Money Purchase · DOL Form 5500 · 2023
Board of Trustees IBEW Local Union # 756 Pension Fund Money Purchase Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 349
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $97,241
- Avg per participant Below avg balance/head
Official DOL plan name: International Brotherhood of Electrical Workers Local Union #756 Pension Fund · Sponsored by Board of Trustees IBEW Local Union # 756 Pension Fund · Florida · Finance & Insurance
$34M in assets, 349 participants
Board of Trustees IBEW Local Union # 756 Pension Fund's International Brotherhood of Electrical Workers Local Union #756 Pension Fund reported $34M in total assets and 349 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.
- #6,283 in Finance & Insurance (8,869 peers)
Where International Brotherhood of Electrical Workers Local Union #756 Pension Fund sits by assets
International Brotherhood of Electrical Workers Local Union #756 Pension Fund sits in the top quartile of all filed plans by assets, $34M for 349 participants (~$97,241/participant), up 6.2% in 2023.
- #6,283
- in Finance & Insurance (8,869 peers)
- +6.2%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
International Brotherhood of Electrical Workers Local Union #756 Pension Fund's outsized position by total assets
International Brotherhood of Electrical Workers Local Union #756 Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$33,937,094 Top 19% higher than 81% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
International Brotherhood of Electrical Workers Local Union #756 Pension Fund 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. International Brotherhood of Electrical Workers Local Union #756 Pension Fund sits mid-pack in the medium band (349 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- International Brotherhood of Electrical Workers Local Union #756 Pension Fund reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- International Brotherhood of Electrical Workers Local Union #756 Pension Fund reported participants fell from 520 in the plan year 2022 filing to 349 in the plan year 2023 filing.
- International Brotherhood of Electrical Workers Local Union #756 Pension Fund end-of-year assets rose from $32M in the plan year 2022 filing to $34M in the plan year 2023 filing.
DOL schedule card
Filing strip 596556447 · Board of Trustees IBEW Local Union # 756 Pension Fund PY 2023 · Money Purchase
International Brotherhood of Electrical Workers Local Union #756 Pension Fund · $34M · 349 · 81st
- PHOTO $34M
- IND 349
- EOY 81st
- 5500 Money Purchase
- ASSETS near United Plant & Production Workers L175 Annuity Fund
- PCT ind #6283
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 Florida →
International Brotherhood of Electrical Workers Local Union #756 Pension Fund in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $2M |
| Employer EIN | 596556447 |
| Plan Effective Date | 1974-08-11 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees IBEW Local Union # 756 Pension Fund)
Sponsor-wide plan assets over time
All Board of Trustees IBEW Local Union # 756 Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 16.56545867181698% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 520 | $32M |
| 2023 | 1 | 349 | $34M |
| 2024 | 1 | 302 | $37M |
Nearby Money Purchase Plans in Florida
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Elliott Money Purchase Pension Plan $389M · 448
- Southern States Savings & Retirement Plan Trust $178M · 13,258
- NECA-IBEW 177 Pension Fund $129M · 1,443
- Lifelink Foundation, Inc. Retirement Plan $95M · 476
- I.B.E.W. Local Union No. 728 Annuity Fund $88M · 1,712
International Brotherhood of Electrical Workers Local Union #756 Pension Fund's out-of-state Money Purchase peers by assets and headcount
Outside Florida, the nearest Money Purchase by assets is United Plant & Production Workers L175 Annuity Fund in NY ($34M); by covered participants it is Charles County School Bus Contractors Assoc. Retirement Plan in MD (349 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
Similar participant headcount
Nearest other-state filings by covered participants (349 participants); asset peers above are excluded.
- Charles County School Bus Contractors Assoc. Retirement Plan (MD) 349 · 0 off
- IBEW Local 968 Pension Fund (WV) 350 · 1 off
- Boys & Girls Clubs of Chicago 401(k) Plan (IL) 348 · 1 off
- Ega Money Purchase Pension Plan (NJ) 350 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.