Money Purchase · DOL Form 5500 · 2024
Joint Board of Trustees Mo-Kan Iron Workers Annuity Plan Money Purchase Plan
Data updated 2026-08-25
- $247M
- Total assets Near avg plan size
- 1,662
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $148,431
- Avg per participant Above avg balance/head
Official DOL plan name: Mo-Kan Iron Workers Annuity Fund · Sponsored by Joint Board of Trustees Mo-Kan Iron Workers Annuity Plan · Missouri · Construction
$247M in assets, 1,662 participants
Joint Board of Trustees Mo-Kan Iron Workers Annuity Plan's Mo-Kan Iron Workers Annuity Fund reported $247M in total assets and 1,662 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #8,526 in Construction (9,039 peers)
Coverage in Missouri
Mo-Kan Iron Workers Annuity Fund covers 1,662 participants in Missouri, 2.3x the typical Missouri plan (state average ~737 per filing). Assets: $247M.
- #8,526
- in Construction (9,039 peers)
- +13.5%
- assets growth YoY
- 2.5×
- vs typical plan assets (national mean)
Mo-Kan Iron Workers Annuity Fund's outsized position by total assets
Mo-Kan Iron Workers Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$246,692,288 Top 5% higher than 95% 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
Mo-Kan Iron Workers 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. Mo-Kan Iron Workers Annuity Fund lands in the large band (1,662 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mo-Kan Iron Workers Annuity Fund reported net income rose from $14M in the plan year 2023 filing to $29M in the plan year 2024 filing.
- Mo-Kan Iron Workers Annuity Fund reported participants rose from 811 in the plan year 2023 filing to 1,662 in the plan year 2024 filing.
- Mo-Kan Iron Workers Annuity Fund end-of-year assets rose from $217M in the plan year 2023 filing to $247M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 436130595 · Joint Board of Trustees Mo-Kan Iron Workers Annuity Plan PY 2024 · Money Purchase
Mo-Kan Iron Workers Annuity Fund · $247M · 1,662 · 95th
- VS-ST $247M
- VS-ST 1,662
- VS-ST 95th
- VS-ST Money Purchase
- VS-ST near Alaska Electrical Retirement Savings Plan
- VS-ST ind #8526
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 Missouri →
Mo-Kan Iron Workers Annuity Fund in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $217M |
|---|---|
| Net Assets (End of Year) | $247M |
| Net Income | $29M |
| Employer EIN | 436130595 |
| Plan Effective Date | 1996-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Joint Board of Trustees Mo-Kan Iron Workers Annuity Plan)
Sponsor-wide plan assets over time
All Joint Board of Trustees Mo-Kan Iron Workers Annuity Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $513M 17.049341877363293% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,539 | $438M |
| 2023 | 2 | 1,479 | $459M |
| 2024 | 2 | 2,401 | $513M |
Nearby Money Purchase Plans in Missouri
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Local No. 1 IBEW Pension Benefit Trust Fund $1.9B · 4,749
- NECA-IBEW Pension Benefit Trust Fund $1.0B · 4,119
- Saint Louis University Retirement Plan $755M · 2,836
- The Children's Mercy Hospital Retirement Plan $564M · 6,714
- Brewery Conference/Anheuser-Busch Defined Contribution Plan $505M · 2,581
Mo-Kan Iron Workers Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside Missouri, the nearest Money Purchase by assets is Alaska Electrical Retirement Savings Plan in AK ($246M); by covered participants it is Carrix, Inc. Retirement Plan in WA (1,657 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($247M here).
- Alaska Electrical Retirement Savings Plan (AK) $246M · 2,528
- Noblis, Inc. Qualified Retirement Plan (VA) $246M · 2,434
- Operating Engineers' Local 324, Defined Contribution Pension Plan (MI) $248M · 7,667
- P & M Holding Group, LLP & Affiliated Entities Pension Plan (MI) $250M · 1,182
Similar participant headcount
Nearest other-state filings by covered participants (1,662 participants); asset peers above are excluded.
- Carrix, Inc. Retirement Plan (WA) 1,657 · 5 off
- Iron Workers Local #397 Annuity Fund (TN) 1,627 · 35 off
- Nfl Pension Plan (NY) 1,626 · 36 off
- Defined Contribution Pension Plan for the Visiting Nurse Association Health Group, Inc. (NJ) 1,708 · 46 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.