RETIREMENT INCOME PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
EDISON ELECTRIC INSTITUTE
This Defined Benefit (Pension) plan holds $122M in total assets and serves 57 participants as of 2022. It is sponsored by EDISON ELECTRIC INSTITUTE in District of Columbia. The plan reported a net loss of $33M for the year.
What the Filing Says About RETIREMENT INCOME PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE
RETIREMENT INCOME PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE is a Defined Benefit (Pension) retirement plan sponsored by EDISON ELECTRIC INSTITUTE, headquartered in District of Columbia. As of the 2022 Form 5500 filing, the plan reports $122M in total end-of-year assets and covers 57 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 130659550, and the plan has been effective since 1945-07-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $155M at the beginning of 2022 to $122M at year-end — a decline of 21.4%. Net assets (after liabilities) closed the year at $122M, with reported net income of $-33,075,931 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $155M |
| Total Assets (End of Year) | $122M |
| Net Assets (End of Year) | $122M |
| Net Income | $-33,075,931 |
| Plan Type | Defined Benefit (Pension) |
| Employer EIN | 130659550 |
| Plan Effective Date | 1945-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (EDISON ELECTRIC INSTITUTE)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 217 | $207M |
| 2023 | 2 | 212 | $228M |
| 2024 | 2 | 210 | $232M |
Nearby Defined Benefit (Pension) Plans in District of Columbia
Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.
- CENTRAL PENSION FUND OF THE IUOE & PARTICIPATING EMPLOYERS $24.9B · 100,627
- LIUNA STAFF AND AFFILIATES PENSION FUND $1.8B · 3,533
- AFSCME EMPLOYEES PENSION PLAN $1.6B · 1,668
- S.E.I.U. NATIONAL INDUSTRY PENSION FUND $1.6B · 89,257
- AARP EMPLOYEES' PENSION PLAN $1.5B · 1,957
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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 130659550.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.