Money Purchase · DOL Form 5500 · 2024
Jt Board of Trustees, Shopmen's Iron Workers Retirement Fund Money Purchase Plan
Data updated 2026-08-25
- $89M
- Total assets Below avg plan size
- 317
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $281,682
- Avg per participant High balance/head
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.
- #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.
- #5,548
- in Wholesale Trade (6,080 peers)
- +4.0%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Shopmen's Iron Workers Retirement Fund of Southern California's outsized position by total assets
Shopmen's Iron Workers Retirement Fund of Southern California vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$89,293,333 Top 10% higher than 90% 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
Shopmen's Iron Workers Retirement Fund of Southern California 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. Shopmen's Iron Workers Retirement Fund of Southern California sits mid-pack in the medium band (317 participants).
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.
EBSA filing schedule strip
Filing strip 956042233 · Jt Board of Trustees, Shopmen's Iron Workers Retirement Fund PY 2024 · Money Purchase
Shopmen's Iron Workers Retirement Fund of Southern California · $89M · 317 · 90th
- VS-ST $89M
- BOY 317
- SCH 90th
- EBSA Money Purchase
- PART near Minnkota Power Cooperative, Inc. Employees Pension Plan -Plan B
- TYPE ind #5548
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 Wholesale Trade retirement plans → · Plans in California →
Shopmen's Iron Workers Retirement Fund of Southern California in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Jt Board of Trustees, Shopmen's Iron Workers Retirement Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $89M 11.091220054186456% vs 2022
- 2024 filing year
| 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.
- 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
Shopmen's Iron Workers Retirement Fund of Southern California's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Minnkota Power Cooperative, Inc. Employees Pension Plan -Plan B in ND ($90M); by covered participants it is Retirement Plan for Employees of Whitehead Insti- Tute for Biomedical Research in MA (317 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($89M here).
Similar participant headcount
Nearest other-state filings by covered participants (317 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.