Defined Benefit (Pension) · DOL Form 5500 · 2022

Bd of Tr of the Pension, Hosp & Benefit Pl of the Elec Ind-Pension Pension Plan

Data updated 2026-08-25

$4.4B
Total assets Very large vs avg
17,040
Participants Very large workforce
100th
Percentile by assets National rank
$258,545
Avg per participant Above avg balance/head
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Official DOL plan name: Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct · Sponsored by Bd of Tr of the Pension, Hosp & Benefit Pl of the Elec Ind-Pension · New York · Construction

$4.4B in assets, 17,040 participants

Bd of Tr of the Pension, Hosp & Benefit Pl of the Elec Ind-Pension's Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct reported $4.4B in total assets and 17,040 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.

  • #9,911 in Construction (9,927 peers)

Coverage in New York

Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct covers 17,040 participants in New York, 21x the typical New York plan (state average ~798 per filing). Assets: $4.4B.

#9,911
in Construction (9,927 peers)
+3.0%
assets growth YoY
44×
vs typical plan assets (national mean)

Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct's outsized position by total assets

Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct vs every filed plan by assets

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

$4,405,614,766 Highest reported value at or above every one 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, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct's mega-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct is a mega filing (17,040 participants), the rightmost band on the breakdown.

DOL schedule card

Filing strip 136123601 · Bd of Tr of the Pension, Hosp & Benefit Pl of the Elec Ind-Pension PY 2022 · Defined Benefit (Pension)

Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct · $4.4B · 17,040 · 100th

  • PHOTO $4.4B
  • PHOTO 17,040
  • PHOTO 100th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Allstate Retirement Plan
  • PHOTO ind #9911

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 New York →

Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct in the asset neighbourhood

Lucent Technologies Inc. Pension PlanLucent Technologies Inc. Pen…$4.4BPension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust AcctPension, Hospitalization & B…$4.4BAllstate Retirement Plan$4.4BThe Coca-Cola Company Pension PlanThe Coca-Cola Company Pensio…$4.4BScreen Actors Guild - Producers Pension PlanScreen Actors Guild - Produc…$4.4B
End-of-year total assets ($B) among Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$4.3B
Net Assets (End of Year)$4.4B
Net Income$165M
Employer EIN136123601
Plan Effective Date1940-12-13
Filing StatusFILING RECEIVED

Sponsor Plan History (Bd of Tr of the Pension, Hosp & Benefit Pl of the Elec Ind-Pension)

Sponsor-wide plan assets over time

All Bd of Tr of the Pension, Hosp & Benefit Pl of the Elec Ind-Pension plans reported in each filing year

Latest sponsor-wide plan assets
$5.3B 20.01783335225003% vs 2022
2024 filing year
$4B$4.5B$5B$5.5B 202220232024 $4.41B $5.29B ▲ +20.0%
Year Plans Participants Total Assets
2022 1 17,040 $4.4B
2023 1 16,390 $5.0B
2024 1 15,968 $5.3B

Nearby Defined Benefit (Pension) Plans in New York

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

Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. 100001200014000160001800020000 051015202530 Total assets ($B) Participants Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct, Total assets ($B): 4.405614766 · Participants: 17040Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust AcctIBM 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
Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct side-by-side with 3 peers →

Scale composition for Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct

Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct reports $4.4B in end-of-year assets across 17,040 participants (0.036% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.018% of 93,925,755 covered participants) - about $258,545 per participant (1.9x the national average assets-per-participant) . Net income for plan year 2022 was $165M.

This plan identity (EIN 136123601, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $4.4B to $5.3B (+20.0%) while covered participants moved from 17,040 to 15,968 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 17,040 $4.4B This page
2023 16,390 $5.0B Open filing
2024 · index core 15,968 $5.3B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Allstate Retirement Plan in TX ($4.4B); by covered participants it is The Lilly Retirement Plan in IN (16,878 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4.4B here).

Similar participant headcount

Nearest other-state filings by covered participants (17,040 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, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct assets move in 2022? ▼
Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct edged up modestly - up 3.0% during 2022, from $4.3B to $4.4B. Reported net income was $165M.
How have Bd of Tr of the Pension, Hosp & Benefit Pl of the Elec Ind-Pension plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bd of Tr of the Pension, Hosp & Benefit Pl of the Elec Ind-Pension's sponsor-wide assets grew 20.0%, from $4.4B to $5.3B.
Where does Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct rank by assets among Form 5500 filers? ▼
Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct ranks in the 100th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Allstate Retirement Plan in TX ($4.4B, 26,157 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Lilly Retirement Plan in IN (16,878 participants, $11.2B 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 136123601.

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.