Money Purchase · DOL Form 5500 · 2022

Trustees - U.a. Local Union No. 614 Pension Plan Money Purchase Plan

Data updated 2026-08-25

$166M
Total assets Near avg plan size
1,308
Participants Near avg headcount
95th
Percentile by assets National rank
$127,021
Avg per participant Near avg balance/head
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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.

  • #9,338 in Construction (9,927 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.

#9,338
in Construction (9,927 peers)
-7.1%
assets change YoY
1.7×
vs typical plan assets (national mean)

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's outsized position by total assets

U.a. Local Union No. 614 Pension Plan vs every filed plan by assets

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

$166,143,137 Top 5% higher than 95% 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

U.a. Local Union No. 614 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. U.a. Local Union No. 614 Pension Plan lands in the large band (1,308 participants).

EBSA filing schedule strip

Filing strip 626085904 · Trustees - U.a. Local Union No. 614 Pension Plan PY 2022 · Money Purchase

U.a. Local Union No. 614 Pension Plan · $166M · 1,308 · 95th

  • SCH $166M
  • EBSA 1,308
  • PART 95th
  • TYPE Money Purchase
  • NET near Tile Industry Retirement Savings Trust Fund
  • BOOK ind #9338

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 Tennessee →

U.a. Local Union No. 614 Pension Plan in the asset neighbourhood

Plumbers Local 24 Annuity FundPlumbers Local 24 Annuity Fu…$172MCement Masons Southern California Individual Retirement Account Defined Contribution TrustCement Masons Southern Calif…$171MU.a. Local Union No. 614 Pension PlanU.a. Local Union No. 614 Pen…$166MTile Industry Retirement Savings Trust FundTile Industry Retirement Sav…$161MSouthern States Savings & Retirement Plan TrustSouthern States Savings & Re…$160M
End-of-year total assets ($M) among U.a. Local Union No. 614 Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$179M
Net Assets (End of Year)$166M
Net Income-$13M
Employer EIN626085904
Plan Effective Date1968-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees - U.a. Local Union No. 614 Pension Plan)

Sponsor-wide plan assets over time

All Trustees - U.a. Local Union No. 614 Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$204M 22.56876912105012% vs 2022
2024 filing year
$160M$180M$200M$220M 202220232024 $166M $204M ▲ +22.6%
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 Scatter plot of 6 data points. 050001000015000 00.511.52 Total assets ($B) Participants U.a. Local Union No. 614 Pension Plan, Total assets ($B): 0.166143137 · Participants: 1308U.a. Local Union No. 614 Pension PlanSouthern 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 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 PlanIBEW Local Union No. 915 Pension-Annuity Fund, Total assets ($B): 0.084899937 · Participants: 1794IBEW Local Union No. 915 Pension-Annuity Fund
U.a. Local Union No. 614 Pension Plan vs. nearby Money Purchase plans in Tennessee, assets vs. participants
Compare U.a. Local Union No. 614 Pension Plan side-by-side with 3 peers →

U.a. Local Union No. 614 Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Tennessee, the nearest Money Purchase by assets is Tile Industry Retirement Savings Trust Fund in CA ($161M); by covered participants it is Milton Hershey School Money Purchase Pension Plan in PA (1,309 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,308 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 U.a. Local Union No. 614 Pension Plan assets move in 2022? ▼
U.a. Local Union No. 614 Pension Plan pulled back noticeably - down 7.1% during 2022, from $179M to $166M. Reported net income was -$13M.
How have Trustees - U.a. Local Union No. 614 Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees - U.a. Local Union No. 614 Pension Plan's sponsor-wide assets grew 22.6%, from $166M to $204M.
Where does U.a. Local Union No. 614 Pension Plan rank by assets among Form 5500 filers? ▼
U.a. Local Union No. 614 Pension Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Money Purchase plans are similar in size to U.a. Local Union No. 614 Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Tile Industry Retirement Savings Trust Fund in CA ($161M, 2,101 participants).
Which Money Purchase plans cover a similar participant headcount to U.a. Local Union No. 614 Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Milton Hershey School Money Purchase Pension Plan in PA (1,309 participants, $140M 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 626085904.

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.