Money Purchase · DOL Form 5500 · 2024

Trustees of IBEW Local 728 Annuity Fund Money Purchase Plan

Data updated 2026-08-25

$93M
Total assets Below avg plan size
1,745
Participants Near avg headcount
90th
Percentile by assets National rank
$53,532
Avg per participant Low balance/head
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Official DOL plan name: I.B.E.W. Local Union No. 728 Annuity Fund · Sponsored by Trustees of IBEW Local 728 Annuity Fund · Florida · Construction

$93M in assets, 1,745 participants

Trustees of IBEW Local 728 Annuity Fund's I.B.E.W. Local Union No. 728 Annuity Fund reported $93M in total assets and 1,745 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,991 in Construction (9,039 peers)

Coverage in Florida

I.B.E.W. Local Union No. 728 Annuity Fund covers 1,745 participants in Florida, 2.8x the typical Florida plan (state average ~628 per filing). Assets: $93M.

#7,991
in Construction (9,039 peers)
+6.2%
assets growth YoY
0.9×
vs typical plan assets (national mean)

I.B.E.W. Local Union No. 728 Annuity Fund's outsized position by total assets

I.B.E.W. Local Union No. 728 Annuity Fund vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$93,413,582 Top 10% higher than 90% of 123,620 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 2024

I.B.E.W. Local Union No. 728 Annuity Fund's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. I.B.E.W. Local Union No. 728 Annuity Fund lands in the large band (1,745 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • I.B.E.W. Local Union No. 728 Annuity Fund reported net income fell from $10M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • I.B.E.W. Local Union No. 728 Annuity Fund end-of-year assets rose from $88M in the plan year 2023 filing to $93M in the plan year 2024 filing.
  • I.B.E.W. Local Union No. 728 Annuity Fund reported participants rose from 1,712 in the plan year 2023 filing to 1,745 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 592794330 · Trustees of IBEW Local 728 Annuity Fund PY 2024 · Money Purchase

I.B.E.W. Local Union No. 728 Annuity Fund · $93M · 1,745 · 90th

  • BOOK $93M
  • VS-ST 1,745
  • BOY 90th
  • SCH Money Purchase
  • EBSA near Plumbers & Steamfitters Local 81 Annuity Fund
  • PART ind #7991

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 Florida →

I.B.E.W. Local Union No. 728 Annuity Fund in the asset neighbourhood

Carnegie Corporation of New York Defined Contribution Retirement PlanCarnegie Corporation of New …$95MInternational Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust FundInternational Brotherhood of…$95MI.B.E.W. Local Union No. 728 Annuity FundI.B.E.W. Local Union No. 728…$93MPlumbers & Steamfitters Local 81 Annuity FundPlumbers & Steamfitters Loca…$93MPresbyterian Homes and Services Employees Retirement Savings and Investment PlanPresbyterian Homes and Servi…$92M
End-of-year total assets ($M) among I.B.E.W. Local Union No. 728 Annuity Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$88M
Net Assets (End of Year)$93M
Net Income$5M
Employer EIN592794330
Plan Effective Date1982-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of IBEW Local 728 Annuity Fund)

Sponsor-wide plan assets over time

All Trustees of IBEW Local 728 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$93M 20.529742808991426% vs 2022
2024 filing year
$75M$80M$85M$90M$95M$100M 202220232024 $77.5M $93.4M ▲ +20.5%
Year Plans Participants Total Assets
2022 1 1,699 $78M
2023 1 1,712 $88M
2024 1 1,745 $93M

Nearby Money Purchase Plans in Florida

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

I.B.E.W. Local Union No. 728 Annuity Fund vs. nearby Money Purchase plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 0100200300400500 Total assets ($M) Participants I.B.E.W. Local Union No. 728 Annuity Fund, Total assets ($M): 93.413582 · Participants: 1745I.B.E.W. Local Union No. 728 Annuity FundElliott Money Purchase Pension Plan, Total assets ($M): 457.469447 · Participants: 494Elliott Money Purchase Pension PlanSouthern States Savings & Retirement Plan Trust, Total assets ($M): 192.89028 · Participants: 13122Southern States Savings & Retirement Plan TrustCarolina Electrical Workers Retirement Fund, Total assets ($M): 154.004482 · Participants: 6154Carolina Electrical Workers Retirement FundNECA-IBEW 177 Pension Fund, Total assets ($M): 143.90263 · Participants: 1412NECA-IBEW 177 Pension FundLifelink Foundation, Inc. Retirement Plan, Total assets ($M): 99.089055 · Participants: 471Lifelink Foundation, Inc. Retirement Plan
I.B.E.W. Local Union No. 728 Annuity Fund vs. nearby Money Purchase plans in Florida, assets vs. participants
Compare I.B.E.W. Local Union No. 728 Annuity Fund side-by-side with 3 peers →

I.B.E.W. Local Union No. 728 Annuity Fund's out-of-state Money Purchase peers by assets and headcount

Outside Florida, the nearest Money Purchase by assets is Plumbers & Steamfitters Local 81 Annuity Fund in NY ($93M); by covered participants it is Unity Health Retirement Plan in AR (1,736 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,745 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 Union No. 728 Annuity Fund assets move in 2024? ▼
I.B.E.W. Local Union No. 728 Annuity Fund grew at a solid clip - up 6.2% during 2024, from $88M to $93M. Reported net income was $5M.
How have Trustees of IBEW Local 728 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of IBEW Local 728 Annuity Fund's sponsor-wide assets grew 20.5%, from $78M to $93M.
Where does I.B.E.W. Local Union No. 728 Annuity Fund rank by assets among Form 5500 filers? ▼
I.B.E.W. Local Union No. 728 Annuity Fund ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to I.B.E.W. Local Union No. 728 Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by assets is Plumbers & Steamfitters Local 81 Annuity Fund in NY ($93M, 1,100 participants).
Which Money Purchase plans cover a similar participant headcount to I.B.E.W. Local Union No. 728 Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is Unity Health Retirement Plan in AR (1,736 participants, $75M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 592794330.

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.