Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees, IBEW Local 684 Pension Trust Pension Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size
429
Participants Below avg headcount
90th
Percentile by assets National rank
$161,208
Avg per participant Above avg balance/head
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Official DOL plan name: IBEW Local 684 Pension Trust · Sponsored by Board of Trustees, IBEW Local 684 Pension Trust · California · Construction

$69M in assets, 429 participants

Board of Trustees, IBEW Local 684 Pension Trust's IBEW Local 684 Pension Trust reported $69M in total assets and 429 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #8,830 in Construction (9,927 peers)

Where IBEW Local 684 Pension Trust sits by assets

IBEW Local 684 Pension Trust sits in the top 10% of all filed plans by assets, $69M for 429 participants (~$161,208/participant), down 3.8% in 2022.

#8,830
in Construction (9,927 peers)
-3.8%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

IBEW Local 684 Pension Trust's outsized position by total assets

IBEW Local 684 Pension Trust vs every filed plan by assets

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

$69,158,302 Top 10% higher than 90% 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 684 Pension Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. IBEW Local 684 Pension Trust sits mid-pack in the medium band (429 participants).

Published 5500 schedule card

Filing strip 946442909 · Board of Trustees, IBEW Local 684 Pension Trust PY 2022 · Defined Benefit (Pension)

IBEW Local 684 Pension Trust · $69M · 429 · 90th

  • 5500 $69M
  • ASSETS 429
  • PCT 90th
  • EIN Defined Benefit (Pension)
  • RANK near Diocese of Youngstown Retirement Income Plan
  • PHOTO ind #8830

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 California →

IBEW Local 684 Pension Trust in the asset neighbourhood

Texas Trust Credit Union Retirement Income PlanTexas Trust Credit Union Ret…$69MAcuity Brands, Inc. Pension PlanAcuity Brands, Inc. Pension …$69MMag Mutual Insurance Company Defined Benefit PlanMag Mutual Insurance Company…$69MIBEW Local 684 Pension Trust$69MDiocese of Youngstown Retirement Income PlanDiocese of Youngstown Retire…$69M
End-of-year total assets ($M) among IBEW Local 684 Pension Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$72M
Net Assets (End of Year)$69M
Net Income-$2M
Employer EIN946442909
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, IBEW Local 684 Pension Trust)

Sponsor-wide plan assets over time

All Board of Trustees, IBEW Local 684 Pension Trust plans reported in each filing year

Latest sponsor-wide plan assets
$124M 79.91738143021499% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $69.2M $124M ▲ +79.9%
Year Plans Participants Total Assets
2022 1 429 $69M
2023 2 886 $117M
2024 2 885 $124M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

IBEW Local 684 Pension Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants IBEW Local 684 Pension Trust, Total assets ($B): 0.069158302 · Participants: 429IBEW Local 684 Pension TrustKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
IBEW Local 684 Pension Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare IBEW Local 684 Pension Trust side-by-side with 3 peers →

IBEW Local 684 Pension Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Diocese of Youngstown Retirement Income Plan in OH ($69M); by covered participants it is Sunbeam Television Corporation Retirement Plan in FL (429 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (429 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 684 Pension Trust assets move in 2022? ▼
IBEW Local 684 Pension Trust edged down modestly - down 3.8% during 2022, from $72M to $69M. Reported net income was -$2M.
How have Board of Trustees, IBEW Local 684 Pension Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, IBEW Local 684 Pension Trust's sponsor-wide assets grew 79.9%, from $69M to $124M.
Where does IBEW Local 684 Pension Trust rank by assets among Form 5500 filers? ▼
IBEW Local 684 Pension Trust ranks in the 90th 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 Defined Benefit (Pension) plans are similar in size to IBEW Local 684 Pension Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Diocese of Youngstown Retirement Income Plan in OH ($69M, 252 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to IBEW Local 684 Pension Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sunbeam Television Corporation Retirement Plan in FL (429 participants, $136M 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 946442909.

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.