Money Purchase · DOL Form 5500 · 2022

Board of Trustees IBEW Local Union # 756 Pension Fund Money Purchase Plan

Data updated 2026-08-11

$32M
Total assets
520
Participants
84th
Percentile by assets
$61,469
Avg per participant
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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.

  • 84th percentile by assets (of 139,126 plans)
  • #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.

$32M
total plan assets (2022 EOY)
520
covered participants
84th
percentile by assets (of 139,126 plans)
$61,469
avg assets per participant

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.

State

International Brotherhood of Electrical Workers Local Union #756 Pension Fund vs the 2022 asset distribution

By assets, International Brotherhood of Electrical Workers Local Union #756 Pension Fund outranks 84% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$32M
Net Income-$2M
Employer EIN596556447
Plan Effective Date1974-08-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees IBEW Local Union # 756 Pension Fund)

$30M$32M$34M$36M$38M 202220232024 $32M $37.3M ▲ +16.6%
Total plan assets by year, all Board of Trustees IBEW Local Union # 756 Pension Fund plans on file
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.

International Brotherhood of Electrical Workers Local Union #756 Pension Fund vs. nearby Money Purchase plans in Florida, assets vs. participants

International Brotherhood of Electrical Workers Local Union #756 Pension Fund vs. nearby Money Purchase plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 0100200300400 Total assets ($M) Participants International Brothe…Elliott Money Purcha…Southern States Savi…NECA-IBEW 177 Pensio…Lifelink Foundation,…I.B.E.W. Local Union…
International Brotherhood of Electrical Workers Local Union #756 Pension Fund vs. nearby Money Purchase plans in Florida, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to International Brotherhood of Electrical Workers Local Union #756 Pension Fund by total assets, not by location.

Frequently Asked Questions

How did International Brotherhood of Electrical Workers Local Union #756 Pension Fund assets move in 2022?
International Brotherhood of Electrical Workers Local Union #756 Pension Fund edged down modestly - down 4.7% during 2022, from $34M to $32M. Reported net income was -$2M.
How have Board of Trustees IBEW Local Union # 756 Pension Fund plan assets changed over time?
Across 3 plan years on file (2022-2024), Board of Trustees IBEW Local Union # 756 Pension Fund's sponsor-wide assets grew 16.6%, from $32M to $37M.
Where does International Brotherhood of Electrical Workers Local Union #756 Pension Fund rank by assets among Form 5500 filers?
International Brotherhood of Electrical Workers Local Union #756 Pension Fund ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to International Brotherhood of Electrical Workers Local Union #756 Pension Fund?
Among Money Purchase plans in other states, the closest by assets is Charlesbank Capital Partners, LLC Money Purchase Pension Plan in MA ($32M, 99 participants).

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Scale reading

Ways to act on International Brotherhood of Electrical Workers Local Union #756 Pension Fund's numbers.

  • By total assets, International Brotherhood of Electrical Workers Local Union #756 Pension Fund ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Money Purchase plans in Florida. Compare plans
  • Board of Trustees IBEW Local Union # 756 Pension Fund's sponsor-wide assets have grown 16.6% since 2022 across 3 plan years on file. More Finance & Insurance plans