IRON WORKERS LOCALS 40, 361 & 417 ANNUITY FUND

Plan Contact

  • Address: 451 PARK AVENUE SOUTH,NEW YORK,NY
  • Phone: (212) 684-1586

Plan General Information

IRON WORKERS LOCALS 40, 361 & 417 ANNUITY FUND Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of IRON WORKERS LOCALS 40, 361 & 417 ANNUITY FUND is $1,151,869,619.00.This plan was established in 1969.

IRON WORKERS LOCALS 40, 361 & 417 ANNUITY FUND Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in IRON WORKERS LOCALS 40, 361 & 417 ANNUITY FUND is 4998

IRON WORKERS LOCALS 40, 361 & 417 ANNUITY FUND Average Participant Retirement Account Value

In 2023, the average participant retirement account value for IRON WORKERS LOCALS 40, 361 & 417 ANNUITY FUND is $230,466.00

IRON WORKERS LOCALS 40, 361 & 417 ANNUITY FUND Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in IRON WORKERS LOCALS 40, 361 & 417 ANNUITY FUND is approximately $9,773.00
Investing in this additonal $9,773.00 for 20 years would give you extra $625,507.00, assuming a 10% annual return.

IRON WORKERS LOCALS 40, 361 & 417 ANNUITY FUND Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of IRON WORKERS LOCALS 40, 361 & 417 ANNUITY FUND is 7.40%.

IRON WORKERS LOCALS 40, 361 & 417 ANNUITY FUND Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for IRON WORKERS LOCALS 40, 361 & 417 ANNUITY FUND is 9.48%. This measures the effectiveness of the plan participants' investments in the year.

IRON WORKERS LOCALS 40, 361 & 417 ANNUITY FUND Expense Ratio

In 2023, the investment and administrative expense ratio of IRON WORKERS LOCALS 40, 361 & 417 ANNUITY FUND is 0.27%.

Enrollment Features


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …