Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees-Southern Ct IBEW Pension Fund Pension Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
364
Participants Below avg headcount
88th
Percentile by assets National rank
$138,124
Avg per participant Near avg balance/head
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Official DOL plan name: Southern Ct IBEW Pension Plan · Sponsored by Board of Trustees-Southern Ct IBEW Pension Fund · Connecticut · Construction

$50M in assets, 364 participants

Board of Trustees-Southern Ct IBEW Pension Fund's Southern Ct IBEW Pension Plan reported $50M in total assets and 364 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #8,581 in Construction (9,927 peers)

Where Southern Ct IBEW Pension Plan sits by assets

Southern Ct IBEW Pension Plan sits in the top quartile of all filed plans by assets, $50M for 364 participants (~$138,124/participant), down 14.9% in 2022.

#8,581
in Construction (9,927 peers)
-14.9%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southern Ct IBEW Pension Plan's outsized position by total assets

Southern Ct IBEW Pension Plan vs every filed plan by assets

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

$50,277,120 Top 12% higher than 88% 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

Southern Ct IBEW 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. Southern Ct IBEW Pension Plan sits mid-pack in the medium band (364 participants).

Published 5500 schedule card

Filing strip 060969878 · Board of Trustees-Southern Ct IBEW Pension Fund PY 2022 · Defined Benefit (Pension)

Southern Ct IBEW Pension Plan · $50M · 364 · 88th

  • BOOK $50M
  • BOOK 364
  • BOOK 88th
  • BOOK Defined Benefit (Pension)
  • BOOK near Covia Communities Retirement Income Plan
  • BOOK ind #8581

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 Connecticut →

Southern Ct IBEW Pension Plan in the asset neighbourhood

Employers' - Warehousemen's Pension Trust FundEmployers' - Warehousemen's …$50MCardone Industries, Inc. Union Employees' Pension PlanCardone Industries, Inc. Uni…$50MSouthern Ct IBEW Pension Plan$50MCovia Communities Retirement Income PlanCovia Communities Retirement…$50MSecurity Benefit Associates Pension PlanSecurity Benefit Associates …$50M
End-of-year total assets ($M) among Southern Ct IBEW Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$50M
Net Income-$9M
Employer EIN060969878
Plan Effective Date1960-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees-Southern Ct IBEW Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees-Southern Ct IBEW Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$58M 15.203478242190481% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $50.3M $57.9M ▲ +15.2%
Year Plans Participants Total Assets
2022 1 364 $50M
2023 1 358 $54M
2024 1 346 $58M

Nearby Defined Benefit (Pension) Plans in Connecticut

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

Southern Ct IBEW Pension Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Southern Ct IBEW Pension Plan, Total assets ($B): 0.05027712 · Participants: 364Southern Ct IBEW Pension PlanGE Pension Plan, Total assets ($B): 45.011810846 · Participants: 24626GE Pension PlanRaytheon Company Pension Plan for Salaried Employees, Total assets ($B): 11.559983892 · Participants: 13495Raytheon Company Pension Plan for Salaried EmployeesThe Citigroup Pension Plan, Total assets ($B): 10.501575547 · Participants: 18484The Citigroup Pension PlanEversource Pension Plan, Total assets ($B): 5.933906102 · Participants: 4126Eversource Pension PlanRetirement Plan for Employees of Aetna Inc., Total assets ($B): 5.359687499 · Participants: 11471Retirement Plan for Employees of Aetna Inc.
Southern Ct IBEW Pension Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants
Compare Southern Ct IBEW Pension Plan side-by-side with 3 peers →

Southern Ct IBEW Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Covia Communities Retirement Income Plan in CA ($50M); by covered participants it is Kuehne & Nagel Pension Plan in NJ (364 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (364 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 Southern Ct IBEW Pension Plan assets move in 2022? ▼
Southern Ct IBEW Pension Plan pulled back noticeably - down 14.9% during 2022, from $59M to $50M. Reported net income was -$9M.
How have Board of Trustees-Southern Ct IBEW Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees-Southern Ct IBEW Pension Fund's sponsor-wide assets grew 15.2%, from $50M to $58M.
Where does Southern Ct IBEW Pension Plan rank by assets among Form 5500 filers? ▼
Southern Ct IBEW Pension Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Southern Ct IBEW Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Covia Communities Retirement Income Plan in CA ($50M, 639 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Southern Ct IBEW Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Kuehne & Nagel Pension Plan in NJ (364 participants, $54M 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 060969878.

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.