Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees, IBEW Local 684 Pension Trust Pension Plan

Data updated 2026-08-25

$76M
Total assets Below avg plan size
433
Participants Below avg headcount
89th
Percentile by assets National rank
$175,998
Avg per participant Above avg balance/head
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Official DOL plan name: IBEW Local 684 Pension Trust · Sponsored by Board of Trustees, IBEW Local 684 Pension Trust · California · Construction

$76M in assets, 433 participants

Board of Trustees, IBEW Local 684 Pension Trust's IBEW Local 684 Pension Trust reported $76M in total assets and 433 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,885 in Construction (9,030 peers)

Where IBEW Local 684 Pension Trust sits by assets

IBEW Local 684 Pension Trust sits in the top quartile of all filed plans by assets, $76M for 433 participants (~$175,998/participant), up 10.2% in 2023.

#7,885
in Construction (9,030 peers)
+10.2%
assets growth YoY
0.8×
vs typical plan assets (national mean)

IBEW Local 684 Pension Trust's outsized position by total assets

IBEW Local 684 Pension Trust vs every filed plan by assets

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

$76,207,002 Top 11% higher than 89% 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 684 Pension Trust 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 684 Pension Trust sits mid-pack in the medium band (433 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • IBEW Local 684 Pension Trust reported net income rose from -$2M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • IBEW Local 684 Pension Trust end-of-year assets rose from $69M in the plan year 2022 filing to $76M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 946442909 · Board of Trustees, IBEW Local 684 Pension Trust PY 2023 · Defined Benefit (Pension)

IBEW Local 684 Pension Trust · $76M · 433 · 89th

  • 5500 $76M
  • ASSETS 433
  • PCT 89th
  • EIN Defined Benefit (Pension)
  • RANK near King Industries, Inc. Pension Plan
  • PHOTO ind #7885

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 684 Pension Trust in the asset neighbourhood

Gridiron Fiber Retirement PlanGridiron Fiber Retirement Pl…$76MNational Guardian Life Insurance Company Pension Plan for EmployeesNational Guardian Life Insur…$76MIBEW Local 684 Pension Trust$76MKing Industries, Inc. Pension PlanKing Industries, Inc. Pensio…$76MBakery Drivers Local 802 Pension FundBakery Drivers Local 802 Pen…$76M
End-of-year total assets ($M) among IBEW Local 684 Pension Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$69M
Net Assets (End of Year)$76M
Net Income$7M
Employer EIN946442909
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, IBEW Local 684 Pension Trust)

Sponsor-wide plan assets over time

All Board of Trustees, IBEW Local 684 Pension Trust plans reported in each filing year

Latest sponsor-wide plan assets
$124M 79.91738143021499% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $69.2M $124M ▲ +79.9%
Year Plans Participants Total Assets
2022 1 429 $69M
2023 2 886 $117M
2024 2 885 $124M

Nearby Defined Benefit (Pension) Plans in California

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

IBEW Local 684 Pension Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants IBEW Local 684 Pension Trust, Total assets ($B): 0.076207002 · Participants: 433IBEW Local 684 Pension TrustKaiser 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 684 Pension Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare IBEW Local 684 Pension Trust side-by-side with 3 peers →

IBEW Local 684 Pension Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is King Industries, Inc. Pension Plan in CT ($76M); by covered participants it is Amerisure Mutual Insurance Company Cash Balance Pension Plan in MI (433 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (433 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 684 Pension Trust assets move in 2023? ▼
IBEW Local 684 Pension Trust grew at a solid clip - up 10.2% during 2023, from $69M to $76M. Reported net income was $7M.
How have Board of Trustees, IBEW Local 684 Pension Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, IBEW Local 684 Pension Trust's sponsor-wide assets grew 79.9%, from $69M to $124M.
Where does IBEW Local 684 Pension Trust rank by assets among Form 5500 filers? ▼
IBEW Local 684 Pension Trust ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to IBEW Local 684 Pension Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is King Industries, Inc. Pension Plan in CT ($76M, 86 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to IBEW Local 684 Pension Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Amerisure Mutual Insurance Company Cash Balance Pension Plan in MI (433 participants, $90M 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 946442909.

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.