Money Purchase · DOL Form 5500 · 2022

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

Data updated 2026-08-25

$85M
Total assets Below avg plan size
1,794
Participants Near avg headcount
92nd
Percentile by assets National rank
$47,324
Avg per participant Low balance/head
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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.

  • #8,046 in Finance & Insurance (9,261 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.

#8,046
in Finance & Insurance (9,261 peers)
-16.2%
assets change YoY
0.9×
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 Union No. 915 Pension-Annuity Fund's outsized position by total assets

IBEW Local Union No. 915 Pension-Annuity Fund vs every filed plan by assets

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

$84,899,937 Top 8% higher than 92% 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 Union No. 915 Pension-Annuity Fund'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 Union No. 915 Pension-Annuity Fund lands in the large band (1,794 participants).

Published 5500 schedule card

Filing strip 596518568 · IBEW Local No. 915 Pension-Annuity Fund PY 2022 · Money Purchase

IBEW Local Union No. 915 Pension-Annuity Fund · $85M · 1,794 · 92nd

  • BOY $85M
  • BOY 1,794
  • BOY 92nd
  • BOY Money Purchase
  • BOY near The W.K. Kellogg Foundation Savings Plan
  • BOY ind #8046

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 Finance & Insurance retirement plans → · Plans in Tennessee →

IBEW Local Union No. 915 Pension-Annuity Fund in the asset neighbourhood

Bricklayers Local No. 8 and Employers Pension PlanBricklayers Local No. 8 and …$85MAmerican College of Radiology Employees' Pension Plan and TrustAmerican College of Radiolog…$85MArmstrong & Teasdale Pension PlanArmstrong & Teasdale Pension…$85MThe W.K. Kellogg Foundation Savings PlanThe W.K. Kellogg Foundation …$85MIBEW Local Union No. 915 Pension-Annuity FundIBEW Local Union No. 915 Pen…$85M
End-of-year total assets ($M) among IBEW Local Union No. 915 Pension-Annuity Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All IBEW Local No. 915 Pension-Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$115M 35.48435024162621% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $84.9M $115M ▲ +35.5%
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 Scatter plot of 6 data points. 050001000015000 00.511.52 Total assets ($B) Participants IBEW Local Union No. 915 Pension-Annuity Fund, Total assets ($B): 0.084899937 · Participants: 1794IBEW Local Union No. 915 Pension-Annuity FundSouthern Electrical Retirement Fund, Total assets ($B): 1.721628674 · Participants: 10582Southern Electrical Retirement FundIBEW Local 16, AFL-CIO & Multi- Employer Pension Plan, Total assets ($B): 0.33110444 · Participants: 1999IBEW Local 16, AFL-CIO & Multi- Employer Pension PlanU.a. Local Union No. 614 Pension Plan, Total assets ($B): 0.166143137 · Participants: 1308U.a. Local Union No. 614 Pension PlanMidwest Pipe Trades Retirement Plan, Total assets ($B): 0.158666094 · Participants: 1481Midwest Pipe Trades Retirement PlanMillwright & Machinery Erectors Local 1192 Defined Contribution Pension Plan, Total assets ($B): 0.097878043 · Participants: 853Millwright & Machinery Erectors Local 1192 Defined Contribution Pension Plan
IBEW Local Union No. 915 Pension-Annuity Fund vs. nearby Money Purchase plans in Tennessee, assets vs. participants
Compare IBEW Local Union No. 915 Pension-Annuity Fund side-by-side with 3 peers →

IBEW Local Union No. 915 Pension-Annuity Fund's out-of-state Money Purchase peers by assets and headcount

Outside Tennessee, the nearest Money Purchase by assets is The W.K. Kellogg Foundation Savings Plan in MI ($85M); by covered participants it is Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan in WI (1,779 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,794 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 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 139,126 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 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).
Which Money Purchase plans cover a similar participant headcount to IBEW Local Union No. 915 Pension-Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan in WI (1,779 participants, $43M 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 596518568.

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.