Money Purchase · DOL Form 5500 · 2024
Board of Trustees, International Brotherhood of Money Purchase Plan
Data updated 2026-08-06
- $2.5B
- Total assets
- 29,645
- Participants
- 99th
- Percentile by assets
- $83,257
- Avg per participant
Official DOL plan name: International Brotherhood of Electrical Workers District No. 9 Pension Plan · Sponsored by Board of Trustees, International Brotherhood of · Oregon · Construction
$2.5B in assets, 29,645 participants
Board of Trustees, International Brotherhood of's International Brotherhood of Electrical Workers District No. 9 Pension Plan reported $2.5B in total assets and 29,645 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 116,472 plans)
- #8,273 in Construction (8,304 peers)
Coverage in Oregon
International Brotherhood of Electrical Workers District No. 9 Pension Plan covers 29,645 participants in Oregon, 67x the typical Oregon plan (state average ~440 per filing). Assets: $2.5B.
- $2.5B
- total plan assets (2024 EOY)
- 29,645
- covered participants
- 99th
- percentile by assets (of 116,472 plans)
- $83,257
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- International Brotherhood of Electrical Workers District No. 9 Pension Plan reported net income fell from $397M in the plan year 2023 filing to $129M in the plan year 2024 filing.
- International Brotherhood of Electrical Workers District No. 9 Pension Plan end-of-year assets rose from $2.3B in the plan year 2023 filing to $2.5B in the plan year 2024 filing.
- International Brotherhood of Electrical Workers District No. 9 Pension Plan reported participants rose from 28,784 in the plan year 2023 filing to 29,645 in the plan year 2024 filing.
Participants vs Oregon filers
In Oregon, the average filing covers about 440 participants across 1,627 plans. International Brotherhood of Electrical Workers District No. 9 Pension Plan reports 29,645 participants - 67x that state average ($2.5B EOY assets).
Oregon filing particulars
| Total Assets (Beginning of Year) | $2.3B |
|---|---|
| Net Assets (End of Year) | $2.5B |
| Net Income | $129M |
| Employer EIN | 936074829 |
| Plan Effective Date | 1968-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, International Brotherhood of)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 27,536 | $1.9B |
| 2023 | 1 | 28,784 | $2.3B |
| 2024 | 1 | 29,645 | $2.5B |
Nearby Money Purchase Plans in Oregon
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
International Brotherhood of Electrical Workers District No. 9 Pension Plan vs. nearby Money Purchase plans in Oregon, assets vs. participants
- Northwest Permanente, P.C. Retirement Plan - Mpp Aspect $1.1B · 1,562
- Cascade Pension Trust Money Purchase Pension Plan $425M · 2,355
- Samaritan Health Services Retirement Plan $321M · 5,342
- Osu Foundation Retirement Plan $49M · 145
- Northwest Permanente, P.C. Retirement Plan for Clerical Emp. - Mpp Aspect $11M · 262
Scale composition for International Brotherhood of Electrical Workers District No. 9 Pension Plan
International Brotherhood of Electrical Workers District No. 9 Pension Plan reports $2.5B in end-of-year assets across 29,645 participants (0.021% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.033% of 89,805,449 covered participants) - about $83,257 per participant (61% of the national average assets-per-participant) . Net income for plan year 2024 was $129M.
This plan identity (EIN 936074829, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.9B to $2.5B (+27.1%) while covered participants moved from 27,536 to 29,645 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 27,536 | $1.9B | Open filing |
| 2023 | 28,784 | $2.3B | Open filing |
| 2024 · index core | 29,645 | $2.5B | This page |
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to International Brotherhood of Electrical Workers District No. 9 Pension Plan by total assets, not by location.
- UPS/Ipa Defined Contribution Money Purchase Pension Plan (KY) $2.5B · 1,984
- Princeton University Retirement Plan (NJ) $2.4B · 8,833
- Retirement Income Plan for Teaching Faculty of Harvard University (MA) $2.4B · 2,774
- Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan (CA) $2.3B · 23,032
Frequently Asked Questions
How did International Brotherhood of Electrical Workers District No. 9 Pension Plan assets move in 2024? ▼
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Where does International Brotherhood of Electrical Workers District No. 9 Pension Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on International Brotherhood of Electrical Workers District No. 9 Pension Plan's numbers.
- By total assets, International Brotherhood of Electrical Workers District No. 9 Pension Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Oregon. Compare plans
- Board of Trustees, International Brotherhood of's sponsor-wide assets have grown 27.1% since 2022 across 3 plan years on file. More Construction plans