Defined Benefit (Pension) · DOL Form 5500 · 2022

IBEW Lu 363 Pension Pension Plan

Data updated 2026-08-25

$127M
Total assets Near avg plan size
724
Participants Near avg headcount
94th
Percentile by assets National rank
$175,760
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#9,210
in Construction (9,927 peers)
-14.1%
assets change YoY
1.3×
vs typical plan assets (national mean)

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.

IBEW Local Union 363 Pension's outsized position 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

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

IBEW Local Union 363 Pension 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. IBEW Local Union 363 Pension sits mid-pack in the medium band (724 participants).

DOL schedule card

Filing strip 516041178 · IBEW Lu 363 Pension PY 2022 · Defined Benefit (Pension)

IBEW Local Union 363 Pension · $127M · 724 · 94th

  • BOY $127M
  • BOY 724
  • BOY 94th
  • BOY Defined Benefit (Pension)
  • BOY near Loomis-Sayles Funded Pension Plan
  • BOY ind #9210

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 New York →

IBEW Local Union 363 Pension in the asset neighbourhood

Loomis-Sayles Funded Pension PlanLoomis-Sayles Funded Pension…$127MIBEW Local Union 363 Pension$127MEfw Inc. Consolidated Retirement PlanEfw Inc. Consolidated Retire…$127MHickory Springs Retirement PlanHickory Springs Retirement P…$127MClopay Ames Pension Plan$127M
End-of-year total assets ($M) among IBEW Local Union 363 Pension and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$148M
Net Assets (End of Year)$127M
Net Income-$20M
Employer EIN516041178
Plan Effective Date1956-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (IBEW Lu 363 Pension)

Sponsor-wide plan assets over time

All IBEW Lu 363 Pension plans reported in each filing year

Latest sponsor-wide plan assets
$157M 23.67942417898058% vs 2022
2024 filing year
$120M$130M$140M$150M$160M$170M 202220232024 $127M $157M ▲ +23.7%
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 Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants IBEW Local Union 363 Pension, Total assets ($B): 0.127250096 · Participants: 724IBEW Local Union 363 PensionIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
IBEW Local Union 363 Pension vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare IBEW Local Union 363 Pension side-by-side with 3 peers →

IBEW Local Union 363 Pension's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Loomis-Sayles Funded Pension Plan in MA ($127M); by covered participants it is Gkn North America Consolidated Pension Plan in MI (724 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($127M here).

Similar participant headcount

Nearest other-state filings by covered participants (724 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 IBEW Local Union 363 Pension assets move in 2022? ▼
IBEW Local Union 363 Pension pulled back noticeably - down 14.1% during 2022, from $148M to $127M. Reported net income was -$20M.
How have IBEW Lu 363 Pension plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), IBEW Lu 363 Pension's sponsor-wide assets grew 23.7%, from $127M to $157M.
Where does IBEW Local Union 363 Pension rank by assets among Form 5500 filers? ▼
IBEW Local Union 363 Pension ranks in the 94th 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 IBEW Local Union 363 Pension? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Loomis-Sayles Funded Pension Plan in MA ($127M, 149 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to IBEW Local Union 363 Pension? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Gkn North America Consolidated Pension Plan in MI (724 participants, $145M 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 516041178.

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.