Money Purchase · DOL Form 5500 · 2022

Board of Trustees of IBEW 1245 Money Purchase Plan Money Purchase Plan

Data updated 2026-08-11

$39M
Total assets
51
Participants
86th
Percentile by assets
$766,736
Avg per participant
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Official DOL plan name: IBEW Local 1245 Money Purchase Pension Plan · Sponsored by Board of Trustees of IBEW 1245 Money Purchase Plan · California · Utilities

$39M in assets, 51 participants

Board of Trustees of IBEW 1245 Money Purchase Plan's IBEW Local 1245 Money Purchase Pension Plan reported $39M in total assets and 51 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • 86th percentile by assets (of 139,126 plans)
  • #380 in Utilities (738 peers)

Utilities sector rank

Within Utilities, IBEW Local 1245 Money Purchase Pension Plan ranks #380 of 738 2022 filers by assets (1373% of the sector average)-$39M for 51 participants.

$39M
total plan assets (2022 EOY)
51
covered participants
86th
percentile by assets (of 139,126 plans)
$766,736
avg assets per participant

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State
Industry

Rank #380 in Utilities

Among 738 Utilities plans that filed a Form 5500 for plan year 2022, IBEW Local 1245 Money Purchase Pension Plan ranks #380 by end-of-year assets - about 1373% of the sector average of $537M. Nationally it sits in the 86th percentile, a weaker position within its industry than across all filers.

Utilities filing particulars

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$39M
Net Income-$10M
Employer EIN946583240
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of IBEW 1245 Money Purchase Plan)

$38M$39M$40M$41M$42M 202220232024 $39.1M $40.8M ▲ +4.5%
Total plan assets by year, all Board of Trustees of IBEW 1245 Money Purchase Plan plans on file
Year Plans Participants Total Assets
2022 1 51 $39M
2023 1 54 $40M
2024 1 53 $41M

Nearby Money Purchase Plans in California

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

IBEW Local 1245 Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants

IBEW Local 1245 Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants IBEW Local 1245 Mone…The Permanente Contr…Kaiser Permanente Su…University of Southe…Carpenters Annuity T…Directors Guild of A…
IBEW Local 1245 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 1245 Money Purchase Pension Plan by total assets, not by location.

Frequently Asked Questions

How did IBEW Local 1245 Money Purchase Pension Plan assets move in 2022?
IBEW Local 1245 Money Purchase Pension Plan declined sharply - down 20.4% during 2022, from $49M to $39M. Reported net income was -$10M.
How have Board of Trustees of IBEW 1245 Money Purchase Plan plan assets changed over time?
Across 3 plan years on file (2022-2024), Board of Trustees of IBEW 1245 Money Purchase Plan's sponsor-wide assets grew 4.4%, from $39M to $41M.
Where does IBEW Local 1245 Money Purchase Pension Plan rank by assets among Form 5500 filers?
IBEW Local 1245 Money Purchase Pension Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to IBEW Local 1245 Money Purchase Pension Plan?
Among Money Purchase plans in other states, the closest by assets is IBEW Local 64 Profit Sharing Plan and Trust in OH ($39M, 347 participants).

Next read for IBEW Local 1245 Money Purchase Pension P…

Filing takeaways

Ways to act on IBEW Local 1245 Money Purchase Pension Plan's numbers.

  • By total assets, IBEW Local 1245 Money Purchase Pension Plan ranks in the top quartile 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 of IBEW 1245 Money Purchase Plan's sponsor-wide assets have grown 4.4% since 2022 across 3 plan years on file. More Utilities plans