Money Purchase · DOL Form 5500 · 2022

Board of Trustees, IBEW Local 595 Money Purchase Money Purchase Plan

Data updated 2026-08-06

$472M
Total assets
1,714
Participants
98th
Percentile by assets
$275,191
Avg per participant
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Official DOL plan name: IBEW Local 595 Money Purchase Pension Plan · Sponsored by Board of Trustees, IBEW Local 595 Money Purchase · California · Construction

$472M in assets, 1,714 participants

Board of Trustees, IBEW Local 595 Money Purchase's IBEW Local 595 Money Purchase Pension Plan reported $472M in total assets and 1,714 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • 98th percentile by assets (of 139,258 plans)
  • #9,702 in Construction (9,938 peers)

Coverage in California

IBEW Local 595 Money Purchase Pension Plan covers 1,714 participants in California, 2.7x the typical California plan (state average ~637 per filing). Assets: $472M.

$472M
total plan assets (2022 EOY)
1,714
covered participants
98th
percentile by assets (of 139,258 plans)
$275,191
avg assets per participant

The plan reported a net loss of $69M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State
Industry

Participants vs California filers

In California, the average filing covers about 637 participants across 14,392 plans. IBEW Local 595 Money Purchase Pension Plan reports 1,714 participants - 2.7x that state average ($472M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$548M
Net Assets (End of Year)$471M
Net Income-$69M
Employer EIN946125583
Plan Effective Date1980-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, IBEW Local 595 Money Purchase)

$450M$500M$550M$600M 202220232024 $472M $547M ▲ +15.9%
Total plan assets by year, all Board of Trustees, IBEW Local 595 Money Purchase plans on file
Year Plans Participants Total Assets
2022 1 1,714 $472M
2023 1 1,709 $524M
2024 1 1,612 $547M

Nearby Money Purchase Plans in California

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

IBEW Local 595 Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants

IBEW Local 595 Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 02468 Total assets ($B) Participants IBEW Local 595 Money…The Permanente Contr…Kaiser Permanente Su…University of Southe…Carpenters Annuity T…Directors Guild of A…
IBEW Local 595 Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to IBEW Local 595 Money Purchase Pension Plan by total assets, not by location.

Frequently Asked Questions

How did IBEW Local 595 Money Purchase Pension Plan assets move in 2022?
IBEW Local 595 Money Purchase Pension Plan pulled back noticeably - down 13.9% during 2022, from $548M to $472M. Reported net income was -$69M.
How have Board of Trustees, IBEW Local 595 Money Purchase plan assets changed over time?
Across 3 plan years on file (2022-2024), Board of Trustees, IBEW Local 595 Money Purchase's sponsor-wide assets grew 15.9%, from $472M to $547M.
Where does IBEW Local 595 Money Purchase Pension Plan rank by assets among Form 5500 filers?
IBEW Local 595 Money Purchase Pension Plan ranks in the 98th percentile by end-of-year assets among 139,258 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 IBEW Local 595 Money Purchase Pension Plan?
Among Money Purchase plans in other states, the closest by assets is UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan in KY ($478M, 1,722 participants).

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Filing takeaways

Ways to act on IBEW Local 595 Money Purchase Pension Plan's numbers.

  • By total assets, IBEW Local 595 Money Purchase Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
  • Board of Trustees, IBEW Local 595 Money Purchase's sponsor-wide assets have grown 15.9% since 2022 across 3 plan years on file. More Construction plans