Money Purchase · DOL Form 5500 · 2023

International Brotherhood of Electrical Workers Local 300 - Unit 1 Money Purchase Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
167
Participants Small participant base
82nd
Percentile by assets National rank
$223,437
Avg per participant Above avg balance/head
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Official DOL plan name: I.B.E.W. Local 300 - Unit 1 Pension Plan · Sponsored by International Brotherhood of Electrical Workers Local 300 - Unit 1 · Vermont · Construction

$37M in assets, 167 participants

International Brotherhood of Electrical Workers Local 300 - Unit 1's I.B.E.W. Local 300 - Unit 1 Pension Plan reported $37M in total assets and 167 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #7,270 in Construction (9,030 peers)

Where I.B.E.W. Local 300 - Unit 1 Pension Plan sits by assets

I.B.E.W. Local 300 - Unit 1 Pension Plan sits in the top quartile of all filed plans by assets, $37M for 167 participants (~$223,437/participant), up 12.4% in 2023.

#7,270
in Construction (9,030 peers)
+12.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

I.B.E.W. Local 300 - Unit 1 Pension Plan's outsized position by total assets

I.B.E.W. Local 300 - Unit 1 Pension Plan vs every filed plan by assets

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

$37,313,993 Top 18% higher than 82% 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

I.B.E.W. Local 300 - Unit 1 Pension 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. I.B.E.W. Local 300 - Unit 1 Pension Plan sits mid-pack in the medium band (167 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • I.B.E.W. Local 300 - Unit 1 Pension Plan reported net income rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • I.B.E.W. Local 300 - Unit 1 Pension Plan end-of-year assets rose from $33M in the plan year 2022 filing to $37M in the plan year 2023 filing.
  • I.B.E.W. Local 300 - Unit 1 Pension Plan reported participants fell from 188 in the plan year 2022 filing to 167 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 030275174 · International Brotherhood of Electrical Workers Local 300 - Unit 1 PY 2023 · Money Purchase

I.B.E.W. Local 300 - Unit 1 Pension Plan · $37M · 167 · 82nd

  • SCH $37M
  • EBSA 167
  • PART 82nd
  • TYPE Money Purchase
  • NET near Money Accumulation Pension Plan for Employees of Circles of Care, Inc.
  • BOOK ind #7270

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 Vermont →

I.B.E.W. Local 300 - Unit 1 Pension Plan in the asset neighbourhood

Money Accumulation Pension Plan for Employees of Circles of Care, Inc.Money Accumulation Pension P…$37MI.B.E.W. Local 300 - Unit 1 Pension PlanI.B.E.W. Local 300 - Unit 1 …$37MN.E.L. Corporation Money Purchase Pension PlanN.E.L. Corporation Money Pur…$37MNew Jersey Institute for Disabilities Retirement PlanNew Jersey Institute for Dis…$37MCharlesbank Capital Partners, LLC Money Purchase Pension PlanCharlesbank Capital Partners…$37M
End-of-year total assets ($M) among I.B.E.W. Local 300 - Unit 1 Pension 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)$37M
Net Income$4M
Employer EIN030275174
Plan Effective Date1979-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (International Brotherhood of Electrical Workers Local 300 - Unit 1)

Sponsor-wide plan assets over time

All International Brotherhood of Electrical Workers Local 300 - Unit 1 plans reported in each filing year

Latest sponsor-wide plan assets
$39M 16.875650534931378% vs 2022
2024 filing year
$32M$34M$36M$38M$40M 202220232024 $33.2M $38.8M ▲ +16.9%
Year Plans Participants Total Assets
2022 1 188 $33M
2023 1 167 $37M
2024 1 191 $39M

Nearby Money Purchase Plans in Vermont

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

I.B.E.W. Local 300 - Unit 1 Pension Plan vs. nearby Money Purchase plans in Vermont, assets vs. participants Scatter plot of 5 data points. -5000500100015002000 -2000200400600 Total assets ($M) Participants I.B.E.W. Local 300 - Unit 1 Pension Plan, Total assets ($M): 37.313993 · Participants: 167I.B.E.W. Local 300 - Unit 1 Pension PlanMiddlebury College Core Retirement Plan, Total assets ($M): 515.966322 · Participants: 1661Middlebury College Core Retirement PlanBrattleboro Memorial Hospital Money Purchase Pension Plan and Trust, Total assets ($M): 27.130993 · Participants: 439Brattleboro Memorial Hospital Money Purchase Pension Plan and TrustOuellette Plumbing & Heating Money Accumulation Plan, Total assets ($M): 0.223802 · Participants: 4Ouellette Plumbing & Heating Money Accumulation PlanNorthwestern Medical Center, Inc. Money Purchase Pension Plan, Total assets ($M): 0.000276 · Participants: 453Northwestern Medical Center, Inc. Money Purchase Pension Plan
I.B.E.W. Local 300 - Unit 1 Pension Plan vs. nearby Money Purchase plans in Vermont, assets vs. participants
Compare I.B.E.W. Local 300 - Unit 1 Pension Plan side-by-side with 3 peers →

I.B.E.W. Local 300 - Unit 1 Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Vermont, the nearest Money Purchase by assets is Money Accumulation Pension Plan for Employees of Circles of Care, Inc. in FL ($37M); by covered participants it is Kern Oil & Refining Company Pension Plan in CA (167 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (167 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 I.B.E.W. Local 300 - Unit 1 Pension Plan assets move in 2023? ▼
I.B.E.W. Local 300 - Unit 1 Pension Plan grew at a solid clip - up 12.4% during 2023, from $33M to $37M. Reported net income was $4M.
How have International Brotherhood of Electrical Workers Local 300 - Unit 1 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), International Brotherhood of Electrical Workers Local 300 - Unit 1's sponsor-wide assets grew 16.9%, from $33M to $39M.
Where does I.B.E.W. Local 300 - Unit 1 Pension Plan rank by assets among Form 5500 filers? ▼
I.B.E.W. Local 300 - Unit 1 Pension Plan ranks in the 82nd 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 I.B.E.W. Local 300 - Unit 1 Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Money Accumulation Pension Plan for Employees of Circles of Care, Inc. in FL ($37M, 325 participants).
Which Money Purchase plans cover a similar participant headcount to I.B.E.W. Local 300 - Unit 1 Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Kern Oil & Refining Company Pension Plan in CA (167 participants, $15M 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 030275174.

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.