Money Purchase · DOL Form 5500 · 2024
Board of Trustees, IBEW Local 595 Money Purchase Money Purchase Plan
Data updated 2026-08-25
- $547M
- Total assets Above avg plan size
- 1,612
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $339,184
- Avg per participant High balance/head
Official DOL plan name: IBEW Local 595 Money Purchase Pension Plan · Sponsored by Board of Trustees, IBEW Local 595 Money Purchase · California · Construction
$547M in assets, 1,612 participants
Board of Trustees, IBEW Local 595 Money Purchase's IBEW Local 595 Money Purchase Pension Plan reported $547M in total assets and 1,612 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #8,787 in Construction (9,039 peers)
Coverage in California
IBEW Local 595 Money Purchase Pension Plan covers 1,612 participants in California, 2.6x the typical California plan (state average ~630 per filing). Assets: $547M.
- #8,787
- in Construction (9,039 peers)
- +4.4%
- assets growth YoY
- 5.5×
- vs typical plan assets (national mean)
IBEW Local 595 Money Purchase Pension Plan's outsized position by total assets
IBEW Local 595 Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$546,764,127 Top 3% higher than 97% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
IBEW Local 595 Money Purchase Pension Plan'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. IBEW Local 595 Money Purchase Pension Plan lands in the large band (1,612 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- IBEW Local 595 Money Purchase Pension Plan reported net income fell from $52M in the plan year 2023 filing to $23M in the plan year 2024 filing.
- IBEW Local 595 Money Purchase Pension Plan reported participants fell from 1,709 in the plan year 2023 filing to 1,612 in the plan year 2024 filing.
- IBEW Local 595 Money Purchase Pension Plan end-of-year assets rose from $524M in the plan year 2023 filing to $547M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 946125583 · Board of Trustees, IBEW Local 595 Money Purchase PY 2024 · Money Purchase
IBEW Local 595 Money Purchase Pension Plan · $547M · 1,612 · 97th
- ASSETS $547M
- ASSETS 1,612
- ASSETS 97th
- ASSETS Money Purchase
- ASSETS near Nfl Pension Plan
- ASSETS ind #8787
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 California →
IBEW Local 595 Money Purchase Pension Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $524M |
|---|---|
| Net Assets (End of Year) | $546M |
| Net Income | $23M |
| Employer EIN | 946125583 |
| Plan Effective Date | 1980-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, IBEW Local 595 Money Purchase)
Sponsor-wide plan assets over time
All Board of Trustees, IBEW Local 595 Money Purchase plans reported in each filing year
- Latest sponsor-wide plan assets
- $547M 15.91927783844175% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,714 | $472M |
| 2023 | 1 | 1,709 | $524M |
| 2024 | 1 | 1,612 | $547M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.9B · 18,550
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.7B · 37,013
- University of Southern California Defined Contribution Retirement Plan $5.0B · 19,806
- Carpenters Annuity Trust Fund for Northern California $3.5B · 24,741
- Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan $2.3B · 23,032
IBEW Local 595 Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Nfl Pension Plan in NY ($544M); by covered participants it is Iron Workers Local #397 Annuity Fund in TN (1,627 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($547M here).
- Nfl Pension Plan (NY) $544M · 1,626
- Iron Workers District Council of So Oh & Vicinity Annuity Trust (OH) $533M · 7,205
- Michigan Regional Council of Carpenters' Annuity Fund (MI) $531M · 17,855
- The Children's Mercy Hospital Retirement Plan (MO) $564M · 6,714
Similar participant headcount
Nearest other-state filings by covered participants (1,612 participants); asset peers above are excluded.
- Iron Workers Local #397 Annuity Fund (TN) 1,627 · 15 off
- Rochester Laborers Annuity Fund (NY) 1,583 · 29 off
- Carrix, Inc. Retirement Plan (WA) 1,657 · 45 off
- Northwest Permanente, P.C. Retirement Plan - Mpp Aspect (OR) 1,562 · 50 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.