Money Purchase
2022 plan-year Money Purchase DOL Form 5500

International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees of International Brotherhood of Electrical Workers · Texas · Construction

What the 2023 filing shows

International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund holds $82M for 1,018 participants — about $80,076 per participant, down 10.5% over the 2022 plan year.

$82M
total plan assets (2022 EOY)
1,018
covered participants
$80,076
avg assets per participant
-10.5%
assets change YoY

The plan reported a net loss of $10M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$82M
Participants
1,018
State
Industry
Construction

What the Filing Says About International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund

International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund is a Money Purchase retirement plan sponsored by Board of Trustees of International Brotherhood of Electrical Workers, headquartered in Texas. As of the 2022 Form 5500 filing, the plan reports $82M in total end-of-year assets and covers 1,018 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 751679061, and the plan has been effective since 1978-06-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $91M at the beginning of 2022 to $82M at year-end — a decline of 10.5%. Net assets (after liabilities) closed the year at $81M, with reported net income of $-9,662,464 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$91M
Total Assets (End of Year)$82M
Net Assets (End of Year)$81M
Net Income$-9,662,464
Plan TypeMoney Purchase
Employer EIN751679061
Plan Effective Date1978-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of International Brotherhood of Electrical Workers)

Year Plans Participants Total Assets
2022 1 1,018 $82M
2023 1 1,010 $89M
2024 1 1,513 $95M

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Frequently Asked Questions

How much money is in the International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund?
As of the 2022 Form 5500 filing, International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund holds $82M in total assets with 1,018 participants. It is sponsored by Board of Trustees of International Brotherhood of Electrical Workers.
What type of plan is International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund?
International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund is a Money Purchase plan. It has been effective since 1978-06-01. The plan is filed with the U.S. Department of Labor under EIN 751679061.
Who sponsors the International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund?
International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund is sponsored by Board of Trustees of International Brotherhood of Electrical Workers, located in Texas. The sponsor's EIN is 751679061 and the plan operates in the Construction industry.
How did International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund perform in 2022?
International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund declined by 10.5% during 2022, moving from $91M to $82M in total assets. Net income was $-9,662,464.
Where can I find official filings for International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund?
Official Form 5500 filings for International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 751679061 or plan name at efast.dol.gov.
How does International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund compare to other plans?
You can compare International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund against other Money Purchase plans on the plan type page, or view plans in Texas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 751679061.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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