Money Purchase · DOL Form 5500 · 2024
Trustees of Ironworkers Local Union No. 402 Annuity Trust Fund Money Purchase Plan
Data updated 2026-08-11
- $9M
- Total assets
- 941
- Participants
- 54th
- Percentile by assets
- $9,680
- Avg per participant
Official DOL plan name: Greater South Florida Ironworkers Annuity Trust Fu · Sponsored by Trustees of Ironworkers Local Union No. 402 Annuity Trust Fund · Pennsylvania · Finance & Insurance
$9M in assets, 941 participants
Trustees of Ironworkers Local Union No. 402 Annuity Trust Fund's Greater South Florida Ironworkers Annuity Trust Fu reported $9M in total assets and 941 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.
- 54th percentile by assets (of 123,622 plans)
- #3,224 in Finance & Insurance (8,549 peers)
Trustees of Ironworkers Local Union No. 402 Annuity Trust Fund multi-year trail
Trustees of Ironworkers Local Union No. 402 Annuity Trust Fund's plans moved +27.1% in assets from 2022 to 2024; this filing shows Greater South Florida Ironworkers Annuity Trust Fu at $9M / 941 participants.
- $9M
- total plan assets (2024 EOY)
- 941
- covered participants
- 54th
- percentile by assets (of 123,622 plans)
- $9,680
- avg assets per participant
The plan reported a net loss of $77K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Greater South Florida Ironworkers Annuity Trust Fu reported net income fell from $2M in the plan year 2023 filing to -$77K in the plan year 2024 filing.
- Greater South Florida Ironworkers Annuity Trust Fu reported participants rose from 526 in the plan year 2023 filing to 941 in the plan year 2024 filing.
Trustees of Ironworkers Local Union No. 402 Annuity Trust Fund across 3 plan years on file
Across the 3 plan years Trustees of Ironworkers Local Union No. 402 Annuity Trust Fund has on file (2022-2024), sponsor-wide plan assets have moved from $7M to $9M, a gain of 27.1%, while reported participants moved from 496 to 941 (+89.7%). Peak year by sponsor assets: 2023 ($9M); trough: 2022 ($7M).
Trustees of Ironworkers Local Union No. 402 Annuity Trust Fund multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 496 | $7M |
| 2023 | 1 | 526 | $9M |
| 2024 | 1 | 941 | $9M |
Trustees of Ironworkers Local Union No. 402 Annuity Trust Fund filing trail (2024)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$77K |
| Employer EIN | 542189207 |
| Plan Effective Date | 2005-10-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Pennsylvania
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Greater South Florida Ironworkers Annuity Trust Fu vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
- Central Pennsylvania Teamsters Retirement Income Plan 1987 $806M · 3,427
- Duane Morris Retirement Plan $338M · 484
- IBEW Local Union 375 Electricians' Retirement Plan $193M · 657
- Milton Hershey School Money Purchase Pension Plan $181M · 1,500
- Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton $154M · 602
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Greater South Florida Ironworkers Annuity Trust Fu by total assets, not by location.
Frequently Asked Questions
How did Greater South Florida Ironworkers Annuity Trust Fu assets move in 2024? ▼
How have Trustees of Ironworkers Local Union No. 402 Annuity Trust Fund plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Greater South Florida Ironworkers Annuity Trust Fu? ▼
Next read for Greater South Florida Ironworkers Annuit…
Multi-year trail
Ways to act on Greater South Florida Ironworkers Annuity Trust Fu's numbers.
- By total assets, Greater South Florida Ironworkers Annuity Trust Fu ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Pennsylvania. Compare plans
- Trustees of Ironworkers Local Union No. 402 Annuity Trust Fund's sponsor-wide assets have grown 27.1% since 2022 across 3 plan years on file. More Finance & Insurance plans