Defined Benefit (Pension) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$191M
Total assets Near avg plan size
963
Participants Near avg headcount
95th
Percentile by assets National rank
$198,845
Avg per participant Above avg balance/head
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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.

  • #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.

#8,437
in Construction (9,030 peers)
+21.1%
assets growth YoY
1.9×
vs typical plan assets (national mean)

I.B.E.W. Local 769 Management Pension Plan a's outsized position by total assets

I.B.E.W. Local 769 Management Pension Plan a vs every filed plan by assets

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

$191,488,124 Top 5% higher than 95% 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 769 Management Pension Plan a 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 769 Management Pension Plan a sits mid-pack in the medium band (963 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 2022→2023 release diff →

DOL schedule card

Filing strip 866049763 · Board of Trustees I.B.E.W. Local 769 Mgmt Pension Plan a PY 2023 · Defined Benefit (Pension)

I.B.E.W. Local 769 Management Pension Plan a · $191M · 963 · 95th

  • 5500 $191M
  • ASSETS 963
  • PCT 95th
  • EIN Defined Benefit (Pension)
  • RANK near Painters Union Pension Plan
  • PHOTO ind #8437

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 Arizona →

I.B.E.W. Local 769 Management Pension Plan a in the asset neighbourhood

Plumbers & Pipefitters Local No 189 Pension PlanPlumbers & Pipefitters Local…$192MPainters Union Pension Plan$192MI.B.E.W. Local 769 Management Pension Plan aI.B.E.W. Local 769 Managemen…$191MWec Energy Group Retirement Plan for Wec Business ServicesWec Energy Group Retirement …$191MLaborers Pension Trust Fund for Northern NevadaLaborers Pension Trust Fund …$191M
End-of-year total assets ($M) among I.B.E.W. Local 769 Management Pension Plan a and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$158M
Net Assets (End of Year)$191M
Net Income$33M
Employer EIN866049763
Plan Effective Date1969-06-20
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Board of Trustees I.B.E.W. Local 769 Mgmt Pension Plan a plans reported in each filing year

Latest sponsor-wide plan assets
$230M 45.44504511672916% vs 2022
2024 filing year
$150M$200M$250M 202220232024 $158M $230M ▲ +45.4%
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 Scatter plot of 6 data points. 0500010000150002000025000 01234 Total assets ($B) Participants I.B.E.W. Local 769 Management Pension Plan a, Total assets ($B): 0.191488124 · Participants: 963I.B.E.W. Local 769 Management Pension Plan aPinnacle West Capital Corporation Retirement Plan, Total assets ($B): 3.271793253 · Participants: 5824Pinnacle West Capital Corporation Retirement PlanSalt River Project Employees' Retirement Plan, Total assets ($B): 2.784269809 · Participants: 4790Salt River Project Employees' Retirement PlanFreeport Minerals Corporation Retirement Plan, Total assets ($B): 1.443465749 · Participants: 2597Freeport Minerals Corporation Retirement PlanDesert States Employers & Ufcw Unions Pension Plan, Total assets ($B): 1.005171309 · Participants: 19139Desert States Employers & Ufcw Unions Pension PlanAvnet Pension Plan, Total assets ($B): 0.50129138 · Participants: 2483Avnet Pension Plan
I.B.E.W. Local 769 Management Pension Plan a vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare I.B.E.W. Local 769 Management Pension Plan a side-by-side with 3 peers →

I.B.E.W. Local 769 Management Pension Plan a's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Arizona, the nearest Defined Benefit (Pension) by assets is Painters Union Pension Plan in MI ($192M); by covered participants it is The Neiman Marcus Group LLC Retirement Plan in TX (963 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (963 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to I.B.E.W. Local 769 Management Pension Plan a? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Neiman Marcus Group LLC Retirement Plan in TX (963 participants, $326M 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 866049763.

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.