Money Purchase · DOL Form 5500 · 2024

Board of Trustees, IBEW Local 684 Money Purchase Money Purchase Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
459
Participants Below avg headcount
83rd
Percentile by assets National rank
$96,375
Avg per participant Below avg balance/head
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Official DOL plan name: IBEW Local 684 Money Purchase Pension and Profit Sharing Plan · Sponsored by Board of Trustees, IBEW Local 684 Money Purchase · California · Construction

$44M in assets, 459 participants

Board of Trustees, IBEW Local 684 Money Purchase's IBEW Local 684 Money Purchase Pension and Profit Sharing Plan reported $44M in total assets and 459 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #7,320 in Construction (9,039 peers)

Where IBEW Local 684 Money Purchase Pension and Profit Sharing Plan sits by assets

IBEW Local 684 Money Purchase Pension and Profit Sharing Plan sits in the top quartile of all filed plans by assets, $44M for 459 participants (~$96,375/participant), up 9.0% in 2024.

#7,320
in Construction (9,039 peers)
+9.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

IBEW Local 684 Money Purchase Pension and Profit Sharing Plan's outsized position by total assets

IBEW Local 684 Money Purchase Pension and Profit Sharing Plan vs every filed plan by assets

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

$44,236,078 Top 17% higher than 83% 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

IBEW Local 684 Money Purchase Pension and Profit Sharing Plan 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. IBEW Local 684 Money Purchase Pension and Profit Sharing Plan sits mid-pack in the medium band (459 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • IBEW Local 684 Money Purchase Pension and Profit Sharing Plan reported net income fell from $8M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • IBEW Local 684 Money Purchase Pension and Profit Sharing Plan end-of-year assets rose from $41M in the plan year 2023 filing to $44M in the plan year 2024 filing.
  • IBEW Local 684 Money Purchase Pension and Profit Sharing Plan reported participants rose from 453 in the plan year 2023 filing to 459 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 946442909 · Board of Trustees, IBEW Local 684 Money Purchase PY 2024 · Money Purchase

IBEW Local 684 Money Purchase Pension and Profit Sharing Plan · $44M · 459 · 83rd

  • SCH $44M
  • EBSA 459
  • PART 83rd
  • TYPE Money Purchase
  • NET near Pipe Fitters Local Union #211 Defined Contribution Retirement Plan
  • BOOK ind #7320

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 California →

IBEW Local 684 Money Purchase Pension and Profit Sharing Plan in the asset neighbourhood

Pipe Fitters Local Union #211 Defined Contribution Retirement PlanPipe Fitters Local Union #21…$44MIBEW Local 684 Money Purchase Pension and Profit Sharing PlanIBEW Local 684 Money Purchas…$44MNational Electrical Benefit Fund Defined Contribution PlanNational Electrical Benefit …$44MFraunhofer USA, Inc. 401(a) DC PlanFraunhofer USA, Inc. 401(a) …$44MN.E.L. Corporation Money Purchase Pension PlanN.E.L. Corporation Money Pur…$44M
End-of-year total assets ($M) among IBEW Local 684 Money Purchase Pension and Profit Sharing Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$44M
Net Income$4M
Employer EIN946442909
Plan Effective Date1990-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, IBEW Local 684 Money Purchase)

Sponsor-wide plan assets over time

All Board of Trustees, IBEW Local 684 Money Purchase plans reported in each filing year

Latest sponsor-wide plan assets
$124M 79.91738143021499% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $69.2M $124M ▲ +79.9%
Year Plans Participants Total Assets
2022 1 429 $69M
2023 2 886 $117M
2024 2 885 $124M

Nearby Money Purchase Plans in California

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

IBEW Local 684 Money Purchase Pension and Profit Sharing Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants IBEW Local 684 Money Purchase Pension and Profit Sharing Plan, Total assets ($B): 0.044236078 · Participants: 459IBEW Local 684 Money Purchase Pension and Profit Sharing PlanThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 7.903445624 · Participants: 18550The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 5.667619665 · Participants: 37013Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 5.016619293 · Participants: 19806University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 3.48261473 · Participants: 24741Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America - Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.321194427 · Participants: 23032Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan
IBEW Local 684 Money Purchase Pension and Profit Sharing Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare IBEW Local 684 Money Purchase Pension and Profit Sharing Plan side-by-side with 3 peers →

IBEW Local 684 Money Purchase Pension and Profit Sharing Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Pipe Fitters Local Union #211 Defined Contribution Retirement Plan in TX ($44M); by covered participants it is Kpmg Personal Account for Retirement in NJ (455 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (459 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 IBEW Local 684 Money Purchase Pension and Profit Sharing Plan assets move in 2024? ▼
IBEW Local 684 Money Purchase Pension and Profit Sharing Plan grew at a solid clip - up 9.0% during 2024, from $41M to $44M. Reported net income was $4M.
How have Board of Trustees, IBEW Local 684 Money Purchase plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, IBEW Local 684 Money Purchase's sponsor-wide assets grew 79.9%, from $69M to $124M.
Where does IBEW Local 684 Money Purchase Pension and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
IBEW Local 684 Money Purchase Pension and Profit Sharing Plan ranks in the 83rd 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 IBEW Local 684 Money Purchase Pension and Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Pipe Fitters Local Union #211 Defined Contribution Retirement Plan in TX ($44M, 3,828 participants).
Which Money Purchase plans cover a similar participant headcount to IBEW Local 684 Money Purchase Pension and Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Kpmg Personal Account for Retirement in NJ (455 participants, $272M 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 946442909.

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.