Other
2022 plan-year Other DOL Form 5500

FOX VALLEY & VICINITY CONSTRUCTION WORKERS PENSION FUND

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

TRUSTEES OF THE FOX VALLEY CONST WORKERS PENSION

This Other plan holds $278M in total assets and serves 855 participants as of 2022. It is sponsored by TRUSTEES OF THE FOX VALLEY CONST WORKERS PENSION in Illinois. The plan reported a net loss of $4M for the year.

Total Assets (2023)
$278M
Participants
855
State
Industry
Construction

What the Filing Says About FOX VALLEY & VICINITY CONSTRUCTION WORKERS PENSION FUND

FOX VALLEY & VICINITY CONSTRUCTION WORKERS PENSION FUND is a Other retirement plan sponsored by TRUSTEES OF THE FOX VALLEY CONST WORKERS PENSION, headquartered in Illinois. As of the 2022 Form 5500 filing, the plan reports $278M in total end-of-year assets and covers 855 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 366147407, and the plan has been effective since 1965-06-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $282M at the beginning of 2022 to $278M at year-end — a decline of 1.4%. Net assets (after liabilities) closed the year at $278M, with reported net income of $-3,936,430 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)$282M
Total Assets (End of Year)$278M
Net Assets (End of Year)$278M
Net Income$-3,936,430
Plan TypeOther
Employer EIN366147407
Plan Effective Date1965-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (TRUSTEES OF THE FOX VALLEY CONST WORKERS PENSION)

Year Plans Participants Total Assets
2022 1 855 $278M
2023 1 875 $314M
2024 1 886 $336M

Nearby Other Plans in Illinois

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the FOX VALLEY & VICINITY CONSTRUCTION WORKERS PENSION FUND?
As of the 2022 Form 5500 filing, FOX VALLEY & VICINITY CONSTRUCTION WORKERS PENSION FUND holds $278M in total assets with 855 participants. It is sponsored by TRUSTEES OF THE FOX VALLEY CONST WORKERS PENSION.
What type of plan is FOX VALLEY & VICINITY CONSTRUCTION WORKERS PENSION FUND?
FOX VALLEY & VICINITY CONSTRUCTION WORKERS PENSION FUND is a Other plan. It has been effective since 1965-06-01. The plan is filed with the U.S. Department of Labor under EIN 366147407.
Who sponsors the FOX VALLEY & VICINITY CONSTRUCTION WORKERS PENSION FUND?
FOX VALLEY & VICINITY CONSTRUCTION WORKERS PENSION FUND is sponsored by TRUSTEES OF THE FOX VALLEY CONST WORKERS PENSION, located in Illinois. The sponsor's EIN is 366147407 and the plan operates in the Construction industry.
How did FOX VALLEY & VICINITY CONSTRUCTION WORKERS PENSION FUND perform in 2022?
FOX VALLEY & VICINITY CONSTRUCTION WORKERS PENSION FUND declined by 1.4% during 2022, moving from $282M to $278M in total assets. Net income was $-3,936,430.
Where can I find official filings for FOX VALLEY & VICINITY CONSTRUCTION WORKERS PENSION FUND?
Official Form 5500 filings for FOX VALLEY & VICINITY CONSTRUCTION WORKERS PENSION FUND are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 366147407 or plan name at efast.dol.gov.
How does FOX VALLEY & VICINITY CONSTRUCTION WORKERS PENSION FUND compare to other plans?
You can compare FOX VALLEY & VICINITY CONSTRUCTION WORKERS PENSION FUND against other Other plans on the plan type page, or view plans in Illinois 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 366147407.

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 official public datasets. See our methodology for details.