Money Purchase · DOL Form 5500 · 2024
Ironworkers Local 11 Annuity Fund Board of Trustees Money Purchase Plan
Data updated 2026-08-25
- $395M
- Total assets Above avg plan size
- 1,148
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $344,026
- Avg per participant High balance/head
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.
- #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.
- #8,689
- in Construction (9,039 peers)
- +5.2%
- assets growth YoY
- 4.0×
- vs typical plan assets (national mean)
Ironworkers Local 11 Annuity Fund's outsized position by total assets
Ironworkers Local 11 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$394,941,492 Top 3% higher than 97% 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
Ironworkers Local 11 Annuity Fund's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ironworkers Local 11 Annuity Fund lands in the large band (1,148 participants).
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.
Plan-year Form 5500 strip
Filing strip 516135653 · Ironworkers Local 11 Annuity Fund Board of Trustees PY 2024 · Money Purchase
Ironworkers Local 11 Annuity Fund · $395M · 1,148 · 97th
- SCH $395M
- SCH 1,148
- SCH 97th
- SCH Money Purchase
- SCH near West Virginia University Medical Corporation Retirement Plan
- SCH ind #8689
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 Construction retirement plans → · Plans in New Jersey →
Ironworkers Local 11 Annuity Fund in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Ironworkers Local 11 Annuity Fund Board of Trustees plans reported in each filing year
- Latest sponsor-wide plan assets
- $395M 2.8877465111432055% vs 2022
- 2024 filing year
| 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.
- 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
Ironworkers Local 11 Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside New Jersey, the nearest Money Purchase by assets is West Virginia University Medical Corporation Retirement Plan in WV ($392M); by covered participants it is Local Union No 306 IBEW Pension Annuity Plan in OH (1,151 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($395M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,148 participants); asset peers above are excluded.
- Local Union No 306 IBEW Pension Annuity Plan (OH) 1,151 · 3 off
- Hawaii Masons and Plasterers Annuity Plan (HI) 1,143 · 5 off
- IBEW Local 363-Money Purchase Pension Plan (NY) 1,140 · 8 off
- Research Foundation for Mental Hygiene, Inc. Defined Contribution Retirement Plan (NY) 1,156 · 8 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.