Money Purchase · DOL Form 5500 · 2024
Joint Board of Trustees Mo-Kan Iron Workers Annuity Plan Money Purchase Plan
Data updated 2026-08-06
- $247M
- Total assets
- 1,662
- Participants
- 95th
- Percentile by assets
- $148,431
- Avg per participant
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.
- 95th percentile by assets (of 116,472 plans)
- #7,897 in Construction (8,304 peers)
Coverage in Missouri
Mo-Kan Iron Workers Annuity Fund covers 1,662 participants in Missouri, 2.2x the typical Missouri plan (state average ~756 per filing). Assets: $247M.
- $247M
- total plan assets (2024 EOY)
- 1,662
- covered participants
- 95th
- percentile by assets (of 116,472 plans)
- $148,431
- avg assets per participant
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.
Participants vs Missouri filers
In Missouri, the average filing covers about 756 participants across 2,155 plans. Mo-Kan Iron Workers Annuity Fund reports 1,662 participants - 2.2x that state average ($247M EOY assets).
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)
| 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.
Mo-Kan Iron Workers Annuity Fund vs. nearby Money Purchase plans in Missouri, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Mo-Kan Iron Workers Annuity Fund by total assets, not by location.
- 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
- Rhode Island Laborers Annuity Fund (RI) $255M · 9,172
Frequently Asked Questions
How did Mo-Kan Iron Workers Annuity Fund assets move in 2024? ▼
How have Joint Board of Trustees Mo-Kan Iron Workers Annuity Plan plan assets changed over time? ▼
Where does Mo-Kan Iron Workers Annuity Fund rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Mo-Kan Iron Workers Annuity Fund? ▼
Next read for Mo-Kan Iron Workers Annuity Fund
Filing takeaways
Ways to act on Mo-Kan Iron Workers Annuity Fund's numbers.
- By total assets, Mo-Kan Iron Workers Annuity Fund ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Missouri. Compare plans
- Joint Board of Trustees Mo-Kan Iron Workers Annuity Plan's sponsor-wide assets have grown 17.0% since 2022 across 3 plan years on file. More Construction plans