Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

LOCAL UNION 317 ELECTRICAL PENSION PLAN

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

JT BRD OF TRUSTEES OF LOCAL UNION 317 ELECTRICAL PENSION PLAN

This Profit Sharing plan holds $160M in total assets and serves 744 participants as of 2023. It is sponsored by JT BRD OF TRUSTEES OF LOCAL UNION 317 ELECTRICAL PENSION PLAN in West Virginia. The plan reported positive net income of $20M for the year.

Total Assets (2023)
$160M
Participants
744
Industry
Construction

What the Filing Says About LOCAL UNION 317 ELECTRICAL PENSION PLAN

LOCAL UNION 317 ELECTRICAL PENSION PLAN is a Profit Sharing retirement plan sponsored by JT BRD OF TRUSTEES OF LOCAL UNION 317 ELECTRICAL PENSION PLAN, headquartered in West Virginia. As of the 2023 Form 5500 filing, the plan reports $160M in total end-of-year assets and covers 744 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 516110771, and the plan has been effective since 1973-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $140M at the beginning of 2023 to $160M at year-end — a gain of 14.2%. Net assets (after liabilities) closed the year at $160M, with reported net income of $20M 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)$140M
Total Assets (End of Year)$160M
Net Assets (End of Year)$160M
Net Income$20M
Plan TypeProfit Sharing
Employer EIN516110771
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (JT BRD OF TRUSTEES OF LOCAL UNION 317 ELECTRICAL PENSION PLAN)

Year Plans Participants Total Assets
2022 1 746 $140M
2023 1 744 $160M
2024 1 763 $179M

Nearby Profit Sharing Plans in West Virginia

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

Frequently Asked Questions

How much money is in the LOCAL UNION 317 ELECTRICAL PENSION PLAN?
As of the 2023 Form 5500 filing, LOCAL UNION 317 ELECTRICAL PENSION PLAN holds $160M in total assets with 744 participants. It is sponsored by JT BRD OF TRUSTEES OF LOCAL UNION 317 ELECTRICAL PENSION PLAN.
What type of plan is LOCAL UNION 317 ELECTRICAL PENSION PLAN?
LOCAL UNION 317 ELECTRICAL PENSION PLAN is a Profit Sharing plan. It has been effective since 1973-01-01. The plan is filed with the U.S. Department of Labor under EIN 516110771.
Who sponsors the LOCAL UNION 317 ELECTRICAL PENSION PLAN?
LOCAL UNION 317 ELECTRICAL PENSION PLAN is sponsored by JT BRD OF TRUSTEES OF LOCAL UNION 317 ELECTRICAL PENSION PLAN, located in West Virginia. The sponsor's EIN is 516110771 and the plan operates in the Construction industry.
How did LOCAL UNION 317 ELECTRICAL PENSION PLAN perform in 2023?
LOCAL UNION 317 ELECTRICAL PENSION PLAN grew by 14.2% during 2023, moving from $140M to $160M in total assets. Net income was $20M.
Where can I find official filings for LOCAL UNION 317 ELECTRICAL PENSION PLAN?
Official Form 5500 filings for LOCAL UNION 317 ELECTRICAL PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 516110771 or plan name at efast.dol.gov.
How does LOCAL UNION 317 ELECTRICAL PENSION PLAN compare to other plans?
You can compare LOCAL UNION 317 ELECTRICAL PENSION PLAN against other Profit Sharing plans on the plan type page, or view plans in West Virginia 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 516110771.

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.