Money Purchase · DOL Form 5500 · 2024
Board of Trustees Iron Workers Money Purchase Plan
Data updated 2026-08-25
- $614M
- Total assets Above avg plan size
- 7,659
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $80,183
- Avg per participant Below avg balance/head
Official DOL plan name: Iron Workers District Council of New England Annuity Fund · Sponsored by Board of Trustees Iron Workers · Massachusetts · Construction
$614M in assets, 7,659 participants
Board of Trustees Iron Workers's Iron Workers District Council of New England Annuity Fund reported $614M in total assets and 7,659 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.
- #8,816 in Construction (9,039 peers)
Coverage in Massachusetts
Iron Workers District Council of New England Annuity Fund covers 7,659 participants in Massachusetts, 12x the typical Massachusetts plan (state average ~659 per filing). Assets: $614M.
- #8,816
- in Construction (9,039 peers)
- +8.3%
- assets growth YoY
- 6.2×
- vs typical plan assets (national mean)
Iron Workers District Council of New England Annuity Fund's outsized position by total assets
Iron Workers District Council of New England Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$614,123,753 Top 2% higher than 98% 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 District Council of New England 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 District Council of New England Annuity Fund lands in the large band (7,659 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Iron Workers District Council of New England Annuity Fund reported net income fell from $67M in the plan year 2023 filing to $47M in the plan year 2024 filing.
- Iron Workers District Council of New England Annuity Fund end-of-year assets rose from $567M in the plan year 2023 filing to $614M in the plan year 2024 filing.
- Iron Workers District Council of New England Annuity Fund reported participants rose from 7,428 in the plan year 2023 filing to 7,659 in the plan year 2024 filing.
DOL schedule card
Filing strip 042647320 · Board of Trustees Iron Workers PY 2024 · Money Purchase
Iron Workers District Council of New England Annuity Fund · $614M · 7,659 · 98th
- PART $614M
- TYPE 7,659
- NET 98th
- BOOK Money Purchase
- VS-ST near UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan
- BOY ind #8816
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 Massachusetts →
Iron Workers District Council of New England Annuity Fund in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $567M |
|---|---|
| Net Assets (End of Year) | $614M |
| Net Income | $47M |
| Employer EIN | 042647320 |
| Plan Effective Date | 1972-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Iron Workers)
Sponsor-wide plan assets over time
All Board of Trustees Iron Workers plans reported in each filing year
- Latest sponsor-wide plan assets
- $614M 22.92923651730414% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,992 | $500M |
| 2023 | 1 | 7,428 | $567M |
| 2024 | 1 | 7,659 | $614M |
Nearby Money Purchase Plans in Massachusetts
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Retirement Income Plan for Teaching Faculty of Harvard University $2.4B · 2,774
- Massachusetts Laborers' Annuity Fund $2.3B · 11,506
- Harvard University Defined Contribution Retirement Plan $2.0B · 14,571
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. $1.8B · 8,421
- Tufts University Basic Retirement Plan $1.0B · 5,769
Scale composition for Iron Workers District Council of New England Annuity Fund
Iron Workers District Council of New England Annuity Fund reports $614M in end-of-year assets across 7,659 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $80,183 per participant (58% of the national average assets-per-participant) . Net income for plan year 2024 was $47M.
This plan identity (EIN 042647320, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $500M to $614M (+22.9%) while covered participants moved from 6,992 to 7,659 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,992 | $500M | Open filing |
| 2023 | 7,428 | $567M | Open filing |
| 2024 · index core | 7,659 | $614M | This page |
Iron Workers District Council of New England Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside Massachusetts, the nearest Money Purchase by assets is UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan in KY ($618M); by covered participants it is Operating Engineers' Local 324, Defined Contribution Pension Plan in MI (7,667 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($614M here).
- UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan (KY) $618M · 1,824
- Educational Testing Service 401(a) Retirement Plan (NJ) $593M · 3,097
- Middlebury College Core Retirement Plan (VT) $574M · 1,500
- The Rand Corporation 401(a) Qualified Retirement Plan (CA) $656M · 2,313
Similar participant headcount
Nearest other-state filings by covered participants (7,659 participants); asset peers above are excluded.
- Operating Engineers' Local 324, Defined Contribution Pension Plan (MI) 7,667 · 8 off
- City of Hope National Medical Center Defined Contribution Retirement Plan (CA) 7,461 · 198 off
- Occidental Petroleum Corporation Retirement Plan (TX) 7,877 · 218 off
- Iron Workers District Council of So Oh & Vicinity Annuity Trust (OH) 7,205 · 454 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.