Other
2022 plan-year Other DOL Form 5500

Pension Fund Local 96-IBEW

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

Sponsored by Board of Trustees-Pension Fund Local 96-IBEW · Connecticut · Construction

What the 2023 filing shows

Pension Fund Local 96-IBEW holds $59M for 269 participants — about $219,135 per participant, up 0.5% over the 2022 plan year.

$59M
total plan assets (2022 EOY)
269
covered participants
$219,135
avg assets per participant
+0.5%
assets growth YoY
Total Assets (2023)
$59M
Participants
269
State
Industry
Construction

What the Filing Says About Pension Fund Local 96-IBEW

Pension Fund Local 96-IBEW is a Other retirement plan sponsored by Board of Trustees-Pension Fund Local 96-IBEW, headquartered in Connecticut. As of the 2022 Form 5500 filing, the plan reports $59M in total end-of-year assets and covers 269 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 046295080, and the plan has been effective since 1965-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $59M at the beginning of 2022 to $59M at year-end — a gain of 0.5%. Net assets (after liabilities) closed the year at $59M, with reported net income of $2M 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)$59M
Total Assets (End of Year)$59M
Net Assets (End of Year)$59M
Net Income$2M
Plan TypeOther
Employer EIN046295080
Plan Effective Date1965-07-01
Filing StatusFILING RECEIVED

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

Year Plans Participants Total Assets
2022 2 942 $155M
2023 2 968 $165M

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 Pension Fund Local 96-IBEW?
As of the 2022 Form 5500 filing, Pension Fund Local 96-IBEW holds $59M in total assets with 269 participants. It is sponsored by Board of Trustees-Pension Fund Local 96-IBEW.
What type of plan is Pension Fund Local 96-IBEW?
Pension Fund Local 96-IBEW is a Other plan. It has been effective since 1965-07-01. The plan is filed with the U.S. Department of Labor under EIN 046295080.
Who sponsors the Pension Fund Local 96-IBEW?
Pension Fund Local 96-IBEW is sponsored by Board of Trustees-Pension Fund Local 96-IBEW, located in Connecticut. The sponsor's EIN is 046295080 and the plan operates in the Construction industry.
How did Pension Fund Local 96-IBEW perform in 2022?
Pension Fund Local 96-IBEW grew by 0.5% during 2022, moving from $59M to $59M in total assets. Net income was $2M.
Where can I find official filings for Pension Fund Local 96-IBEW?
Official Form 5500 filings for Pension Fund Local 96-IBEW are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 046295080 or plan name at efast.dol.gov.
How does Pension Fund Local 96-IBEW compare to other plans?
You can compare Pension Fund Local 96-IBEW 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 046295080.

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.