Money Purchase · DOL Form 5500 · 2022

Trustees of IBEW Local 728 Annuity Fund Money Purchase Plan

Data updated 2026-08-25

$78M
Total assets Below avg plan size
1,699
Participants Near avg headcount
91st
Percentile by assets National rank
$45,617
Avg per participant Low balance/head
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Official DOL plan name: I.B.E.W. Local Union No. 728 Annuity Fund · Sponsored by Trustees of IBEW Local 728 Annuity Fund · Florida · Construction

$78M in assets, 1,699 participants

Trustees of IBEW Local 728 Annuity Fund's I.B.E.W. Local Union No. 728 Annuity Fund reported $78M in total assets and 1,699 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #8,923 in Construction (9,927 peers)

Coverage in Florida

I.B.E.W. Local Union No. 728 Annuity Fund covers 1,699 participants in Florida, 2.7x the typical Florida plan (state average ~628 per filing). Assets: $78M.

#8,923
in Construction (9,927 peers)
-16.1%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

I.B.E.W. Local Union No. 728 Annuity Fund's outsized position by total assets

I.B.E.W. Local Union No. 728 Annuity Fund vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$77,502,515 Top 9% higher than 91% of 139,123 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 2022

I.B.E.W. Local Union No. 728 Annuity Fund's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. I.B.E.W. Local Union No. 728 Annuity Fund lands in the large band (1,699 participants).

Published 5500 schedule card

Filing strip 592794330 · Trustees of IBEW Local 728 Annuity Fund PY 2022 · Money Purchase

I.B.E.W. Local Union No. 728 Annuity Fund · $78M · 1,699 · 91st

  • IND $78M
  • EOY 1,699
  • 5500 91st
  • ASSETS Money Purchase
  • PCT near Hays Medical Center Employee's Pension Plan
  • EIN ind #8923

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 Florida →

I.B.E.W. Local Union No. 728 Annuity Fund in the asset neighbourhood

Carnegie Corporation of New York Defined Contribution Retirement PlanCarnegie Corporation of New …$79MI.B.E.W. Local Union No. 728 Annuity FundI.B.E.W. Local Union No. 728…$78MHays Medical Center Employee's Pension PlanHays Medical Center Employee…$77MThe J. David Gladstone Institutes Money Purchase Pension PlanThe J. David Gladstone Insti…$77MPipe Fitters Local Union No. 120 Annuity FundPipe Fitters Local Union No.…$77M
End-of-year total assets ($M) among I.B.E.W. Local Union No. 728 Annuity Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$92M
Net Assets (End of Year)$77M
Net Income-$15M
Employer EIN592794330
Plan Effective Date1982-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of IBEW Local 728 Annuity Fund)

Sponsor-wide plan assets over time

All Trustees of IBEW Local 728 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$93M 20.529742808991426% vs 2022
2024 filing year
$75M$80M$85M$90M$95M$100M 202220232024 $77.5M $93.4M ▲ +20.5%
Year Plans Participants Total Assets
2022 1 1,699 $78M
2023 1 1,712 $88M
2024 1 1,745 $93M

Nearby Money Purchase Plans in Florida

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

I.B.E.W. Local Union No. 728 Annuity Fund vs. nearby Money Purchase plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 0100200300400 Total assets ($M) Participants I.B.E.W. Local Union No. 728 Annuity Fund, Total assets ($M): 77.502515 · Participants: 1699I.B.E.W. Local Union No. 728 Annuity FundElliott Money Purchase Pension Plan, Total assets ($M): 338.33099 · Participants: 392Elliott Money Purchase Pension PlanSouthern States Savings & Retirement Plan Trust, Total assets ($M): 160.403888 · Participants: 13122Southern States Savings & Retirement Plan TrustNECA-IBEW 177 Pension Fund, Total assets ($M): 115.387897 · Participants: 1358NECA-IBEW 177 Pension FundLifelink Foundation, Inc. Retirement Plan, Total assets ($M): 87.079585 · Participants: 443Lifelink Foundation, Inc. Retirement PlanElectricians Local Union No. 606 Pension-Annuity Fund, Total assets ($M): 67.10244 · Participants: 678Electricians Local Union No. 606 Pension-Annuity Fund
I.B.E.W. Local Union No. 728 Annuity Fund vs. nearby Money Purchase plans in Florida, assets vs. participants
Compare I.B.E.W. Local Union No. 728 Annuity Fund side-by-side with 3 peers →

I.B.E.W. Local Union No. 728 Annuity Fund's out-of-state Money Purchase peers by assets and headcount

Outside Florida, the nearest Money Purchase by assets is Hays Medical Center Employee's Pension Plan in KS ($77M); by covered participants it is West Virginia University Medical Corporation Retirement Plan in WV (1,697 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,699 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did I.B.E.W. Local Union No. 728 Annuity Fund assets move in 2022? ▼
I.B.E.W. Local Union No. 728 Annuity Fund declined sharply - down 16.1% during 2022, from $92M to $78M. Reported net income was -$15M.
How have Trustees of IBEW Local 728 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of IBEW Local 728 Annuity Fund's sponsor-wide assets grew 20.5%, from $78M to $93M.
Where does I.B.E.W. Local Union No. 728 Annuity Fund rank by assets among Form 5500 filers? ▼
I.B.E.W. Local Union No. 728 Annuity Fund ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to I.B.E.W. Local Union No. 728 Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by assets is Hays Medical Center Employee's Pension Plan in KS ($77M, 1,591 participants).
Which Money Purchase plans cover a similar participant headcount to I.B.E.W. Local Union No. 728 Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is West Virginia University Medical Corporation Retirement Plan in WV (1,697 participants, $288M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 592794330.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.