Money Purchase · DOL Form 5500 · 2024
Board of Trustees of International Brotherhood of Electrical Workers Money Purchase Plan
Data updated 2026-08-06
- $95M
- Total assets
- 1,513
- Participants
- 90th
- Percentile by assets
- $62,468
- Avg per participant
Official DOL plan name: International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund · Sponsored by Board of Trustees of International Brotherhood of Electrical Workers · Texas · Construction
$95M in assets, 1,513 participants
Board of Trustees of International Brotherhood of Electrical Workers's International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund reported $95M in total assets and 1,513 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.
- 90th percentile by assets (of 116,472 plans)
- #7,458 in Construction (8,304 peers)
Coverage in Texas
International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund covers 1,513 participants in Texas, 2.2x the typical Texas plan (state average ~704 per filing). Assets: $95M.
- $95M
- total plan assets (2024 EOY)
- 1,513
- covered participants
- 90th
- percentile by assets (of 116,472 plans)
- $62,468
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund reported participants rose from 1,010 in the plan year 2023 filing to 1,513 in the plan year 2024 filing.
- International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund end-of-year assets rose from $89M in the plan year 2023 filing to $95M in the plan year 2024 filing.
Participants vs Texas filers
In Texas, the average filing covers about 704 participants across 9,718 plans. International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund reports 1,513 participants - 2.2x that state average ($95M EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $89M |
|---|---|
| Net Assets (End of Year) | $94M |
| Net Income | $6M |
| Employer EIN | 751679061 |
| Plan Effective Date | 1978-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of International Brotherhood of Electrical Workers)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,018 | $82M |
| 2023 | 1 | 1,010 | $89M |
| 2024 | 1 | 1,513 | $95M |
Nearby Money Purchase Plans in Texas
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund vs. nearby Money Purchase plans in Texas, assets vs. participants
- Occidental Petroleum Corporation Retirement Plan $1.3B · 7,877
- Alcon Retirement Plan $1.1B · 9,762
- William Marsh Rice University Defined Contribution Retirement Plan $930M · 6,787
- Apache Corporation Money Purchase Retirement Plan $271M · 1,492
- Greater Texas IBEW NECA Annuity Plan $165M · 1,845
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund's numbers.
- By total assets, International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Texas. Compare plans
- Board of Trustees of International Brotherhood of Electrical Workers's sponsor-wide assets have grown 15.9% since 2022 across 3 plan years on file. More Construction plans