Money Purchase · DOL Form 5500 · 2022

Bd of Trustees - IBEW Local Union No. 873 Money Purchase Plan

Data updated 2026-08-11

$58M
Total assets: 523
Participants: 89th
Percentile by assets: $110,849
Avg per participant

Official DOL plan name: International Brotherhood of Electrical Workers Local Union 873 Retirement Plan and Trust · Sponsored by Bd of Trustees - IBEW Local Union No. 873 · Indiana · Finance & Insurance

$58M in assets, 523 participants

Bd of Trustees - IBEW Local Union No. 873's International Brotherhood of Electrical Workers Local Union 873 Retirement Plan and Trust reported $58M in total assets and 523 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

89th percentile by assets (of 139,126 plans)
#7,649 in Finance & Insurance (9,261 peers)

Where International Brotherhood of Electrical Workers Local Union 873 Retirement Plan and Trust sits by assets

International Brotherhood of Electrical Workers Local Union 873 Retirement Plan and Trust sits in the top quartile of all filed plans by assets, $58M for 523 participants (~$110,849/participant), up 9.6% in 2022.

$58M
total plan assets (2022 EOY): 523
covered participants: 89th
percentile by assets (of 139,126 plans): $110,849
avg assets per participant

State

Indiana

Industry

Finance & Insurance

International Brotherhood of Electrical Workers Local Union 873 Retirement Plan and Trust vs the 2022 asset distribution

By assets, International Brotherhood of Electrical Workers Local Union 873 Retirement Plan and Trust outranks 89% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)	$53M
Net Assets (End of Year)	$58M
Net Income	$5M
Employer EIN	350415484
Plan Effective Date	1974-11-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Bd of Trustees - IBEW Local Union No. 873)

Total plan assets by year, all Bd of Trustees - IBEW Local Union No. 873 plans on file

Year	Plans	Participants	Total Assets
2022	1	523	$58M
2023	1	520	$80M

Nearby Money Purchase Plans in Indiana

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

International Brotherhood of Electrical Workers Local Union 873 Retirement Plan and Trust vs. nearby Money Purchase plans in Indiana, assets vs. participants

IBEW & Electrical Industry Loc 697, Money Purchase Plan $337M · 951
Rose-Hulman Institute of Technology Money Purchase Purchase Plan $178M · 498
Plumbers and Steamfitters Local 440 Defined Contribution Plan $144M · 2,563
IBEW Local 531 & NECA Money Purchase Pension Plan $102M · 515
International Brotherhood of Electrical Workers Local No 725 Supplemental Pension Trust $99M · 1,021

Compare International Brotherhood of Electrical … side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to International Brotherhood of Electrical Workers Local Union 873 Retirement Plan and Trust by total assets, not by location.

IBEW Local 968 Pension Fund (WV) $58M · 349
Epstein Becker & Green, P.C. Target Benefit Plan (NY) $58M · 123
Dechert LLP Pension Plan No. 2 for Partners (PA) $58M · 227
Unity Health Retirement Plan (AR) $57M · 1,559

Frequently Asked Questions

How did International Brotherhood of Electrical Workers Local Union 873 Retirement Plan and Trust assets move in 2022? ▼

International Brotherhood of Electrical Workers Local Union 873 Retirement Plan and Trust grew at a solid clip - up 9.6% during 2022, from $53M to $58M. Reported net income was $5M.

How have Bd of Trustees - IBEW Local Union No. 873 plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Bd of Trustees - IBEW Local Union No. 873's sponsor-wide assets grew 38.3%, from $58M to $80M.

Where does International Brotherhood of Electrical Workers Local Union 873 Retirement Plan and Trust rank by assets among Form 5500 filers? ▼

International Brotherhood of Electrical Workers Local Union 873 Retirement Plan and Trust ranks in the 89th 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 873 Retirement Plan and Trust? ▼

Among Money Purchase plans in other states, the closest by assets is IBEW Local 968 Pension Fund in WV ($58M, 349 participants).

Next read for International Brotherhood of Electrical …

Scale reading

Ways to act on International Brotherhood of Electrical Workers Local Union 873 Retirement Plan and Trust's numbers.

By total assets, International Brotherhood of Electrical Workers Local Union 873 Retirement Plan and Trust 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 Indiana. Compare plans
Bd of Trustees - IBEW Local Union No. 873's sponsor-wide assets have grown 38.3% since 2022 across 2 plan years on file. More Finance & Insurance plans

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 350415484.