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

Energy Harbor Pension Plan for Collectively Bargained Employees

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

Sponsored by Energy Harbor Corp · Ohio · Utilities

What the 2023 filing shows

Energy Harbor Pension Plan for Collectively Bargained Employees holds $18M for 811 participants — about $21,859 per participant, down 7.2% over the 2022 plan year.

$18M
total plan assets (2022 EOY)
811
covered participants
$21,859
avg assets per participant
-7.2%
assets change YoY

The plan reported a net loss of $1M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$18M
Participants
811
State
Industry
Utilities

What the Filing Says About Energy Harbor Pension Plan for Collectively Bargained Employees

Energy Harbor Pension Plan for Collectively Bargained Employees is a Defined Benefit (Pension) retirement plan sponsored by Energy Harbor Corp, headquartered in Ohio. As of the 2022 Form 5500 filing, the plan reports $18M in total end-of-year assets and covers 811 participants across the Utilities industry. The sponsor's EIN on file with the U.S. Department of Labor is 843992199, and the plan has been effective since 2020-02-27. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $19M at the beginning of 2022 to $18M at year-end — a decline of 7.2%. Net assets (after liabilities) closed the year at $18M, with reported net income of $-1,351,682 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)$19M
Total Assets (End of Year)$18M
Net Assets (End of Year)$18M
Net Income$-1,351,682
Plan TypeDefined Benefit (Pension)
Employer EIN843992199
Plan Effective Date2020-02-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Energy Harbor Corp)

Year Plans Participants Total Assets
2022 2 3,170 $648M
2023 2 3,021 $701M
2024 1 2,051 N/A

Nearby Defined Benefit (Pension) Plans in Ohio

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Frequently Asked Questions

How much money is in the Energy Harbor Pension Plan for Collectively Bargained Employees?
As of the 2022 Form 5500 filing, Energy Harbor Pension Plan for Collectively Bargained Employees holds $18M in total assets with 811 participants. It is sponsored by Energy Harbor Corp.
What type of plan is Energy Harbor Pension Plan for Collectively Bargained Employees?
Energy Harbor Pension Plan for Collectively Bargained Employees is a Defined Benefit (Pension) plan. It has been effective since 2020-02-27. The plan is filed with the U.S. Department of Labor under EIN 843992199.
Who sponsors the Energy Harbor Pension Plan for Collectively Bargained Employees?
Energy Harbor Pension Plan for Collectively Bargained Employees is sponsored by Energy Harbor Corp, located in Ohio. The sponsor's EIN is 843992199 and the plan operates in the Utilities industry.
How did Energy Harbor Pension Plan for Collectively Bargained Employees perform in 2022?
Energy Harbor Pension Plan for Collectively Bargained Employees declined by 7.2% during 2022, moving from $19M to $18M in total assets. Net income was $-1,351,682.
Where can I find official filings for Energy Harbor Pension Plan for Collectively Bargained Employees?
Official Form 5500 filings for Energy Harbor Pension Plan for Collectively Bargained Employees are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 843992199 or plan name at efast.dol.gov.
How does Energy Harbor Pension Plan for Collectively Bargained Employees compare to other plans?
You can compare Energy Harbor Pension Plan for Collectively Bargained Employees against other Defined Benefit (Pension) plans on the plan type page, or view plans in Ohio 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 843992199.

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 U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.