Money Purchase · DOL Form 5500 · 2022

IBEW Local 363 Money Purchase Pension Plan Money Purchase Plan

Data updated 2026-08-25

$138M
Total assets Near avg plan size
796
Participants Near avg headcount
94th
Percentile by assets National rank
$173,822
Avg per participant Above avg balance/head
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Official DOL plan name: IBEW Local 363-Money Purchase Pension Plan · Sponsored by IBEW Local 363 Money Purchase Pension Plan · New York · Construction

$138M in assets, 796 participants

IBEW Local 363 Money Purchase Pension Plan's IBEW Local 363-Money Purchase Pension Plan reported $138M in total assets and 796 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #9,254 in Construction (9,927 peers)

Where IBEW Local 363-Money Purchase Pension Plan sits by assets

IBEW Local 363-Money Purchase Pension Plan sits in the top 10% of all filed plans by assets, $138M for 796 participants (~$173,822/participant), down 9.4% in 2022.

#9,254
in Construction (9,927 peers)
-9.4%
assets change YoY
1.4×
vs typical plan assets (national mean)

The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

IBEW Local 363-Money Purchase Pension Plan's outsized position by total assets

IBEW Local 363-Money Purchase Pension Plan vs every filed plan by assets

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

$138,362,177 Top 6% higher than 94% 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 363-Money Purchase 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 363-Money Purchase Pension Plan sits mid-pack in the medium band (796 participants).

Form 5500 schedule snapshot

Filing strip 136530041 · IBEW Local 363 Money Purchase Pension Plan PY 2022 · Money Purchase

IBEW Local 363-Money Purchase Pension Plan · $138M · 796 · 94th

  • EOY $138M
  • 5500 796
  • ASSETS 94th
  • PCT Money Purchase
  • EIN near Pediatric Academic Association, Inc. Defined Contribution Plan
  • RANK ind #9254

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 New York →

IBEW Local 363-Money Purchase Pension Plan in the asset neighbourhood

Plumbers & Pipefitters Local Union No. 286 Money Purchase PlanPlumbers & Pipefitters Local…$139MIBEW Local 363-Money Purchase Pension PlanIBEW Local 363-Money Purchas…$138MPediatric Academic Association, Inc. Defined Contribution PlanPediatric Academic Associati…$138MBates College Money Purchase Pension PlanBates College Money Purchase…$137MGreater Texas IBEW NECA Annuity PlanGreater Texas IBEW NECA Annu…$137M
End-of-year total assets ($M) among IBEW Local 363-Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$153M
Net Assets (End of Year)$136M
Net Income-$16M
Employer EIN136530041
Plan Effective Date1961-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (IBEW Local 363 Money Purchase Pension Plan)

Sponsor-wide plan assets over time

All IBEW Local 363 Money Purchase Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$161M 16.48811654647498% vs 2022
2024 filing year
$130M$140M$150M$160M$170M 202220232024 $138M $161M ▲ +16.5%
Year Plans Participants Total Assets
2022 1 796 $138M
2023 1 1,136 $151M
2024 1 1,140 $161M

Nearby Money Purchase Plans in New York

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

IBEW Local 363-Money Purchase Pension Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants IBEW Local 363-Money Purchase Pension Plan, Total assets ($B): 0.138362177 · Participants: 796IBEW Local 363-Money Purchase Pension PlanTiaa Retirement Plan, Total assets ($B): 4.543178238 · Participants: 11825Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.62423 · Participants: 42922Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 1.717200853 · Participants: 11845McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.251409519 · Participants: 2436Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40,361, & 417 Annuity Fund, Total assets ($B): 1.072542175 · Participants: 5068Iron Workers Locals 40,361, & 417 Annuity Fund
IBEW Local 363-Money Purchase Pension Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare IBEW Local 363-Money Purchase Pension Plan side-by-side with 3 peers →

IBEW Local 363-Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Pediatric Academic Association, Inc. Defined Contribution Plan in OH ($138M); by covered participants it is Chemical Employees' Money Purchase Pension Plan in WI (795 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (796 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 363-Money Purchase Pension Plan assets move in 2022? ▼
IBEW Local 363-Money Purchase Pension Plan pulled back noticeably - down 9.4% during 2022, from $153M to $138M. Reported net income was -$16M.
How have IBEW Local 363 Money Purchase Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), IBEW Local 363 Money Purchase Pension Plan's sponsor-wide assets grew 16.5%, from $138M to $161M.
Where does IBEW Local 363-Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
IBEW Local 363-Money Purchase Pension Plan ranks in the 94th 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 IBEW Local 363-Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Pediatric Academic Association, Inc. Defined Contribution Plan in OH ($138M, 480 participants).
Which Money Purchase plans cover a similar participant headcount to IBEW Local 363-Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Chemical Employees' Money Purchase Pension Plan in WI (795 participants, N/A 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 136530041.

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.