Defined Benefit (Pension) · DOL Form 5500 · 2022

Michigan Upper Peninsula IBEW Pension Plan

Data updated 2026-08-25

$78M
Total assets Below avg plan size
255
Participants Below avg headcount
91st
Percentile by assets National rank
$306,894
Avg per participant High balance/head
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Official DOL plan name: Michigan Upper Peninsula Intrl Brotherhood of Elec Workers Pension Plan · Sponsored by Michigan Upper Peninsula IBEW · Michigan · Construction

$78M in assets, 255 participants

Michigan Upper Peninsula IBEW's Michigan Upper Peninsula Intrl Brotherhood of Elec Workers Pension Plan reported $78M in total assets and 255 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #8,931 in Construction (9,927 peers)

Coverage in Michigan

Michigan Upper Peninsula Intrl Brotherhood of Elec Workers Pension Plan covers 255 participants in Michigan, about 40% of the average Michigan filer (state average ~638 per filing). Assets: $78M.

#8,931
in Construction (9,927 peers)
-12.3%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Michigan Upper Peninsula Intrl Brotherhood of Elec Workers Pension Plan's outsized position by total assets

Michigan Upper Peninsula Intrl Brotherhood of Elec Workers Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$78,257,952 Top 9% higher than 91% of 139,123 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 2022

Michigan Upper Peninsula Intrl Brotherhood of Elec Workers Pension Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Michigan Upper Peninsula Intrl Brotherhood of Elec Workers Pension Plan sits mid-pack in the medium band (255 participants).

Form 5500 schedule snapshot

Filing strip 363020872 · Michigan Upper Peninsula IBEW PY 2022 · Defined Benefit (Pension)

Michigan Upper Peninsula Intrl Brotherhood of Elec Workers Pension Plan · $78M · 255 · 91st

  • TYPE $78M
  • TYPE 255
  • TYPE 91st
  • TYPE Defined Benefit (Pension)
  • TYPE near Employees Retirement Plan of St. Barnabas Hospital and Affiliates
  • TYPE ind #8931

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 Michigan →

Michigan Upper Peninsula Intrl Brotherhood of Elec Workers Pension Plan in the asset neighbourhood

Wolters Kluwer Cch, Springhouse and Waverly Pension PlanWolters Kluwer Cch, Springho…$78MLocal 475 Pension Plan$78MMichigan Upper Peninsula Intrl Brotherhood of Elec Workers Pension PlanMichigan Upper Peninsula Int…$78MEmployees Retirement Plan of St. Barnabas Hospital and AffiliatesEmployees Retirement Plan of…$78MMeredith Employees Retirement Income PlanMeredith Employees Retiremen…$78M
End-of-year total assets ($M) among Michigan Upper Peninsula Intrl Brotherhood of Elec Workers Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Michigan filing particulars

Total Assets (Beginning of Year)$89M
Net Assets (End of Year)$78M
Net Income-$11M
Employer EIN363020872
Plan Effective Date1978-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Michigan Upper Peninsula IBEW)

Sponsor-wide plan assets over time

All Michigan Upper Peninsula IBEW plans reported in each filing year

Latest sponsor-wide plan assets
$103M 31.121818776959557% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $78.3M $103M ▲ +31.1%
Year Plans Participants Total Assets
2022 1 255 $78M
2023 1 255 $90M
2024 1 256 $103M

Nearby Defined Benefit (Pension) Plans in Michigan

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Michigan Upper Peninsula Intrl Brotherhood of Elec Workers Pension Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Michigan Upper Peninsula Intrl Brotherhood of Elec Workers Pension Plan, Total assets ($B): 0.078257952 · Participants: 255Michigan Upper Peninsula Intrl Brotherhood of Elec Workers Pension PlanGeneral Motors Hourly-Rate Employees Pension Plan, Total assets ($B): 40.23255743 · Participants: 18766General Motors Hourly-Rate Employees Pension PlanFord Motor Company UAW Retirement Plan, Total assets ($B): 19.279653433 · Participants: 27567Ford Motor Company UAW Retirement PlanFord Motor Company General Retirement Plan, Total assets ($B): 13.42905347 · Participants: 11760Ford Motor Company General Retirement PlanDow Employees' Pension Plan, Total assets ($B): 13.018181682 · Participants: 13759Dow Employees' Pension PlanFca US LLC UAW Pension Agreement, Total assets ($B): 8.553889919 · Participants: 14563Fca US LLC UAW Pension Agreement
Michigan Upper Peninsula Intrl Brotherhood of Elec Workers Pension Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants
Compare Michigan Upper Peninsula Intrl Brotherhood of Elec Workers Pension Plan side-by-side with 3 peers →

Michigan Upper Peninsula Intrl Brotherhood of Elec Workers Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Michigan, the nearest Defined Benefit (Pension) by assets is Employees Retirement Plan of St. Barnabas Hospital and Affiliates in NY ($78M); by covered participants it is Local No. 8 Retirement Fund in NY (255 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (255 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Michigan Upper Peninsula Intrl Brotherhood of Elec Workers Pension Plan assets move in 2022? ▼
Michigan Upper Peninsula Intrl Brotherhood of Elec Workers Pension Plan pulled back noticeably - down 12.3% during 2022, from $89M to $78M. Reported net income was -$11M.
How have Michigan Upper Peninsula IBEW plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Michigan Upper Peninsula IBEW's sponsor-wide assets grew 31.1%, from $78M to $103M.
Where does Michigan Upper Peninsula Intrl Brotherhood of Elec Workers Pension Plan rank by assets among Form 5500 filers? ▼
Michigan Upper Peninsula Intrl Brotherhood of Elec Workers Pension Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Michigan Upper Peninsula Intrl Brotherhood of Elec Workers Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Employees Retirement Plan of St. Barnabas Hospital and Affiliates in NY ($78M, 253 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Michigan Upper Peninsula Intrl Brotherhood of Elec Workers Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Local No. 8 Retirement Fund in NY (255 participants, $80M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 363020872.

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.