Money Purchase
2024 plan-year Money Purchase DOL Form 5500

Insulators and Allied Workers Local No. 46 Annuity Fund

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees - Insulators and Allied Workers Local No. 46 · Tennessee · Construction

What the 2023 filing shows

Insulators and Allied Workers Local No. 46 Annuity Fund holds $934K for N/A participants, down 4.8% over the 2024 plan year.

$934K
total plan assets (2024 EOY)
N/A
covered participants
-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.

Total Assets (2023)
$934K
Participants
N/A
State
Industry
Construction

What the Filing Says About Insulators and Allied Workers Local No. 46 Annuity Fund

Insulators and Allied Workers Local No. 46 Annuity Fund is a Money Purchase retirement plan sponsored by Board of Trustees - Insulators and Allied Workers Local No. 46, headquartered in Tennessee. As of the 2024 Form 5500 filing, the plan reports $934K in total end-of-year assets and covers N/A participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 204235805, and the plan has been effective since 2006-03-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $981K at the beginning of 2024 to $934K at year-end — a decline of 4.8%. Net assets (after liabilities) closed the year at $932K, with reported net income of $-48,308 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$981K
Total Assets (End of Year)$934K
Net Assets (End of Year)$932K
Net Income$-48,308
Plan TypeMoney Purchase
Employer EIN204235805
Plan Effective Date2006-03-01
Filing StatusFILING RECEIVED

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

Year Plans Participants Total Assets
2022 1 N/A $938K
2023 1 N/A $981K
2024 1 N/A $934K

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Frequently Asked Questions

How much money is in the Insulators and Allied Workers Local No. 46 Annuity Fund?
As of the 2024 Form 5500 filing, Insulators and Allied Workers Local No. 46 Annuity Fund holds $934K in total assets with N/A participants. It is sponsored by Board of Trustees - Insulators and Allied Workers Local No. 46.
What type of plan is Insulators and Allied Workers Local No. 46 Annuity Fund?
Insulators and Allied Workers Local No. 46 Annuity Fund is a Money Purchase plan. It has been effective since 2006-03-01. The plan is filed with the U.S. Department of Labor under EIN 204235805.
Who sponsors the Insulators and Allied Workers Local No. 46 Annuity Fund?
Insulators and Allied Workers Local No. 46 Annuity Fund is sponsored by Board of Trustees - Insulators and Allied Workers Local No. 46, located in Tennessee. The sponsor's EIN is 204235805 and the plan operates in the Construction industry.
How did Insulators and Allied Workers Local No. 46 Annuity Fund perform in 2024?
Insulators and Allied Workers Local No. 46 Annuity Fund declined by 4.8% during 2024, moving from $981K to $934K in total assets. Net income was $-48,308.
Where can I find official filings for Insulators and Allied Workers Local No. 46 Annuity Fund?
Official Form 5500 filings for Insulators and Allied Workers Local No. 46 Annuity Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 204235805 or plan name at efast.dol.gov.
How does Insulators and Allied Workers Local No. 46 Annuity Fund compare to other plans?
You can compare Insulators and Allied Workers Local No. 46 Annuity Fund against other Money Purchase plans on the plan type page, or view plans in Tennessee on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.