Money Purchase · DOL Form 5500 · 2022
Trustees - U.a. Local Union No. 614 Pension Plan Money Purchase Plan
Data updated 2026-08-06
- $166M
- Total assets
- 1,308
- Participants
- 95th
- Percentile by assets
- $127,021
- Avg per participant
Official DOL plan name: U.a. Local Union No. 614 Pension Plan · Sponsored by Trustees - U.a. Local Union No. 614 Pension Plan · Tennessee · Construction
$166M in assets, 1,308 participants
Trustees - U.a. Local Union No. 614 Pension Plan's U.a. Local Union No. 614 Pension Plan reported $166M in total assets and 1,308 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 139,258 plans)
- #9,349 in Construction (9,938 peers)
Where U.a. Local Union No. 614 Pension Plan sits by assets
U.a. Local Union No. 614 Pension Plan sits in the top 5% of all filed plans by assets, $166M for 1,308 participants (~$127,021/participant), down 7.1% in 2022.
- $166M
- total plan assets (2022 EOY)
- 1,308
- covered participants
- 95th
- percentile by assets (of 139,258 plans)
- $127,021
- avg assets per participant
The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
U.a. Local Union No. 614 Pension Plan vs the 2022 asset distribution
By assets, U.a. Local Union No. 614 Pension Plan outranks 95% of the 139,258 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.7x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $179M |
|---|---|
| Net Assets (End of Year) | $166M |
| Net Income | -$13M |
| Employer EIN | 626085904 |
| Plan Effective Date | 1968-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees - U.a. Local Union No. 614 Pension Plan)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,308 | $166M |
| 2023 | 1 | 1,248 | $196M |
| 2024 | 1 | 1,248 | $204M |
Nearby Money Purchase Plans in Tennessee
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
U.a. Local Union No. 614 Pension Plan vs. nearby Money Purchase plans in Tennessee, assets vs. participants
- Southern Electrical Retirement Fund $1.7B · 10,582
- IBEW Local 16, AFL-CIO & Multi- Employer Pension Plan $331M · 1,999
- Midwest Pipe Trades Retirement Plan $159M · 1,481
- Millwright & Machinery Erectors Local 1192 Defined Contribution Pension Plan $98M · 853
- IBEW Local Union No. 915 Pension-Annuity Fund $85M · 1,794
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to U.a. Local Union No. 614 Pension Plan by total assets, not by location.
- Tile Industry Retirement Savings Trust Fund (CA) $161M · 2,101
- Cement Masons Southern California Individual Retirement Account Defined Contribution Trust (CA) $171M · 5,280
- Southern States Savings & Retirement Plan Trust (FL) $160M · 13,122
- Plumbers Local 24 Annuity Fund (NJ) $172M · 912
Frequently Asked Questions
How did U.a. Local Union No. 614 Pension Plan assets move in 2022? ▼
How have Trustees - U.a. Local Union No. 614 Pension Plan plan assets changed over time? ▼
Where does U.a. Local Union No. 614 Pension Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to U.a. Local Union No. 614 Pension Plan? ▼
Next read for U.a. Local Union No. 614 Pension Plan
Scale reading
Ways to act on U.a. Local Union No. 614 Pension Plan's numbers.
- By total assets, U.a. Local Union No. 614 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 Tennessee. Compare plans
- Trustees - U.a. Local Union No. 614 Pension Plan's sponsor-wide assets have grown 22.6% since 2022 across 3 plan years on file. More Construction plans