Other
2022 plan-year Other DOL Form 5500

INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO 226 OPEN END PENSION FUND

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

IBEW LOCAL UNION NO 226 PENSION FUND

This Other plan holds $70M in total assets and serves 413 participants as of 2022. It is sponsored by IBEW LOCAL UNION NO 226 PENSION FUND in Kansas. The plan reported a net loss of $9M for the year.

Total Assets (2023)
$70M
Participants
413
State
Industry
Construction

What the Filing Says About INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO 226 OPEN END PENSION FUND

INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO 226 OPEN END PENSION FUND is a Other retirement plan sponsored by IBEW LOCAL UNION NO 226 PENSION FUND, headquartered in Kansas. As of the 2022 Form 5500 filing, the plan reports $70M in total end-of-year assets and covers 413 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 486171386, and the plan has been effective since 1969-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $79M at the beginning of 2022 to $70M at year-end — a decline of 11.8%. Net assets (after liabilities) closed the year at $70M, with reported net income of $-9,138,544 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)$79M
Total Assets (End of Year)$70M
Net Assets (End of Year)$70M
Net Income$-9,138,544
Plan TypeOther
Employer EIN486171386
Plan Effective Date1969-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (IBEW LOCAL UNION NO 226 PENSION FUND)

Year Plans Participants Total Assets
2022 2 1,013 $75M
2023 1 641 $8M
2024 2 1,103 $113M

Nearby Other Plans in Kansas

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO 226 OPEN END PENSION FUND?
As of the 2022 Form 5500 filing, INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO 226 OPEN END PENSION FUND holds $70M in total assets with 413 participants. It is sponsored by IBEW LOCAL UNION NO 226 PENSION FUND.
What type of plan is INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO 226 OPEN END PENSION FUND?
INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO 226 OPEN END PENSION FUND is a Other plan. It has been effective since 1969-01-01. The plan is filed with the U.S. Department of Labor under EIN 486171386.
Who sponsors the INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO 226 OPEN END PENSION FUND?
INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO 226 OPEN END PENSION FUND is sponsored by IBEW LOCAL UNION NO 226 PENSION FUND, located in Kansas. The sponsor's EIN is 486171386 and the plan operates in the Construction industry.
How did INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO 226 OPEN END PENSION FUND perform in 2022?
INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO 226 OPEN END PENSION FUND declined by 11.8% during 2022, moving from $79M to $70M in total assets. Net income was $-9,138,544.
Where can I find official filings for INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO 226 OPEN END PENSION FUND?
Official Form 5500 filings for INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO 226 OPEN END PENSION FUND are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 486171386 or plan name at efast.dol.gov.
How does INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO 226 OPEN END PENSION FUND compare to other plans?
You can compare INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO 226 OPEN END PENSION FUND against other Other plans on the plan type page, or view plans in Kansas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 486171386.

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.

Data sourced from official public datasets. See our methodology for details.