Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees-Pension Fund Local 96-IBEW Pension Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
269
Participants Below avg headcount
89th
Percentile by assets National rank
$219,135
Avg per participant Above avg balance/head
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Official DOL plan name: Pension Fund Local 96-IBEW · Sponsored by Board of Trustees-Pension Fund Local 96-IBEW · Connecticut · Construction

$59M in assets, 269 participants

Board of Trustees-Pension Fund Local 96-IBEW's Pension Fund Local 96-IBEW reported $59M in total assets and 269 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #8,690 in Construction (9,927 peers)

Coverage in Connecticut

Pension Fund Local 96-IBEW covers 269 participants in Connecticut, about 37% of the average Connecticut filer (state average ~718 per filing). Assets: $59M.

#8,690
in Construction (9,927 peers)
+0.5%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Pension Fund Local 96-IBEW's outsized position by total assets

Pension Fund Local 96-IBEW vs every filed plan by assets

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

$58,947,317 Top 11% higher than 89% 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

Pension Fund Local 96-IBEW 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. Pension Fund Local 96-IBEW sits mid-pack in the medium band (269 participants).

Published 5500 schedule card

Filing strip 046295080 · Board of Trustees-Pension Fund Local 96-IBEW PY 2022 · Defined Benefit (Pension)

Pension Fund Local 96-IBEW · $59M · 269 · 89th

  • BOY $59M
  • SCH 269
  • EBSA 89th
  • PART Defined Benefit (Pension)
  • TYPE near W.R. Grace & Co. Retirement Plan for Curtis Bay Plant
  • NET ind #8690

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 →

Pension Fund Local 96-IBEW in the asset neighbourhood

The Scotts Company LLC Associates' Pension PlanThe Scotts Company LLC Assoc…$59MPension Fund Local 96-IBEW$59MW.R. Grace & Co. Retirement Plan for Curtis Bay PlantW.R. Grace & Co. Retirement …$59MHm/Fm Retirement Plan$59MPension Plan for Hourly Employees of Alstom Power IncPension Plan for Hourly Empl…$59M
End-of-year total assets ($M) among Pension Fund Local 96-IBEW and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Connecticut filing particulars

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$59M
Net Income$2M
Employer EIN046295080
Plan Effective Date1965-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees-Pension Fund Local 96-IBEW)

Sponsor-wide plan assets over time

All Board of Trustees-Pension Fund Local 96-IBEW plans reported in each filing year

Latest sponsor-wide plan assets
$178M 14.647529825658667% vs 2022
2024 filing year
$150M$160M$170M$180M$190M 202220232024 $155M $178M ▲ +14.6%
Year Plans Participants Total Assets
2022 2 942 $155M
2023 2 968 $165M
2024 2 1,022 $178M

Nearby Defined Benefit (Pension) Plans in Connecticut

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

Pension Fund Local 96-IBEW vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Pension Fund Local 96-IBEW, Total assets ($B): 0.058947317 · Participants: 269Pension Fund Local 96-IBEWGE Pension Plan, Total assets ($B): 45.011810846 · Participants: 24626GE Pension PlanRaytheon Company Pension Plan for Salaried Employees, Total assets ($B): 11.559983892 · Participants: 13495Raytheon Company Pension Plan for Salaried EmployeesThe Citigroup Pension Plan, Total assets ($B): 10.501575547 · Participants: 18484The Citigroup Pension PlanEversource Pension Plan, Total assets ($B): 5.933906102 · Participants: 4126Eversource Pension PlanRetirement Plan for Employees of Aetna Inc., Total assets ($B): 5.359687499 · Participants: 11471Retirement Plan for Employees of Aetna Inc.
Pension Fund Local 96-IBEW vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants
Compare Pension Fund Local 96-IBEW side-by-side with 3 peers →

Pension Fund Local 96-IBEW's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Connecticut, the nearest Defined Benefit (Pension) by assets is W.R. Grace & Co. Retirement Plan for Curtis Bay Plant in MD ($59M); by covered participants it is Everest Reinsurance Retirement Plan in NJ (269 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (269 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 Pension Fund Local 96-IBEW assets move in 2022? ▼
Pension Fund Local 96-IBEW held essentially flat - up 0.5% during 2022, from $59M to $59M. Reported net income was $2M.
How have Board of Trustees-Pension Fund Local 96-IBEW plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees-Pension Fund Local 96-IBEW's sponsor-wide assets grew 14.6%, from $155M to $178M.
Where does Pension Fund Local 96-IBEW rank by assets among Form 5500 filers? ▼
Pension Fund Local 96-IBEW ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Pension Fund Local 96-IBEW? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is W.R. Grace & Co. Retirement Plan for Curtis Bay Plant in MD ($59M, 328 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Fund Local 96-IBEW? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Everest Reinsurance Retirement Plan in NJ (269 participants, $285M in assets).

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 046295080.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.