Money Purchase · DOL Form 5500 · 2023

Board of Trustees, International Brotherhood of Money Purchase Plan

Data updated 2026-08-25

$2.3B
Total assets Very large vs avg
28,784
Participants Very large workforce
99th
Percentile by assets National rank
$81,231
Avg per participant Below avg balance/head
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Official DOL plan name: International Brotherhood of Electrical Workers District No.9 Pension Plan · Sponsored by Board of Trustees, International Brotherhood of · Oregon · Construction

$2.3B in assets, 28,784 participants

Board of Trustees, International Brotherhood of's International Brotherhood of Electrical Workers District No.9 Pension Plan reported $2.3B in total assets and 28,784 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #8,986 in Construction (9,030 peers)

Coverage in Oregon

International Brotherhood of Electrical Workers District No.9 Pension Plan covers 28,784 participants in Oregon, 65x the typical Oregon plan (state average ~443 per filing). Assets: $2.3B.

#8,986
in Construction (9,030 peers)
+20.4%
assets growth YoY
23×
vs typical plan assets (national mean)

International Brotherhood of Electrical Workers District No.9 Pension Plan's outsized position by total assets

International Brotherhood of Electrical Workers District No.9 Pension Plan vs every filed plan by assets

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

$2,338,151,300 Top 1% higher than 99% 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

International Brotherhood of Electrical Workers District No.9 Pension Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. International Brotherhood of Electrical Workers District No.9 Pension Plan is a mega filing (28,784 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • International Brotherhood of Electrical Workers District No.9 Pension Plan reported net income rose from -$85M in the plan year 2022 filing to $397M in the plan year 2023 filing.
  • International Brotherhood of Electrical Workers District No.9 Pension Plan end-of-year assets rose from $1.9B in the plan year 2022 filing to $2.3B in the plan year 2023 filing.
  • International Brotherhood of Electrical Workers District No.9 Pension Plan reported participants rose from 27,536 in the plan year 2022 filing to 28,784 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 936074829 · Board of Trustees, International Brotherhood of PY 2023 · Money Purchase

International Brotherhood of Electrical Workers District No.9 Pension Plan · $2.3B · 28,784 · 99th

  • IND $2.3B
  • IND 28,784
  • IND 99th
  • IND Money Purchase
  • IND near UPS/Ipa Defined Contribution Money Purchase Pension Plan
  • IND ind #8986

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 Oregon →

International Brotherhood of Electrical Workers District No.9 Pension Plan in the asset neighbourhood

International Brotherhood of Electrical Workers District No.9 Pension PlanInternational Brotherhood of…$2.3BUPS/Ipa Defined Contribution Money Purchase Pension PlanUPS/Ipa Defined Contribution…$2.2BRetirement Income Plan for Teaching Faculty of Harvard UniversityRetirement Income Plan for T…$2.2BMassachusetts Laborers' Annuity FundMassachusetts Laborers' Annu…$2.2BDirectors Guild of America-Producer Pension Plan Supplemental Benefit PlanDirectors Guild of America-P…$2.2B
End-of-year total assets ($B) among International Brotherhood of Electrical Workers District No.9 Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$1.9B
Net Assets (End of Year)$2.3B
Net Income$397M
Employer EIN936074829
Plan Effective Date1968-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, International Brotherhood of)

Sponsor-wide plan assets over time

All Board of Trustees, International Brotherhood of plans reported in each filing year

Latest sponsor-wide plan assets
$2.5B 27.08998734673801% vs 2022
2024 filing year
$1.8B$2B$2.2B$2.4B$2.6B 202220232024 $1.94B $2.47B ▲ +27.3%
Year Plans Participants Total Assets
2022 1 27,536 $1.9B
2023 1 28,784 $2.3B
2024 1 29,645 $2.5B

Nearby Money Purchase Plans in Oregon

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

International Brotherhood of Electrical Workers District No.9 Pension Plan vs. nearby Money Purchase plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -10123 Total assets ($B) Participants International Brotherhood of Electrical Workers District No.9 Pension Plan, Total assets ($B): 2.3381513 · Participants: 28784International Brotherhood of Electrical Workers District No.9 Pension PlanNorthwest Permanente, P.C. Retirement Plan - Mpp Aspect, Total assets ($B): 0.966192011 · Participants: 1517Northwest Permanente, P.C. Retirement Plan - Mpp AspectCascade Pension Trust Money Purchase Pension Plan, Total assets ($B): 0.374630622 · Participants: 2092Cascade Pension Trust Money Purchase Pension PlanSamaritan Health Services Retirement Plan, Total assets ($B): 0.28877694 · Participants: 5389Samaritan Health Services Retirement PlanLocal Union 598 Supplemental Pension Plan, Total assets ($B): 0.142516759 · Participants: 611Local Union 598 Supplemental Pension PlanOsu Foundation Money Purchase Plan, Total assets ($B): 0.045379224 · Participants: 132Osu Foundation Money Purchase Plan
International Brotherhood of Electrical Workers District No.9 Pension Plan vs. nearby Money Purchase plans in Oregon, assets vs. participants
Compare International Brotherhood of Electrical Workers District No.9 Pension Plan side-by-side with 3 peers →

Scale composition for International Brotherhood of Electrical Workers District No.9 Pension Plan

International Brotherhood of Electrical Workers District No.9 Pension Plan reports $2.3B in end-of-year assets across 28,784 participants (0.019% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.031% of 93,925,755 covered participants) - about $81,231 per participant (59% of the national average assets-per-participant) . Net income for plan year 2023 was $397M.

This plan identity (EIN 936074829, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.9B to $2.5B (+27.1%) while covered participants moved from 27,536 to 29,645 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 27,536 $1.9B Open filing
2023 28,784 $2.3B This page
2024 · index core 29,645 $2.5B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

International Brotherhood of Electrical Workers District No.9 Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Oregon, the nearest Money Purchase by assets is UPS/Ipa Defined Contribution Money Purchase Pension Plan in KY ($2.2B); by covered participants it is Laborers Annuity Plan for Northern California in CA (29,863 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28,784 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 International Brotherhood of Electrical Workers District No.9 Pension Plan assets move in 2023? ▼
International Brotherhood of Electrical Workers District No.9 Pension Plan grew sharply - up 20.4% during 2023, from $1.9B to $2.3B. Reported net income was $397M.
How have Board of Trustees, International Brotherhood of plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, International Brotherhood of's sponsor-wide assets grew 27.1%, from $1.9B to $2.5B.
Where does International Brotherhood of Electrical Workers District No.9 Pension Plan rank by assets among Form 5500 filers? ▼
International Brotherhood of Electrical Workers District No.9 Pension Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Money Purchase plans are similar in size to International Brotherhood of Electrical Workers District No.9 Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is UPS/Ipa Defined Contribution Money Purchase Pension Plan in KY ($2.2B, 2,143 participants).
Which Money Purchase plans cover a similar participant headcount to International Brotherhood of Electrical Workers District No.9 Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Laborers Annuity Plan for Northern California in CA (29,863 participants, $1.4B 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 936074829.

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.