Money Purchase · DOL Form 5500 · 2024
Trustees of Iron Workers Local #397 Annuity Fund Money Purchase Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 1,627
- Participants Near avg headcount
- 79th
- Percentile by assets National rank
- $20,605
- Avg per participant Low balance/head
Official DOL plan name: Iron Workers Local #397 Annuity Fund · Sponsored by Trustees of Iron Workers Local #397 Annuity Fund · Tennessee · Finance & Insurance
$34M in assets, 1,627 participants
Trustees of Iron Workers Local #397 Annuity Fund's Iron Workers Local #397 Annuity Fund reported $34M in total assets and 1,627 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- #5,737 in Finance & Insurance (8,549 peers)
Where Iron Workers Local #397 Annuity Fund sits by assets
Iron Workers Local #397 Annuity Fund sits in the top quartile of all filed plans by assets, $34M for 1,627 participants (~$20,605/participant), up 9.4% in 2024.
- #5,737
- in Finance & Insurance (8,549 peers)
- +9.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Iron Workers Local #397 Annuity Fund's outsized position by total assets
Iron Workers Local #397 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$33,524,402 Top 21% higher than 79% 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 Local #397 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 Local #397 Annuity Fund lands in the large band (1,627 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Iron Workers Local #397 Annuity Fund reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Iron Workers Local #397 Annuity Fund end-of-year assets rose from $31M in the plan year 2023 filing to $34M in the plan year 2024 filing.
- Iron Workers Local #397 Annuity Fund reported participants rose from 1,596 in the plan year 2023 filing to 1,627 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 597139874 · Trustees of Iron Workers Local #397 Annuity Fund PY 2024 · Money Purchase
Iron Workers Local #397 Annuity Fund · $34M · 1,627 · 79th
- EOY $34M
- 5500 1,627
- ASSETS 79th
- PCT Money Purchase
- EIN near Credit Agricole Corporate and Investment Bank Money Purchase Pension Plan
- RANK ind #5737
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 Finance & Insurance retirement plans → · Plans in Tennessee →
Iron Workers Local #397 Annuity Fund in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $3M |
| Employer EIN | 597139874 |
| Plan Effective Date | 1998-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Iron Workers Local #397 Annuity Fund)
Sponsor-wide plan assets over time
All Trustees of Iron Workers Local #397 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 18.38675717120489% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,558 | $28M |
| 2023 | 1 | 1,596 | $31M |
| 2024 | 1 | 1,627 | $34M |
Nearby Money Purchase Plans in Tennessee
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Southern Electrical Retirement Fund $2.2B · 11,461
- IBEW Local 16, AFL-CIO & Multi- Employer Pension Plan $434M · 2,070
- Midwest Pipe Trades Retirement Plan $222M · 1,544
- U. a. Local Union No. 614 Pension Plan $204M · 1,248
- IBEW Local Union No. 915 Pension-Annuity Fund $115M · 1,864
Iron Workers Local #397 Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside Tennessee, the nearest Money Purchase by assets is Credit Agricole Corporate and Investment Bank Money Purchase Pension Plan in NY ($34M); by covered participants it is Nfl Pension Plan in NY (1,626 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
- Credit Agricole Corporate and Investment Bank Money Purchase Pension Plan (NY) $34M · 28
- Salud Family Health Retirement Plan (CO) $34M · 528
- International Brotherhood of Trade Unions Local 713 Annuity Fund (NY) $34M · 25,523
- Inland Refrigeration and Air Conditioning Retirement Trust Fund (CA) $33M · 187
Similar participant headcount
Nearest other-state filings by covered participants (1,627 participants); asset peers above are excluded.
- Nfl Pension Plan (NY) 1,626 · 1 off
- IBEW Local 595 Money Purchase Pension Plan (CA) 1,612 · 15 off
- Carrix, Inc. Retirement Plan (WA) 1,657 · 30 off
- Mo-Kan Iron Workers Annuity Fund (MO) 1,662 · 35 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.