Money Purchase · DOL Form 5500 · 2023

Board of Trustees of International Brotherhood of Electrical Workers Money Purchase Plan

Data updated 2026-08-25

$89M
Total assets Below avg plan size
1,010
Participants Near avg headcount
90th
Percentile by assets National rank
$87,961
Avg per participant Below avg balance/head
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Official DOL plan name: International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund · Sponsored by Board of Trustees of International Brotherhood of Electrical Workers · Texas · Construction

$89M in assets, 1,010 participants

Board of Trustees of International Brotherhood of Electrical Workers's International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund reported $89M in total assets and 1,010 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #8,007 in Construction (9,030 peers)

Where International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund sits by assets

International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund sits in the top 10% of all filed plans by assets, $89M for 1,010 participants (~$87,961/participant), up 9.0% in 2023.

#8,007
in Construction (9,030 peers)
+9.0%
assets growth YoY
0.9×
vs typical plan assets (national mean)

International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund's outsized position by total assets

International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund vs every filed plan by assets

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

$88,840,244 Top 10% higher than 90% 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

International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund lands in the large band (1,010 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund reported net income rose from -$10M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund end-of-year assets rose from $82M in the plan year 2022 filing to $89M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 751679061 · Board of Trustees of International Brotherhood of Electrical Workers PY 2023 · Money Purchase

International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund · $89M · 1,010 · 90th

  • EIN $89M
  • RANK 1,010
  • PHOTO 90th
  • IND Money Purchase
  • EOY near Retirement Plan for Employees of Whitehead Insti- Tute for Biomedical Research
  • 5500 ind #8007

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 Texas →

International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund in the asset neighbourhood

University of Louisville Physicians, Inc. Money Purchase Pension PlanUniversity of Louisville Phy…$89MPipe Fitters Local Union No. 120 Annuity FundPipe Fitters Local Union No.…$89MAugustana College Defined Contribution Retirement PlanAugustana College Defined Co…$89MInternational Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust FundInternational Brotherhood of…$89MRetirement Plan for Employees of Whitehead Insti- Tute for Biomedical ResearchRetirement Plan for Employee…$89M
End-of-year total assets ($M) among International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$82M
Net Assets (End of Year)$89M
Net Income$7M
Employer EIN751679061
Plan Effective Date1978-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of International Brotherhood of Electrical Workers)

Sponsor-wide plan assets over time

All Board of Trustees of International Brotherhood of Electrical Workers plans reported in each filing year

Latest sponsor-wide plan assets
$95M 15.942508510870724% vs 2022
2024 filing year
$80M$85M$90M$95M$100M 202220232024 $81.5M $94.5M ▲ +15.9%
Year Plans Participants Total Assets
2022 1 1,018 $82M
2023 1 1,010 $89M
2024 1 1,513 $95M

Nearby Money Purchase Plans in Texas

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

International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund vs. nearby Money Purchase plans in Texas, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 00.511.5 Total assets ($B) Participants International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund, Total assets ($B): 0.088840244 · Participants: 1010International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust FundOccidental Petroleum Corporation Retirement Plan, Total assets ($B): 1.128386882 · Participants: 8018Occidental Petroleum Corporation Retirement PlanAlcon Retirement Plan, Total assets ($B): 0.974200975 · Participants: 9494Alcon Retirement PlanWilliam Marsh Rice University Defined Contribution Retirement Plan, Total assets ($B): 0.831309998 · Participants: 6776William Marsh Rice University Defined Contribution Retirement PlanApache Corporation Money Purchase Retirement Plan, Total assets ($B): 0.244776778 · Participants: 1452Apache Corporation Money Purchase Retirement PlanGreater Texas IBEW NECA Annuity Plan, Total assets ($B): 0.146145221 · Participants: 1683Greater Texas IBEW NECA Annuity Plan
International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund vs. nearby Money Purchase plans in Texas, assets vs. participants
Compare International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund side-by-side with 3 peers →

International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund's out-of-state Money Purchase peers by assets and headcount

Outside Texas, the nearest Money Purchase by assets is Retirement Plan for Employees of Whitehead Insti- Tute for Biomedical Research in MA ($89M); by covered participants it is Baker & Hostetler LLP Basic/Step-Rate Retirement Plan in OH (1,004 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,010 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 International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund assets move in 2023? ▼
International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund grew at a solid clip - up 9.0% during 2023, from $82M to $89M. Reported net income was $7M.
How have Board of Trustees of International Brotherhood of Electrical Workers plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of International Brotherhood of Electrical Workers's sponsor-wide assets grew 15.9%, from $82M to $95M.
Where does International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund rank by assets among Form 5500 filers? ▼
International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund? ▼
Among Money Purchase plans in other states, the closest by assets is Retirement Plan for Employees of Whitehead Insti- Tute for Biomedical Research in MA ($89M, 317 participants).
Which Money Purchase plans cover a similar participant headcount to International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is Baker & Hostetler LLP Basic/Step-Rate Retirement Plan in OH (1,004 participants, $473M 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 751679061.

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.