Money Purchase · DOL Form 5500 · 2022
Board of Trustees, International Brotherhood of Money Purchase Plan
Data updated 2026-08-25
- $1.9B
- Total assets Very large vs avg
- 27,536
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $70,528
- Avg per participant Below avg balance/head
Official DOL plan name: International Brotherhood of Electrical Workers District No.9 Pension Plan · Sponsored by Board of Trustees, International Brotherhood of · Oregon · Construction
$1.9B in assets, 27,536 participants
Board of Trustees, International Brotherhood of's International Brotherhood of Electrical Workers District No.9 Pension Plan reported $1.9B in total assets and 27,536 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #9,881 in Construction (9,927 peers)
Coverage in Oregon
International Brotherhood of Electrical Workers District No.9 Pension Plan covers 27,536 participants in Oregon, 62x the typical Oregon plan (state average ~443 per filing). Assets: $1.9B.
- #9,881
- in Construction (9,927 peers)
- -4.1%
- assets change YoY
- 19×
- vs typical plan assets (national mean)
The plan reported a net loss of $85M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
International Brotherhood of Electrical Workers District No.9 Pension Plan's outsized position by total assets
International Brotherhood of Electrical Workers District No.9 Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,942,050,992 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
International Brotherhood of Electrical Workers District No.9 Pension Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. International Brotherhood of Electrical Workers District No.9 Pension Plan is a mega filing (27,536 participants), the rightmost band on the breakdown.
EBSA filing schedule strip
Filing strip 936074829 · Board of Trustees, International Brotherhood of PY 2022 · Money Purchase
International Brotherhood of Electrical Workers District No.9 Pension Plan · $1.9B · 27,536 · 99th
- PCT $1.9B
- EIN 27,536
- RANK 99th
- PHOTO Money Purchase
- IND near Massachusetts Laborers' Annuity Fund
- EOY ind #9881
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 Oregon →
International Brotherhood of Electrical Workers District No.9 Pension Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $2.0B |
|---|---|
| Net Assets (End of Year) | $1.9B |
| Net Income | -$85M |
| Employer EIN | 936074829 |
| Plan Effective Date | 1968-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, International Brotherhood of)
Sponsor-wide plan assets over time
All Board of Trustees, International Brotherhood of plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.5B 27.08998734673801% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 27,536 | $1.9B |
| 2023 | 1 | 28,784 | $2.3B |
| 2024 | 1 | 29,645 | $2.5B |
Nearby Money Purchase Plans in Oregon
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Northwest Permanente, P.C. Retirement Plan - Mpp Aspect $813M · 1,488
- Cascade Pension Plan $331M · 2,092
- Samaritan Health Services Retirement Plan $245M · 5,816
- Local Union 598 Supplemental Pension Plan $113M · 602
- Osu Foundation Money Purchase Plan $36M · 135
Scale composition for International Brotherhood of Electrical Workers District No.9 Pension Plan
International Brotherhood of Electrical Workers District No.9 Pension Plan reports $1.9B in end-of-year assets across 27,536 participants (0.016% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.029% of 93,925,755 covered participants) - about $70,528 per participant (51% of the national average assets-per-participant) . Net income for plan year 2022 was -$85M.
This plan identity (EIN 936074829, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.9B to $2.5B (+27.1%) while covered participants moved from 27,536 to 29,645 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 27,536 | $1.9B | This page |
| 2023 | 28,784 | $2.3B | Open filing |
| 2024 · index core | 29,645 | $2.5B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- International Brotherhood of Electrical Workers District No. 9 Pension Plan (Money Purchase, $2.5B, 29,645 participants)
International Brotherhood of Electrical Workers District No.9 Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside Oregon, the nearest Money Purchase by assets is Massachusetts Laborers' Annuity Fund in MA ($2.0B); by covered participants it is Carpenters Annuity Trust Fund for Northern California in CA (26,442 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.9B here).
- Massachusetts Laborers' Annuity Fund (MA) $2.0B · 11,530
- UPS/Ipa Defined Contribution Money Purchase Pension Plan (KY) $1.9B · 2,162
- Retirement Income Plan for Teaching Faculty of Harvard University (MA) $1.9B · 2,698
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan (CA) $2.0B · 22,792
Similar participant headcount
Nearest other-state filings by covered participants (27,536 participants); asset peers above are excluded.
- Carpenters Annuity Trust Fund for Northern California (CA) 26,442 · 1,094 off
- Southern California IBEW-NECA Defined Contribution Plan (CA) 25,395 · 2,141 off
- Laborers Annuity Plan for Northern California (CA) 30,063 · 2,527 off
- Indiana/Kentucky/Ohio Regional Council of Carpenters Defined Contribution Pension Plan (MI) 30,438 · 2,902 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.