Money Purchase · DOL Form 5500 · 2022
Trustees of IBEW & Elec. Industry Local 697 Money Purch Plan Money Purchase Plan
Data updated 2026-08-25
- $337M
- Total assets Above avg plan size
- 951
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $354,335
- Avg per participant High balance/head
Official DOL plan name: IBEW & Electrical Industry Loc 697, Money Purchase Plan · Sponsored by Trustees of IBEW & Elec. Industry Local 697 Money Purch Plan · Indiana · Construction
$337M in assets, 951 participants
Trustees of IBEW & Elec. Industry Local 697 Money Purch Plan's IBEW & Electrical Industry Loc 697, Money Purchase Plan reported $337M in total assets and 951 participants in its 2022 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.
- #9,601 in Construction (9,927 peers)
Where IBEW & Electrical Industry Loc 697, Money Purchase Plan sits by assets
IBEW & Electrical Industry Loc 697, Money Purchase Plan sits in the top 5% of all filed plans by assets, $337M for 951 participants (~$354,335/participant), down 14.8% in 2022.
- #9,601
- in Construction (9,927 peers)
- -14.8%
- assets change YoY
- 3.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $58M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
IBEW & Electrical Industry Loc 697, Money Purchase Plan's outsized position by total assets
IBEW & Electrical Industry Loc 697, Money Purchase Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$336,972,650 Top 3% higher than 97% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
IBEW & Electrical Industry Loc 697, Money Purchase Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. IBEW & Electrical Industry Loc 697, Money Purchase Plan sits mid-pack in the medium band (951 participants).
DOL schedule card
Filing strip 351773526 · Trustees of IBEW & Elec. Industry Local 697 Money Purch Plan PY 2022 · Money Purchase
IBEW & Electrical Industry Loc 697, Money Purchase Plan · $337M · 951 · 97th
- EBSA $337M
- PART 951
- TYPE 97th
- NET Money Purchase
- BOOK near Elliott Money Purchase Pension Plan
- VS-ST ind #9601
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 Indiana →
IBEW & Electrical Industry Loc 697, Money Purchase Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $395M |
|---|---|
| Net Assets (End of Year) | $337M |
| Net Income | -$58M |
| Employer EIN | 351773526 |
| Plan Effective Date | 1984-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of IBEW & Elec. Industry Local 697 Money Purch Plan)
Sponsor-wide plan assets over time
All Trustees of IBEW & Elec. Industry Local 697 Money Purch Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $433M 28.415795169133162% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 951 | $337M |
| 2023 | 1 | 981 | $390M |
| 2024 | 1 | 986 | $433M |
Nearby Money Purchase Plans in Indiana
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Rose-Hulman Institute of Technology Money Purchase Purchase Plan $178M · 498
- Plumbers and Steamfitters Local 440 Defined Contribution Plan $144M · 2,563
- IBEW Local 531 & NECA Money Purchase Pension Plan $102M · 515
- International Brotherhood of Electrical Workers Local No 725 Supplemental Pension Trust $99M · 1,021
- Ncaa Retirement Plan $76M · 512
IBEW & Electrical Industry Loc 697, Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount
Outside Indiana, the nearest Money Purchase by assets is Elliott Money Purchase Pension Plan in FL ($338M); by covered participants it is Michiana Area Electrical Workers' Money Purchase Plan in MI (959 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($337M here).
- Elliott Money Purchase Pension Plan (FL) $338M · 392
- Cascade Pension Plan (OR) $331M · 2,092
- IBEW Local 16, AFL-CIO & Multi- Employer Pension Plan (TN) $331M · 1,999
- Aura, Inc. Money Purchase Pension Plan and Trust (DC) $328M · 1,377
Similar participant headcount
Nearest other-state filings by covered participants (951 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.