INDIANA ELECTRICAL WORKERS PENSION PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
INDIANA ELECTRICAL WORKERS PENSION TRUST FUND IBEW
This Other plan holds $409M in total assets and serves 2,027 participants as of 2022. It is sponsored by INDIANA ELECTRICAL WORKERS PENSION TRUST FUND IBEW in Indiana. The plan reported positive net income of $37M for the year.
What the Filing Says About INDIANA ELECTRICAL WORKERS PENSION PLAN
INDIANA ELECTRICAL WORKERS PENSION PLAN is a Other retirement plan sponsored by INDIANA ELECTRICAL WORKERS PENSION TRUST FUND IBEW, headquartered in Indiana. As of the 2022 Form 5500 filing, the plan reports $409M in total end-of-year assets and covers 2,027 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 351102579, and the plan has been effective since 1964-07-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $372M at the beginning of 2022 to $409M at year-end — a gain of 10.0%. Net assets (after liabilities) closed the year at $409M, with reported net income of $37M 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) | $372M |
| Total Assets (End of Year) | $409M |
| Net Assets (End of Year) | $409M |
| Net Income | $37M |
| Plan Type | Other |
| Employer EIN | 351102579 |
| Plan Effective Date | 1964-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (INDIANA ELECTRICAL WORKERS PENSION TRUST FUND IBEW)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,027 | $409M |
| 2023 | 1 | 2,120 | $466M |
| 2024 | 1 | 2,426 | $520M |
Nearby Other Plans in Indiana
Peer Other plans — same state, same plan type — ranked by total assets.
- JASPER HOLDINGS, INC EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST $1.9B · 3,535
- INDIANA LABORERS PENSION FUND $1.7B · 10,800
- NATIONAL BASKETBALL ASSOCIATION PLAYERS' PENSION PLAN $610M · 435
- TEAMSTERS UNION NO. 142 PENSION FUND $603M · 1,982
- EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY $589M · 737
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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 351102579.
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.
Read our methodology — how this data is sourced, computed, and verified.