Money Purchase · DOL Form 5500 · 2023
Board of Trustees of Southeastern Ironworkers Annuity Plan Money Purchase Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 3,640
- Participants Above avg headcount
- 82nd
- Percentile by assets National rank
- $10,086
- Avg per participant Low balance/head
Official DOL plan name: Southeastern Ironworkers Annuity Plan · Sponsored by Board of Trustees of Southeastern Ironworkers Annuity Plan · Alabama · Finance & Insurance
$37M in assets, 3,640 participants
Board of Trustees of Southeastern Ironworkers Annuity Plan's Southeastern Ironworkers Annuity Plan reported $37M in total assets and 3,640 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.
- #6,429 in Finance & Insurance (8,869 peers)
Coverage in Alabama
Southeastern Ironworkers Annuity Plan covers 3,640 participants in Alabama, 10x the typical Alabama plan (state average ~360 per filing). Assets: $37M.
- #6,429
- in Finance & Insurance (8,869 peers)
- +12.3%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Southeastern Ironworkers Annuity Plan's outsized position by total assets
Southeastern Ironworkers Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$36,714,804 Top 18% higher than 82% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Southeastern Ironworkers Annuity Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southeastern Ironworkers Annuity Plan lands in the large band (3,640 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Southeastern Ironworkers Annuity Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Southeastern Ironworkers Annuity Plan end-of-year assets rose from $33M in the plan year 2022 filing to $37M in the plan year 2023 filing.
- Southeastern Ironworkers Annuity Plan reported participants rose from 3,457 in the plan year 2022 filing to 3,640 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 586319526 · Board of Trustees of Southeastern Ironworkers Annuity Plan PY 2023 · Money Purchase
Southeastern Ironworkers Annuity Plan · $37M · 3,640 · 82nd
- IND $37M
- IND 3,640
- IND 82nd
- IND Money Purchase
- IND near Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust
- IND ind #6429
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 Alabama →
Southeastern Ironworkers Annuity Plan in the asset neighbourhood
Alabama filing particulars
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $4M |
| Employer EIN | 586319526 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Southeastern Ironworkers Annuity Plan)
Sponsor-wide plan assets over time
All Board of Trustees of Southeastern Ironworkers Annuity Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 12.345497341927757% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,457 | $33M |
| 2023 | 1 | 3,640 | $37M |
Nearby Money Purchase Plans in Alabama
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Plumbers & Steamfitters Local Union 52 Defined Con Plan $70M · 322
- Iron Workers Local Union No. 92 Money Purchase Pension Plan $52M · 885
- Alabama Housing Finance Authority Retirement Plan $19M · 142
- Bayou La Batre Area Health Development Board, Inc. Mpp $10M · 85
- City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension Plan $2M · 18
Southeastern Ironworkers Annuity Plan's out-of-state Money Purchase peers by assets and headcount
Outside Alabama, the nearest Money Purchase by assets is Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust in MT ($37M); by covered participants it is Central Pennsylvania Teamsters Retirement Income Plan 1987 in PA (3,684 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
- Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust (MT) $37M · 517
- International Association of Heat & Frost Insulators & Allied Workers Local 78 Pension Plan (TN) $37M · 183
- Retail Wholesale and Department Store Union Staff Retirement Plan (NY) $37M · 103
- Resources for the Future, Inc. 401(a) Retirement (DC) $37M · 60
Similar participant headcount
Nearest other-state filings by covered participants (3,640 participants); asset peers above are excluded.
- Central Pennsylvania Teamsters Retirement Income Plan 1987 (PA) 3,684 · 44 off
- Pipe Fitters Local Union #211 Defined Contribution Retirement Plan (TX) 3,726 · 86 off
- The George Washington University Retirement Plan for Faculty and Staff (VA) 3,809 · 169 off
- 401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff (NH) 3,918 · 278 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.