Money Purchase · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$204M
Total assets Near avg plan size
1,248
Participants Near avg headcount
94th
Percentile by assets National rank
$163,173
Avg per participant Above avg balance/head
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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.

  • #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.

#8,436
in Construction (9,039 peers)
+4.1%
assets growth YoY
2.0×
vs typical plan assets (national mean)

U. a. Local Union No. 614 Pension Plan's outsized position by total assets

U. a. Local Union No. 614 Pension Plan vs every filed plan by assets

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

$203,639,598 Top 6% higher than 94% 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

U. a. Local Union No. 614 Pension Plan'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. U. a. Local Union No. 614 Pension Plan lands in the large band (1,248 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

Published 5500 schedule card

Filing strip 626085904 · Trustees - U. a. Local Union No. 614 Pension Plan PY 2024 · Money Purchase

U. a. Local Union No. 614 Pension Plan · $204M · 1,248 · 94th

  • SCH $204M
  • EBSA 1,248
  • PART 94th
  • TYPE Money Purchase
  • NET near Equinor US Holdings Inc. Money Purchase Pension Plan
  • BOOK ind #8436

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 Tennessee →

U. a. Local Union No. 614 Pension Plan in the asset neighbourhood

Tecolote Research, Inc. Money Purchase Pension PlanTecolote Research, Inc. Mone…$210MSheet Metal Workers Local 219 Retirement Savings FundSheet Metal Workers Local 21…$210MU. a. Local Union No. 614 Pension PlanU. a. Local Union No. 614 Pe…$204MEquinor US Holdings Inc. Money Purchase Pension PlanEquinor US Holdings Inc. Mon…$200MPlumbers and Steamfitters Local 440 Defined Contribution PlanPlumbers and Steamfitters Lo…$198M
End-of-year total assets ($M) among U. a. Local Union No. 614 Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$196M
Net Assets (End of Year)$204M
Net Income$8M
Employer EIN626085904
Plan Effective Date1968-04-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Trustees - U. a. Local Union No. 614 Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$204M 22.56876912105012% vs 2022
2024 filing year
$160M$180M$200M$220M 202220232024 $166M $204M ▲ +22.6%
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 Scatter plot of 6 data points. 050001000015000 -0.500.511.522.5 Total assets ($B) Participants U. a. Local Union No. 614 Pension Plan, Total assets ($B): 0.203639598 · Participants: 1248U. a. Local Union No. 614 Pension PlanSouthern Electrical Retirement Fund, Total assets ($B): 2.191524146 · Participants: 11461Southern Electrical Retirement FundIBEW Local 16, AFL-CIO & Multi- Employer Pension Plan, Total assets ($B): 0.434339446 · Participants: 2070IBEW Local 16, AFL-CIO & Multi- Employer Pension PlanMidwest Pipe Trades Retirement Plan, Total assets ($B): 0.221798038 · Participants: 1544Midwest Pipe Trades Retirement PlanIBEW Local Union No. 915 Pension-Annuity Fund, Total assets ($B): 0.115026128 · Participants: 1864IBEW Local Union No. 915 Pension-Annuity FundElectricians Local Union No. 606 Pension-Annuity Fund, Total assets ($B): 0.090883504 · Participants: 2069Electricians Local Union No. 606 Pension-Annuity Fund
U. a. Local Union No. 614 Pension Plan vs. nearby Money Purchase plans in Tennessee, assets vs. participants
Compare U. a. Local Union No. 614 Pension Plan side-by-side with 3 peers →

U. a. Local Union No. 614 Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Tennessee, the nearest Money Purchase by assets is Equinor US Holdings Inc. Money Purchase Pension Plan in CT ($200M); by covered participants it is The Cleveland Glass & Glazing Industry Defined Contribution Plan in OH (1,256 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,248 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 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).
Which Money Purchase plans cover a similar participant headcount to U. a. Local Union No. 614 Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is The Cleveland Glass & Glazing Industry Defined Contribution Plan in OH (1,256 participants, $65M 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 626085904.

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.