Money Purchase · DOL Form 5500 · 2022
Trustees of IBEW Local 728 Annuity Fund Money Purchase Plan
Data updated 2026-08-06
- $78M
- Total assets
- 1,699
- Participants
- 91st
- Percentile by assets
- $45,617
- Avg per participant
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.
- 91st percentile by assets (of 139,258 plans)
- #8,934 in Construction (9,938 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 ~631 per filing). Assets: $78M.
- $78M
- total plan assets (2022 EOY)
- 1,699
- covered participants
- 91st
- percentile by assets (of 139,258 plans)
- $45,617
- avg assets per participant
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.
Participants vs Florida filers
In Florida, the average filing covers about 631 participants across 6,304 plans. I.B.E.W. Local Union No. 728 Annuity Fund reports 1,699 participants - 2.7x that state average ($78M EOY assets).
Florida filing particulars
| Total Assets (Beginning of Year) | $92M |
|---|---|
| Net Assets (End of Year) | $77M |
| Net Income | -$15M |
| Employer EIN | 592794330 |
| Plan Effective Date | 1982-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of IBEW Local 728 Annuity Fund)
| 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
- Elliott Money Purchase Pension Plan $338M · 392
- Southern States Savings & Retirement Plan Trust $160M · 13,122
- NECA-IBEW 177 Pension Fund $115M · 1,358
- Lifelink Foundation, Inc. Retirement Plan $87M · 443
- Electricians Local Union No. 606 Pension-Annuity Fund $67M · 678
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to I.B.E.W. Local Union No. 728 Annuity Fund by total assets, not by location.
Frequently Asked Questions
How did I.B.E.W. Local Union No. 728 Annuity Fund assets move in 2022? ▼
How have Trustees of IBEW Local 728 Annuity Fund plan assets changed over time? ▼
Where does I.B.E.W. Local Union No. 728 Annuity Fund rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to I.B.E.W. Local Union No. 728 Annuity Fund? ▼
Next read for I.B.E.W. Local Union No. 728 Annuity Fun…
Filing takeaways
Ways to act on I.B.E.W. Local Union No. 728 Annuity Fund's numbers.
- By total assets, I.B.E.W. Local Union No. 728 Annuity Fund ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Florida. Compare plans
- Trustees of IBEW Local 728 Annuity Fund's sponsor-wide assets have grown 20.5% since 2022 across 3 plan years on file. More Construction plans