Other
2023 plan-year Other DOL Form 5500

I. B. E. W. Local 25 Pension Fund

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

Sponsored by Board of Trustees I.B.E.W. Local 25 Pension Fund · New York · Construction

What the 2023 filing shows

I. B. E. W. Local 25 Pension Fund holds $299M for 1,656 participants — about $180,485 per participant, up 8.8% over the 2023 plan year.

$299M
total plan assets (2023 EOY)
1,656
covered participants
$180,485
avg assets per participant
+8.8%
assets growth YoY
Total Assets (2023)
$299M
Participants
1,656
State
Industry
Construction

What the Filing Says About I. B. E. W. Local 25 Pension Fund

I. B. E. W. Local 25 Pension Fund is a Other retirement plan sponsored by Board of Trustees I.B.E.W. Local 25 Pension Fund, headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $299M in total end-of-year assets and covers 1,656 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 116038558, and the plan has been effective since 1960-08-29. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $275M at the beginning of 2023 to $299M at year-end — a gain of 8.8%. Net assets (after liabilities) closed the year at $299M, with reported net income of $24M 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 2 prior plan-year filings 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)$275M
Total Assets (End of Year)$299M
Net Assets (End of Year)$299M
Net Income$24M
Plan TypeOther
Employer EIN116038558
Plan Effective Date1960-08-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees I.B.E.W. Local 25 Pension Fund)

Year Plans Participants Total Assets
2022 1 1,794 $275M
2023 1 1,656 $299M
2024 1 1,677 $324M

Nearby Other Plans in New York

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

Frequently Asked Questions

How much money is in the I. B. E. W. Local 25 Pension Fund?
As of the 2023 Form 5500 filing, I. B. E. W. Local 25 Pension Fund holds $299M in total assets with 1,656 participants. It is sponsored by Board of Trustees I.B.E.W. Local 25 Pension Fund.
What type of plan is I. B. E. W. Local 25 Pension Fund?
I. B. E. W. Local 25 Pension Fund is a Other plan. It has been effective since 1960-08-29. The plan is filed with the U.S. Department of Labor under EIN 116038558.
Who sponsors the I. B. E. W. Local 25 Pension Fund?
I. B. E. W. Local 25 Pension Fund is sponsored by Board of Trustees I.B.E.W. Local 25 Pension Fund, located in New York. The sponsor's EIN is 116038558 and the plan operates in the Construction industry.
How did I. B. E. W. Local 25 Pension Fund perform in 2023?
I. B. E. W. Local 25 Pension Fund grew by 8.8% during 2023, moving from $275M to $299M in total assets. Net income was $24M.
Where can I find official filings for I. B. E. W. Local 25 Pension Fund?
Official Form 5500 filings for I. B. E. W. Local 25 Pension Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 116038558 or plan name at efast.dol.gov.
How does I. B. E. W. Local 25 Pension Fund compare to other plans?
You can compare I. B. E. W. Local 25 Pension Fund against other Other plans on the plan type page, or view plans in New York 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 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 116038558.

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.