Defined Benefit (Pension) · DOL Form 5500 · 2022
IBEW Lu 363 Pension Pension Plan
Data updated 2026-08-11
- $127M
- Total assets
- 724
- Participants
- 94th
- Percentile by assets
- $175,760
- Avg per participant
Official DOL plan name: IBEW Local Union 363 Pension · Sponsored by IBEW Lu 363 Pension · New York · Construction
$127M in assets, 724 participants
IBEW Lu 363 Pension's IBEW Local Union 363 Pension reported $127M in total assets and 724 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 139,126 plans)
- #9,210 in Construction (9,927 peers)
Where IBEW Local Union 363 Pension sits by assets
IBEW Local Union 363 Pension sits in the top 10% of all filed plans by assets, $127M for 724 participants (~$175,760/participant), down 14.1% in 2022.
- $127M
- total plan assets (2022 EOY)
- 724
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $175,760
- avg assets per participant
The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where IBEW Local Union 363 Pension sits by total assets
IBEW Local Union 363 Pension vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$127,250,096 Top 6% higher than 94% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
IBEW Local Union 363 Pension vs the 2022 asset distribution
By assets, IBEW Local Union 363 Pension outranks 94% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $148M |
|---|---|
| Net Assets (End of Year) | $127M |
| Net Income | -$20M |
| Employer EIN | 516041178 |
| Plan Effective Date | 1956-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (IBEW Lu 363 Pension)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 724 | $127M |
| 2023 | 1 | 720 | $144M |
| 2024 | 1 | 720 | $157M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
IBEW Local Union 363 Pension vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
- IBM Personal Pension Plan $25.5B · 16,431
- Consolidated Edison Retirement Plan $15.8B · 11,303
- Pepsico Employees Retirement Plan I $7.7B · 11,386
- New York State Nurses Association Pension Plan $5.0B · 18,592
- New York District Council of Carpenters Pension Pl $4.8B · 11,318
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to IBEW Local Union 363 Pension by total assets, not by location.
- Loomis-Sayles Funded Pension Plan (MA) $127M · 149
- Efw Inc. Consolidated Retirement Plan (TX) $127M · 293
- Hickory Springs Retirement Plan (NC) $127M · 397
- Clopay Ames Pension Plan (PA) $127M · 546
Frequently Asked Questions
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Where does IBEW Local Union 363 Pension rank by assets among Form 5500 filers? ▼
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Next read for IBEW Local Union 363 Pension
Scale reading
Ways to act on IBEW Local Union 363 Pension's numbers.
- By total assets, IBEW Local Union 363 Pension ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
- IBEW Lu 363 Pension's sponsor-wide assets have grown 23.7% since 2022 across 3 plan years on file. More Construction plans