Money Purchase · DOL Form 5500 · 2022
Board of Trustees IBEW Local Union # 756 Pension Fund Money Purchase Plan
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 520
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $61,469
- Avg per participant Low balance/head
Official DOL plan name: International Brotherhood of Electrical Workers Local Union #756 Pension Fund · Sponsored by Board of Trustees IBEW Local Union # 756 Pension Fund · Florida · Finance & Insurance
$32M in assets, 520 participants
Board of Trustees IBEW Local Union # 756 Pension Fund's International Brotherhood of Electrical Workers Local Union #756 Pension Fund reported $32M in total assets and 520 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.
- #6,804 in Finance & Insurance (9,261 peers)
Where International Brotherhood of Electrical Workers Local Union #756 Pension Fund sits by assets
International Brotherhood of Electrical Workers Local Union #756 Pension Fund sits in the top quartile of all filed plans by assets, $32M for 520 participants (~$61,469/participant), down 4.7% in 2022.
- #6,804
- in Finance & Insurance (9,261 peers)
- -4.7%
- assets change YoY
- 0.3×
- 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.
International Brotherhood of Electrical Workers Local Union #756 Pension Fund's outsized position by total assets
International Brotherhood of Electrical Workers Local Union #756 Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$31,963,878 Top 16% higher than 84% 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 Local Union #756 Pension Fund 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. International Brotherhood of Electrical Workers Local Union #756 Pension Fund sits mid-pack in the medium band (520 participants).
DOL schedule card
Filing strip 596556447 · Board of Trustees IBEW Local Union # 756 Pension Fund PY 2022 · Money Purchase
International Brotherhood of Electrical Workers Local Union #756 Pension Fund · $32M · 520 · 84th
- EBSA $32M
- EBSA 520
- EBSA 84th
- EBSA Money Purchase
- EBSA near Charlesbank Capital Partners, LLC Money Purchase Pension Plan
- EBSA ind #6804
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 Finance & Insurance retirement plans → · Plans in Florida →
International Brotherhood of Electrical Workers Local Union #756 Pension Fund in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | -$2M |
| Employer EIN | 596556447 |
| Plan Effective Date | 1974-08-11 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees IBEW Local Union # 756 Pension Fund)
Sponsor-wide plan assets over time
All Board of Trustees IBEW Local Union # 756 Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 16.56545867181698% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 520 | $32M |
| 2023 | 1 | 349 | $34M |
| 2024 | 1 | 302 | $37M |
Nearby Money Purchase Plans in Florida
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Elliott Money Purchase Pension Plan $338M · 392
- Southern States Savings & Retirement Plan Trust $160M · 13,122
- NECA-IBEW 177 Pension Fund $115M · 1,358
- Lifelink Foundation, Inc. Retirement Plan $87M · 443
- I.B.E.W. Local Union No. 728 Annuity Fund $78M · 1,699
International Brotherhood of Electrical Workers Local Union #756 Pension Fund's out-of-state Money Purchase peers by assets and headcount
Outside Florida, the nearest Money Purchase by assets is Charlesbank Capital Partners, LLC Money Purchase Pension Plan in MA ($32M); by covered participants it is Norton Sound Health Corporation Money Purchase Pension Plan & Trust in AK (521 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
- Charlesbank Capital Partners, LLC Money Purchase Pension Plan (MA) $32M · 99
- Iron Workers Local No. 67 Defined Contribution Fund (IA) $32M · 839
- Machinery Movers, Riggers & Mach. Erect. Local 136 Defined Contribution Retirement Fund (IL) $32M · 690
- Fraunhofer USA, Inc. 401(a) DC Plan (MI) $32M · 119
Similar participant headcount
Nearest other-state filings by covered participants (520 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.