Money Purchase · DOL Form 5500 · 2022

IBEW Local No. 915 Pension-Annuity Fund Money Purchase Plan

Data updated 2026-08-06

$85M
Total assets
1,794
Participants
92nd
Percentile by assets
$47,324
Avg per participant
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Official DOL plan name: IBEW Local Union No. 915 Pension-Annuity Fund · Sponsored by IBEW Local No. 915 Pension-Annuity Fund · Tennessee · Finance & Insurance

$85M in assets, 1,794 participants

IBEW Local No. 915 Pension-Annuity Fund's IBEW Local Union No. 915 Pension-Annuity Fund reported $85M in total assets and 1,794 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • 92nd percentile by assets (of 139,258 plans)
  • #8,051 in Finance & Insurance (9,267 peers)

Where IBEW Local Union No. 915 Pension-Annuity Fund sits by assets

IBEW Local Union No. 915 Pension-Annuity Fund sits in the top 10% of all filed plans by assets, $85M for 1,794 participants (~$47,324/participant), down 16.2% in 2022.

$85M
total plan assets (2022 EOY)
1,794
covered participants
92nd
percentile by assets (of 139,258 plans)
$47,324
avg assets per participant

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 Union No. 915 Pension-Annuity Fund vs the 2022 asset distribution

By assets, IBEW Local Union No. 915 Pension-Annuity Fund outranks 92% of the 139,258 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.8x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$101M
Net Assets (End of Year)$85M
Net Income-$16M
Employer EIN596518568
Plan Effective Date1973-06-18
Filing StatusFILING RECEIVED

Sponsor Plan History (IBEW Local No. 915 Pension-Annuity Fund)

$80M$90M$100M$110M$120M 202220232024 $84.9M $115M ▲ +35.5%
Total plan assets by year, all IBEW Local No. 915 Pension-Annuity Fund plans on file
Year Plans Participants Total Assets
2022 1 1,794 $85M
2023 1 1,819 $98M
2024 1 1,864 $115M

Nearby Money Purchase Plans in Tennessee

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

IBEW Local Union No. 915 Pension-Annuity Fund vs. nearby Money Purchase plans in Tennessee, assets vs. participants

IBEW Local Union No. 915 Pension-Annuity Fund vs. nearby Money Purchase plans in Tennessee, assets vs. participants Scatter plot of 6 data points. 050001000015000 00.511.52 Total assets ($B) Participants IBEW Local Union No.…Southern Electrical …IBEW Local 16, AFL-C…U.a. Local Union No.…Midwest Pipe Trades …Millwright & Machine…
IBEW Local Union No. 915 Pension-Annuity Fund vs. nearby Money Purchase plans in Tennessee, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to IBEW Local Union No. 915 Pension-Annuity Fund by total assets, not by location.

Frequently Asked Questions

How did IBEW Local Union No. 915 Pension-Annuity Fund assets move in 2022?
IBEW Local Union No. 915 Pension-Annuity Fund declined sharply - down 16.2% during 2022, from $101M to $85M. Reported net income was -$16M.
How have IBEW Local No. 915 Pension-Annuity Fund plan assets changed over time?
Across 3 plan years on file (2022-2024), IBEW Local No. 915 Pension-Annuity Fund's sponsor-wide assets grew 35.5%, from $85M to $115M.
Where does IBEW Local Union No. 915 Pension-Annuity Fund rank by assets among Form 5500 filers?
IBEW Local Union No. 915 Pension-Annuity Fund ranks in the 92nd percentile by end-of-year assets among 139,258 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 Union No. 915 Pension-Annuity Fund?
Among Money Purchase plans in other states, the closest by assets is The W.K. Kellogg Foundation Savings Plan in MI ($85M, 212 participants).

Next read for IBEW Local Union No. 915 Pension-Annuity…

Scale reading

Ways to act on IBEW Local Union No. 915 Pension-Annuity Fund's numbers.

  • By total assets, IBEW Local Union No. 915 Pension-Annuity Fund ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Money Purchase plans in Tennessee. Compare plans
  • IBEW Local No. 915 Pension-Annuity Fund's sponsor-wide assets have grown 35.5% since 2022 across 3 plan years on file. More Finance & Insurance plans