Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustee Mssa-Ila Pension Plan Pension Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
266
Participants Below avg headcount
87th
Percentile by assets National rank
$238,021
Avg per participant Above avg balance/head
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Official DOL plan name: M.S.S.a.-I.L.a. Pension Plan · Sponsored by Board of Trustee Mssa-Ila Pension Plan · Alabama · Finance & Insurance

$63M in assets, 266 participants

Board of Trustee Mssa-Ila Pension Plan's M.S.S.a.-I.L.a. Pension Plan reported $63M in total assets and 266 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #6,785 in Finance & Insurance (8,549 peers)

Where M.S.S.a.-I.L.a. Pension Plan sits by assets

M.S.S.a.-I.L.a. Pension Plan sits in the top quartile of all filed plans by assets, $63M for 266 participants (~$238,021/participant), up 7.0% in 2024.

#6,785
in Finance & Insurance (8,549 peers)
+7.0%
assets growth YoY
0.6×
vs typical plan assets (national mean)

M.S.S.a.-I.L.a. Pension Plan's outsized position by total assets

M.S.S.a.-I.L.a. Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$63,313,480 Top 13% higher than 87% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

M.S.S.a.-I.L.a. Pension Plan 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. M.S.S.a.-I.L.a. Pension Plan sits mid-pack in the medium band (266 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • M.S.S.a.-I.L.a. Pension Plan reported net income fell from $10M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • M.S.S.a.-I.L.a. Pension Plan reported participants fell from 320 in the plan year 2023 filing to 266 in the plan year 2024 filing.
  • M.S.S.a.-I.L.a. Pension Plan end-of-year assets rose from $59M in the plan year 2023 filing to $63M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 630785888 · Board of Trustee Mssa-Ila Pension Plan PY 2024 · Defined Benefit (Pension)

M.S.S.a.-I.L.a. Pension Plan · $63M · 266 · 87th

  • EBSA $63M
  • EBSA 266
  • EBSA 87th
  • EBSA Defined Benefit (Pension)
  • EBSA near Boston Childrens Heart Foundation, Inc. Defined Benefit Pension Plan
  • EBSA ind #6785

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 Finance & Insurance retirement plans → · Plans in Alabama →

M.S.S.a.-I.L.a. Pension Plan in the asset neighbourhood

Chicago Symphony Orchestra Pension PlanChicago Symphony Orchestra P…$63MBoston Childrens Heart Foundation, Inc. Defined Benefit Pension PlanBoston Childrens Heart Found…$63MM.S.S.a.-I.L.a. Pension Plan$63MVantiva USA Inc. Pension Plan for EmployeesVantiva USA Inc. Pension Pla…$63MUnited Mine Workers of America 1974 Pension Trust Employees' Pension PlanUnited Mine Workers of Ameri…$63M
End-of-year total assets ($M) among M.S.S.a.-I.L.a. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$63M
Net Income$4M
Employer EIN630785888
Plan Effective Date1957-12-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustee Mssa-Ila Pension Plan)

Sponsor-wide plan assets over time

All Board of Trustee Mssa-Ila Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$63M 28.33267839496527% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $49.3M $63.3M ▲ +28.3%
Year Plans Participants Total Assets
2022 1 291 $49M
2023 1 320 $59M
2024 1 266 $63M

Nearby Defined Benefit (Pension) Plans in Alabama

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

M.S.S.a.-I.L.a. Pension Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants Scatter plot of 6 data points. 05001000150020002500 00.511.5 Total assets ($B) Participants M.S.S.a.-I.L.a. Pension Plan, Total assets ($B): 0.06331348 · Participants: 266M.S.S.a.-I.L.a. Pension PlanRegions Financial Corporation Retirement Plan, Total assets ($B): 1.152174116 · Participants: 282Regions Financial Corporation Retirement PlanBlue Cross and Blue Shield of Alabama Retirement Plan, Total assets ($B): 0.711879241 · Participants: 1955Blue Cross and Blue Shield of Alabama Retirement PlanRegions Financial Corporation Retirement Plan for Associates, Total assets ($B): 0.708134818 · Participants: 2240Regions Financial Corporation Retirement Plan for AssociatesRetail, Wholesale & Department Store International Union and Industry Pension Fund, Total assets ($B): 0.61892099 · Participants: 1556Retail, Wholesale & Department Store International Union and Industry Pension FundVulcan Materials Company Pension Plan, Total assets ($B): 0.471253992 · Participants: 740Vulcan Materials Company Pension Plan
M.S.S.a.-I.L.a. Pension Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants

M.S.S.a.-I.L.a. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Alabama, the nearest Defined Benefit (Pension) by assets is Boston Childrens Heart Foundation, Inc. Defined Benefit Pension Plan in MA ($63M); by covered participants it is First Citizens Bank & Trust Company, Inc. Pension Plan in NC (266 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did M.S.S.a.-I.L.a. Pension Plan assets move in 2024?
M.S.S.a.-I.L.a. Pension Plan grew at a solid clip - up 7.0% during 2024, from $59M to $63M. Reported net income was $4M.
How have Board of Trustee Mssa-Ila Pension Plan plan assets changed over time?
Across 3 plan years on file (2022-2024), Board of Trustee Mssa-Ila Pension Plan's sponsor-wide assets grew 28.3%, from $49M to $63M.
Where does M.S.S.a.-I.L.a. Pension Plan rank by assets among Form 5500 filers?
M.S.S.a.-I.L.a. Pension Plan ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to M.S.S.a.-I.L.a. Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Boston Childrens Heart Foundation, Inc. Defined Benefit Pension Plan in MA ($63M, 94 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to M.S.S.a.-I.L.a. Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is First Citizens Bank & Trust Company, Inc. Pension Plan in NC (266 participants, $243M in assets).