Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND

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

TRUSTEES OF IBEW LOCAL 9 IBEW AND OUTSIDE CONTRACTORS DC PENSION FUND

This Profit Sharing plan holds $360M in total assets and serves 2,370 participants as of 2022. It is sponsored by TRUSTEES OF IBEW LOCAL 9 IBEW AND OUTSIDE CONTRACTORS DC PENSION FUND in Illinois. The plan reported positive net income of $32M for the year.

Total Assets (2023)
$360M
Participants
2,370
State
Industry
Construction

What the Filing Says About LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND

LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND is a Profit Sharing retirement plan sponsored by TRUSTEES OF IBEW LOCAL 9 IBEW AND OUTSIDE CONTRACTORS DC PENSION FUND, headquartered in Illinois. As of the 2022 Form 5500 filing, the plan reports $360M in total end-of-year assets and covers 2,370 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 364301166, and the plan has been effective since 1999-06-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $328M at the beginning of 2022 to $360M at year-end — a gain of 9.8%. Net assets (after liabilities) closed the year at $358M, with reported net income of $32M 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)$328M
Total Assets (End of Year)$360M
Net Assets (End of Year)$358M
Net Income$32M
Plan TypeProfit Sharing
Employer EIN364301166
Plan Effective Date1999-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (TRUSTEES OF IBEW LOCAL 9 IBEW AND OUTSIDE CONTRACTORS DC PENSION FUND)

Year Plans Participants Total Assets
2022 1 2,370 $360M
2023 1 2,414 $452M

Nearby Profit Sharing Plans in Illinois

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND?
As of the 2022 Form 5500 filing, LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND holds $360M in total assets with 2,370 participants. It is sponsored by TRUSTEES OF IBEW LOCAL 9 IBEW AND OUTSIDE CONTRACTORS DC PENSION FUND.
What type of plan is LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND?
LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND is a Profit Sharing plan. It has been effective since 1999-06-01. The plan is filed with the U.S. Department of Labor under EIN 364301166.
Who sponsors the LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND?
LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND is sponsored by TRUSTEES OF IBEW LOCAL 9 IBEW AND OUTSIDE CONTRACTORS DC PENSION FUND, located in Illinois. The sponsor's EIN is 364301166 and the plan operates in the Construction industry.
How did LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND perform in 2022?
LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND grew by 9.8% during 2022, moving from $328M to $360M in total assets. Net income was $32M.
Where can I find official filings for LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND?
Official Form 5500 filings for LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 364301166 or plan name at efast.dol.gov.
How does LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND compare to other plans?
You can compare LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND against other Profit Sharing plans on the plan type page, or view plans in Illinois 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 364301166.

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 official public datasets. See our methodology for details.