Money Purchase · DOL Form 5500 · 2024
Jt Board of Trustees, Shopmen's Iron Workers Retirement Fund Money Purchase Plan
Data updated 2026-08-11
- $89M
- Total assets
- 317
- Participants
- 90th
- Percentile by assets
- $281,682
- Avg per participant
Official DOL plan name: Shopmen's Iron Workers Retirement Fund of Southern California · Sponsored by Jt Board of Trustees, Shopmen's Iron Workers Retirement Fund · California · Wholesale Trade
$89M in assets, 317 participants
Jt Board of Trustees, Shopmen's Iron Workers Retirement Fund's Shopmen's Iron Workers Retirement Fund of Southern California reported $89M in total assets and 317 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- 90th percentile by assets (of 123,622 plans)
- #5,548 in Wholesale Trade (6,080 peers)
Where Shopmen's Iron Workers Retirement Fund of Southern California sits by assets
Shopmen's Iron Workers Retirement Fund of Southern California sits in the top 10% of all filed plans by assets, $89M for 317 participants (~$281,682/participant), up 4.0% in 2024.
- $89M
- total plan assets (2024 EOY)
- 317
- covered participants
- 90th
- percentile by assets (of 123,622 plans)
- $281,682
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Shopmen's Iron Workers Retirement Fund of Southern California reported net income fell from $6M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Shopmen's Iron Workers Retirement Fund of Southern California end-of-year assets rose from $86M in the plan year 2023 filing to $89M in the plan year 2024 filing.
- Shopmen's Iron Workers Retirement Fund of Southern California reported participants fell from 323 in the plan year 2023 filing to 317 in the plan year 2024 filing.
Shopmen's Iron Workers Retirement Fund of Southern California vs the 2024 asset distribution
By assets, Shopmen's Iron Workers Retirement Fund of Southern California outranks 90% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $86M |
|---|---|
| Net Assets (End of Year) | $89M |
| Net Income | $3M |
| Employer EIN | 956042233 |
| Plan Effective Date | 1983-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jt Board of Trustees, Shopmen's Iron Workers Retirement Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,490 | $80M |
| 2023 | 1 | 323 | $86M |
| 2024 | 1 | 317 | $89M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Shopmen's Iron Workers Retirement Fund of Southern California vs. nearby Money Purchase plans in California, assets vs. participants
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.9B · 18,550
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.7B · 37,013
- University of Southern California Defined Contribution Retirement Plan $5.0B · 19,806
- Carpenters Annuity Trust Fund for Northern California $3.5B · 24,741
- Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan $2.3B · 23,032
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Shopmen's Iron Workers Retirement Fund of Southern California by total assets, not by location.
Frequently Asked Questions
How did Shopmen's Iron Workers Retirement Fund of Southern California assets move in 2024? ▼
How have Jt Board of Trustees, Shopmen's Iron Workers Retirement Fund plan assets changed over time? ▼
Where does Shopmen's Iron Workers Retirement Fund of Southern California rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Shopmen's Iron Workers Retirement Fund of Southern California? ▼
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Ways to act on Shopmen's Iron Workers Retirement Fund of Southern California's numbers.
- By total assets, Shopmen's Iron Workers Retirement Fund of Southern California ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Jt Board of Trustees, Shopmen's Iron Workers Retirement Fund's sponsor-wide assets have grown 11.1% since 2022 across 3 plan years on file. More Wholesale Trade plans