Money Purchase · DOL Form 5500 · 2023

Board of Trustees, IBEW Local 684 Money Purchase Money Purchase Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
453
Participants Below avg headcount
83rd
Percentile by assets National rank
$89,590
Avg per participant Below avg balance/head
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Official DOL plan name: IBEW Local 684 Money Purchase Pension and Profit Sharing Plan · Sponsored by Board of Trustees, IBEW Local 684 Money Purchase · California · Construction

$41M in assets, 453 participants

Board of Trustees, IBEW Local 684 Money Purchase's IBEW Local 684 Money Purchase Pension and Profit Sharing Plan reported $41M in total assets and 453 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #7,339 in Construction (9,030 peers)

Where IBEW Local 684 Money Purchase Pension and Profit Sharing Plan sits by assets

IBEW Local 684 Money Purchase Pension and Profit Sharing Plan sits in the top quartile of all filed plans by assets, $41M for 453 participants (~$89,590/participant), up 24.3% in 2023.

#7,339
in Construction (9,030 peers)
+24.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

IBEW Local 684 Money Purchase Pension and Profit Sharing Plan's outsized position by total assets

IBEW Local 684 Money Purchase Pension and Profit Sharing Plan vs every filed plan by assets

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

$40,584,232 Top 17% higher than 83% 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 Money Purchase Pension and Profit Sharing Plan 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 Money Purchase Pension and Profit Sharing Plan sits mid-pack in the medium band (453 participants).

EBSA filing schedule strip

Filing strip 946442909 · Board of Trustees, IBEW Local 684 Money Purchase PY 2023 · Money Purchase

IBEW Local 684 Money Purchase Pension and Profit Sharing Plan · $41M · 453 · 83rd

  • TYPE $41M
  • TYPE 453
  • TYPE 83rd
  • TYPE Money Purchase
  • TYPE near Plumbers & Steamfitters Local #83 Retirement Fund
  • TYPE ind #7339

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 Money Purchase Pension and Profit Sharing Plan in the asset neighbourhood

Unite Here! Local 54 Severance FundUnite Here! Local 54 Severan…$41MMillwright L.U. No. 1554 Supplemental Pension PlanMillwright L.U. No. 1554 Sup…$41MPlumbers & Steamfitters Local #83 Retirement FundPlumbers & Steamfitters Loca…$41MIBEW Local 684 Money Purchase Pension and Profit Sharing PlanIBEW Local 684 Money Purchas…$41MNational Electrical Benefit Fund Defined Contribution PlanNational Electrical Benefit …$40M
End-of-year total assets ($M) among IBEW Local 684 Money Purchase Pension and Profit Sharing Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$40M
Net Income$8M
Employer EIN946442909
Plan Effective Date1990-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, IBEW Local 684 Money Purchase)

Sponsor-wide plan assets over time

All Board of Trustees, IBEW Local 684 Money Purchase 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 Money Purchase Plans in California

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

IBEW Local 684 Money Purchase Pension and Profit Sharing Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants IBEW Local 684 Money Purchase Pension and Profit Sharing Plan, Total assets ($B): 0.040584232 · Participants: 453IBEW Local 684 Money Purchase Pension and Profit Sharing 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 684 Money Purchase Pension and Profit Sharing Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare IBEW Local 684 Money Purchase Pension and Profit Sharing Plan side-by-side with 3 peers →

IBEW Local 684 Money Purchase Pension and Profit Sharing Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Plumbers & Steamfitters Local #83 Retirement Fund in PA ($41M); by covered participants it is Northwestern Medical Center, Inc. Money Purchase Pension Plan in VT (453 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (453 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 Money Purchase Pension and Profit Sharing Plan assets move in 2023? ▼
IBEW Local 684 Money Purchase Pension and Profit Sharing Plan grew sharply - up 24.3% during 2023, from $33M to $41M. Reported net income was $8M.
How have Board of Trustees, IBEW Local 684 Money Purchase plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, IBEW Local 684 Money Purchase's sponsor-wide assets grew 79.9%, from $69M to $124M.
Where does IBEW Local 684 Money Purchase Pension and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
IBEW Local 684 Money Purchase Pension and Profit Sharing Plan ranks in the 83rd 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 Money Purchase plans are similar in size to IBEW Local 684 Money Purchase Pension and Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Plumbers & Steamfitters Local #83 Retirement Fund in PA ($41M, 531 participants).
Which Money Purchase plans cover a similar participant headcount to IBEW Local 684 Money Purchase Pension and Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Northwestern Medical Center, Inc. Money Purchase Pension Plan in VT (453 participants, $276 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.