Money Purchase · DOL Form 5500 · 2024
Board of Trustees of International Brotherhood of Electrical Workers Money Purchase Plan
Data updated 2026-08-25
- $95M
- Total assets Below avg plan size
- 1,513
- Participants Near avg headcount
- 90th
- Percentile by assets National rank
- $62,468
- Avg per participant Low balance/head
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.
- #7,998 in Construction (9,039 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 ~688 per filing). Assets: $95M.
- #7,998
- in Construction (9,039 peers)
- +6.4%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund's outsized position by total assets
International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$94,513,788 Top 10% higher than 90% 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
International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust 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. International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund lands in the large band (1,513 participants).
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.
EBSA filing schedule strip
Filing strip 751679061 · Board of Trustees of International Brotherhood of Electrical Workers PY 2024 · Money Purchase
International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund · $95M · 1,513 · 90th
- BOOK $95M
- VS-ST 1,513
- BOY 90th
- SCH Money Purchase
- EBSA near Carnegie Corporation of New York Defined Contribution Retirement Plan
- PART ind #7998
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 Texas →
International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees of International Brotherhood of Electrical Workers plans reported in each filing year
- Latest sponsor-wide plan assets
- $95M 15.942508510870724% vs 2022
- 2024 filing year
| 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.
- 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
International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund's out-of-state Money Purchase peers by assets and headcount
Outside Texas, the nearest Money Purchase by assets is Carnegie Corporation of New York Defined Contribution Retirement Plan in NY ($95M); by covered participants it is Pamcah-Ua Local 675 Annuity Plan in HI (1,504 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($95M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,513 participants); asset peers above are excluded.
- Pamcah-Ua Local 675 Annuity Plan (HI) 1,504 · 9 off
- Middlebury College Core Retirement Plan (VT) 1,500 · 13 off
- Milton Hershey School Money Purchase Pension Plan (PA) 1,500 · 13 off
- Arkansas Chapter NECA-IBEW Retirement Plan (AR) 1,529 · 16 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.