Other · DOL Form 5500 · 2024

Trustees - Mid-South Iron Workers Direct Contribution Fund Retirement Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
1,698
Participants Near avg headcount
74th
Percentile by assets National rank
$14,143
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mid-South Iron Workers Direct Contribution Fund · Sponsored by Trustees - Mid-South Iron Workers Direct Contribution Fund · Texas · Construction

$24M in assets, 1,698 participants

Trustees - Mid-South Iron Workers Direct Contribution Fund's Mid-South Iron Workers Direct Contribution Fund reported $24M in total assets and 1,698 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #6,542 in Construction (9,039 peers)

Coverage in Texas

Mid-South Iron Workers Direct Contribution Fund covers 1,698 participants in Texas, 2.5x the typical Texas plan (state average ~688 per filing). Assets: $24M.

#6,542
in Construction (9,039 peers)
+13.5%
assets growth YoY

Mid-South Iron Workers Direct Contribution Fund's outsized position by total assets

Mid-South Iron Workers Direct Contribution Fund vs every filed plan by assets

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

$24,015,331 Top 26% higher than 74% 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

Mid-South Iron Workers Direct Contribution 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. Mid-South Iron Workers Direct Contribution Fund lands in the large band (1,698 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mid-South Iron Workers Direct Contribution Fund reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Mid-South Iron Workers Direct Contribution Fund end-of-year assets rose from $21M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • Mid-South Iron Workers Direct Contribution Fund reported participants fell from 1,870 in the plan year 2023 filing to 1,698 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 721303411 · Trustees - Mid-South Iron Workers Direct Contribution Fund PY 2024 · Other

Mid-South Iron Workers Direct Contribution Fund · $24M · 1,698 · 74th

  • RANK $24M
  • RANK 1,698
  • RANK 74th
  • RANK Other
  • RANK near Jewish Home of San Francisco 403(b) Plan
  • RANK ind #6542

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 Texas →

Mid-South Iron Workers Direct Contribution Fund in the asset neighbourhood

Levan Internists, PC Profit Sharing Plan & TrustLevan Internists, PC Profit …$24MMid-South Iron Workers Direct Contribution FundMid-South Iron Workers Direc…$24MJewish Home of San Francisco 403(b) PlanJewish Home of San Francisco…$24MBonner General Hospital 403(b) PlanBonner General Hospital 403(…$24MSfvcmhc, Inc. 403(b) Plan$24M
End-of-year total assets ($M) among Mid-South Iron Workers Direct Contribution Fund and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$24M
Net Income$3M
Employer EIN721303411
Plan Effective Date1995-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees - Mid-South Iron Workers Direct Contribution Fund)

Sponsor-wide plan assets over time

All Trustees - Mid-South Iron Workers Direct Contribution Fund plans reported in each filing year

Latest sponsor-wide plan assets
$24M 37.193279558574496% vs 2022
2024 filing year
$16M$18M$20M$22M$24M$26M 202220232024 $17.5M $24M ▲ +37.3%
Year Plans Participants Total Assets
2022 1 2,144 $18M
2023 1 1,870 $21M
2024 1 1,698 $24M

Nearby Other Plans in Texas

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

Mid-South Iron Workers Direct Contribution Fund vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 -101234 Total assets ($B) Participants Mid-South Iron Workers Direct Contribution Fund, Total assets ($B): 0.024015331 · Participants: 1698Mid-South Iron Workers Direct Contribution FundMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 3.324994911 · Participants: 33543Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 3.003130654 · Participants: 32299The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 2.177950858 · Participants: 13205Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 2.141432234 · Participants: 16971The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.698290111 · Participants: 3107Southwest Research Institute Retirement Plan
Mid-South Iron Workers Direct Contribution Fund vs. nearby Other plans in Texas, assets vs. participants
Compare Mid-South Iron Workers Direct Contribution Fund side-by-side with 3 peers →

Mid-South Iron Workers Direct Contribution Fund's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Jewish Home of San Francisco 403(b) Plan in CA ($24M); by covered participants it is Medical Faculty Associates 403(b) Plan in DC (1,696 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,698 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 Mid-South Iron Workers Direct Contribution Fund assets move in 2024? ▼
Mid-South Iron Workers Direct Contribution Fund grew at a solid clip - up 13.5% during 2024, from $21M to $24M. Reported net income was $3M.
How have Trustees - Mid-South Iron Workers Direct Contribution Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees - Mid-South Iron Workers Direct Contribution Fund's sponsor-wide assets grew 37.2%, from $18M to $24M.
Which Other plans are similar in size to Mid-South Iron Workers Direct Contribution Fund? ▼
Among Other plans in other states, the closest by assets is Jewish Home of San Francisco 403(b) Plan in CA ($24M, 802 participants).
Which Other plans cover a similar participant headcount to Mid-South Iron Workers Direct Contribution Fund? ▼
Among Other plans in other states, the closest by covered participants is Medical Faculty Associates 403(b) Plan in DC (1,696 participants, $345M 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 721303411.

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.