Other
2022 plan-year Other DOL Form 5500

Local Union 1158 I.B.E.W. Pension Fund - PA

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

Sponsored by Board of Trustees of the Local Union 1158 I.B.E.W. Pension Fund-PA · New Jersey · Manufacturing

What the 2023 filing shows

Local Union 1158 I.B.E.W. Pension Fund - PA holds $29M for N/A participants, down 4.2% over the 2022 plan year.

$29M
total plan assets (2022 EOY)
N/A
covered participants
-4.2%
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)
$29M
Participants
N/A
State
Industry
Manufacturing

What the Filing Says About Local Union 1158 I.B.E.W. Pension Fund - PA

Local Union 1158 I.B.E.W. Pension Fund - PA is a Other retirement plan sponsored by Board of Trustees of the Local Union 1158 I.B.E.W. Pension Fund-PA, headquartered in New Jersey. As of the 2022 Form 5500 filing, the plan reports $29M in total end-of-year assets and covers N/A participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 232009068, and the plan has been effective since 1975-11-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $30M at the beginning of 2022 to $29M at year-end — a decline of 4.2%. Net assets (after liabilities) closed the year at $29M, with reported net income of $-1,255,291 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 1 prior plan-year filing 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)$30M
Total Assets (End of Year)$29M
Net Assets (End of Year)$29M
Net Income$-1,255,291
Plan TypeOther
Employer EIN232009068
Plan Effective Date1975-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the Local Union 1158 I.B.E.W. Pension Fund-PA)

Year Plans Participants Total Assets
2022 1 N/A $29M
2023 1 N/A $32M

Nearby Other Plans in New Jersey

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

Frequently Asked Questions

How much money is in the Local Union 1158 I.B.E.W. Pension Fund - PA?
As of the 2022 Form 5500 filing, Local Union 1158 I.B.E.W. Pension Fund - PA holds $29M in total assets with N/A participants. It is sponsored by Board of Trustees of the Local Union 1158 I.B.E.W. Pension Fund-PA.
What type of plan is Local Union 1158 I.B.E.W. Pension Fund - PA?
Local Union 1158 I.B.E.W. Pension Fund - PA is a Other plan. It has been effective since 1975-11-01. The plan is filed with the U.S. Department of Labor under EIN 232009068.
Who sponsors the Local Union 1158 I.B.E.W. Pension Fund - PA?
Local Union 1158 I.B.E.W. Pension Fund - PA is sponsored by Board of Trustees of the Local Union 1158 I.B.E.W. Pension Fund-PA, located in New Jersey. The sponsor's EIN is 232009068 and the plan operates in the Manufacturing industry.
How did Local Union 1158 I.B.E.W. Pension Fund - PA perform in 2022?
Local Union 1158 I.B.E.W. Pension Fund - PA declined by 4.2% during 2022, moving from $30M to $29M in total assets. Net income was $-1,255,291.
Where can I find official filings for Local Union 1158 I.B.E.W. Pension Fund - PA?
Official Form 5500 filings for Local Union 1158 I.B.E.W. Pension Fund - PA are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 232009068 or plan name at efast.dol.gov.
How does Local Union 1158 I.B.E.W. Pension Fund - PA compare to other plans?
You can compare Local Union 1158 I.B.E.W. Pension Fund - PA against other Other plans on the plan type page, or view plans in New Jersey 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 232009068.

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.