Money Purchase · DOL Form 5500 · 2022
Trustees of IBEW & Elec. Industry Local 697 Money Purch Plan Money Purchase Plan
Data updated 2026-08-06
- $337M
- Total assets
- 951
- Participants
- 97th
- Percentile by assets
- $354,335
- Avg per participant
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.
- 97th percentile by assets (of 139,258 plans)
- #9,612 in Construction (9,938 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.
- $337M
- total plan assets (2022 EOY)
- 951
- covered participants
- 97th
- percentile by assets (of 139,258 plans)
- $354,335
- avg assets per participant
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 vs the 2022 asset distribution
By assets, IBEW & Electrical Industry Loc 697, Money Purchase Plan outranks 97% of the 139,258 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 3.4x the national average plan size of $100M (730 average participants).
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)
| 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.
IBEW & Electrical Industry Loc 697, Money Purchase Plan vs. nearby Money Purchase plans in Indiana, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to IBEW & Electrical Industry Loc 697, Money Purchase Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did IBEW & Electrical Industry Loc 697, Money Purchase Plan assets move in 2022? ▼
How have Trustees of IBEW & Elec. Industry Local 697 Money Purch Plan plan assets changed over time? ▼
Where does IBEW & Electrical Industry Loc 697, Money Purchase Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to IBEW & Electrical Industry Loc 697, Money Purchase Plan? ▼
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Scale reading
Ways to act on IBEW & Electrical Industry Loc 697, Money Purchase Plan's numbers.
- By total assets, IBEW & Electrical Industry Loc 697, Money Purchase Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Indiana. Compare plans
- Trustees of IBEW & Elec. Industry Local 697 Money Purch Plan's sponsor-wide assets have grown 28.4% since 2022 across 3 plan years on file. More Construction plans