Money Purchase · DOL Form 5500 · 2023
Bd of Trustees - IBEW Local Union No. 873 Money Purchase Plan
Data updated 2026-08-25
- $80M
- Total assets Below avg plan size
- 520
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $154,226
- Avg per participant Above avg balance/head
Official DOL plan name: International Brotherhood of Electrical Workers Local Union 873 Retirement Plan and Trust · Sponsored by Bd of Trustees - IBEW Local Union No. 873 · Indiana · Finance & Insurance
$80M in assets, 520 participants
Bd of Trustees - IBEW Local Union No. 873's International Brotherhood of Electrical Workers Local Union 873 Retirement Plan and Trust reported $80M in total assets and 520 participants in its 2023 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.
- #7,454 in Finance & Insurance (8,869 peers)
Where International Brotherhood of Electrical Workers Local Union 873 Retirement Plan and Trust sits by assets
International Brotherhood of Electrical Workers Local Union 873 Retirement Plan and Trust sits in the top 10% of all filed plans by assets, $80M for 520 participants (~$154,226/participant), up 38.3% in 2023.
- #7,454
- in Finance & Insurance (8,869 peers)
- +38.3%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
International Brotherhood of Electrical Workers Local Union 873 Retirement Plan and Trust's outsized position by total assets
International Brotherhood of Electrical Workers Local Union 873 Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$80,197,281 Top 10% higher than 90% 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 873 Retirement Plan and Trust 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 873 Retirement Plan and Trust sits mid-pack in the medium band (520 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- International Brotherhood of Electrical Workers Local Union 873 Retirement Plan and Trust reported net income rose from $5M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- International Brotherhood of Electrical Workers Local Union 873 Retirement Plan and Trust end-of-year assets rose from $58M in the plan year 2022 filing to $80M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 350415484 · Bd of Trustees - IBEW Local Union No. 873 PY 2023 · Money Purchase
International Brotherhood of Electrical Workers Local Union 873 Retirement Plan and Trust · $80M · 520 · 90th
- RANK $80M
- RANK 520
- RANK 90th
- RANK Money Purchase
- RANK near National Association of Realtors Pension Plan
- RANK ind #7454
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 Indiana →
International Brotherhood of Electrical Workers Local Union 873 Retirement Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $58M |
|---|---|
| Net Assets (End of Year) | $76M |
| Net Income | $18M |
| Employer EIN | 350415484 |
| Plan Effective Date | 1974-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bd of Trustees - IBEW Local Union No. 873)
Sponsor-wide plan assets over time
All Bd of Trustees - IBEW Local Union No. 873 plans reported in each filing year
- Latest sponsor-wide plan assets
- $80M 38.33332873356546% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 523 | $58M |
| 2023 | 1 | 520 | $80M |
Nearby Money Purchase Plans in Indiana
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- I.B.E.W Local 697 Defined Contribution Plan $390M · 981
- Rose-Hulman Institute of Technology Money Purchase Purchase Plan $202M · 593
- Plumbers and Steamfitters Local 440 Defined Contribution Plan $173M · 2,898
- IBEW Local 531 & NECA Money Purchase Pension Plan $121M · 540
- International Brotherhood of Electrical Workers Local No 725 Supplemental Pension Trust $115M · 1,051
International Brotherhood of Electrical Workers Local Union 873 Retirement Plan and Trust's out-of-state Money Purchase peers by assets and headcount
Outside Indiana, the nearest Money Purchase by assets is National Association of Realtors Pension Plan in IL ($80M); by covered participants it is Penn Mutual Agents Retirement Plan in PA (522 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($80M here).
Similar participant headcount
Nearest other-state filings by covered participants (520 participants); asset peers above are excluded.
- Penn Mutual Agents Retirement Plan (PA) 522 · 2 off
- Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust (MT) 517 · 3 off
- Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust (IL) 517 · 3 off
- Southwestern PA Human Services, Inc. Pension Plan (PA) 525 · 5 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.