Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees Southern Ironworkers Pension Fund Pension Plan

Data updated 2026-08-25

$188M
Total assets Near avg plan size
874
Participants Near avg headcount
94th
Percentile by assets National rank
$215,218
Avg per participant Above avg balance/head
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Official DOL plan name: Southern Ironworkers Pension Fund · Sponsored by Board of Trustees Southern Ironworkers Pension Fund · Pennsylvania · Finance & Insurance

$188M in assets, 874 participants

Board of Trustees Southern Ironworkers Pension Fund's Southern Ironworkers Pension Fund reported $188M in total assets and 874 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #7,740 in Finance & Insurance (8,549 peers)

Where Southern Ironworkers Pension Fund sits by assets

Southern Ironworkers Pension Fund sits in the top 10% of all filed plans by assets, $188M for 874 participants (~$215,218/participant), up 5.0% in 2024.

#7,740
in Finance & Insurance (8,549 peers)
+5.0%
assets growth YoY
1.9×
vs typical plan assets (national mean)

Southern Ironworkers Pension Fund's outsized position by total assets

Southern Ironworkers Pension Fund vs every filed plan by assets

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

$188,100,194 Top 6% higher than 94% 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

Southern Ironworkers Pension Fund 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. Southern Ironworkers Pension Fund sits mid-pack in the medium band (874 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southern Ironworkers Pension Fund end-of-year assets rose from $179M in the plan year 2023 filing to $188M in the plan year 2024 filing.
  • Southern Ironworkers Pension Fund reported participants fell from 905 in the plan year 2023 filing to 874 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 596227091 · Board of Trustees Southern Ironworkers Pension Fund PY 2024 · Defined Benefit (Pension)

Southern Ironworkers Pension Fund · $188M · 874 · 94th

  • PCT $188M
  • PCT 874
  • PCT 94th
  • PCT Defined Benefit (Pension)
  • PCT near Allete and Affiliated Companies Retirement Plan B
  • PCT ind #7740

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 Pennsylvania →

Southern Ironworkers Pension Fund in the asset neighbourhood

B.a.C. Local No. 3 Pension PlanB.a.C. Local No. 3 Pension P…$188MSouthern Ironworkers Pension FundSouthern Ironworkers Pension…$188MAllete and Affiliated Companies Retirement Plan BAllete and Affiliated Compan…$188MHunterdon Medical Center Employees' Pension PlanHunterdon Medical Center Emp…$188MResideo Technologies, Inc. Pension PlanResideo Technologies, Inc. P…$188M
End-of-year total assets ($M) among Southern Ironworkers Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$179M
Net Assets (End of Year)$186M
Net Income$9M
Employer EIN596227091
Plan Effective Date1968-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Southern Ironworkers Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees Southern Ironworkers Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$188M 10.551465935904794% vs 2022
2024 filing year
$160M$170M$180M$190M 202220232024 $170M $188M ▲ +10.5%
Year Plans Participants Total Assets
2022 1 964 $170M
2023 1 905 $179M
2024 1 874 $188M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Southern Ironworkers Pension Fund vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Southern Ironworkers Pension Fund, Total assets ($B): 0.188100194 · Participants: 874Southern Ironworkers Pension FundNational Elevator Industry Pension Plan, Total assets ($B): 12.213235301 · Participants: 28308National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 7.234971663 · Participants: 46110Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.528998 · Participants: 58779The PNC Financial Services Group, Inc. Pension PlanThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.178651926 · Participants: 6387The Bank of New York Mellon Corporation Pension PlanConstellation Retirement Program, Total assets ($B): 5.003720253 · Participants: 4809Constellation Retirement Program
Southern Ironworkers Pension Fund vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Southern Ironworkers Pension Fund side-by-side with 3 peers →

Southern Ironworkers Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Allete and Affiliated Companies Retirement Plan B in MN ($188M); by covered participants it is Metal Lathers Local 46 Pension Fund in NY (874 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($188M here).

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 Southern Ironworkers Pension Fund assets move in 2024? ▼
Southern Ironworkers Pension Fund grew at a solid clip - up 5.0% during 2024, from $179M to $188M. Reported net income was $9M.
How have Board of Trustees Southern Ironworkers Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Southern Ironworkers Pension Fund's sponsor-wide assets grew 10.6%, from $170M to $188M.
Where does Southern Ironworkers Pension Fund rank by assets among Form 5500 filers? ▼
Southern Ironworkers Pension Fund ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Southern Ironworkers Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Allete and Affiliated Companies Retirement Plan B in MN ($188M, 292 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Southern Ironworkers Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Metal Lathers Local 46 Pension Fund in NY (874 participants, $545M 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 596227091.

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.