Money Purchase · DOL Form 5500 · 2022

Board of Trustees of International Brotherhood of Electrical Workers Money Purchase Plan

Data updated 2026-08-25

$82M
Total assets Below avg plan size
1,018
Participants Near avg headcount
92nd
Percentile by assets National rank
$80,076
Avg per participant Below avg balance/head
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Official DOL plan name: International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund · Sponsored by Board of Trustees of International Brotherhood of Electrical Workers · Texas · Construction

$82M in assets, 1,018 participants

Board of Trustees of International Brotherhood of Electrical Workers's International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund reported $82M in total assets and 1,018 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #8,958 in Construction (9,927 peers)

Where International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund sits by assets

International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund sits in the top 10% of all filed plans by assets, $82M for 1,018 participants (~$80,076/participant), down 10.5% in 2022.

#8,958
in Construction (9,927 peers)
-10.5%
assets change YoY
0.8×
vs typical plan assets (national mean)

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.

International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund's outsized position by total assets

International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund vs every filed plan by assets

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

$81,517,805 Top 8% higher than 92% 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

International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust 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. International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund lands in the large band (1,018 participants).

EBSA filing schedule strip

Filing strip 751679061 · Board of Trustees of International Brotherhood of Electrical Workers PY 2022 · Money Purchase

International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund · $82M · 1,018 · 92nd

  • EBSA $82M
  • EBSA 1,018
  • EBSA 92nd
  • EBSA Money Purchase
  • EBSA near Oocl (USA) Inc. Defined Contribution Pension Plan
  • EBSA ind #8958

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 Texas →

International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund in the asset neighbourhood

Oocl (USA) Inc. Defined Contribution Pension PlanOocl (USA) Inc. Defined Cont…$82MInternational Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust FundInternational Brotherhood of…$82MShopmen's Iron Workers Retirement Fund of Southern CaliforniaShopmen's Iron Workers Retir…$80MUniversity Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement PlanUniversity Physicians & Surg…$80MSullivan & Worcester LLP Retirement PlanSullivan & Worcester LLP Ret…$80M
End-of-year total assets ($M) among International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$91M
Net Assets (End of Year)$81M
Net Income-$10M
Employer EIN751679061
Plan Effective Date1978-06-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Board of Trustees of International Brotherhood of Electrical Workers plans reported in each filing year

Latest sponsor-wide plan assets
$95M 15.942508510870724% vs 2022
2024 filing year
$80M$85M$90M$95M$100M 202220232024 $81.5M $94.5M ▲ +15.9%
Year Plans Participants Total Assets
2022 1 1,018 $82M
2023 1 1,010 $89M
2024 1 1,513 $95M

Nearby Money Purchase Plans in Texas

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

International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund vs. nearby Money Purchase plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000500010000 020040060080010001200 Total assets ($M) Participants International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund, Total assets ($M): 81.517805 · Participants: 1018International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust FundOccidental Petroleum Corporation Retirement Plan, Total assets ($M): 957.347914 · Participants: 0Occidental Petroleum Corporation Retirement PlanAlcon Retirement Plan, Total assets ($M): 846.473174 · Participants: 9281Alcon Retirement PlanWilliam Marsh Rice University Defined Contribution Retirement Plan, Total assets ($M): 718.249932 · Participants: 6837William Marsh Rice University Defined Contribution Retirement PlanApache Corporation Money Purchase Retirement Plan, Total assets ($M): 211.048041 · Participants: 1394Apache Corporation Money Purchase Retirement PlanGreater Texas IBEW NECA Annuity Plan, Total assets ($M): 136.613237 · Participants: 3298Greater Texas IBEW NECA Annuity Plan
International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund vs. nearby Money Purchase plans in Texas, assets vs. participants

International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund's out-of-state Money Purchase peers by assets and headcount

Outside Texas, the nearest Money Purchase by assets is Oocl (USA) Inc. Defined Contribution Pension Plan in UT ($82M); by covered participants it is International Brotherhood of Electrical Workers Local No 725 Supplemental Pension Trust in IN (1,021 participants). Same-state nearby plans are listed separately above.

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 International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund assets move in 2022? ▼
International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund pulled back noticeably - down 10.5% during 2022, from $91M to $82M. Reported net income was -$10M.
How have Board of Trustees of International Brotherhood of Electrical Workers plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of International Brotherhood of Electrical Workers's sponsor-wide assets grew 15.9%, from $82M to $95M.
Where does International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund rank by assets among Form 5500 filers? ▼
International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund ranks in the 92nd 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 International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund? ▼
Among Money Purchase plans in other states, the closest by assets is Oocl (USA) Inc. Defined Contribution Pension Plan in UT ($82M, 455 participants).
Which Money Purchase plans cover a similar participant headcount to International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is International Brotherhood of Electrical Workers Local No 725 Supplemental Pension Trust in IN (1,021 participants, $99M in assets).