Money Purchase · DOL Form 5500 · 2024
IBEW Local 363 Money Purchase Pension Plan Money Purchase Plan
Data updated 2026-08-25
- $161M
- Total assets Near avg plan size
- 1,140
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $141,382
- Avg per participant Near avg balance/head
Official DOL plan name: IBEW Local 363-Money Purchase Pension Plan · Sponsored by IBEW Local 363 Money Purchase Pension Plan · New York · Construction
$161M in assets, 1,140 participants
IBEW Local 363 Money Purchase Pension Plan's IBEW Local 363-Money Purchase Pension Plan reported $161M in total assets and 1,140 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #8,317 in Construction (9,039 peers)
Where IBEW Local 363-Money Purchase Pension Plan sits by assets
IBEW Local 363-Money Purchase Pension Plan sits in the top 10% of all filed plans by assets, $161M for 1,140 participants (~$141,382/participant), up 7.1% in 2024.
- #8,317
- in Construction (9,039 peers)
- +7.1%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
IBEW Local 363-Money Purchase Pension Plan's outsized position by total assets
IBEW Local 363-Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$161,175,494 Top 7% higher than 93% 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 363-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 363-Money Purchase Pension Plan lands in the large band (1,140 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- IBEW Local 363-Money Purchase Pension Plan reported net income fell from $14M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- IBEW Local 363-Money Purchase Pension Plan end-of-year assets rose from $151M in the plan year 2023 filing to $161M in the plan year 2024 filing.
DOL schedule card
Filing strip 136530041 · IBEW Local 363 Money Purchase Pension Plan PY 2024 · Money Purchase
IBEW Local 363-Money Purchase Pension Plan · $161M · 1,140 · 93rd
- ASSETS $161M
- PCT 1,140
- EIN 93rd
- RANK Money Purchase
- PHOTO near Greater Texas IBEW NECA Annuity Plan
- IND ind #8317
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 New York →
IBEW Local 363-Money Purchase Pension Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $151M |
|---|---|
| Net Assets (End of Year) | $161M |
| Net Income | $11M |
| Employer EIN | 136530041 |
| Plan Effective Date | 1961-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (IBEW Local 363 Money Purchase Pension Plan)
Sponsor-wide plan assets over time
All IBEW Local 363 Money Purchase Pension Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $161M 16.48811654647498% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 796 | $138M |
| 2023 | 1 | 1,136 | $151M |
| 2024 | 1 | 1,140 | $161M |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Tiaa Retirement Plan $5.9B · 11,906
- Young Men's Christian Association Retirement Fund Retirement Plan $3.9B · 47,199
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $2.2B · 15,274
- Brookhaven Science Associates, LLC Retirement Plan $1.5B · 2,624
- Iron Workers Locals 40, 361 & 417 Annuity Fund $1.2B · 2,357
IBEW Local 363-Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Greater Texas IBEW NECA Annuity Plan in TX ($165M); by covered participants it is Sacramento Area Electrical Workers Pension and Profit Sharing Plan in CA (1,140 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($161M here).
- Greater Texas IBEW NECA Annuity Plan (TX) $165M · 1,845
- Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust Fund (WA) $157M · 4,204
- I.B.E.W. Local Union # 654 Defined Contribution Plan (NJ) $157M · 447
- Boilermakers Lodge 154 Retirement Plan (MN) $157M · 6,951
Similar participant headcount
Nearest other-state filings by covered participants (1,140 participants); asset peers above are excluded.
- Sacramento Area Electrical Workers Pension and Profit Sharing Plan (CA) 1,140 · 0 off
- Brady Funded Retirement Plan (WI) 1,139 · 1 off
- Hawaii Masons and Plasterers Annuity Plan (HI) 1,143 · 3 off
- Insulators Local No. 37 Retirement Plan (TN) 1,136 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.