Money Purchase · DOL Form 5500 · 2024

Board of Trustees IBEW Local Union # 756 Pension Fund Money Purchase Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
302
Participants Below avg headcount
80th
Percentile by assets National rank
$123,374
Avg per participant Near avg balance/head
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Official DOL plan name: International Brotherhood of Electrical Workers Local Union #756 Pension Fund · Sponsored by Board of Trustees IBEW Local Union # 756 Pension Fund · Florida · Finance & Insurance

$37M in assets, 302 participants

Board of Trustees IBEW Local Union # 756 Pension Fund's International Brotherhood of Electrical Workers Local Union #756 Pension Fund reported $37M in total assets and 302 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #5,954 in Finance & Insurance (8,549 peers)

Coverage in Florida

International Brotherhood of Electrical Workers Local Union #756 Pension Fund covers 302 participants in Florida, about 48% of the average Florida filer (state average ~628 per filing). Assets: $37M.

#5,954
in Finance & Insurance (8,549 peers)
+9.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

International Brotherhood of Electrical Workers Local Union #756 Pension Fund's outsized position by total assets

International Brotherhood of Electrical Workers Local Union #756 Pension Fund vs every filed plan by assets

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

$37,258,841 Top 20% higher than 80% 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

International Brotherhood of Electrical Workers Local Union #756 Pension Fund 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. International Brotherhood of Electrical Workers Local Union #756 Pension Fund sits mid-pack in the medium band (302 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • International Brotherhood of Electrical Workers Local Union #756 Pension Fund reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • International Brotherhood of Electrical Workers Local Union #756 Pension Fund reported participants fell from 349 in the plan year 2023 filing to 302 in the plan year 2024 filing.
  • International Brotherhood of Electrical Workers Local Union #756 Pension Fund end-of-year assets rose from $34M in the plan year 2023 filing to $37M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 596556447 · Board of Trustees IBEW Local Union # 756 Pension Fund PY 2024 · Money Purchase

International Brotherhood of Electrical Workers Local Union #756 Pension Fund · $37M · 302 · 80th

  • NET $37M
  • NET 302
  • NET 80th
  • NET Money Purchase
  • NET near Carpenters Local Union No 491 Annuity Plan
  • NET ind #5954

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 Finance & Insurance retirement plans → · Plans in Florida →

International Brotherhood of Electrical Workers Local Union #756 Pension Fund in the asset neighbourhood

Carpenters Local Union No 491 Annuity PlanCarpenters Local Union No 49…$37MInternational Brotherhood of Electrical Workers Local Union #756 Pension FundInternational Brotherhood of…$37MUnited Plant & Production Workers L175 Annuity FundUnited Plant & Production Wo…$37MMoney Purchase Retirement Plan of U.a. Local 716Money Purchase Retirement Pl…$37MUnited Union of Roofers, Waterproofers & Allied Workers, Local 154 Annuity FundUnited Union of Roofers, Wat…$37M
End-of-year total assets ($M) among International Brotherhood of Electrical Workers Local Union #756 Pension Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

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

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

Sponsor-wide plan assets over time

All Board of Trustees IBEW Local Union # 756 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$37M 16.56545867181698% vs 2022
2024 filing year
$30M$32M$34M$36M$38M 202220232024 $32M $37.3M ▲ +16.6%
Year Plans Participants Total Assets
2022 1 520 $32M
2023 1 349 $34M
2024 1 302 $37M

Nearby Money Purchase Plans in Florida

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

International Brotherhood of Electrical Workers Local Union #756 Pension Fund vs. nearby Money Purchase plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 0100200300400500 Total assets ($M) Participants International Brotherhood of Electrical Workers Local Union #756 Pension Fund, Total assets ($M): 37.258841 · Participants: 302International Brotherhood of Electrical Workers Local Union #756 Pension FundElliott Money Purchase Pension Plan, Total assets ($M): 457.469447 · Participants: 494Elliott Money Purchase Pension PlanSouthern States Savings & Retirement Plan Trust, Total assets ($M): 192.89028 · Participants: 13122Southern States Savings & Retirement Plan TrustCarolina Electrical Workers Retirement Fund, Total assets ($M): 154.004482 · Participants: 6154Carolina Electrical Workers Retirement FundNECA-IBEW 177 Pension Fund, Total assets ($M): 143.90263 · Participants: 1412NECA-IBEW 177 Pension FundLifelink Foundation, Inc. Retirement Plan, Total assets ($M): 99.089055 · Participants: 471Lifelink Foundation, Inc. Retirement Plan
International Brotherhood of Electrical Workers Local Union #756 Pension Fund vs. nearby Money Purchase plans in Florida, assets vs. participants
Compare International Brotherhood of Electrical Workers Local Union #756 Pension Fund side-by-side with 3 peers →

International Brotherhood of Electrical Workers Local Union #756 Pension Fund's out-of-state Money Purchase peers by assets and headcount

Outside Florida, the nearest Money Purchase by assets is Carpenters Local Union No 491 Annuity Plan in MD ($37M); by covered participants it is Indiana University Foundation, Inc. 403(b) Defined Contribution Retirement Plan in IN (302 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (302 participants); asset peers above are excluded.

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 International Brotherhood of Electrical Workers Local Union #756 Pension Fund assets move in 2024? ▼
International Brotherhood of Electrical Workers Local Union #756 Pension Fund grew at a solid clip - up 9.8% during 2024, from $34M to $37M. Reported net income was $3M.
How have Board of Trustees IBEW Local Union # 756 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees IBEW Local Union # 756 Pension Fund's sponsor-wide assets grew 16.6%, from $32M to $37M.
Where does International Brotherhood of Electrical Workers Local Union #756 Pension Fund rank by assets among Form 5500 filers? ▼
International Brotherhood of Electrical Workers Local Union #756 Pension Fund ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to International Brotherhood of Electrical Workers Local Union #756 Pension Fund? ▼
Among Money Purchase plans in other states, the closest by assets is Carpenters Local Union No 491 Annuity Plan in MD ($37M, 1,064 participants).
Which Money Purchase plans cover a similar participant headcount to International Brotherhood of Electrical Workers Local Union #756 Pension Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is Indiana University Foundation, Inc. 403(b) Defined Contribution Retirement Plan in IN (302 participants, $81M 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 596556447.

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.