Defined Benefit (Pension) · DOL Form 5500 · 2022

Trustees of Construction Workers - Lake County Pension Pension Plan

Data updated 2026-08-25

$496M
Total assets Above avg plan size
2,837
Participants Above avg headcount
98th
Percentile by assets National rank
$174,730
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan · Sponsored by Trustees of Construction Workers - Lake County Pension · Indiana · Construction

$496M in assets, 2,837 participants

Trustees of Construction Workers - Lake County Pension's Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan reported $496M in total assets and 2,837 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #9,710 in Construction (9,927 peers)

Coverage in Indiana

Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan covers 2,837 participants in Indiana, 5.2x the typical Indiana plan (state average ~541 per filing). Assets: $496M.

#9,710
in Construction (9,927 peers)
-3.5%
assets change YoY
5.0×
vs typical plan assets (national mean)

The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan's outsized position by total assets

Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan vs every filed plan by assets

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

$495,709,279 Top 2% higher than 98% 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

Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan lands in the large band (2,837 participants).

Published 5500 schedule card

Filing strip 356030666 · Trustees of Construction Workers - Lake County Pension PY 2022 · Defined Benefit (Pension)

Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan · $496M · 2,837 · 98th

  • PCT $496M
  • PCT 2,837
  • PCT 98th
  • PCT Defined Benefit (Pension)
  • PCT near Bimbo Bakeries USA Consolidated Pension Plan
  • PCT ind #9710

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 Construction retirement plans → · Plans in Indiana →

Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan in the asset neighbourhood

Discover Financial Services Pension PlanDiscover Financial Services …$497MIBEW Local 595 Pension Plan$497MConstruction Workers Pension Trust Fund - Lake County and Vicinity Pension PlanConstruction Workers Pension…$496MBimbo Bakeries USA Consolidated Pension PlanBimbo Bakeries USA Consolida…$495MAbb Inc. Cash Balance Pension PlanAbb Inc. Cash Balance Pensio…$494M
End-of-year total assets ($M) among Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$514M
Net Assets (End of Year)$493M
Net Income-$19M
Employer EIN356030666
Plan Effective Date1960-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of Construction Workers - Lake County Pension)

Sponsor-wide plan assets over time

All Trustees of Construction Workers - Lake County Pension plans reported in each filing year

Latest sponsor-wide plan assets
$591M 19.27597909661078% vs 2022
2024 filing year
$450M$500M$550M$600M$650M 202220232024 $496M $591M ▲ +19.3%
Year Plans Participants Total Assets
2022 1 2,837 $496M
2023 1 3,258 $550M
2024 1 3,270 $591M

Nearby Defined Benefit (Pension) Plans in Indiana

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

Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. 050001000015000200002500030000 -5051015 Total assets ($B) Participants Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan, Total assets ($B): 0.495709279 · Participants: 2837Construction Workers Pension Trust Fund - Lake County and Vicinity Pension PlanThe 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
Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants

Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Bimbo Bakeries USA Consolidated Pension Plan in PA ($495M); by covered participants it is Harvard University Retirement Plan in MA (2,837 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($496M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,837 participants); asset peers above are excluded.

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 Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan assets move in 2022? ▼
Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan edged down modestly - down 3.5% during 2022, from $514M to $496M. Reported net income was -$19M.
How have Trustees of Construction Workers - Lake County Pension plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of Construction Workers - Lake County Pension's sponsor-wide assets grew 19.3%, from $496M to $591M.
Where does Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan rank by assets among Form 5500 filers? ▼
Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bimbo Bakeries USA Consolidated Pension Plan in PA ($495M, 3,339 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Harvard University Retirement Plan in MA (2,837 participants, $1.5B in assets).