Defined Benefit (Pension) · DOL Form 5500 · 2022

Citizens Energy Group Pension Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
84
Participants Small participant base
61st
Percentile by assets National rank
$96,063
Avg per participant Below avg balance/head
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Official DOL plan name: Pension Plan for Collectively Bargained Indianapolis Water Employees · Sponsored by Citizens Energy Group · Indiana · Utilities

$8M in assets, 84 participants

Citizens Energy Group's Pension Plan for Collectively Bargained Indianapolis Water Employees reported $8M in total assets and 84 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #184 in Utilities (738 peers)

Utilities sector rank

Within Utilities, Pension Plan for Collectively Bargained Indianapolis Water Employees ranks #184 of 738 2022 filers by assets (6654% of the sector average)-$8M for 84 participants.

#184
in Utilities (738 peers)
-50.0%
assets change YoY

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pension Plan for Collectively Bargained Indianapolis Water Employees's mid-pack asset rank among Utilities and all filers

Pension Plan for Collectively Bargained Indianapolis Water Employees vs every filed plan by assets

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

$8,069,312 Top 39% higher than 61% 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

Pension Plan for Collectively Bargained Indianapolis Water Employees among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan for Collectively Bargained Indianapolis Water Employees is a small filing (84 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 356000930 · Citizens Energy Group PY 2022 · Defined Benefit (Pension)

Pension Plan for Collectively Bargained Indianapolis Water Employees · $8M · 84 · 61st

  • EBSA $8M
  • EBSA 84
  • EBSA 61st
  • EBSA Defined Benefit (Pension)
  • EBSA near Pension Plan of the Milford Bank
  • EBSA ind #184

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 Utilities retirement plans → · Plans in Indiana →

Pension Plan for Collectively Bargained Indianapolis Water Employees in the asset neighbourhood

Vvf Illinois Services, LLC Labor Pension PlanVvf Illinois Services, LLC L…$8MAutoneum North America, Inc. Carpet Retirement Plan for Salaried EmployeesAutoneum North America, Inc.…$8MMoustafa E. Alamy M.D., Inc. Defined Benefit Pension PlanMoustafa E. Alamy M.D., Inc.…$8MPension Plan for Collectively Bargained Indianapolis Water EmployeesPension Plan for Collectivel…$8MPension Plan of the Milford BankPension Plan of the Milford …$8M
End-of-year total assets ($M) among Pension Plan for Collectively Bargained Indianapolis Water Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Utilities filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$8M
Net Income-$8M
Employer EIN356000930
Plan Effective Date1950-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Citizens Energy Group)

Sponsor-wide plan assets over time

All Citizens Energy Group plans reported in each filing year

Latest sponsor-wide plan assets
$8M 3.2342906061879875% vs 2022
2024 filing year
$7.6M$7.8M$8M$8.2M$8.4M$8.6M 202220232024 $8.07M $7.81M ▼ -3.2%
Year Plans Participants Total Assets
2022 1 84 $8M
2023 1 53 $8M
2024 1 47 $8M

Nearby Defined Benefit (Pension) Plans in Indiana

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

Pension Plan for Collectively Bargained Indianapolis Water Employees vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -5051015 Total assets ($B) Participants Pension Plan for Collectively Bargained Indianapolis Water Employees, Total assets ($B): 0.008069312 · Participants: 84Pension Plan for Collectively Bargained Indianapolis Water EmployeesThe Lilly Retirement Plan, Total assets ($B): 11.231261789 · Participants: 16878The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.227971207 · Participants: 24119Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.488495807 · Participants: 9896Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.222287988 · Participants: 8650Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.05154978 · Participants: 2283Nisource Pension Plan
Pension Plan for Collectively Bargained Indianapolis Water Employees vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Pension Plan for Collectively Bargained Indianapolis Water Employees side-by-side with 3 peers →

Pension Plan for Collectively Bargained Indianapolis Water Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Pension Plan of the Milford Bank in CT ($8M); by covered participants it is Restated Texas Pacific Land Corporation Revised Employees' Pension Plan in TX (84 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 Pension Plan for Collectively Bargained Indianapolis Water Employees assets move in 2022? ▼
Pension Plan for Collectively Bargained Indianapolis Water Employees contracted severely - down 50.0% during 2022, from $16M to $8M. Reported net income was -$8M.
How have Citizens Energy Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citizens Energy Group's sponsor-wide assets declined 3.2%, from $8M to $8M.
Which Defined Benefit (Pension) plans are similar in size to Pension Plan for Collectively Bargained Indianapolis Water Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan of the Milford Bank in CT ($8M, 43 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan for Collectively Bargained Indianapolis Water Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Restated Texas Pacific Land Corporation Revised Employees' Pension Plan in TX (84 participants, $12M in assets).

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 356000930.

Read our methodology - how this data is sourced, computed, and verified.

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