Defined Benefit (Pension) · DOL Form 5500 · 2022

IBEW Local Union No. 237 Pension Plan Pension Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
178
Participants Small participant base
74th
Percentile by assets National rank
$90,173
Avg per participant Below avg balance/head
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Official DOL plan name: IBEW Local Union No. 237 Pension Plan · Sponsored by IBEW Local Union No. 237 Pension Plan · New York · Construction

$16M in assets, 178 participants

IBEW Local Union No. 237 Pension Plan's IBEW Local Union No. 237 Pension Plan reported $16M in total assets and 178 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #7,298 in Construction (9,927 peers)

Coverage in New York

IBEW Local Union No. 237 Pension Plan covers 178 participants in New York, about 22% of the average New York filer (state average ~798 per filing). Assets: $16M.

#7,298
in Construction (9,927 peers)
-10.4%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

IBEW Local Union No. 237 Pension Plan's outsized position by total assets

IBEW Local Union No. 237 Pension Plan vs every filed plan by assets

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

$16,050,866 Top 26% higher than 74% 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 No. 237 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. IBEW Local Union No. 237 Pension Plan sits mid-pack in the medium band (178 participants).

DOL schedule card

Filing strip 166094914 · IBEW Local Union No. 237 Pension Plan PY 2022 · Defined Benefit (Pension)

IBEW Local Union No. 237 Pension Plan · $16M · 178 · 74th

  • EOY $16M
  • 5500 178
  • ASSETS 74th
  • PCT Defined Benefit (Pension)
  • EIN near Bonney Forge Corp. Pension Plan for Employees of Huntingdon Machine Usw Local 6521
  • RANK ind #7298

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 No. 237 Pension Plan in the asset neighbourhood

Chicago & North Western Railway Company Supplemental Pension PlanChicago & North Western Rail…$16MChevron-Meba Marine Pension PlanChevron-Meba Marine Pension …$16MIBEW Local Union No. 237 Pension PlanIBEW Local Union No. 237 Pen…$16MBonney Forge Corp. Pension Plan for Employees of Huntingdon Machine Usw Local 6521Bonney Forge Corp. Pension P…$16MCypress Lawn Cemetery Association Retirement PlanCypress Lawn Cemetery Associ…$16M
End-of-year total assets ($M) among IBEW Local Union No. 237 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$16M
Net Income-$2M
Employer EIN166094914
Plan Effective Date1967-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (IBEW Local Union No. 237 Pension Plan)

Sponsor-wide plan assets over time

All IBEW Local Union No. 237 Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$52M 224.03539472574252% vs 2022
2024 filing year
$0M$20M$40M$60M 202220232024 $16.1M $52M ▲ +224.0%
Year Plans Participants Total Assets
2022 1 178 $16M
2023 1 167 $51M
2024 1 198 $52M

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 No. 237 Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants IBEW Local Union No. 237 Pension Plan, Total assets ($B): 0.016050866 · Participants: 178IBEW Local Union No. 237 Pension PlanIBM 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 No. 237 Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

IBEW Local Union No. 237 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Bonney Forge Corp. Pension Plan for Employees of Huntingdon Machine Usw Local 6521 in PA ($16M); by covered participants it is Bac - Salaried Employees Pension Plan in DC (178 participants). Same-state nearby plans are listed separately above.

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 No. 237 Pension Plan assets move in 2022?
IBEW Local Union No. 237 Pension Plan pulled back noticeably - down 10.4% during 2022, from $18M to $16M. Reported net income was -$2M.
How have IBEW Local Union No. 237 Pension Plan plan assets changed over time?
Across 3 plan years on file (2022-2024), IBEW Local Union No. 237 Pension Plan's sponsor-wide assets grew 224.0%, from $16M to $52M.
Which Defined Benefit (Pension) plans are similar in size to IBEW Local Union No. 237 Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bonney Forge Corp. Pension Plan for Employees of Huntingdon Machine Usw Local 6521 in PA ($16M, 82 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to IBEW Local Union No. 237 Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bac - Salaried Employees Pension Plan in DC (178 participants, $176M in assets).