Money Purchase
2024 plan-year Money Purchase DOL Form 5500

International Brotherhood of Electrical Workers Local Union #756 Pension Fund

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees IBEW Local Union # 756 Pension Fund · Florida · Finance & Insurance

What the 2023 filing shows

International Brotherhood of Electrical Workers Local Union #756 Pension Fund holds $37M for 302 participants — about $123,374 per participant, up 9.8% over the 2024 plan year.

$37M
total plan assets (2024 EOY)
302
covered participants
$123,374
avg assets per participant
+9.8%
assets growth YoY
Total Assets (2023)
$37M
Participants
302
State
Industry
Finance & Insurance

What the Filing Says About International Brotherhood of Electrical Workers Local Union #756 Pension Fund

International Brotherhood of Electrical Workers Local Union #756 Pension Fund is a Money Purchase retirement plan sponsored by Board of Trustees IBEW Local Union # 756 Pension Fund, headquartered in Florida. As of the 2024 Form 5500 filing, the plan reports $37M in total end-of-year assets and covers 302 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 596556447, and the plan has been effective since 1974-08-11. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $34M at the beginning of 2024 to $37M at year-end — a gain of 9.8%. Net assets (after liabilities) closed the year at $37M, with reported net income of $3M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$34M
Total Assets (End of Year)$37M
Net Assets (End of Year)$37M
Net Income$3M
Plan TypeMoney Purchase
Employer EIN596556447
Plan Effective Date1974-08-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees IBEW Local Union # 756 Pension Fund)

Year Plans Participants Total Assets
2022 1 520 $32M
2023 1 349 $34M
2024 1 302 $37M

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Frequently Asked Questions

How much money is in the International Brotherhood of Electrical Workers Local Union #756 Pension Fund?
As of the 2024 Form 5500 filing, International Brotherhood of Electrical Workers Local Union #756 Pension Fund holds $37M in total assets with 302 participants. It is sponsored by Board of Trustees IBEW Local Union # 756 Pension Fund.
What type of plan is International Brotherhood of Electrical Workers Local Union #756 Pension Fund?
International Brotherhood of Electrical Workers Local Union #756 Pension Fund is a Money Purchase plan. It has been effective since 1974-08-11. The plan is filed with the U.S. Department of Labor under EIN 596556447.
Who sponsors the International Brotherhood of Electrical Workers Local Union #756 Pension Fund?
International Brotherhood of Electrical Workers Local Union #756 Pension Fund is sponsored by Board of Trustees IBEW Local Union # 756 Pension Fund, located in Florida. The sponsor's EIN is 596556447 and the plan operates in the Finance & Insurance industry.
How did International Brotherhood of Electrical Workers Local Union #756 Pension Fund perform in 2024?
International Brotherhood of Electrical Workers Local Union #756 Pension Fund grew by 9.8% during 2024, moving from $34M to $37M in total assets. Net income was $3M.
Where can I find official filings for International Brotherhood of Electrical Workers Local Union #756 Pension Fund?
Official Form 5500 filings for International Brotherhood of Electrical Workers Local Union #756 Pension Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 596556447 or plan name at efast.dol.gov.
How does International Brotherhood of Electrical Workers Local Union #756 Pension Fund compare to other plans?
You can compare International Brotherhood of Electrical Workers Local Union #756 Pension Fund against other Money Purchase plans on the plan type page, or view plans in Florida on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 596556447.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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