Money Purchase · DOL Form 5500 · 2023

Board of Trustees, IBEW Local 595 Money Purchase Money Purchase Plan

Data updated 2026-08-25

$524M
Total assets Above avg plan size
1,709
Participants Near avg headcount
97th
Percentile by assets National rank
$306,454
Avg per participant High balance/head
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Official DOL plan name: IBEW Local 595 Money Purchase Pension Plan · Sponsored by Board of Trustees, IBEW Local 595 Money Purchase · California · Construction

$524M in assets, 1,709 participants

Board of Trustees, IBEW Local 595 Money Purchase's IBEW Local 595 Money Purchase Pension Plan reported $524M in total assets and 1,709 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,785 in Construction (9,030 peers)

Coverage in California

IBEW Local 595 Money Purchase Pension Plan covers 1,709 participants in California, 2.7x the typical California plan (state average ~630 per filing). Assets: $524M.

#8,785
in Construction (9,030 peers)
+11.0%
assets growth YoY
5.3×
vs typical plan assets (national mean)

IBEW Local 595 Money Purchase Pension Plan's outsized position by total assets

IBEW Local 595 Money Purchase Pension Plan vs every filed plan by assets

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

$523,730,144 Top 3% higher than 97% 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 595 Money Purchase Pension Plan'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. IBEW Local 595 Money Purchase Pension Plan lands in the large band (1,709 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • IBEW Local 595 Money Purchase Pension Plan reported net income rose from -$69M in the plan year 2022 filing to $52M in the plan year 2023 filing.
  • IBEW Local 595 Money Purchase Pension Plan end-of-year assets rose from $472M in the plan year 2022 filing to $524M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 946125583 · Board of Trustees, IBEW Local 595 Money Purchase PY 2023 · Money Purchase

IBEW Local 595 Money Purchase Pension Plan · $524M · 1,709 · 97th

  • BOOK $524M
  • BOOK 1,709
  • BOOK 97th
  • BOOK Money Purchase
  • BOOK near Middlebury College Core Retirement Plan
  • BOOK ind #8785

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 California →

IBEW Local 595 Money Purchase Pension Plan in the asset neighbourhood

Nfl Pension Plan$545MIBEW Local 595 Money Purchase Pension PlanIBEW Local 595 Money Purchas…$524MMiddlebury College Core Retirement PlanMiddlebury College Core Reti…$516MMoney Purchase Pension Plan of Wake Forest University Health SciencesMoney Purchase Pension Plan …$504MThe Children's Mercy Hospital Retirement PlanThe Children's Mercy Hospita…$503M
End-of-year total assets ($M) among IBEW Local 595 Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$472M
Net Assets (End of Year)$523M
Net Income$52M
Employer EIN946125583
Plan Effective Date1980-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, IBEW Local 595 Money Purchase)

Sponsor-wide plan assets over time

All Board of Trustees, IBEW Local 595 Money Purchase plans reported in each filing year

Latest sponsor-wide plan assets
$547M 15.91927783844175% vs 2022
2024 filing year
$450M$500M$550M$600M 202220232024 $472M $547M ▲ +15.9%
Year Plans Participants Total Assets
2022 1 1,714 $472M
2023 1 1,709 $524M
2024 1 1,612 $547M

Nearby Money Purchase Plans in California

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

IBEW Local 595 Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 02468 Total assets ($B) Participants IBEW Local 595 Money Purchase Pension Plan, Total assets ($B): 0.523730144 · Participants: 1709IBEW Local 595 Money Purchase Pension PlanThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 6.965801295 · Participants: 18060The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 5.097985049 · Participants: 36330Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 4.426886727 · Participants: 20136University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 3.257361302 · Participants: 25961Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America-Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.151319709 · Participants: 23168Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan
IBEW Local 595 Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare IBEW Local 595 Money Purchase Pension Plan side-by-side with 3 peers →

IBEW Local 595 Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Middlebury College Core Retirement Plan in VT ($516M); by covered participants it is I.B.E.W. Local Union No. 728 Annuity Fund in FL (1,712 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($524M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,709 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 595 Money Purchase Pension Plan assets move in 2023? ▼
IBEW Local 595 Money Purchase Pension Plan grew at a solid clip - up 11.0% during 2023, from $472M to $524M. Reported net income was $52M.
How have Board of Trustees, IBEW Local 595 Money Purchase plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, IBEW Local 595 Money Purchase's sponsor-wide assets grew 15.9%, from $472M to $547M.
Where does IBEW Local 595 Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
IBEW Local 595 Money Purchase Pension Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Money Purchase plans are similar in size to IBEW Local 595 Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Middlebury College Core Retirement Plan in VT ($516M, 1,661 participants).
Which Money Purchase plans cover a similar participant headcount to IBEW Local 595 Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is I.B.E.W. Local Union No. 728 Annuity Fund in FL (1,712 participants, $88M 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 946125583.

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.