Money Purchase · DOL Form 5500 · 2022
Board of Trustees, IBEW Local 595 Money Purchase Money Purchase Plan
Data updated 2026-08-25
- $472M
- Total assets Above avg plan size
- 1,714
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $275,191
- Avg per participant High balance/head
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.
- #9,691 in Construction (9,927 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 ~630 per filing). Assets: $472M.
- #9,691
- in Construction (9,927 peers)
- -13.9%
- assets change YoY
- 4.7×
- vs typical plan assets (national mean)
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.
IBEW Local 595 Money Purchase Pension Plan's outsized position by total assets
IBEW Local 595 Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$471,676,616 Top 2% higher than 98% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
IBEW Local 595 Money Purchase Pension 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. IBEW Local 595 Money Purchase Pension Plan lands in the large band (1,714 participants).
Plan-year Form 5500 strip
Filing strip 946125583 · Board of Trustees, IBEW Local 595 Money Purchase PY 2022 · Money Purchase
IBEW Local 595 Money Purchase Pension Plan · $472M · 1,714 · 98th
- 5500 $472M
- ASSETS 1,714
- PCT 98th
- EIN Money Purchase
- RANK near UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan
- PHOTO ind #9691
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 California →
IBEW Local 595 Money Purchase Pension Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $548M |
|---|---|
| Net Assets (End of Year) | $471M |
| Net Income | -$69M |
| Employer EIN | 946125583 |
| Plan Effective Date | 1980-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, IBEW Local 595 Money Purchase)
Sponsor-wide plan assets over time
All Board of Trustees, IBEW Local 595 Money Purchase plans reported in each filing year
- Latest sponsor-wide plan assets
- $547M 15.91927783844175% vs 2022
- 2024 filing year
| 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.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $5.9B · 17,035
- Kaiser Permanente Supplemental Savings and Retirement Plan $4.3B · 36,448
- University of Southern California Defined Contribution Retirement Plan $3.8B · 20,087
- Carpenters Annuity Trust Fund for Northern California $3.0B · 26,442
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.0B · 22,792
IBEW Local 595 Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan in KY ($478M); by covered participants it is Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan in WI (1,715 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($472M here).
- UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan (KY) $478M · 1,722
- Money Purchase Pension Plan of Wake Forest University Health Sciences (NC) $479M · 2,393
- Virginia Mason Medical Center Retirement Plan (WA) $481M · 5,662
- Nfl Pension Plan (NY) $461M · 1,489
Similar participant headcount
Nearest other-state filings by covered participants (1,714 participants); asset peers above are excluded.
- Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan (WI) 1,715 · 1 off
- Plumbers & Steamfitters 150 Profit Sharing Fund (TN) 1,704 · 10 off
- I.B.E.W. Local Union No. 728 Annuity Fund (FL) 1,699 · 15 off
- Flagler Hospital Money Accumulation Plan and Trust (FL) 1,730 · 16 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.