Money Purchase · DOL Form 5500 · 2022

Local Union 306 IBEW Pension Annuity Fund Trustees Money Purchase Plan

Data updated 2026-08-25

$232M
Total assets Near avg plan size
1,135
Participants Near avg headcount
96th
Percentile by assets National rank
$204,199
Avg per participant Above avg balance/head
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Official DOL plan name: Local Union No 306 IBEW Pension Annuity Plan · Sponsored by Local Union 306 IBEW Pension Annuity Fund Trustees · Ohio · Construction

$232M in assets, 1,135 participants

Local Union 306 IBEW Pension Annuity Fund Trustees's Local Union No 306 IBEW Pension Annuity Plan reported $232M in total assets and 1,135 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #9,468 in Construction (9,927 peers)

Where Local Union No 306 IBEW Pension Annuity Plan sits by assets

Local Union No 306 IBEW Pension Annuity Plan sits in the top 5% of all filed plans by assets, $232M for 1,135 participants (~$204,199/participant), down 13.5% in 2022.

#9,468
in Construction (9,927 peers)
-13.5%
assets change YoY
2.3×
vs typical plan assets (national mean)

The plan reported a net loss of $36M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Local Union No 306 IBEW Pension Annuity Plan's outsized position by total assets

Local Union No 306 IBEW Pension Annuity Plan vs every filed plan by assets

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

$231,765,342 Top 4% higher than 96% 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

Local Union No 306 IBEW Pension Annuity Plan'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. Local Union No 306 IBEW Pension Annuity Plan lands in the large band (1,135 participants).

Published 5500 schedule card

Filing strip 346689590 · Local Union 306 IBEW Pension Annuity Fund Trustees PY 2022 · Money Purchase

Local Union No 306 IBEW Pension Annuity Plan · $232M · 1,135 · 96th

  • EOY $232M
  • 5500 1,135
  • ASSETS 96th
  • PCT Money Purchase
  • EIN near Meba Pension Trust-Money Purchase Benefit Plan
  • RANK ind #9468

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 Ohio →

Local Union No 306 IBEW Pension Annuity Plan in the asset neighbourhood

North Central States Regional Council of Carpenters Supplemental Retirement PlanNorth Central States Regiona…$235MSharp Rees-Stealy Medical Group, Inc. Money Purchase Pension PlanSharp Rees-Stealy Medical Gr…$234MLocal Union No 306 IBEW Pension Annuity PlanLocal Union No 306 IBEW Pens…$232MMeba Pension Trust-Money Purchase Benefit PlanMeba Pension Trust-Money Pur…$230MThe Scripps Research Institute Faculty and Management Retirement PlanThe Scripps Research Institu…$227M
End-of-year total assets ($M) among Local Union No 306 IBEW Pension Annuity Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$268M
Net Assets (End of Year)$232M
Net Income-$36M
Employer EIN346689590
Plan Effective Date1971-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Local Union 306 IBEW Pension Annuity Fund Trustees)

Sponsor-wide plan assets over time

All Local Union 306 IBEW Pension Annuity Fund Trustees plans reported in each filing year

Latest sponsor-wide plan assets
$302M 30.385437008092435% vs 2022
2024 filing year
$200M$250M$300M$350M 202220232024 $232M $302M ▲ +30.4%
Year Plans Participants Total Assets
2022 1 1,135 $232M
2023 1 1,121 $263M
2024 1 1,151 $302M

Nearby Money Purchase Plans in Ohio

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

Local Union No 306 IBEW Pension Annuity Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 00.511.5 Total assets ($B) Participants Local Union No 306 IBEW Pension Annuity Plan, Total assets ($B): 0.231765342 · Participants: 1135Local Union No 306 IBEW Pension Annuity PlanThe Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan, Total assets ($B): 1.324447859 · Participants: 44824The Sherwin-Williams Company Salaried Employees' Revised Pension Investment PlanThe Cleveland Clinic Foundation Cash Balance Plan, Total assets ($B): 1.178697499 · Participants: 4506The Cleveland Clinic Foundation Cash Balance PlanIron Workers District Council of So Oh & Vicinity Annuity Trust, Total assets ($B): 0.441036559 · Participants: 6972Iron Workers District Council of So Oh & Vicinity Annuity TrustBaker & Hostetler LLP Basic/Step-Rate Retirement Plan, Total assets ($B): 0.415384132 · Participants: 1076Baker & Hostetler LLP Basic/Step-Rate Retirement PlanUniversity of Dayton Defined Contribution Retirement Plan, Total assets ($B): 0.303300519 · Participants: 2818University of Dayton Defined Contribution Retirement Plan
Local Union No 306 IBEW Pension Annuity Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants
Compare Local Union No 306 IBEW Pension Annuity Plan side-by-side with 3 peers →

Local Union No 306 IBEW Pension Annuity Plan's out-of-state Money Purchase peers by assets and headcount

Outside Ohio, the nearest Money Purchase by assets is Meba Pension Trust-Money Purchase Benefit Plan in MD ($230M); by covered participants it is San Mateo County Electrical Construction Industry Retiremt Plan in CA (1,137 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,135 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.

Frequently Asked Questions

How did Local Union No 306 IBEW Pension Annuity Plan assets move in 2022? ▼
Local Union No 306 IBEW Pension Annuity Plan pulled back noticeably - down 13.5% during 2022, from $268M to $232M. Reported net income was -$36M.
How have Local Union 306 IBEW Pension Annuity Fund Trustees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Local Union 306 IBEW Pension Annuity Fund Trustees's sponsor-wide assets grew 30.4%, from $232M to $302M.
Where does Local Union No 306 IBEW Pension Annuity Plan rank by assets among Form 5500 filers? ▼
Local Union No 306 IBEW Pension Annuity Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Money Purchase plans are similar in size to Local Union No 306 IBEW Pension Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Meba Pension Trust-Money Purchase Benefit Plan in MD ($230M, 2,945 participants).
Which Money Purchase plans cover a similar participant headcount to Local Union No 306 IBEW Pension Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is San Mateo County Electrical Construction Industry Retiremt Plan in CA (1,137 participants, $514M in assets).

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 346689590.

Read our methodology - how this data is sourced, computed, and verified.

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