Money Purchase · DOL Form 5500 · 2024
Iron Workers Local 399 Annuity Fund Money Purchase Plan
Data updated 2026-08-11
- $133M
- Total assets
- 1,711
- Participants
- 92nd
- Percentile by assets
- $77,942
- Avg per participant
Official DOL plan name: Iron Workers Local 399 Annuity Fund · Sponsored by Iron Workers Local 399 Annuity Fund · New Jersey · Finance & Insurance
$133M in assets, 1,711 participants
Iron Workers Local 399 Annuity Fund's Iron Workers Local 399 Annuity Fund reported $133M in total assets and 1,711 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 123,622 plans)
- #7,515 in Finance & Insurance (8,549 peers)
Coverage in New Jersey
Iron Workers Local 399 Annuity Fund covers 1,711 participants in New Jersey, 2.0x the typical New Jersey plan (state average ~844 per filing). Assets: $133M.
- $133M
- total plan assets (2024 EOY)
- 1,711
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $77,942
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Iron Workers Local 399 Annuity Fund reported net income rose from $6M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Iron Workers Local 399 Annuity Fund end-of-year assets rose from $122M in the plan year 2023 filing to $133M in the plan year 2024 filing.
- Iron Workers Local 399 Annuity Fund reported participants fell from 1,767 in the plan year 2023 filing to 1,711 in the plan year 2024 filing.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. Iron Workers Local 399 Annuity Fund reports 1,711 participants - 2.0x that state average ($133M EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $122M |
|---|---|
| Net Assets (End of Year) | $133M |
| Net Income | $11M |
| Employer EIN | 222563067 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Iron Workers Local 399 Annuity Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,690 | $117M |
| 2023 | 1 | 1,767 | $122M |
| 2024 | 1 | 1,711 | $133M |
Nearby Money Purchase Plans in New Jersey
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Iron Workers Local 399 Annuity Fund vs. nearby Money Purchase plans in New Jersey, assets vs. participants
- Princeton University Retirement Plan $2.4B · 8,833
- Local 68 Engineers Union Annuity Plan $971M · 5,385
- Nysa-Ila Money Purchase Pension Fund and Plan $936M · 4,689
- Educational Testing Service 401(a) Retirement Plan $593M · 3,097
- Ironworkers Local 11 Annuity Fund $395M · 1,148
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Iron Workers Local 399 Annuity Fund by total assets, not by location.
Frequently Asked Questions
How did Iron Workers Local 399 Annuity Fund assets move in 2024? ▼
How have Iron Workers Local 399 Annuity Fund plan assets changed over time? ▼
Where does Iron Workers Local 399 Annuity Fund rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Iron Workers Local 399 Annuity Fund? ▼
Next read for Iron Workers Local 399 Annuity Fund
Filing takeaways
Ways to act on Iron Workers Local 399 Annuity Fund's numbers.
- By total assets, Iron Workers Local 399 Annuity Fund 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 New Jersey. Compare plans
- Iron Workers Local 399 Annuity Fund's sponsor-wide assets have grown 14.1% since 2022 across 3 plan years on file. More Finance & Insurance plans