Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

IPL RETIREMENT PLAN FOR BARGAINING UNIT EES

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

INTERSTATE POWER AND LIGHT COMPANY

This Defined Benefit (Pension) plan holds $264M in total assets and serves 447 participants as of 2022. It is sponsored by INTERSTATE POWER AND LIGHT COMPANY in Wisconsin. The plan reported a net loss of $82M for the year.

Total Assets (2023)
$264M
Participants
447
State
Industry
Utilities

What the Filing Says About IPL RETIREMENT PLAN FOR BARGAINING UNIT EES

IPL RETIREMENT PLAN FOR BARGAINING UNIT EES is a Defined Benefit (Pension) retirement plan sponsored by INTERSTATE POWER AND LIGHT COMPANY, headquartered in Wisconsin. As of the 2022 Form 5500 filing, the plan reports $264M in total end-of-year assets and covers 447 participants across the Utilities industry. The sponsor's EIN on file with the U.S. Department of Labor is 420331370, and the plan has been effective since 1949-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $346M at the beginning of 2022 to $264M at year-end — a decline of 23.6%. Net assets (after liabilities) closed the year at $264M, with reported net income of $-81,817,277 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)$346M
Total Assets (End of Year)$264M
Net Assets (End of Year)$264M
Net Income$-81,817,277
Plan TypeDefined Benefit (Pension)
Employer EIN420331370
Plan Effective Date1949-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (INTERSTATE POWER AND LIGHT COMPANY)

Year Plans Participants Total Assets
2022 1 447 $264M
2023 1 361 $273M
2024 1 344 $266M

Nearby Defined Benefit (Pension) Plans in Wisconsin

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

Frequently Asked Questions

How much money is in the IPL RETIREMENT PLAN FOR BARGAINING UNIT EES?
As of the 2022 Form 5500 filing, IPL RETIREMENT PLAN FOR BARGAINING UNIT EES holds $264M in total assets with 447 participants. It is sponsored by INTERSTATE POWER AND LIGHT COMPANY.
What type of plan is IPL RETIREMENT PLAN FOR BARGAINING UNIT EES?
IPL RETIREMENT PLAN FOR BARGAINING UNIT EES is a Defined Benefit (Pension) plan. It has been effective since 1949-01-01. The plan is filed with the U.S. Department of Labor under EIN 420331370.
Who sponsors the IPL RETIREMENT PLAN FOR BARGAINING UNIT EES?
IPL RETIREMENT PLAN FOR BARGAINING UNIT EES is sponsored by INTERSTATE POWER AND LIGHT COMPANY, located in Wisconsin. The sponsor's EIN is 420331370 and the plan operates in the Utilities industry.
How did IPL RETIREMENT PLAN FOR BARGAINING UNIT EES perform in 2022?
IPL RETIREMENT PLAN FOR BARGAINING UNIT EES declined by 23.6% during 2022, moving from $346M to $264M in total assets. Net income was $-81,817,277.
Where can I find official filings for IPL RETIREMENT PLAN FOR BARGAINING UNIT EES?
Official Form 5500 filings for IPL RETIREMENT PLAN FOR BARGAINING UNIT EES are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 420331370 or plan name at efast.dol.gov.
How does IPL RETIREMENT PLAN FOR BARGAINING UNIT EES compare to other plans?
You can compare IPL RETIREMENT PLAN FOR BARGAINING UNIT EES against other Defined Benefit (Pension) plans on the plan type page, or view plans in Wisconsin 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 420331370.

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.