Money Purchase · DOL Form 5500 · 2024

Trustees - U. a. Local Union No. 614 Pension Plan Money Purchase Plan

Data updated 2026-08-11

$204M
Total assets: 1,248
Participants: 94th
Percentile by assets: $163,173
Avg per participant

Official DOL plan name: U. a. Local Union No. 614 Pension Plan · Sponsored by Trustees - U. a. Local Union No. 614 Pension Plan · Tennessee · Construction

$204M in assets, 1,248 participants

Trustees - U. a. Local Union No. 614 Pension Plan's U. a. Local Union No. 614 Pension Plan reported $204M in total assets and 1,248 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

94th percentile by assets (of 123,622 plans)
#8,436 in Construction (9,039 peers)

Where U. a. Local Union No. 614 Pension Plan sits by assets

U. a. Local Union No. 614 Pension Plan sits in the top 10% of all filed plans by assets, $204M for 1,248 participants (~$163,173/participant), up 4.1% in 2024.

$204M
total plan assets (2024 EOY): 1,248
covered participants: 94th
percentile by assets (of 123,622 plans): $163,173
avg assets per participant

U. a. Local Union No. 614 Pension Plan reported net income fell from $29M in the plan year 2023 filing to $8M in the plan year 2024 filing.
U. a. Local Union No. 614 Pension Plan end-of-year assets rose from $196M in the plan year 2023 filing to $204M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Tennessee

Industry

Construction

U. a. Local Union No. 614 Pension Plan vs the 2024 asset distribution

By assets, U. a. Local Union No. 614 Pension Plan outranks 94% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$196M
Net Assets (End of Year)	$204M
Net Income	$8M
Employer EIN	626085904
Plan Effective Date	1968-04-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Trustees - U. a. Local Union No. 614 Pension Plan)

Total plan assets by year, all Trustees - U. a. Local Union No. 614 Pension Plan plans on file

Year	Plans	Participants	Total Assets
2022	1	1,308	$166M
2023	1	1,248	$196M
2024	1	1,248	$204M

Nearby Money Purchase Plans in Tennessee

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

U. a. Local Union No. 614 Pension Plan vs. nearby Money Purchase plans in Tennessee, assets vs. participants

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
IBEW Local Union No. 915 Pension-Annuity Fund $115M · 1,864
Electricians Local Union No. 606 Pension-Annuity Fund $91M · 2,069

Compare U. a. Local Union No. 614 Pension Plan side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to U. a. Local Union No. 614 Pension Plan by total assets, not by location.

Equinor US Holdings Inc. Money Purchase Pension Plan (CT) $200M · 683
Plumbers and Steamfitters Local 440 Defined Contribution Plan (IN) $198M · 2,945
Sheet Metal Workers Local 219 Retirement Savings Fund (IL) $210M · 936
Tecolote Research, Inc. Money Purchase Pension Plan (CA) $210M · 666

Frequently Asked Questions

How did U. a. Local Union No. 614 Pension Plan assets move in 2024? ▼

U. a. Local Union No. 614 Pension Plan edged up modestly - up 4.1% during 2024, from $196M to $204M. Reported net income was $8M.

How have Trustees - U. a. Local Union No. 614 Pension Plan plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Trustees - U. a. Local Union No. 614 Pension Plan's sponsor-wide assets grew 22.6%, from $166M to $204M.

Where does U. a. Local Union No. 614 Pension Plan rank by assets among Form 5500 filers? ▼

U. a. Local Union No. 614 Pension Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which Money Purchase plans are similar in size to U. a. Local Union No. 614 Pension Plan? ▼

Among Money Purchase plans in other states, the closest by assets is Equinor US Holdings Inc. Money Purchase Pension Plan in CT ($200M, 683 participants).

Next read for U. a. Local Union No. 614 Pension Plan

Scale reading

Ways to act on U. a. Local Union No. 614 Pension Plan's numbers.

By total assets, U. a. Local Union No. 614 Pension Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Money Purchase plans in Tennessee. Compare plans
Trustees - U. a. Local Union No. 614 Pension Plan's sponsor-wide assets have grown 22.6% since 2022 across 3 plan years on file. More Construction plans

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 626085904.