Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees of IBEW Local Union No. 527 Pension Plan Pension Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
134
Participants Small participant base
63rd
Percentile by assets National rank
$69,393
Avg per participant Below avg balance/head
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Official DOL plan name: IBEW Local Union No. 527 Pension Plan · Sponsored by Board of Trustees of IBEW Local Union No. 527 Pension Plan · Texas · Construction

$9M in assets, 134 participants

Board of Trustees of IBEW Local Union No. 527 Pension Plan's IBEW Local Union No. 527 Pension Plan reported $9M in total assets and 134 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #6,244 in Construction (9,927 peers)

Coverage in Texas

IBEW Local Union No. 527 Pension Plan covers 134 participants in Texas, about 19% of the average Texas filer (state average ~688 per filing). Assets: $9M.

#6,244
in Construction (9,927 peers)
-18.0%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

IBEW Local Union No. 527 Pension Plan's mid-pack asset rank among Construction and all filers

IBEW Local Union No. 527 Pension Plan vs every filed plan by assets

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

$9,298,655 Top 37% higher than 63% 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

IBEW Local Union No. 527 Pension 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 Local Union No. 527 Pension Plan sits mid-pack in the medium band (134 participants).

DOL schedule card

Filing strip 746213086 · Board of Trustees of IBEW Local Union No. 527 Pension Plan PY 2022 · Defined Benefit (Pension)

IBEW Local Union No. 527 Pension Plan · $9M · 134 · 63rd

  • TYPE $9M
  • TYPE 134
  • TYPE 63rd
  • TYPE Defined Benefit (Pension)
  • TYPE near Alm Media, LLC Pension Plan
  • TYPE ind #6244

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 →

IBEW Local Union No. 527 Pension Plan in the asset neighbourhood

IBEW Local Union No. 527 Pension PlanIBEW Local Union No. 527 Pen…$9MAlm Media, LLC Pension Plan$9MNippon Dynawave Packaging Company Pension Plan for Hourly EmployeesNippon Dynawave Packaging Co…$9MAmetek, Inc. Monthly Formula Pension PlanAmetek, Inc. Monthly Formula…$9MAmerican Packaging Corporation Pension Retirement PlanAmerican Packaging Corporati…$9M
End-of-year total assets ($M) among IBEW Local Union No. 527 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$9M
Net Income-$2M
Employer EIN746213086
Plan Effective Date1970-01-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of IBEW Local Union No. 527 Pension Plan)

Sponsor-wide plan assets over time

All Board of Trustees of IBEW Local Union No. 527 Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$11M 20.59563452994008% vs 2022
2024 filing year
$9M$10M$11M$12M 202220232024 $9.3M $11.2M ▲ +20.5%
Year Plans Participants Total Assets
2022 1 134 $9M
2023 1 154 $10M
2024 1 135 $11M

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

IBEW Local Union No. 527 Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants IBEW Local Union No. 527 Pension Plan, Total assets ($B): 0.009298655 · Participants: 134IBEW Local Union No. 527 Pension PlanAT&T Pension Benefit Plan, Total assets ($B): 40.998144 · Participants: 119463AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 14.642588618 · Participants: 12912Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 11.599 · Participants: 23661Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.541187279 · Participants: 12815Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.371602289 · Participants: 9156Bp Retirement Accumulation Plan
IBEW Local Union No. 527 Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare IBEW Local Union No. 527 Pension Plan side-by-side with 3 peers →

IBEW Local Union No. 527 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Alm Media, LLC Pension Plan in NY ($9M); by covered participants it is Retirement Plan for Employees of Diamond V Mills, LLC. in IA (134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (134 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 IBEW Local Union No. 527 Pension Plan assets move in 2022? ▼
IBEW Local Union No. 527 Pension Plan declined sharply - down 18.0% during 2022, from $11M to $9M. Reported net income was -$2M.
How have Board of Trustees of IBEW Local Union No. 527 Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of IBEW Local Union No. 527 Pension Plan's sponsor-wide assets grew 20.6%, from $9M to $11M.
Which Defined Benefit (Pension) plans are similar in size to IBEW Local Union No. 527 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Alm Media, LLC Pension Plan in NY ($9M, 12 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to IBEW Local Union No. 527 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Diamond V Mills, LLC. in IA (134 participants, $24M 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 746213086.

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.