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.
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 Type | Defined Benefit (Pension) |
| Employer EIN | 843992199 |
| Plan Effective Date | 2020-02-27 |
| Filing Status | FILING 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
Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.
- Firstenergy Corp. Master Pension Plan $7.1B · 12,304
- Nationwide Retirement Plan $5.3B · 22,311
- American Electric Power System Retirement Plan $4.5B · 15,595
- Parker Defined Benefit Plan $3.7B · 191
- Pension Plan for Eaton Corporation Employees $2.6B · 8,916
Related Data
Guides
Frequently Asked Questions
How much money is in the Energy Harbor Pension Plan for Collectively Bargained Employees? ▼
What type of plan is Energy Harbor Pension Plan for Collectively Bargained Employees? ▼
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How did Energy Harbor Pension Plan for Collectively Bargained Employees perform in 2022? ▼
Where can I find official filings for Energy Harbor Pension Plan for Collectively Bargained Employees? ▼
How does Energy Harbor Pension Plan for Collectively Bargained Employees compare to other plans? ▼
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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.
Read our methodology — how this data is sourced, computed, and verified.