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
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
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
New York filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | -$2M |
| Employer EIN | 166094914 |
| Plan Effective Date | 1967-05-01 |
| Filing Status | FILING 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
| 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.
- 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
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (178 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.