Money Purchase
2023 plan-year Money Purchase DOL Form 5500

INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO 725 SUPPLEMENTAL PENSION TRUST

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

BOARD OF TRUSTEES, IBEW LOCAL NO. 725

This Money Purchase plan holds $115M in total assets and serves 1,051 participants as of 2023. It is sponsored by BOARD OF TRUSTEES, IBEW LOCAL NO. 725 in Indiana. The plan reported positive net income of $16M for the year.

Total Assets (2023)
$115M
Participants
1,051
State
Industry
Construction

What the Filing Says About INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO 725 SUPPLEMENTAL PENSION TRUST

INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO 725 SUPPLEMENTAL PENSION TRUST is a Money Purchase retirement plan sponsored by BOARD OF TRUSTEES, IBEW LOCAL NO. 725, headquartered in Indiana. As of the 2023 Form 5500 filing, the plan reports $115M in total end-of-year assets and covers 1,051 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 351860603, and the plan has been effective since 1992-06-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $99M at the beginning of 2023 to $115M at year-end — a gain of 16.6%. Net assets (after liabilities) closed the year at $115M, with reported net income of $16M 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 1 prior plan-year filing 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)$99M
Total Assets (End of Year)$115M
Net Assets (End of Year)$115M
Net Income$16M
Plan TypeMoney Purchase
Employer EIN351860603
Plan Effective Date1992-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (BOARD OF TRUSTEES, IBEW LOCAL NO. 725)

Year Plans Participants Total Assets
2022 1 1,021 $99M
2023 1 1,051 $115M

Nearby Money Purchase Plans in Indiana

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

Frequently Asked Questions

How much money is in the INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO 725 SUPPLEMENTAL PENSION TRUST?
As of the 2023 Form 5500 filing, INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO 725 SUPPLEMENTAL PENSION TRUST holds $115M in total assets with 1,051 participants. It is sponsored by BOARD OF TRUSTEES, IBEW LOCAL NO. 725.
What type of plan is INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO 725 SUPPLEMENTAL PENSION TRUST?
INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO 725 SUPPLEMENTAL PENSION TRUST is a Money Purchase plan. It has been effective since 1992-06-01. The plan is filed with the U.S. Department of Labor under EIN 351860603.
Who sponsors the INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO 725 SUPPLEMENTAL PENSION TRUST?
INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO 725 SUPPLEMENTAL PENSION TRUST is sponsored by BOARD OF TRUSTEES, IBEW LOCAL NO. 725, located in Indiana. The sponsor's EIN is 351860603 and the plan operates in the Construction industry.
How did INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO 725 SUPPLEMENTAL PENSION TRUST perform in 2023?
INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO 725 SUPPLEMENTAL PENSION TRUST grew by 16.6% during 2023, moving from $99M to $115M in total assets. Net income was $16M.
Where can I find official filings for INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO 725 SUPPLEMENTAL PENSION TRUST?
Official Form 5500 filings for INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO 725 SUPPLEMENTAL PENSION TRUST are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 351860603 or plan name at efast.dol.gov.
How does INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO 725 SUPPLEMENTAL PENSION TRUST compare to other plans?
You can compare INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO 725 SUPPLEMENTAL PENSION TRUST against other Money Purchase plans on the plan type page, or view plans in Indiana on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 351860603.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.