Employer · plans filed under one EIN
Board of Trustees, IBEW Local 684 Pension Trust
Pleasanton, CA · Construction
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
Board of Trustees, IBEW Local 684 Pension Trust, based in Pleasanton, California, sponsors 2 retirement plans with 100 or more participants: 1 defined contribution and 1 defined benefit. Together they reported 1,246 participant records and $124M in net assets.
The largest is IBEW Local 684 Pension Trust, a defined benefit pension plan with 773 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $8.4M and participant contributions $354K in the latest plan years; benefits paid were $6.4M. Schedule C compensation reported to service provider organisations totalled $707K.
Combined net assets moved from $48.8M in 2009 to $124M in 2024 (up 155%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| IBEW Local 684 Pension Trust | defined benefit pension plan | 2024 | 773 | $80.1M | $103,583 | $11,599 | $530K |
| IBEW Local 684 Money Purchase Pension and Profit Sharing Plan | money purchase plan | 2024 | 473 | $44.2M | $93,426 | $7,139 | $177K |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 2 | 1,246 | $124M | $8.4M | $354K |
| 2023 | 2 | 1,189 | $116M | $9.0M | $364K |
| 2022 | 1 | 710 | $69.1M | $5.1M | $0 |
| 2021 | 1 | 710 | $71.3M | $4.8M | $0 |
| 2020 | 2 | 1,370 | $98.8M | $6.6M | $216K |
| 2019 | 2 | 1,309 | $79.0M | $6.7M | $283K |
| 2018 | 2 | 1,292 | $79.4M | $5.6M | $256K |
| 2017 | 2 | 1,169 | $75.4M | $5.0M | $269K |
| 2016 | 2 | 907 | $68.7M | $4.6M | $134K |
| 2015 | 2 | 862 | $62.9M | $3.9M | $245K |
| 2014 | 2 | 835 | $63.4M | $3.0M | $0 |
| 2013 | 2 | 863 | $60.9M | $2.5M | $0 |
| 2012 | 2 | 766 | $56.2M | $2.8M | $0 |
| 2011 | 2 | 692 | $51.4M | $2.1M | $0 |
| 2010 | 1 | 473 | $39.2M | $1.1M | $0 |
| 2009 | 2 | 682 | $48.8M | $1.7M | $0 |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Verus Advisory, Inc. | Consulting (pension); Investment advisory (plan) | 2 | $212,199 |
| Benesys, Inc. | Plan Administrator | 2 | $127,070 |
| Milliman, Inc. | — | 1 | $60,290 |
| Northwest Pension Services | Actuarial | 1 | $51,100 |
| Miller Kaplan Arase LLP | Accounting (including auditing) | 2 | $47,762 |
| Asb Capital Management, LLC | Investment management | 1 | $44,538 |
| Ullico Investment Advisors Inc. | Investment management | 1 | $32,794 |
| Pimco | Investment management | 1 | $31,072 |
| Washington Capital Management, Inc. | — | 1 | $18,853 |
| Comerica Bank | Custodial (securities) | 1 | $18,079 |
| U.S. Bank | Other services | 1 | $17,401 |
| Prudential Trust Co. | Investment management | 1 | $15,834 |
| Aristotle Pacific Capital, LLC | Investment management | 1 | $11,783 |
| Matrix Trust Company | Custodial (securities) | 1 | $9,485 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Board of Trustees, IBEW Local 684 Pension Trust have?
2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: IBEW Local 684 Pension Trust and IBEW Local 684 Money Purchase Pension and Profit Sharing Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Board of Trustees, IBEW Local 684 Pension Trust contribute to its plans?
$8,385,689 in employer contributions across these plans in their latest plan years, about $9,307 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Verus Advisory, Inc., Benesys, Inc., Milliman, Inc. and Northwest Pension Services and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.