Defined Benefit (Pension) · DOL Form 5500 · 2022

IBEW Local No. 236 Pension Plan Pension Plan

Data updated 2026-08-25

$346M
Total assets Above avg plan size
1,158
Participants Near avg headcount
97th
Percentile by assets National rank
$298,445
Avg per participant High balance/head
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Official DOL plan name: IBEW Local No. 236 Pension Plan · Sponsored by IBEW Local No. 236 Pension Plan · New York · Finance & Insurance

$346M in assets, 1,158 participants

IBEW Local No. 236 Pension Plan's IBEW Local No. 236 Pension Plan reported $346M in total assets and 1,158 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,792 in Finance & Insurance (9,261 peers)

Where IBEW Local No. 236 Pension Plan sits by assets

IBEW Local No. 236 Pension Plan sits in the top 5% of all filed plans by assets, $346M for 1,158 participants (~$298,445/participant), up 9.5% in 2022.

#8,792
in Finance & Insurance (9,261 peers)
+9.5%
assets growth YoY
3.5×
vs typical plan assets (national mean)

IBEW Local No. 236 Pension Plan's outsized position by total assets

IBEW Local No. 236 Pension Plan vs every filed plan by assets

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

$345,599,601 Top 3% higher than 97% 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

IBEW Local No. 236 Pension Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. IBEW Local No. 236 Pension Plan lands in the large band (1,158 participants).

EBSA filing schedule strip

Filing strip 141490934 · IBEW Local No. 236 Pension Plan PY 2022 · Defined Benefit (Pension)

IBEW Local No. 236 Pension Plan · $346M · 1,158 · 97th

  • PART $346M
  • PART 1,158
  • PART 97th
  • PART Defined Benefit (Pension)
  • PART near Zimmer Biomet Holdings, Inc. Retirement Income Plan
  • PART ind #8792

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 Finance & Insurance retirement plans → · Plans in New York →

IBEW Local No. 236 Pension Plan in the asset neighbourhood

Plumbers Union Local No. 12 PensionPlumbers Union Local No. 12 …$346MSheet Metal Workers Local Union No. 80 Pension FundSheet Metal Workers Local Un…$346MInternational Association Pension PlanInternational Association Pe…$346MZimmer Biomet Holdings, Inc. Retirement Income PlanZimmer Biomet Holdings, Inc.…$346MIBEW Local No. 236 Pension PlanIBEW Local No. 236 Pension P…$346M
End-of-year total assets ($M) among IBEW Local No. 236 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$316M
Net Assets (End of Year)$345M
Net Income$30M
Employer EIN141490934
Plan Effective Date1965-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (IBEW Local No. 236 Pension Plan)

Sponsor-wide plan assets over time

All IBEW Local No. 236 Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$434M 25.491504835388973% vs 2022
2024 filing year
$300M$350M$400M$450M 202220232024 $346M $434M ▲ +25.5%
Year Plans Participants Total Assets
2022 1 1,158 $346M
2023 1 1,157 $387M
2024 1 1,156 $434M

Nearby Defined Benefit (Pension) Plans in New York

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

IBEW Local No. 236 Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 -100102030 Total assets ($B) Participants IBEW Local No. 236 Pension Plan, Total assets ($B): 0.345599601 · Participants: 1158IBEW Local No. 236 Pension PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
IBEW Local No. 236 Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

IBEW Local No. 236 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Zimmer Biomet Holdings, Inc. Retirement Income Plan in IN ($346M); by covered participants it is Resideo Technologies, Inc. Pension Plan in AZ (1,160 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($346M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,158 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 IBEW Local No. 236 Pension Plan assets move in 2022? ▼
IBEW Local No. 236 Pension Plan grew at a solid clip - up 9.5% during 2022, from $316M to $346M. Reported net income was $30M.
How have IBEW Local No. 236 Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), IBEW Local No. 236 Pension Plan's sponsor-wide assets grew 25.5%, from $346M to $434M.
Where does IBEW Local No. 236 Pension Plan rank by assets among Form 5500 filers? ▼
IBEW Local No. 236 Pension Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to IBEW Local No. 236 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Zimmer Biomet Holdings, Inc. Retirement Income Plan in IN ($346M, 419 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to IBEW Local No. 236 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Resideo Technologies, Inc. Pension Plan in AZ (1,160 participants, $263M in assets).