the plan year 2023 filing to -$48K in the plan year 2024 filing.
  • Insulators and Allied Workers Local No. 46 Annuity Fund end-of-year assets fell from $981K in the plan year 2023 filing to $934K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 204235805 · Board of Trustees - Insulators and Allied Workers Local No. 46 PY 2024 · Money Purchase

Insulators and Allied Workers Local No. 46 Annuity Fund · $934K · N/A · 23rd

  • BOY $934K
  • SCH N/A
  • EBSA 23rd
  • PART Money Purchase
  • TYPE near Mccormick Kennedy & Robinson PC Employee Pension Benefit Plan
  • NET ind #1925

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 and Allied Workers Local No. 46 Annuity Fund in the asset neighbourhood

Meng Kao Tseng M.D. Money Purchase PlanMeng Kao Tseng M.D. Money Pu…$937KInsulators and Allied Workers Local No. 46 Annuity FundInsulators and Allied Worker…$934KMccormick Kennedy & Robinson PC Employee Pension Benefit PlanMccormick Kennedy & Robinson…$934KSan Pablo Gastroenterology & Retina Center of Puerto Rico Retirement PlanSan Pablo Gastroenterology &…$932KDae Sik Rho, Md Self-Employed Retirement PlanDae Sik Rho, Md Self-Employe…$932K
End-of-year total assets ($M) among Insulators and Allied Workers Local No. 46 Annuity Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$981K
Net Assets (End of Year)$932K
Net Income-$48K
Employer EIN204235805
Plan Effective Date2006-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees - Insulators and Allied Workers Local No. 46)

Sponsor-wide plan assets over time

All Board of Trustees - Insulators and Allied Workers Local No. 46 plans reported in each filing year

Latest sponsor-wide plan assets
$934K 0.4371168831999386% vs 2022
2024 filing year
$0.92M$0.94M$0.96M$0.98M$1M 202220232024 $0.94M $0.93M ▼ -1.1%
Year Plans Participants Total Assets
2022 1 N/A $938K
2023 1 N/A $981K
2024 1 N/A $934K

Nearby Money Purchase Plans in Tennessee

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

Insulators and Allied Workers Local No. 46 Annuity Fund vs. nearby Money Purchase plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Insulators and Allied Workers Local No. 46 Annuity Fund, Total assets ($B): 0.000934092 · Participants: 0Insulators and Allied Workers Local No. 46 Annuity FundSouthern 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 and Allied Workers Local No. 46 Annuity Fund vs. nearby Money Purchase plans in Tennessee, assets vs. participants
Compare Insulators and Allied Workers Local No. 46 Annuity Fund side-by-side with 3 peers →

Insulators and Allied Workers Local No. 46 Annuity Fund's closest out-of-state Money Purchase peers by assets

Outside Tennessee, the nearest Money Purchase by end-of-year assets is Mccormick Kennedy & Robinson PC Employee Pension Benefit Plan in CO at $934K (this filing: $934K).

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 and Allied Workers Local No. 46 Annuity Fund assets move in 2024? ▼
Insulators and Allied Workers Local No. 46 Annuity Fund edged down modestly - down 4.8% during 2024, from $981K to $934K. Reported net income was -$48K.
How have Board of Trustees - Insulators and Allied Workers Local No. 46 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees - Insulators and Allied Workers Local No. 46's sponsor-wide assets declined 0.4%, from $938K to $934K.
Where does Insulators and Allied Workers Local No. 46 Annuity Fund rank by assets among Form 5500 filers? ▼
Insulators and Allied Workers Local No. 46 Annuity Fund ranks in the 23rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Insulators and Allied Workers Local No. 46 Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by assets is Mccormick Kennedy & Robinson PC Employee Pension Benefit Plan in CO ($934K, 3 participants).

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 204235805.

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.