U. A. LOCAL UNION NO. 614 PENSION PLAN

Reviewed byPlainRetire Editorial, Retirement Plans Editorial Team · June 3, 2026

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

TRUSTEES - U. A. LOCAL UNION NO. 614 PENSION PLAN

This Money Purchase plan holds $196M in total assets and serves 1,248 participants as of 2023. It is sponsored by TRUSTEES - U. A. LOCAL UNION NO. 614 PENSION PLAN in Tennessee. The plan reported positive net income of $29M for the year.

Total Assets (2023)

$196M

Participants

1,248

State

Tennessee

Industry

Construction

What the Filing Says About U. A. LOCAL UNION NO. 614 PENSION PLAN

U. A. LOCAL UNION NO. 614 PENSION PLAN is a Money Purchase retirement plan sponsored by TRUSTEES - U. A. LOCAL UNION NO. 614 PENSION PLAN, headquartered in Tennessee. As of the 2023 Form 5500 filing, the plan reports $196M in total end-of-year assets and covers 1,248 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 626085904, and the plan has been effective since 1968-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $166M at the beginning of 2023 to $196M at year-end — a gain of 17.8%. Net assets (after liabilities) closed the year at $196M, with reported net income of $29M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	$166M
Total Assets (End of Year)	$196M
Net Assets (End of Year)	$196M
Net Income	$29M
Plan Type	Money Purchase
Employer EIN	626085904
Plan Effective Date	1968-04-01
Filing Status	FILING RECEIVED

Sponsor Plan History (TRUSTEES - U. A. LOCAL UNION NO. 614 PENSION PLAN)

Year	Plans	Participants	Total Assets
2022	1	1,308	$166M
2023	1	1,248	$196M
2024	1	1,248	$204M

Nearby Money Purchase Plans in Tennessee

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

SOUTHERN ELECTRICAL RETIREMENT FUND $1.9B · 11,228
IBEW LOCAL 16, AFL-CIO & MULTI- EMPLOYER PENSION PLAN $379M · 2,004
MIDWEST PIPE TRADES RETIREMENT PLAN $190M · 1,501
IBEW LOCAL UNION NO. 915 PENSION-ANNUITY FUND $98M · 1,819
FLORIDA UBC SUPPLEMENTAL PENSION PLAN $83M · 6,111

Compare U. A. LOCAL UNION NO. 614 PENSION PLAN side-by-side with 3 peers →

Related Data

Guides

Related Data on Other Portals

Pension Fund Data

Public pension plan financial data — funding ratios, investment returns, and benefit structures. PlainPension.

Medicare Plan Data

Medicare Advantage and Part D plan costs, coverage, and star ratings for retirees. PlainMedicare.

Salary Data

BLS salary data for 831 occupations in Tennessee. WageDex.

Cost of Living Data

BEA Regional Price Parities for 387 metros — compare purchasing power for retirement planning. PlainCost.

Frequently Asked Questions

How much money is in the U. A. LOCAL UNION NO. 614 PENSION PLAN? ▼

As of the 2023 Form 5500 filing, U. A. LOCAL UNION NO. 614 PENSION PLAN holds $196M in total assets with 1,248 participants. It is sponsored by TRUSTEES - U. A. LOCAL UNION NO. 614 PENSION PLAN.

What type of plan is U. A. LOCAL UNION NO. 614 PENSION PLAN? ▼

U. A. LOCAL UNION NO. 614 PENSION PLAN is a Money Purchase plan. It has been effective since 1968-04-01. The plan is filed with the U.S. Department of Labor under EIN 626085904.

Who sponsors the U. A. LOCAL UNION NO. 614 PENSION PLAN? ▼

U. A. LOCAL UNION NO. 614 PENSION PLAN is sponsored by TRUSTEES - U. A. LOCAL UNION NO. 614 PENSION PLAN, located in Tennessee. The sponsor's EIN is 626085904 and the plan operates in the Construction industry.

How did U. A. LOCAL UNION NO. 614 PENSION PLAN perform in 2023? ▼

U. A. LOCAL UNION NO. 614 PENSION PLAN grew by 17.8% during 2023, moving from $166M to $196M in total assets. Net income was $29M.

Where can I find official filings for U. A. LOCAL UNION NO. 614 PENSION PLAN? ▼

Official Form 5500 filings for U. A. LOCAL UNION NO. 614 PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 626085904 or plan name at efast.dol.gov.

How does U. A. LOCAL UNION NO. 614 PENSION PLAN compare to other plans? ▼

You can compare U. A. LOCAL UNION NO. 614 PENSION PLAN against other Money Purchase plans on the plan type page, or view plans in Tennessee on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.