Money Purchase · DOL Form 5500 · 2022
Bd of Trustees - IBEW Local Union No. 873 Money Purchase Plan
Data updated 2026-08-25
- $58M
- Total assets Below avg plan size
- 523
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $110,849
- Avg per participant Below avg balance/head
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.
- #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.
- #7,649
- in Finance & Insurance (9,261 peers)
- +9.6%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
International Brotherhood of Electrical Workers Local Union 873 Retirement Plan and Trust's outsized position by total assets
International Brotherhood of Electrical Workers Local Union 873 Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$57,973,940 Top 11% higher than 89% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
International Brotherhood of Electrical Workers Local Union 873 Retirement Plan and Trust among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. International Brotherhood of Electrical Workers Local Union 873 Retirement Plan and Trust sits mid-pack in the medium band (523 participants).
Published 5500 schedule card
Filing strip 350415484 · Bd of Trustees - IBEW Local Union No. 873 PY 2022 · Money Purchase
International Brotherhood of Electrical Workers Local Union 873 Retirement Plan and Trust · $58M · 523 · 89th
- EOY $58M
- 5500 523
- ASSETS 89th
- PCT Money Purchase
- EIN near IBEW Local 968 Pension Fund
- RANK ind #7649
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 Finance & Insurance retirement plans → · Plans in Indiana →
International Brotherhood of Electrical Workers Local Union 873 Retirement Plan and Trust in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Bd of Trustees - IBEW Local Union No. 873 plans reported in each filing year
- Latest sponsor-wide plan assets
- $80M 38.33332873356546% vs 2022
- 2023 filing year
| 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.
- 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
International Brotherhood of Electrical Workers Local Union 873 Retirement Plan and Trust's out-of-state Money Purchase peers by assets and headcount
Outside Indiana, the nearest Money Purchase by assets is IBEW Local 968 Pension Fund in WV ($58M); by covered participants it is Sheet Metal Workers Local Union No. 63 Supplemental Annuity Plan in MA (523 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($58M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (523 participants); asset peers above are excluded.
- Sheet Metal Workers Local Union No. 63 Supplemental Annuity Plan (MA) 523 · 0 off
- Norton Sound Health Corporation Money Purchase Pension Plan & Trust (AK) 521 · 2 off
- International Brotherhood of Electrical Workers Local Union #756 Pension Fund (FL) 520 · 3 off
- Hawaii Sheet Metal Workers Annuity Profit Sharing (HI) 519 · 4 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.