Money Purchase · DOL Form 5500 · 2022
Board of Trustees, International Brotherhood of Money Purchase Plan
Data updated 2026-08-06
- $1.9B
- Total assets
- 27,536
- Participants
- 99th
- Percentile by assets
- $70,528
- Avg per participant
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.
- 99th percentile by assets (of 139,258 plans)
- #9,892 in Construction (9,938 peers)
Coverage in Oregon
International Brotherhood of Electrical Workers District No.9 Pension Plan covers 27,536 participants in Oregon, 63x the typical Oregon plan (state average ~440 per filing). Assets: $1.9B.
- $1.9B
- total plan assets (2022 EOY)
- 27,536
- covered participants
- 99th
- percentile by assets (of 139,258 plans)
- $70,528
- avg assets per participant
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.
Participants vs Oregon filers
In Oregon, the average filing covers about 440 participants across 1,627 plans. International Brotherhood of Electrical Workers District No.9 Pension Plan reports 27,536 participants - 63x that state average ($1.9B EOY assets).
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)
| 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.
International Brotherhood of Electrical Workers District No.9 Pension Plan vs. nearby Money Purchase plans in Oregon, assets vs. participants
- 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 (0.017% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.031% of 89,805,449 covered participants) - about $70,528 per participant (52% 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)
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to International Brotherhood of Electrical Workers District No.9 Pension Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did International Brotherhood of Electrical Workers District No.9 Pension Plan assets move in 2022? ▼
How have Board of Trustees, International Brotherhood of plan assets changed over time? ▼
Where does International Brotherhood of Electrical Workers District No.9 Pension Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to International Brotherhood of Electrical Workers District No.9 Pension Plan? ▼
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Filing takeaways
Ways to act on International Brotherhood of Electrical Workers District No.9 Pension Plan's numbers.
- By total assets, International Brotherhood of Electrical Workers District No.9 Pension Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Oregon. Compare plans
- Board of Trustees, International Brotherhood of's sponsor-wide assets have grown 27.1% since 2022 across 3 plan years on file. More Construction plans