Other · DOL Form 5500 · 2024

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

Data updated 2026-08-11

$24M
Total assets
1,698
Participants
74th
Percentile by assets
$14,143
Avg per participant
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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.

  • 74th percentile by assets (of 123,622 plans)
  • #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.

$24M
total plan assets (2024 EOY)
1,698
covered participants
74th
percentile by assets (of 123,622 plans)
$14,143
avg assets per participant

Where Mid-South Iron Workers Direct Contribution Fund sits 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 $2,010,000,000 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

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 →

State
Texas
Industry
Construction

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. Mid-South Iron Workers Direct Contribution Fund reports 1,698 participants - 2.5x that state average ($24M EOY assets).

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)

$16M$18M$20M$22M$24M$26M 202220232024 $17.5M $24M ▲ +37.3%
Total plan assets by year, all Trustees - Mid-South Iron Workers Direct Contribution Fund plans on file
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 ($B) Participants Mid-South Iron Worke…, Total assets ($B): 0.024015331 · Participants: 1698Mid-South Iron Worke…Memorial Hermann Hea…, Total assets ($B): 3.324994911 · Participants: 33543Memorial Hermann Hea…The Tax Sheltered An…, Total assets ($B): 3.003130654 · Participants: 32299The Tax Sheltered An…Baylor College of Me…, Total assets ($B): 2.177950858 · Participants: 13205Baylor College of Me…The Tax Sheltered An…, Total assets ($B): 2.141432234 · Participants: 16971The Tax Sheltered An…Southwest Research I…, Total assets ($B): 1.698290111 · Participants: 3107Southwest Research I…
Mid-South Iron Workers Direct Contribution Fund vs. nearby Other plans in Texas, assets vs. participants
Compare Mid-South Iron Workers Direct Contributi… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Mid-South Iron Workers Direct Contribution Fund by total assets, not by location.

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).

Next read for Mid-South Iron Workers Direct Contributi…

Filing takeaways

Ways to act on Mid-South Iron Workers Direct Contribution Fund's numbers.

  • By total assets, Mid-South Iron Workers Direct Contribution Fund ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in Texas. Compare plans
  • Trustees - Mid-South Iron Workers Direct Contribution Fund's sponsor-wide assets have grown 37.2% since 2022 across 3 plan years on file. More Construction 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 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.