Money Purchase · DOL Form 5500 · 2023

IBEW Local No. 915 Pension-Annuity Fund Money Purchase Plan

Data updated 2026-08-25

$98M
Total assets Below avg plan size
1,819
Participants Near avg headcount
91st
Percentile by assets National rank
$53,951
Avg per participant Low balance/head
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Official DOL plan name: IBEW Local Union No. 915 Pension-Annuity Fund · Sponsored by IBEW Local No. 915 Pension-Annuity Fund · Tennessee · Finance & Insurance

$98M in assets, 1,819 participants

IBEW Local No. 915 Pension-Annuity Fund's IBEW Local Union No. 915 Pension-Annuity Fund reported $98M in total assets and 1,819 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,660 in Finance & Insurance (8,869 peers)

Where IBEW Local Union No. 915 Pension-Annuity Fund sits by assets

IBEW Local Union No. 915 Pension-Annuity Fund sits in the top 10% of all filed plans by assets, $98M for 1,819 participants (~$53,951/participant), up 15.6% in 2023.

#7,660
in Finance & Insurance (8,869 peers)
+15.6%
assets growth YoY
1.0×
vs typical plan assets (national mean)

IBEW Local Union No. 915 Pension-Annuity Fund's outsized position by total assets

IBEW Local Union No. 915 Pension-Annuity Fund vs every filed plan by assets

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

$98,137,251 Top 9% higher than 91% 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 Union No. 915 Pension-Annuity Fund'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. IBEW Local Union No. 915 Pension-Annuity Fund lands in the large band (1,819 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • IBEW Local Union No. 915 Pension-Annuity Fund reported net income rose from -$16M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • IBEW Local Union No. 915 Pension-Annuity Fund end-of-year assets rose from $85M in the plan year 2022 filing to $98M in the plan year 2023 filing.
  • IBEW Local Union No. 915 Pension-Annuity Fund reported participants rose from 1,794 in the plan year 2022 filing to 1,819 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 596518568 · IBEW Local No. 915 Pension-Annuity Fund PY 2023 · Money Purchase

IBEW Local Union No. 915 Pension-Annuity Fund · $98M · 1,819 · 91st

  • 5500 $98M
  • 5500 1,819
  • 5500 91st
  • 5500 Money Purchase
  • 5500 near Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust
  • 5500 ind #7660

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 Finance & Insurance retirement plans → · Plans in Tennessee →

IBEW Local Union No. 915 Pension-Annuity Fund in the asset neighbourhood

IBEW Local Union No. 915 Pension-Annuity FundIBEW Local Union No. 915 Pen…$98MCasey Family Programs 401(a) Employer Funded Long Term Savings Plan and TrustCasey Family Programs 401(a)…$97MArmstrong & Teasdale Pension PlanArmstrong & Teasdale Pension…$97MBricklayers Local No. 8 and Employers Pension PlanBricklayers Local No. 8 and …$96MGas Technology Institute Retirement PlanGas Technology Institute Ret…$96M
End-of-year total assets ($M) among IBEW Local Union No. 915 Pension-Annuity Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$85M
Net Assets (End of Year)$98M
Net Income$13M
Employer EIN596518568
Plan Effective Date1973-06-18
Filing StatusFILING RECEIVED

Sponsor Plan History (IBEW Local No. 915 Pension-Annuity Fund)

Sponsor-wide plan assets over time

All IBEW Local No. 915 Pension-Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$115M 35.48435024162621% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $84.9M $115M ▲ +35.5%
Year Plans Participants Total Assets
2022 1 1,794 $85M
2023 1 1,819 $98M
2024 1 1,864 $115M

Nearby Money Purchase Plans in Tennessee

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

IBEW Local Union No. 915 Pension-Annuity Fund vs. nearby Money Purchase plans in Tennessee, assets vs. participants Scatter plot of 6 data points. 050001000015000 -0.500.511.52 Total assets ($B) Participants IBEW Local Union No. 915 Pension-Annuity Fund, Total assets ($B): 0.098137251 · Participants: 1819IBEW Local Union No. 915 Pension-Annuity FundSouthern 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 PlanU. a. Local Union No. 614 Pension Plan, Total assets ($B): 0.19563667 · Participants: 1248U. a. Local Union No. 614 Pension PlanMidwest Pipe Trades Retirement Plan, Total assets ($B): 0.190004018 · Participants: 1501Midwest Pipe Trades Retirement PlanFlorida Ubc Supplemental Pension Plan, Total assets ($B): 0.08292773 · Participants: 6111Florida Ubc Supplemental Pension Plan
IBEW Local Union No. 915 Pension-Annuity Fund vs. nearby Money Purchase plans in Tennessee, assets vs. participants
Compare IBEW Local Union No. 915 Pension-Annuity Fund side-by-side with 3 peers →

IBEW Local Union No. 915 Pension-Annuity Fund's out-of-state Money Purchase peers by assets and headcount

Outside Tennessee, the nearest Money Purchase by assets is Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust in WA ($97M); by covered participants it is UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan in KY (1,810 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,819 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 Union No. 915 Pension-Annuity Fund assets move in 2023? ▼
IBEW Local Union No. 915 Pension-Annuity Fund grew sharply - up 15.6% during 2023, from $85M to $98M. Reported net income was $13M.
How have IBEW Local No. 915 Pension-Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), IBEW Local No. 915 Pension-Annuity Fund's sponsor-wide assets grew 35.5%, from $85M to $115M.
Where does IBEW Local Union No. 915 Pension-Annuity Fund rank by assets among Form 5500 filers? ▼
IBEW Local Union No. 915 Pension-Annuity Fund ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to IBEW Local Union No. 915 Pension-Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by assets is Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust in WA ($97M, 299 participants).
Which Money Purchase plans cover a similar participant headcount to IBEW Local Union No. 915 Pension-Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan in KY (1,810 participants, $550M 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 596518568.

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.