Money Purchase · DOL Form 5500 · 2023

Trustees - U. a. Local Union No. 614 Pension Plan Money Purchase Plan

Data updated 2026-08-25

$196M
Total assets Near avg plan size
1,248
Participants Near avg headcount
95th
Percentile by assets National rank
$156,760
Avg per participant Above avg balance/head
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Official DOL plan name: U. a. Local Union No. 614 Pension Plan · Sponsored by Trustees - U. a. Local Union No. 614 Pension Plan · Tennessee · Construction

$196M in assets, 1,248 participants

Trustees - U. a. Local Union No. 614 Pension Plan's U. a. Local Union No. 614 Pension Plan reported $196M in total assets and 1,248 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #8,449 in Construction (9,030 peers)

Where U. a. Local Union No. 614 Pension Plan sits by assets

U. a. Local Union No. 614 Pension Plan sits in the top 5% of all filed plans by assets, $196M for 1,248 participants (~$156,760/participant), up 17.8% in 2023.

#8,449
in Construction (9,030 peers)
+17.8%
assets growth YoY
2.0×
vs typical plan assets (national mean)

U. a. Local Union No. 614 Pension Plan's outsized position by total assets

U. a. Local Union No. 614 Pension Plan vs every filed plan by assets

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

$195,636,670 Top 5% higher than 95% 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

U. a. Local Union No. 614 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. U. a. Local Union No. 614 Pension Plan lands in the large band (1,248 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • U. a. Local Union No. 614 Pension Plan reported net income rose from -$13M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • U. a. Local Union No. 614 Pension Plan end-of-year assets rose from $166M in the plan year 2022 filing to $196M in the plan year 2023 filing.
  • U. a. Local Union No. 614 Pension Plan reported participants fell from 1,308 in the plan year 2022 filing to 1,248 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 626085904 · Trustees - U. a. Local Union No. 614 Pension Plan PY 2023 · Money Purchase

U. a. Local Union No. 614 Pension Plan · $196M · 1,248 · 95th

  • TYPE $196M
  • NET 1,248
  • BOOK 95th
  • VS-ST Money Purchase
  • BOY near Retirement Plan for Lawyers of Debevoise & Plimpton LLP
  • SCH ind #8449

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 Tennessee →

U. a. Local Union No. 614 Pension Plan in the asset neighbourhood

Cement Masons Southern California Individual Retirement Account Defined Contribution TrustCement Masons Southern Calif…$202MU. a. Local 38 Defined Contribution Pension PlanU. a. Local 38 Defined Contr…$198MRetirement Plan for Lawyers of Debevoise & Plimpton LLPRetirement Plan for Lawyers …$197MU. a. Local Union No. 614 Pension PlanU. a. Local Union No. 614 Pe…$196MInternational Association of Heat and Frost Insulators Local 17 Annuity FundInternational Association of…$194M
End-of-year total assets ($M) among U. a. Local Union No. 614 Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$166M
Net Assets (End of Year)$196M
Net Income$29M
Employer EIN626085904
Plan Effective Date1968-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees - U. a. Local Union No. 614 Pension Plan)

Sponsor-wide plan assets over time

All Trustees - U. a. Local Union No. 614 Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$204M 22.56876912105012% vs 2022
2024 filing year
$160M$180M$200M$220M 202220232024 $166M $204M ▲ +22.6%
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.

U. a. Local Union No. 614 Pension Plan vs. nearby Money Purchase plans in Tennessee, assets vs. participants Scatter plot of 6 data points. 050001000015000 -0.500.511.52 Total assets ($B) Participants U. a. Local Union No. 614 Pension Plan, Total assets ($B): 0.19563667 · Participants: 1248U. a. Local Union No. 614 Pension PlanSouthern Electrical Retirement Fund, Total assets ($B): 1.903808868 · Participants: 11228Southern Electrical Retirement FundIBEW Local 16, AFL-CIO & Multi- Employer Pension Plan, Total assets ($B): 0.378665018 · Participants: 2004IBEW Local 16, AFL-CIO & Multi- Employer Pension PlanMidwest Pipe Trades Retirement Plan, Total assets ($B): 0.190004018 · Participants: 1501Midwest Pipe Trades Retirement PlanIBEW Local Union No. 915 Pension-Annuity Fund, Total assets ($B): 0.098137251 · Participants: 1819IBEW Local Union No. 915 Pension-Annuity FundFlorida Ubc Supplemental Pension Plan, Total assets ($B): 0.08292773 · Participants: 6111Florida Ubc Supplemental Pension Plan
U. a. Local Union No. 614 Pension Plan vs. nearby Money Purchase plans in Tennessee, assets vs. participants
Compare U. a. Local Union No. 614 Pension Plan side-by-side with 3 peers →

U. a. Local Union No. 614 Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Tennessee, the nearest Money Purchase by assets is Retirement Plan for Lawyers of Debevoise & Plimpton LLP in NY ($197M); by covered participants it is Hawaii Masons and Plasterers Annuity Plan in HI (1,254 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,248 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 U. a. Local Union No. 614 Pension Plan assets move in 2023? ▼
U. a. Local Union No. 614 Pension Plan grew sharply - up 17.8% during 2023, from $166M to $196M. Reported net income was $29M.
How have Trustees - U. a. Local Union No. 614 Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees - U. a. Local Union No. 614 Pension Plan's sponsor-wide assets grew 22.6%, from $166M to $204M.
Where does U. a. Local Union No. 614 Pension Plan rank by assets among Form 5500 filers? ▼
U. a. Local Union No. 614 Pension Plan ranks in the 95th 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 U. a. Local Union No. 614 Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Retirement Plan for Lawyers of Debevoise & Plimpton LLP in NY ($197M, 134 participants).
Which Money Purchase plans cover a similar participant headcount to U. a. Local Union No. 614 Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Hawaii Masons and Plasterers Annuity Plan in HI (1,254 participants, $117M 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 626085904.

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.