Money Purchase · DOL Form 5500 · 2024
Trustees of Ironworkers Local Union No. 402 Annuity Trust Fund Money Purchase Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 941
- Participants Near avg headcount
- 54th
- Percentile by assets National rank
- $9,680
- Avg per participant Low balance/head
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.
- #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.
- #3,224
- in Finance & Insurance (8,549 peers)
- -0.8%
- assets change YoY
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.
Greater South Florida Ironworkers Annuity Trust Fu's mid-pack asset rank among Finance & Insurance and all filers
Greater South Florida Ironworkers Annuity Trust Fu vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,109,241 Top 46% higher than 54% 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
Greater South Florida Ironworkers Annuity Trust Fu 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. Greater South Florida Ironworkers Annuity Trust Fu sits mid-pack in the medium band (941 participants).
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.
DOL schedule card
Filing strip 542189207 · Trustees of Ironworkers Local Union No. 402 Annuity Trust Fund PY 2024 · Money Purchase
Greater South Florida Ironworkers Annuity Trust Fu · $9M · 941 · 54th
- ASSETS $9M
- ASSETS 941
- ASSETS 54th
- ASSETS Money Purchase
- ASSETS near Bricklayers Local No 21 of PA Pension Plan
- ASSETS ind #3224
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 →
Greater South Florida Ironworkers Annuity Trust Fu in the asset neighbourhood
Trustees of Ironworkers Local Union No. 402 Annuity Trust Fund multi-year asset trail
Sponsor-wide plan assets over time
All Trustees of Ironworkers Local Union No. 402 Annuity Trust Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 27.102561057916297% vs 2022
- 2024 filing year
| 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.
- 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
Greater South Florida Ironworkers Annuity Trust Fu's out-of-state Money Purchase peers by assets and headcount
Outside Pennsylvania, the nearest Money Purchase by assets is Bricklayers Local No 21 of PA Pension Plan in NJ ($9M); by covered participants it is NECA-IBEW Local 364 Defined Contribution Plan in IL (944 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (941 participants); asset peers above are excluded.
- NECA-IBEW Local 364 Defined Contribution Plan (IL) 944 · 3 off
- Sheet Metal Workers Local 219 Retirement Savings Fund (IL) 936 · 5 off
- Plumbers Local 24 Annuity Fund (NJ) 947 · 6 off
- Plumbers & Fitters Local No. 110 Annuity Trust Fund (VA) 935 · 6 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.