Money Purchase · DOL Form 5500 · 2024
Trustees of Insulators & Allied Workers Local 39 Pension Plan Money Purchase Plan
Data updated 2026-08-25
- $51M
- Total assets Below avg plan size
- 174
- Participants Small participant base
- 84th
- Percentile by assets National rank
- $295,145
- Avg per participant High balance/head
Official DOL plan name: Insulators & Allied Workers Local 39 Money Purchase Pension Plan · Sponsored by Trustees of Insulators & Allied Workers Local 39 Pension Plan · Nebraska · Construction
$51M in assets, 174 participants
Trustees of Insulators & Allied Workers Local 39 Pension Plan's Insulators & Allied Workers Local 39 Money Purchase Pension Plan reported $51M in total assets and 174 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- #7,466 in Construction (9,039 peers)
Coverage in Nebraska
Insulators & Allied Workers Local 39 Money Purchase Pension Plan covers 174 participants in Nebraska, about 32% of the average Nebraska filer (state average ~552 per filing). Assets: $51M.
- #7,466
- in Construction (9,039 peers)
- +14.3%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Insulators & Allied Workers Local 39 Money Purchase Pension Plan's outsized position by total assets
Insulators & Allied Workers Local 39 Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$51,355,236 Top 16% higher than 84% 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
Insulators & Allied Workers Local 39 Money Purchase Pension Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Insulators & Allied Workers Local 39 Money Purchase Pension Plan sits mid-pack in the medium band (174 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Insulators & Allied Workers Local 39 Money Purchase Pension Plan reported net income fell from $8M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Insulators & Allied Workers Local 39 Money Purchase Pension Plan end-of-year assets rose from $45M in the plan year 2023 filing to $51M in the plan year 2024 filing.
- Insulators & Allied Workers Local 39 Money Purchase Pension Plan reported participants fell from 189 in the plan year 2023 filing to 174 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 470438021 · Trustees of Insulators & Allied Workers Local 39 Pension Plan PY 2024 · Money Purchase
Insulators & Allied Workers Local 39 Money Purchase Pension Plan · $51M · 174 · 84th
- VS-ST $51M
- BOY 174
- SCH 84th
- EBSA Money Purchase
- PART near Reit Management Corp. Pension Plan
- TYPE ind #7466
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 Nebraska →
Insulators & Allied Workers Local 39 Money Purchase Pension Plan in the asset neighbourhood
Nebraska filing particulars
| Total Assets (Beginning of Year) | $45M |
|---|---|
| Net Assets (End of Year) | $51M |
| Net Income | $6M |
| Employer EIN | 470438021 |
| Plan Effective Date | 1985-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Insulators & Allied Workers Local 39 Pension Plan)
Sponsor-wide plan assets over time
All Trustees of Insulators & Allied Workers Local 39 Pension Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $51M 39.81156901046098% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 189 | $37M |
| 2023 | 1 | 189 | $45M |
| 2024 | 1 | 174 | $51M |
Nearby Money Purchase Plans in Nebraska
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- IBEW Local Union No. 22/NECA Defined Contribution Pension Fund, Plan B $353M · 3,130
- Faith Regional Health Services Employees Retirement Plan $62M · 1,381
- Hawkins Construction Company Employee Pension Benefit Plan $33M · 215
- Community Hospital Employees Pension Plan $27M · 314
- Jefferson Community Health Center Inc. Employees Pension Plan $9M · 247
Insulators & Allied Workers Local 39 Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside Nebraska, the nearest Money Purchase by assets is Reit Management Corp. Pension Plan in NY ($52M); by covered participants it is Retirement Plan for Prior Alcon Employees in NJ (174 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($51M here).
Similar participant headcount
Nearest other-state filings by covered participants (174 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.