Defined Benefit (Pension) · DOL Form 5500 · 2024
Joint Board of Trustees of District 9 I.a.M & a.W. Pension Trust Pension Plan
Data updated 2026-07-24
- $749M
- Total assets
- 2,181
- Participants
- 98th
- Percentile by assets
- $343,636
- Avg per participant
Official DOL plan name: District No. 9 International Association of Machin Aerospace Workers Pension Plan · Sponsored by Joint Board of Trustees of District 9 I.a.M & a.W. Pension Trust · Missouri · Manufacturing
$749M in assets, 2,181 participants
Joint Board of Trustees of District 9 I.a.M & a.W. Pension Trust's District No. 9 International Association of Machin Aerospace Workers Pension Plan reported $749M in total assets and 2,181 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 116,472 plans)
Coverage in Missouri
District No. 9 International Association of Machin Aerospace Workers Pension Plan covers 2,181 participants in Missouri, 2.9x the typical Missouri plan (state average ~756 per filing). Assets: $749M.
- $749M
- total plan assets (2024 EOY)
- 2,181
- covered participants
- 98th
- percentile by assets (of 116,472 plans)
- $343,636
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- District No. 9 International Association of Machin Aerospace Workers Pension Plan reported net income rose from $15M in the plan year 2023 filing to $39M in the plan year 2024 filing.
- District No. 9 International Association of Machin Aerospace Workers Pension Plan end-of-year assets rose from $711M in the plan year 2023 filing to $749M in the plan year 2024 filing.
- District No. 9 International Association of Machin Aerospace Workers Pension Plan reported participants fell from 2,214 in the plan year 2023 filing to 2,181 in the plan year 2024 filing.
Participants vs Missouri filers
In Missouri, the average filing covers about 756 participants across 2,155 plans. District No. 9 International Association of Machin Aerospace Workers Pension Plan reports 2,181 participants - 2.9x that state average ($749M EOY assets).
Missouri filing particulars
| Total Assets (Beginning of Year) | $711M |
|---|---|
| Net Assets (End of Year) | $749M |
| Net Income | $39M |
| Employer EIN | 510138317 |
| Plan Effective Date | 1957-01-14 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Joint Board of Trustees of District 9 I.a.M & a.W. Pension Trust)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,356 | $696M |
| 2023 | 1 | 2,214 | $711M |
| 2024 | 1 | 2,181 | $749M |
Nearby Defined Benefit (Pension) Plans in Missouri
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
District No. 9 International Association of Machin Aerospace Workers Pension Plan vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants
- Boilermaker-Blacksmith National Pension Trust $7.5B · 28,958
- Ameren Retirement Plan $4.8B · 9,760
- Co-Op Retirement Plan $3.5B · 15,151
- Carpenters Pension Trust Fund of St. Louis $3.4B · 11,832
- Bjc Pension Plan $2.7B · 20,653
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to District No. 9 International Association of Machin Aerospace Workers Pension Plan by total assets, not by location.
- Excellus Retirement Plan (NY) $747M · 2,038
- Pacificorp Retirement Plan (OR) $747M · 1,007
- Local 817 Ibt Pension Fund (NY) $753M · 1,079
- Cement and Concrete Workers DC Pension Fund (NY) $745M · 977
Frequently Asked Questions
How did District No. 9 International Association of Machin Aerospace Workers Pension Plan assets move in 2024? ▼
How have Joint Board of Trustees of District 9 I.a.M & a.W. Pension Trust plan assets changed over time? ▼
Where does District No. 9 International Association of Machin Aerospace Workers Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to District No. 9 International Association of Machin Aerospace Workers Pension Plan? ▼
Next read for District No. 9 International Association…
Filing takeaways
Ways to act on District No. 9 International Association of Machin Aerospace Workers Pension Plan's numbers.
- By total assets, District No. 9 International Association of Machin Aerospace Workers Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Missouri. Compare plans
- Joint Board of Trustees of District 9 I.a.M & a.W. Pension Trust's sponsor-wide assets have grown 7.7% since 2022 across 3 plan years on file. More Manufacturing plans
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 510138317.
Read our methodology - how this data is sourced, computed, and verified.