I.B.E.W. Local 769 Management Pension Plan a

Reviewed by PlainRetire Editorial, Retirement Plans Editorial Team

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

Sponsored by Board of Trustees I.B.E.W. Local 769 Mgmt Pension Plan a · Arizona · Construction

What the 2023 filing shows

I.B.E.W. Local 769 Management Pension Plan a holds $158M for 758 participants — about $208,643 per participant, up 11.4% over the 2022 plan year.

$158M
total plan assets (2022 EOY): 758
covered participants: $208,643
avg assets per participant: +11.4%
assets growth YoY

Total Assets (2023)

$158M

Participants

758

State

Arizona

Industry

Construction

What the Filing Says About I.B.E.W. Local 769 Management Pension Plan a

I.B.E.W. Local 769 Management Pension Plan a is a Other retirement plan sponsored by Board of Trustees I.B.E.W. Local 769 Mgmt Pension Plan a, headquartered in Arizona. As of the 2022 Form 5500 filing, the plan reports $158M in total end-of-year assets and covers 758 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 866049763, and the plan has been effective since 1969-06-20. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $142M at the beginning of 2022 to $158M at year-end — a gain of 11.4%. Net assets (after liabilities) closed the year at $157M, with reported net income of $16M 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)	$142M
Total Assets (End of Year)	$158M
Net Assets (End of Year)	$157M
Net Income	$16M
Plan Type	Other
Employer EIN	866049763
Plan Effective Date	1969-06-20
Filing Status	FILING RECEIVED

Sponsor Plan History (Board of Trustees I.B.E.W. Local 769 Mgmt Pension Plan a)

Year	Plans	Participants	Total Assets
2022	2	758	$158M
2023	1	963	$191M

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Related Data

Guides

Frequently Asked Questions

How much money is in the I.B.E.W. Local 769 Management Pension Plan a? ▼

As of the 2022 Form 5500 filing, I.B.E.W. Local 769 Management Pension Plan a holds $158M in total assets with 758 participants. It is sponsored by Board of Trustees I.B.E.W. Local 769 Mgmt Pension Plan a.

What type of plan is I.B.E.W. Local 769 Management Pension Plan a? ▼

I.B.E.W. Local 769 Management Pension Plan a is a Other plan. It has been effective since 1969-06-20. The plan is filed with the U.S. Department of Labor under EIN 866049763.

Who sponsors the I.B.E.W. Local 769 Management Pension Plan a? ▼

I.B.E.W. Local 769 Management Pension Plan a is sponsored by Board of Trustees I.B.E.W. Local 769 Mgmt Pension Plan a, located in Arizona. The sponsor's EIN is 866049763 and the plan operates in the Construction industry.

How did I.B.E.W. Local 769 Management Pension Plan a perform in 2022? ▼

I.B.E.W. Local 769 Management Pension Plan a grew by 11.4% during 2022, moving from $142M to $158M in total assets. Net income was $16M.

Where can I find official filings for I.B.E.W. Local 769 Management Pension Plan a? ▼

Official Form 5500 filings for I.B.E.W. Local 769 Management Pension Plan a are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 866049763 or plan name at efast.dol.gov.

How does I.B.E.W. Local 769 Management Pension Plan a compare to other plans? ▼

You can compare I.B.E.W. Local 769 Management Pension Plan a against other Other plans on the plan type page, or view plans in Arizona on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.