Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees, IBEW Local 595 Pension Plan Pension Plan

Data updated 2026-08-25

$531M
Total assets Above avg plan size
1,607
Participants Near avg headcount
98th
Percentile by assets National rank
$330,650
Avg per participant High balance/head
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Official DOL plan name: IBEW Local 595 Pension Plan · Sponsored by Board of Trustees, IBEW Local 595 Pension Plan · California · Construction

$531M in assets, 1,607 participants

Board of Trustees, IBEW Local 595 Pension Plan's IBEW Local 595 Pension Plan reported $531M in total assets and 1,607 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,787 in Construction (9,030 peers)

Coverage in California

IBEW Local 595 Pension Plan covers 1,607 participants in California, 2.6x the typical California plan (state average ~630 per filing). Assets: $531M.

#8,787
in Construction (9,030 peers)
+6.9%
assets growth YoY
5.3×
vs typical plan assets (national mean)

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

IBEW Local 595 Pension Plan vs every filed plan by assets

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

$531,354,141 Top 2% higher than 98% 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 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 Pension Plan lands in the large band (1,607 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • IBEW Local 595 Pension Plan reported net income rose from -$68M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • IBEW Local 595 Pension Plan end-of-year assets rose from $497M in the plan year 2022 filing to $531M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 946279541 · Board of Trustees, IBEW Local 595 Pension Plan PY 2023 · Defined Benefit (Pension)

IBEW Local 595 Pension Plan · $531M · 1,607 · 98th

  • EOY $531M
  • 5500 1,607
  • ASSETS 98th
  • PCT Defined Benefit (Pension)
  • EIN near Finra Employees Retirement Plan
  • RANK ind #8787

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 Pension Plan in the asset neighbourhood

American National Insurance Company Employees Retirement PlanAmerican National Insurance …$533MMassachusetts Bricklayers & Masons Pension PlanMassachusetts Bricklayers & …$533MIBEW Local 595 Pension Plan$531MFinra Employees Retirement PlanFinra Employees Retirement P…$530MViacom Pension Plan$530M
End-of-year total assets ($M) among IBEW Local 595 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$497M
Net Assets (End of Year)$531M
Net Income$34M
Employer EIN946279541
Plan Effective Date1965-12-08
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Board of Trustees, IBEW Local 595 Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$546M 9.83231728002864% vs 2022
2024 filing year
$480M$500M$520M$540M$560M 202220232024 $497M $546M ▲ +9.8%
Year Plans Participants Total Assets
2022 1 1,602 $497M
2023 1 1,607 $531M
2024 1 1,537 $546M

Nearby Defined Benefit (Pension) Plans in California

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

IBEW Local 595 Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants IBEW Local 595 Pension Plan, Total assets ($B): 0.531354141 · Participants: 1607IBEW Local 595 Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
IBEW Local 595 Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare IBEW Local 595 Pension Plan side-by-side with 3 peers →

IBEW Local 595 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Finra Employees Retirement Plan in DC ($530M); by covered participants it is Sw Oh Regional Council of Carpenters Pension Plan in MI (1,610 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($531M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,607 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 Pension Plan assets move in 2023? ▼
IBEW Local 595 Pension Plan grew at a solid clip - up 6.9% during 2023, from $497M to $531M. Reported net income was $34M.
How have Board of Trustees, IBEW Local 595 Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, IBEW Local 595 Pension Plan's sponsor-wide assets grew 9.8%, from $497M to $546M.
Where does IBEW Local 595 Pension Plan rank by assets among Form 5500 filers? ▼
IBEW Local 595 Pension Plan ranks in the 98th 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 Defined Benefit (Pension) plans are similar in size to IBEW Local 595 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Finra Employees Retirement Plan in DC ($530M, 1,271 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to IBEW Local 595 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sw Oh Regional Council of Carpenters Pension Plan in MI (1,610 participants, $401M 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 946279541.

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.