Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees of IBEW Local Union No. 527 Pension Plan Pension Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
135
Participants Small participant base
58th
Percentile by assets National rank
$83,065
Avg per participant Below avg balance/head
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Official DOL plan name: IBEW Local Union No. 527 Pension Plan · Sponsored by Board of Trustees of IBEW Local Union No. 527 Pension Plan · Texas · Construction

$11M in assets, 135 participants

Board of Trustees of IBEW Local Union No. 527 Pension Plan's IBEW Local Union No. 527 Pension Plan reported $11M in total assets and 135 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #5,098 in Construction (9,039 peers)

Coverage in Texas

IBEW Local Union No. 527 Pension Plan covers 135 participants in Texas, about 20% of the average Texas filer (state average ~688 per filing). Assets: $11M.

#5,098
in Construction (9,039 peers)
+8.1%
assets growth YoY

IBEW Local Union No. 527 Pension Plan's mid-pack asset rank among Construction and all filers

IBEW Local Union No. 527 Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$11,213,772 Top 42% higher than 58% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

IBEW Local Union No. 527 Pension Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. IBEW Local Union No. 527 Pension Plan sits mid-pack in the medium band (135 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • IBEW Local Union No. 527 Pension Plan reported net income fell from $1M in the plan year 2023 filing to $831K in the plan year 2024 filing.
  • IBEW Local Union No. 527 Pension Plan reported participants fell from 154 in the plan year 2023 filing to 135 in the plan year 2024 filing.
  • IBEW Local Union No. 527 Pension Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 746213086 · Board of Trustees of IBEW Local Union No. 527 Pension Plan PY 2024 · Defined Benefit (Pension)

IBEW Local Union No. 527 Pension Plan · $11M · 135 · 58th

  • 5500 $11M
  • ASSETS 135
  • PCT 58th
  • EIN Defined Benefit (Pension)
  • RANK near Rail Products International, Inc. Union Employees Pension Plan
  • PHOTO ind #5098

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 →

IBEW Local Union No. 527 Pension Plan in the asset neighbourhood

Montgomery Bell Academy Pension PlanMontgomery Bell Academy Pens…$11MAlecto Healthcare Services Ohio Valley LLC Pension PlanAlecto Healthcare Services O…$11MIBEW Local Union No. 527 Pension PlanIBEW Local Union No. 527 Pen…$11MRail Products International, Inc. Union Employees Pension PlanRail Products International,…$11MDefined Benefit Plan for Employees of EpicDefined Benefit Plan for Emp…$11M
End-of-year total assets ($M) among IBEW Local Union No. 527 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$831K
Employer EIN746213086
Plan Effective Date1970-01-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of IBEW Local Union No. 527 Pension Plan)

Sponsor-wide plan assets over time

All Board of Trustees of IBEW Local Union No. 527 Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$11M 20.59563452994008% vs 2022
2024 filing year
$9M$10M$11M$12M 202220232024 $9.3M $11.2M ▲ +20.5%
Year Plans Participants Total Assets
2022 1 134 $9M
2023 1 154 $10M
2024 1 135 $11M

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

IBEW Local Union No. 527 Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants IBEW Local Union No. 527 Pension Plan, Total assets ($B): 0.011213772 · Participants: 135IBEW Local Union No. 527 Pension PlanAT&T Pension Benefit Plan, Total assets ($B): 28.265893 · Participants: 100400AT&T Pension Benefit PlanExxonmobil Pension Plan, Total assets ($B): 12.095 · Participants: 22000Exxonmobil Pension PlanChevron Retirement Plan, Total assets ($B): 9.731784707 · Participants: 21297Chevron Retirement PlanShell Pension Plan, Total assets ($B): 9.694184685 · Participants: 12688Shell Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.1940497 · Participants: 11498Caterpillar Inc. Retirement Income Plan
IBEW Local Union No. 527 Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare IBEW Local Union No. 527 Pension Plan side-by-side with 3 peers →

IBEW Local Union No. 527 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Rail Products International, Inc. Union Employees Pension Plan in OH ($11M); by covered participants it is Sappi North America, Inc. Cumberland Mills Hourly Employees' Retirement Plan in MA (135 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did IBEW Local Union No. 527 Pension Plan assets move in 2024? ▼
IBEW Local Union No. 527 Pension Plan grew at a solid clip - up 8.1% during 2024, from $10M to $11M. Reported net income was $831K.
How have Board of Trustees of IBEW Local Union No. 527 Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of IBEW Local Union No. 527 Pension Plan's sponsor-wide assets grew 20.6%, from $9M to $11M.
Which Defined Benefit (Pension) plans are similar in size to IBEW Local Union No. 527 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Rail Products International, Inc. Union Employees Pension Plan in OH ($11M, 15 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to IBEW Local Union No. 527 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sappi North America, Inc. Cumberland Mills Hourly Employees' Retirement Plan in MA (135 participants, $41M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 746213086.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.