Defined Benefit (Pension) · DOL Form 5500 · 2023

Trustees of I.B.E.W. Local No. 728 Pension Fund Pension Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
533
Participants Below avg headcount
88th
Percentile by assets National rank
$126,558
Avg per participant Near avg balance/head
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Official DOL plan name: I.B.E.W. Local No. 728 Pension Fund · Sponsored by Trustees of I.B.E.W. Local No. 728 Pension Fund · Florida · Construction

$67M in assets, 533 participants

Trustees of I.B.E.W. Local No. 728 Pension Fund's I.B.E.W. Local No. 728 Pension Fund reported $67M in total assets and 533 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,782 in Construction (9,030 peers)

Where I.B.E.W. Local No. 728 Pension Fund sits by assets

I.B.E.W. Local No. 728 Pension Fund sits in the top quartile of all filed plans by assets, $67M for 533 participants (~$126,558/participant), up 6.3% in 2023.

#7,782
in Construction (9,030 peers)
+6.3%
assets growth YoY
0.7×
vs typical plan assets (national mean)

I.B.E.W. Local No. 728 Pension Fund's outsized position by total assets

I.B.E.W. Local No. 728 Pension Fund vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$67,455,560 Top 12% higher than 88% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

I.B.E.W. Local No. 728 Pension Fund among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. I.B.E.W. Local No. 728 Pension Fund sits mid-pack in the medium band (533 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • I.B.E.W. Local No. 728 Pension Fund reported net income rose from -$9M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • I.B.E.W. Local No. 728 Pension Fund end-of-year assets rose from $63M in the plan year 2022 filing to $67M in the plan year 2023 filing.
  • I.B.E.W. Local No. 728 Pension Fund reported participants fell from 540 in the plan year 2022 filing to 533 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 596510428 · Trustees of I.B.E.W. Local No. 728 Pension Fund PY 2023 · Defined Benefit (Pension)

I.B.E.W. Local No. 728 Pension Fund · $67M · 533 · 88th

  • ASSETS $67M
  • ASSETS 533
  • ASSETS 88th
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Midwest Radiology, P.a. and Affiliates Cash Balance Plan
  • ASSETS ind #7782

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 Construction retirement plans → · Plans in Florida →

I.B.E.W. Local No. 728 Pension Fund in the asset neighbourhood

Houston Refining LP Retirement Plan for Represented EmployeesHouston Refining LP Retireme…$67MTuality Healthcare Retirement PlanTuality Healthcare Retiremen…$67MI.B.E.W. Local No. 728 Pension FundI.B.E.W. Local No. 728 Pensi…$67MMidwest Radiology, P.a. and Affiliates Cash Balance PlanMidwest Radiology, P.a. and …$67MNon-Contributory Retirement Program for Certain Employees of National Account Service CompanyNon-Contributory Retirement …$67M
End-of-year total assets ($M) among I.B.E.W. Local No. 728 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$67M
Net Income$4M
Employer EIN596510428
Plan Effective Date1972-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of I.B.E.W. Local No. 728 Pension Fund)

Sponsor-wide plan assets over time

All Trustees of I.B.E.W. Local No. 728 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$72M 13.31314015985553% vs 2022
2024 filing year
$60M$65M$70M$75M 202220232024 $63.4M $71.9M ▲ +13.3%
Year Plans Participants Total Assets
2022 1 540 $63M
2023 1 533 $67M
2024 1 550 $72M

Nearby Defined Benefit (Pension) Plans in Florida

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

I.B.E.W. Local No. 728 Pension Fund vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246810 Total assets ($B) Participants I.B.E.W. Local No. 728 Pension Fund, Total assets ($B): 0.06745556 · Participants: 533I.B.E.W. Local No. 728 Pension FundL3harris Technologies Consolidated Pension Plan, Total assets ($B): 7.749240033 · Participants: 4676L3harris Technologies Consolidated Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 5.124263985 · Participants: 13121Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.367781795 · Participants: 2446Csx Pension PlanRetirement Accumulation Plan for Partners of Pwc, Total assets ($B): 2.24071421 · Participants: 3967Retirement Accumulation Plan for Partners of PwcRetirement Benefit Accumulation Plan for Employees of Pwc, Total assets ($B): 1.916753026 · Participants: 5514Retirement Benefit Accumulation Plan for Employees of Pwc
I.B.E.W. Local No. 728 Pension Fund vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare I.B.E.W. Local No. 728 Pension Fund side-by-side with 3 peers →

I.B.E.W. Local No. 728 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Midwest Radiology, P.a. and Affiliates Cash Balance Plan in MN ($67M); by covered participants it is Local 807 Labor Management Pension Fund in NY (533 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (533 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did I.B.E.W. Local No. 728 Pension Fund assets move in 2023? ▼
I.B.E.W. Local No. 728 Pension Fund grew at a solid clip - up 6.3% during 2023, from $63M to $67M. Reported net income was $4M.
How have Trustees of I.B.E.W. Local No. 728 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of I.B.E.W. Local No. 728 Pension Fund's sponsor-wide assets grew 13.3%, from $63M to $72M.
Where does I.B.E.W. Local No. 728 Pension Fund rank by assets among Form 5500 filers? ▼
I.B.E.W. Local No. 728 Pension Fund ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to I.B.E.W. Local No. 728 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Midwest Radiology, P.a. and Affiliates Cash Balance Plan in MN ($67M, 132 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to I.B.E.W. Local No. 728 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Local 807 Labor Management Pension Fund in NY (533 participants, $121M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 596510428.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.