Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees IBEW Local Union No. 99 Retirement Plan Pension Plan
Data updated 2026-08-25
- $89M
- Total assets Below avg plan size
- 595
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $150,062
- Avg per participant Above avg balance/head
Official DOL plan name: International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan · Sponsored by Board of Trustees IBEW Local Union No. 99 Retirement Plan · Connecticut · Construction
$89M in assets, 595 participants
Board of Trustees IBEW Local Union No. 99 Retirement Plan's International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan reported $89M in total assets and 595 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.
- #9,017 in Construction (9,927 peers)
Where International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan sits by assets
International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan sits in the top 10% of all filed plans by assets, $89M for 595 participants (~$150,062/participant), down 1.3% in 2022.
- #9,017
- in Construction (9,927 peers)
- -1.3%
- assets change YoY
- 0.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan's outsized position by total assets
International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$89,287,075 Top 8% higher than 92% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan sits mid-pack in the medium band (595 participants).
Plan-year Form 5500 strip
Filing strip 056049538 · Board of Trustees IBEW Local Union No. 99 Retirement Plan PY 2022 · Defined Benefit (Pension)
International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan · $89M · 595 · 92nd
- EBSA $89M
- PART 595
- TYPE 92nd
- NET Defined Benefit (Pension)
- BOOK near Georgia Farm Bureau Mutual Insurance Company Retirement Plan
- VS-ST ind #9017
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 Connecticut →
International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $90M |
|---|---|
| Net Assets (End of Year) | $89M |
| Net Income | -$2M |
| Employer EIN | 056049538 |
| Plan Effective Date | 1973-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees IBEW Local Union No. 99 Retirement Plan)
Sponsor-wide plan assets over time
All Board of Trustees IBEW Local Union No. 99 Retirement Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $110M 23.39169359058968% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 595 | $89M |
| 2023 | 1 | 656 | $101M |
| 2024 | 1 | 696 | $110M |
Nearby Defined Benefit (Pension) Plans in Connecticut
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- GE Pension Plan $45.0B · 24,626
- Raytheon Company Pension Plan for Salaried Employees $11.6B · 13,495
- The Citigroup Pension Plan $10.5B · 18,484
- Eversource Pension Plan $5.9B · 4,126
- Retirement Plan for Employees of Aetna Inc. $5.4B · 11,471
International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Georgia Farm Bureau Mutual Insurance Company Retirement Plan in GA ($89M); by covered participants it is Hillenbrand, Inc. Pension Plan in IN (595 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($89M here).
Similar participant headcount
Nearest other-state filings by covered participants (595 participants); asset peers above are excluded.
- Hillenbrand, Inc. Pension Plan (IN) 595 · 0 off
- Arconic Corp. Pension Plan a (PA) 595 · 0 off
- Retirement Income Plan for Certain Rai Affiliates (NC) 594 · 1 off
- Major League Baseball - Office Employees Plan (NY) 594 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.