Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees I.B.E.W. Local 769 Mgmt Pension Plan a Pension Plan

Data updated 2026-08-11

$191M
Total assets: 963
Participants: 95th
Percentile by assets: $198,845
Avg per participant

Official DOL plan name: I.B.E.W. Local 769 Management Pension Plan a · Sponsored by Board of Trustees I.B.E.W. Local 769 Mgmt Pension Plan a · Arizona · Construction

$191M in assets, 963 participants

Board of Trustees I.B.E.W. Local 769 Mgmt Pension Plan a's I.B.E.W. Local 769 Management Pension Plan a reported $191M in total assets and 963 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

95th percentile by assets (of 127,072 plans)
#8,437 in Construction (9,030 peers)

Where I.B.E.W. Local 769 Management Pension Plan a sits by assets

I.B.E.W. Local 769 Management Pension Plan a sits in the top 5% of all filed plans by assets, $191M for 963 participants (~$198,845/participant), up 21.1% in 2023.

$191M
total plan assets (2023 EOY): 963
covered participants: 95th
percentile by assets (of 127,072 plans): $198,845
avg assets per participant

I.B.E.W. Local 769 Management Pension Plan a reported net income rose from $16M in the plan year 2022 filing to $33M in the plan year 2023 filing.
I.B.E.W. Local 769 Management Pension Plan a reported participants rose from 758 in the plan year 2022 filing to 963 in the plan year 2023 filing.
I.B.E.W. Local 769 Management Pension Plan a end-of-year assets rose from $158M in the plan year 2022 filing to $191M in the plan year 2023 filing.

See the national 2023→2024 release diff →

State

Arizona

Industry

Construction

I.B.E.W. Local 769 Management Pension Plan a vs the 2023 asset distribution

By assets, I.B.E.W. Local 769 Management Pension Plan a outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.9x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$158M
Net Assets (End of Year)	$191M
Net Income	$33M
Employer EIN	866049763
Plan Effective Date	1969-06-20
Filing Status	FILING RECEIVED

Sponsor Plan History (Board of Trustees I.B.E.W. Local 769 Mgmt Pension Plan a)

Total plan assets by year, all Board of Trustees I.B.E.W. Local 769 Mgmt Pension Plan a plans on file

Year	Plans	Participants	Total Assets
2022	2	758	$158M
2023	1	963	$191M
2024	1	1,175	$230M

Nearby Defined Benefit (Pension) Plans in Arizona

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

I.B.E.W. Local 769 Management Pension Plan a vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants

Pinnacle West Capital Corporation Retirement Plan $3.3B · 5,824
Salt River Project Employees' Retirement Plan $2.8B · 4,790
Freeport Minerals Corporation Retirement Plan $1.4B · 2,597
Desert States Employers & Ufcw Unions Pension Plan $1.0B · 19,139
Avnet Pension Plan $501M · 2,483

Compare I.B.E.W. Local 769 Management Pension Pl… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to I.B.E.W. Local 769 Management Pension Plan a by total assets, not by location.

Painters Union Pension Plan (MI) $192M · 798
Wec Energy Group Retirement Plan for Wec Business Services (WI) $191M · 358
Plumbers & Pipefitters Local No 189 Pension Plan (OH) $192M · 876
Laborers Pension Trust Fund for Northern Nevada (NV) $191M · 1,184

Frequently Asked Questions

How did I.B.E.W. Local 769 Management Pension Plan a assets move in 2023? ▼

I.B.E.W. Local 769 Management Pension Plan a grew sharply - up 21.1% during 2023, from $158M to $191M. Reported net income was $33M.

How have Board of Trustees I.B.E.W. Local 769 Mgmt Pension Plan a plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees I.B.E.W. Local 769 Mgmt Pension Plan a's sponsor-wide assets grew 45.4%, from $158M to $230M.

Where does I.B.E.W. Local 769 Management Pension Plan a rank by assets among Form 5500 filers? ▼

I.B.E.W. Local 769 Management Pension Plan a ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to I.B.E.W. Local 769 Management Pension Plan a? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Painters Union Pension Plan in MI ($192M, 798 participants).

Next read for I.B.E.W. Local 769 Management Pension Pl…

Scale reading

Ways to act on I.B.E.W. Local 769 Management Pension Plan a's numbers.

By total assets, I.B.E.W. Local 769 Management Pension Plan a ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Arizona. Compare plans
Board of Trustees I.B.E.W. Local 769 Mgmt Pension Plan a's sponsor-wide assets have grown 45.4% since 2022 across 3 plan years on file. More Construction plans

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 866049763.