Other · DOL Form 5500 · 2022

Trustees of IBEW Local 9 IBEW and Outside Contractors DC Pension Fund Retirement Plan

Data updated 2026-08-25

$360M
Total assets Above avg plan size
2,370
Participants Above avg headcount
97th
Percentile by assets National rank
$151,954
Avg per participant Above avg balance/head
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Official DOL plan name: Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension Fund · Sponsored by Trustees of IBEW Local 9 IBEW and Outside Contractors DC Pension Fund · Illinois · Construction

$360M in assets, 2,370 participants

Trustees of IBEW Local 9 IBEW and Outside Contractors DC Pension Fund's Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension Fund reported $360M in total assets and 2,370 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.

  • #9,614 in Construction (9,927 peers)

Coverage in Illinois

Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension Fund covers 2,370 participants in Illinois, 3.0x the typical Illinois plan (state average ~779 per filing). Assets: $360M.

#9,614
in Construction (9,927 peers)
+9.8%
assets growth YoY
3.6×
vs typical plan assets (national mean)

Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension Fund's outsized position by total assets

Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension Fund vs every filed plan by assets

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

$360,131,016 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

Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension Fund'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. Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension Fund lands in the large band (2,370 participants).

Published 5500 schedule card

Filing strip 364301166 · Trustees of IBEW Local 9 IBEW and Outside Contractors DC Pension Fund PY 2022 · Other

Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension Fund · $360M · 2,370 · 97th

  • 5500 $360M
  • 5500 2,370
  • 5500 97th
  • 5500 Other
  • 5500 near Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen)
  • 5500 ind #9614

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 Illinois →

Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension Fund in the asset neighbourhood

Loyola University Maryland Retirement PlanLoyola University Maryland R…$362MLocal Union No. 9 IBEW and Outside Contractors Defined Contribution Pension FundLocal Union No. 9 IBEW and O…$360MTrinity Health Corporation ERISA 403(b) Retirement Plan (Frozen)Trinity Health Corporation E…$360MDialysis Clinic, Inc. Thrift PlanDialysis Clinic, Inc. Thrift…$359MUniversity of St. Thomas Retirement PlanUniversity of St. Thomas Ret…$358M
End-of-year total assets ($M) among Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension Fund and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$328M
Net Assets (End of Year)$358M
Net Income$32M
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)

Sponsor-wide plan assets over time

All Trustees of IBEW Local 9 IBEW and Outside Contractors DC Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$452M 25.449869888463038% vs 2022
2023 filing year
$350M$400M$450M$500M 20222023 $360M $452M ▲ +25.4%
Year Plans Participants Total Assets
2022 1 2,370 $360M
2023 1 2,414 $452M

Nearby Other Plans in Illinois

Peer Other plans, same state, same plan type, ranked by total assets.

Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension Fund vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 02468 Total assets ($B) Participants Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension Fund, Total assets ($B): 0.360131016 · Participants: 2370Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension FundWashington University Retirement Savings Plan, Total assets ($B): 5.876925706 · Participants: 15925Washington University Retirement Savings PlanNorthwestern University Retirement Plan, Total assets ($B): 3.513964211 · Participants: 9465Northwestern University Retirement PlanThe University of Chicago Contributory Retirement Plan, Total assets ($B): 3.053434537 · Participants: 4552The University of Chicago Contributory Retirement PlanNorthshore University Healthsystem Tax Deferred Annuity Plan, Total assets ($B): 1.75976664 · Participants: 13159Northshore University Healthsystem Tax Deferred Annuity PlanThe University of Chicago Supplemental Retirement Plan, Total assets ($B): 1.486612106 · Participants: 7855The University of Chicago Supplemental Retirement Plan
Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension Fund vs. nearby Other plans in Illinois, assets vs. participants
Compare Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension Fund side-by-side with 3 peers →

Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension Fund's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) in MI ($360M); by covered participants it is National Church Residences 403(b) Savings Plan in OH (2,371 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($360M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,370 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 Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension Fund assets move in 2022? ▼
Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension Fund grew at a solid clip - up 9.8% during 2022, from $328M to $360M. Reported net income was $32M.
How have Trustees of IBEW Local 9 IBEW and Outside Contractors DC Pension Fund plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Trustees of IBEW Local 9 IBEW and Outside Contractors DC Pension Fund's sponsor-wide assets grew 25.4%, from $360M to $452M.
Where does Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension Fund rank by assets among Form 5500 filers? ▼
Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension Fund 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 Other plans are similar in size to Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension Fund? ▼
Among Other plans in other states, the closest by assets is Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) in MI ($360M, 898 participants).
Which Other plans cover a similar participant headcount to Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension Fund? ▼
Among Other plans in other states, the closest by covered participants is National Church Residences 403(b) Savings Plan in OH (2,371 participants, $42M 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 364301166.

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.