Defined Benefit (Pension) · DOL Form 5500 · 2022

Trustees of Local Union No. 9, IBEW and Outside Contractors Pension Fu Pension Plan

Data updated 2026-08-25

$318M
Total assets Above avg plan size
1,147
Participants Near avg headcount
97th
Percentile by assets National rank
$276,851
Avg per participant High balance/head
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Official DOL plan name: Local Union No. 9 I.B.E.W. and Outside Contractors Pension Fund · Sponsored by Trustees of Local Union No. 9, IBEW and Outside Contractors Pension Fu · Illinois · Construction

$318M in assets, 1,147 participants

Trustees of Local Union No. 9, IBEW and Outside Contractors Pension Fu's Local Union No. 9 I.B.E.W. and Outside Contractors Pension Fund reported $318M in total assets and 1,147 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.

  • #9,580 in Construction (9,927 peers)

Where Local Union No. 9 I.B.E.W. and Outside Contractors Pension Fund sits by assets

Local Union No. 9 I.B.E.W. and Outside Contractors Pension Fund sits in the top 5% of all filed plans by assets, $318M for 1,147 participants (~$276,851/participant), up 4.8% in 2022.

#9,580
in Construction (9,927 peers)
+4.8%
assets growth YoY
3.2×
vs typical plan assets (national mean)

Local Union No. 9 I.B.E.W. and Outside Contractors Pension Fund's outsized position by total assets

Local Union No. 9 I.B.E.W. and Outside Contractors Pension Fund vs every filed plan by assets

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

$317,548,145 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 I.B.E.W. and Outside Contractors 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 I.B.E.W. and Outside Contractors Pension Fund lands in the large band (1,147 participants).

Plan-year Form 5500 strip

Filing strip 516077720 · Trustees of Local Union No. 9, IBEW and Outside Contractors Pension Fu PY 2022 · Defined Benefit (Pension)

Local Union No. 9 I.B.E.W. and Outside Contractors Pension Fund · $318M · 1,147 · 97th

  • NET $318M
  • BOOK 1,147
  • VS-ST 97th
  • BOY Defined Benefit (Pension)
  • SCH near Retirement Plan of American Fidelity Group
  • EBSA ind #9580

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 I.B.E.W. and Outside Contractors Pension Fund in the asset neighbourhood

Oge Energy Corp. Retirement PlanOge Energy Corp. Retirement …$318MHenry Ford Health System Allegiance Combined Pension PlanHenry Ford Health System All…$318MDefined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust FundDefined Benefit Pension Plan…$318MRetirement Plan of American Fidelity GroupRetirement Plan of American …$318MLocal Union No. 9 I.B.E.W. and Outside Contractors Pension FundLocal Union No. 9 I.B.E.W. a…$318M
End-of-year total assets ($M) among Local Union No. 9 I.B.E.W. and Outside Contractors Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$303M
Net Assets (End of Year)$317M
Net Income$15M
Employer EIN516077720
Plan Effective Date1965-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of Local Union No. 9, IBEW and Outside Contractors Pension Fu)

Sponsor-wide plan assets over time

All Trustees of Local Union No. 9, IBEW and Outside Contractors Pension Fu plans reported in each filing year

Latest sponsor-wide plan assets
$376M 18.321652926046852% vs 2022
2023 filing year
$300M$320M$340M$360M$380M$400M 20222023 $318M $376M ▲ +18.3%
Year Plans Participants Total Assets
2022 1 1,147 $318M
2023 1 1,118 $376M

Nearby Defined Benefit (Pension) Plans in Illinois

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

Local Union No. 9 I.B.E.W. and Outside Contractors Pension Fund vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1001020304050 Total assets ($B) Participants Local Union No. 9 I.B.E.W. and Outside Contractors Pension Fund, Total assets ($B): 0.317548145 · Participants: 1147Local Union No. 9 I.B.E.W. and Outside Contractors Pension FundCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 42.629770802 · Participants: 50096Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 32.129102809 · Participants: 49052State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.958716532 · Participants: 20170United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.304502684 · Participants: 0John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 6.770339506 · Participants: 16809Abbott Laboratories Annuity Retirement Plan
Local Union No. 9 I.B.E.W. and Outside Contractors Pension Fund vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Local Union No. 9 I.B.E.W. and Outside Contractors Pension Fund side-by-side with 3 peers →

Local Union No. 9 I.B.E.W. and Outside Contractors Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Retirement Plan of American Fidelity Group in OK ($318M); by covered participants it is Dynegy Pension Plan in TX (1,148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,147 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 I.B.E.W. and Outside Contractors Pension Fund assets move in 2022? ▼
Local Union No. 9 I.B.E.W. and Outside Contractors Pension Fund edged up modestly - up 4.8% during 2022, from $303M to $318M. Reported net income was $15M.
How have Trustees of Local Union No. 9, IBEW and Outside Contractors Pension Fu plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Trustees of Local Union No. 9, IBEW and Outside Contractors Pension Fu's sponsor-wide assets grew 18.3%, from $318M to $376M.
Where does Local Union No. 9 I.B.E.W. and Outside Contractors Pension Fund rank by assets among Form 5500 filers? ▼
Local Union No. 9 I.B.E.W. and Outside Contractors 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 Defined Benefit (Pension) plans are similar in size to Local Union No. 9 I.B.E.W. and Outside Contractors Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan of American Fidelity Group in OK ($318M, 1,787 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local Union No. 9 I.B.E.W. and Outside Contractors Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Dynegy Pension Plan in TX (1,148 participants, $229M 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 516077720.

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.