Other
2022 plan-year Other DOL Form 5500

International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan

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

Sponsored by Board of Trustees IBEW Local Union No. 99 Retirement Plan · Connecticut · Construction

What the 2023 filing shows

International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan holds $89M for 595 participants — about $150,062 per participant, down 1.3% over the 2022 plan year.

$89M
total plan assets (2022 EOY)
595
covered participants
$150,062
avg assets per participant
-1.3%
assets change YoY

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.

Total Assets (2023)
$89M
Participants
595
State
Industry
Construction

What the Filing Says About International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan

International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan is a Other retirement plan sponsored by Board of Trustees IBEW Local Union No. 99 Retirement Plan, headquartered in Connecticut. As of the 2022 Form 5500 filing, the plan reports $89M in total end-of-year assets and covers 595 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 056049538, and the plan has been effective since 1973-06-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $90M at the beginning of 2022 to $89M at year-end — a decline of 1.3%. Net assets (after liabilities) closed the year at $89M, with reported net income of $-1,549,680 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)$90M
Total Assets (End of Year)$89M
Net Assets (End of Year)$89M
Net Income$-1,549,680
Plan TypeOther
Employer EIN056049538
Plan Effective Date1973-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees IBEW Local Union No. 99 Retirement Plan)

Year Plans Participants Total Assets
2022 1 595 $89M
2023 1 656 $101M

Nearby Other Plans in Connecticut

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

Frequently Asked Questions

How much money is in the International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan?
As of the 2022 Form 5500 filing, International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan holds $89M in total assets with 595 participants. It is sponsored by Board of Trustees IBEW Local Union No. 99 Retirement Plan.
What type of plan is International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan?
International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan is a Other plan. It has been effective since 1973-06-01. The plan is filed with the U.S. Department of Labor under EIN 056049538.
Who sponsors the International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan?
International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan is sponsored by Board of Trustees IBEW Local Union No. 99 Retirement Plan, located in Connecticut. The sponsor's EIN is 056049538 and the plan operates in the Construction industry.
How did International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan perform in 2022?
International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan declined by 1.3% during 2022, moving from $90M to $89M in total assets. Net income was $-1,549,680.
Where can I find official filings for International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan?
Official Form 5500 filings for International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 056049538 or plan name at efast.dol.gov.
How does International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan compare to other plans?
You can compare International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan against other Other plans on the plan type page, or view plans in Connecticut 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 056049538.

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.