Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees of IBEW Local Union No. 527 Pension Plan Pension Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
154
Participants Small participant base
59th
Percentile by assets National rank
$67,371
Avg per participant Below avg balance/head
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Official DOL plan name: IBEW Local Union No. 527 Pension Plan · Sponsored by Board of Trustees of IBEW Local Union No. 527 Pension Plan · Texas · Construction

$10M in assets, 154 participants

Board of Trustees of IBEW Local Union No. 527 Pension Plan's IBEW Local Union No. 527 Pension Plan reported $10M in total assets and 154 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #5,219 in Construction (9,030 peers)

Coverage in Texas

IBEW Local Union No. 527 Pension Plan covers 154 participants in Texas, about 22% of the average Texas filer (state average ~688 per filing). Assets: $10M.

#5,219
in Construction (9,030 peers)
+11.6%
assets growth YoY

IBEW Local Union No. 527 Pension Plan's mid-pack asset rank among Construction and all filers

IBEW Local Union No. 527 Pension Plan vs every filed plan by assets

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

$10,375,070 Top 41% higher than 59% 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

IBEW Local Union No. 527 Pension Plan 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. IBEW Local Union No. 527 Pension Plan sits mid-pack in the medium band (154 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • IBEW Local Union No. 527 Pension Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • IBEW Local Union No. 527 Pension Plan reported participants rose from 134 in the plan year 2022 filing to 154 in the plan year 2023 filing.
  • IBEW Local Union No. 527 Pension Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 746213086 · Board of Trustees of IBEW Local Union No. 527 Pension Plan PY 2023 · Defined Benefit (Pension)

IBEW Local Union No. 527 Pension Plan · $10M · 154 · 59th

  • EIN $10M
  • RANK 154
  • PHOTO 59th
  • IND Defined Benefit (Pension)
  • EOY near Sbera Pension Plan as Adopted by North Middlesex Savings Bank
  • 5500 ind #5219

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 →

IBEW Local Union No. 527 Pension Plan in the asset neighbourhood

IBEW Local Union No. 527 Pension PlanIBEW Local Union No. 527 Pen…$10MSbera Pension Plan as Adopted by North Middlesex Savings BankSbera Pension Plan as Adopte…$10MMvb Bank, Inc. Defined Benefit Pension PlanMvb Bank, Inc. Defined Benef…$10MThe Hartz Group, Inc. Pension PlanThe Hartz Group, Inc. Pensio…$10MBank of Charles Town Defined Benefit Pension PlanBank of Charles Town Defined…$10M
End-of-year total assets ($M) among IBEW Local Union No. 527 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN746213086
Plan Effective Date1970-01-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of IBEW Local Union No. 527 Pension Plan)

Sponsor-wide plan assets over time

All Board of Trustees of IBEW Local Union No. 527 Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$11M 20.59563452994008% vs 2022
2024 filing year
$9M$10M$11M$12M 202220232024 $9.3M $11.2M ▲ +20.5%
Year Plans Participants Total Assets
2022 1 134 $9M
2023 1 154 $10M
2024 1 135 $11M

Nearby Defined Benefit (Pension) Plans in Texas

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

IBEW Local Union No. 527 Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants IBEW Local Union No. 527 Pension Plan, Total assets ($B): 0.01037507 · Participants: 154IBEW Local Union No. 527 Pension PlanAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumulation Plan
IBEW Local Union No. 527 Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare IBEW Local Union No. 527 Pension Plan side-by-side with 3 peers →

IBEW Local Union No. 527 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Sbera Pension Plan as Adopted by North Middlesex Savings Bank in MA ($10M); by covered participants it is Clariant Corporation Combined Retirement Plan in NC (154 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (154 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 IBEW Local Union No. 527 Pension Plan assets move in 2023? ▼
IBEW Local Union No. 527 Pension Plan grew at a solid clip - up 11.6% during 2023, from $9M to $10M. Reported net income was $1M.
How have Board of Trustees of IBEW Local Union No. 527 Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of IBEW Local Union No. 527 Pension Plan's sponsor-wide assets grew 20.6%, from $9M to $11M.
Which Defined Benefit (Pension) plans are similar in size to IBEW Local Union No. 527 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sbera Pension Plan as Adopted by North Middlesex Savings Bank in MA ($10M, 28 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to IBEW Local Union No. 527 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Clariant Corporation Combined Retirement Plan in NC (154 participants, $199M 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 746213086.

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.