Money Purchase · DOL Form 5500 · 2024
IBEW Local No. 915 Pension-Annuity Fund Money Purchase Plan
Data updated 2026-08-25
- $115M
- Total assets Near avg plan size
- 1,864
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $61,709
- Avg per participant Low balance/head
Official DOL plan name: IBEW Local Union No. 915 Pension-Annuity Fund · Sponsored by IBEW Local No. 915 Pension-Annuity Fund · Tennessee · Finance & Insurance
$115M in assets, 1,864 participants
IBEW Local No. 915 Pension-Annuity Fund's IBEW Local Union No. 915 Pension-Annuity Fund reported $115M in total assets and 1,864 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #7,405 in Finance & Insurance (8,549 peers)
Where IBEW Local Union No. 915 Pension-Annuity Fund sits by assets
IBEW Local Union No. 915 Pension-Annuity Fund sits in the top 10% of all filed plans by assets, $115M for 1,864 participants (~$61,709/participant), up 17.2% in 2024.
- #7,405
- in Finance & Insurance (8,549 peers)
- +17.2%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
IBEW Local Union No. 915 Pension-Annuity Fund's outsized position by total assets
IBEW Local Union No. 915 Pension-Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$115,026,128 Top 9% higher than 91% 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
IBEW Local Union No. 915 Pension-Annuity 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. IBEW Local Union No. 915 Pension-Annuity Fund lands in the large band (1,864 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- IBEW Local Union No. 915 Pension-Annuity Fund reported net income rose from $13M in the plan year 2023 filing to $17M in the plan year 2024 filing.
- IBEW Local Union No. 915 Pension-Annuity Fund end-of-year assets rose from $98M in the plan year 2023 filing to $115M in the plan year 2024 filing.
- IBEW Local Union No. 915 Pension-Annuity Fund reported participants rose from 1,819 in the plan year 2023 filing to 1,864 in the plan year 2024 filing.
DOL schedule card
Filing strip 596518568 · IBEW Local No. 915 Pension-Annuity Fund PY 2024 · Money Purchase
IBEW Local Union No. 915 Pension-Annuity Fund · $115M · 1,864 · 91st
- PART $115M
- PART 1,864
- PART 91st
- PART Money Purchase
- PART near University of Maryland Faculty Physicians, Inc. Money Purchase Pension Plan
- PART ind #7405
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 Tennessee →
IBEW Local Union No. 915 Pension-Annuity Fund in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $98M |
|---|---|
| Net Assets (End of Year) | $115M |
| Net Income | $17M |
| Employer EIN | 596518568 |
| Plan Effective Date | 1973-06-18 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (IBEW Local No. 915 Pension-Annuity Fund)
Sponsor-wide plan assets over time
All IBEW Local No. 915 Pension-Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $115M 35.48435024162621% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,794 | $85M |
| 2023 | 1 | 1,819 | $98M |
| 2024 | 1 | 1,864 | $115M |
Nearby Money Purchase Plans in Tennessee
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Southern Electrical Retirement Fund $2.2B · 11,461
- IBEW Local 16, AFL-CIO & Multi- Employer Pension Plan $434M · 2,070
- Midwest Pipe Trades Retirement Plan $222M · 1,544
- U. a. Local Union No. 614 Pension Plan $204M · 1,248
- Electricians Local Union No. 606 Pension-Annuity Fund $91M · 2,069
IBEW Local Union No. 915 Pension-Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside Tennessee, the nearest Money Purchase by assets is University of Maryland Faculty Physicians, Inc. Money Purchase Pension Plan in MD ($114M); by covered participants it is Bozeman Health Retirement Plan in MT (1,879 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($115M here).
- University of Maryland Faculty Physicians, Inc. Money Purchase Pension Plan (MD) $114M · 1,269
- The W.K. Kellogg Foundation Savings Plan (MI) $113M · 213
- Armstrong Pension Plan (PA) $112M · 951
- Painting Industry of Hawaii Annuity Plan (HI) $118M · 553
Similar participant headcount
Nearest other-state filings by covered participants (1,864 participants); asset peers above are excluded.
- Bozeman Health Retirement Plan (MT) 1,879 · 15 off
- Annuity Fund of Wardrobe Attendants Union Local 764 (NY) 1,879 · 15 off
- Greater Texas IBEW NECA Annuity Plan (TX) 1,845 · 19 off
- Santa Clara University Defined Contribution Retirement Plan (CA) 1,889 · 25 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.