Money Purchase
2022 plan-year Money Purchase DOL Form 5500

IBEW LOCAL UNION 668 EMPLOYEES PENSION PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

IBEW LOCAL UNION 668

This Money Purchase plan holds $69M in total assets and serves 582 participants as of 2022. It is sponsored by IBEW LOCAL UNION 668 in Indiana. The plan reported positive net income of $414K for the year.

Total Assets (2023)
$69M
Participants
582
State
Industry
Construction

What the Filing Says About IBEW LOCAL UNION 668 EMPLOYEES PENSION PLAN

IBEW LOCAL UNION 668 EMPLOYEES PENSION PLAN is a Money Purchase retirement plan sponsored by IBEW LOCAL UNION 668, headquartered in Indiana. As of the 2022 Form 5500 filing, the plan reports $69M in total end-of-year assets and covers 582 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 311252733, and the plan has been effective since 1988-06-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $69M at the beginning of 2022 to $69M at year-end — a gain of 0.6%. Net assets (after liabilities) closed the year at $69M, with reported net income of $414K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$69M
Total Assets (End of Year)$69M
Net Assets (End of Year)$69M
Net Income$414K
Plan TypeMoney Purchase
Employer EIN311252733
Plan Effective Date1988-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (IBEW LOCAL UNION 668)

Year Plans Participants Total Assets
2022 1 582 $69M
2023 1 1,162 $85M

Nearby Money Purchase Plans in Indiana

Peer Money Purchase plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the IBEW LOCAL UNION 668 EMPLOYEES PENSION PLAN?
As of the 2022 Form 5500 filing, IBEW LOCAL UNION 668 EMPLOYEES PENSION PLAN holds $69M in total assets with 582 participants. It is sponsored by IBEW LOCAL UNION 668.
What type of plan is IBEW LOCAL UNION 668 EMPLOYEES PENSION PLAN?
IBEW LOCAL UNION 668 EMPLOYEES PENSION PLAN is a Money Purchase plan. It has been effective since 1988-06-01. The plan is filed with the U.S. Department of Labor under EIN 311252733.
Who sponsors the IBEW LOCAL UNION 668 EMPLOYEES PENSION PLAN?
IBEW LOCAL UNION 668 EMPLOYEES PENSION PLAN is sponsored by IBEW LOCAL UNION 668, located in Indiana. The sponsor's EIN is 311252733 and the plan operates in the Construction industry.
How did IBEW LOCAL UNION 668 EMPLOYEES PENSION PLAN perform in 2022?
IBEW LOCAL UNION 668 EMPLOYEES PENSION PLAN grew by 0.6% during 2022, moving from $69M to $69M in total assets. Net income was $414K.
Where can I find official filings for IBEW LOCAL UNION 668 EMPLOYEES PENSION PLAN?
Official Form 5500 filings for IBEW LOCAL UNION 668 EMPLOYEES PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 311252733 or plan name at efast.dol.gov.
How does IBEW LOCAL UNION 668 EMPLOYEES PENSION PLAN compare to other plans?
You can compare IBEW LOCAL UNION 668 EMPLOYEES PENSION PLAN against other Money Purchase plans on the plan type page, or view plans in Indiana on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 311252733.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.