Money Purchase · DOL Form 5500 · 2024
Ironworkers Local 11 Annuity Fund Board of Trustees Money Purchase Plan
Data updated 2026-08-11
- $395M
- Total assets
- 1,148
- Participants
- 97th
- Percentile by assets
- $344,026
- Avg per participant
Official DOL plan name: Ironworkers Local 11 Annuity Fund · Sponsored by Ironworkers Local 11 Annuity Fund Board of Trustees · New Jersey · Construction
$395M in assets, 1,148 participants
Ironworkers Local 11 Annuity Fund Board of Trustees's Ironworkers Local 11 Annuity Fund reported $395M in total assets and 1,148 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 123,622 plans)
- #8,689 in Construction (9,039 peers)
Where Ironworkers Local 11 Annuity Fund sits by assets
Ironworkers Local 11 Annuity Fund sits in the top 5% of all filed plans by assets, $395M for 1,148 participants (~$344,026/participant), up 5.2% in 2024.
- $395M
- total plan assets (2024 EOY)
- 1,148
- covered participants
- 97th
- percentile by assets (of 123,622 plans)
- $344,026
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ironworkers Local 11 Annuity Fund reported net income rose from -$4M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Ironworkers Local 11 Annuity Fund end-of-year assets rose from $375M in the plan year 2023 filing to $395M in the plan year 2024 filing.
- Ironworkers Local 11 Annuity Fund reported participants fell from 1,159 in the plan year 2023 filing to 1,148 in the plan year 2024 filing.
Ironworkers Local 11 Annuity Fund vs the 2024 asset distribution
By assets, Ironworkers Local 11 Annuity Fund outranks 97% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 4.0x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $375M |
|---|---|
| Net Assets (End of Year) | $373M |
| Net Income | $14M |
| Employer EIN | 516135653 |
| Plan Effective Date | 1971-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ironworkers Local 11 Annuity Fund Board of Trustees)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,139 | $384M |
| 2023 | 1 | 1,159 | $375M |
| 2024 | 1 | 1,148 | $395M |
Nearby Money Purchase Plans in New Jersey
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Ironworkers Local 11 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
- Plumbers & Pipefitters Local 9 Surety Plan $311M · 2,205
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Ironworkers Local 11 Annuity Fund by total assets, not by location.
- West Virginia University Medical Corporation Retirement Plan (WV) $392M · 1,946
- Nas Primary Retirement Plan (DC) $398M · 1,200
- Pamcah-Ua Local 675 Annuity Plan (HI) $383M · 1,504
- University of Dayton Defined Contribution Retirement Plan (OH) $382M · 3,130
Frequently Asked Questions
How did Ironworkers Local 11 Annuity Fund assets move in 2024? ▼
How have Ironworkers Local 11 Annuity Fund Board of Trustees plan assets changed over time? ▼
Where does Ironworkers Local 11 Annuity Fund rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Ironworkers Local 11 Annuity Fund? ▼
Next read for Ironworkers Local 11 Annuity Fund
Scale reading
Ways to act on Ironworkers Local 11 Annuity Fund's numbers.
- By total assets, Ironworkers Local 11 Annuity Fund ranks in the top 5% 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
- Ironworkers Local 11 Annuity Fund Board of Trustees's sponsor-wide assets have grown 2.9% since 2022 across 3 plan years on file. More Construction plans