Defined Benefit (Pension) · DOL Form 5500 · 2022

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

Data updated 2026-08-11

$318M
Total assets: 1,147
Participants: 97th
Percentile by assets: $276,851
Avg per participant

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.

97th percentile by assets (of 139,126 plans)
#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.

$318M
total plan assets (2022 EOY): 1,147
covered participants: 97th
percentile by assets (of 139,126 plans): $276,851
avg assets per participant

State

Illinois

Industry

Construction

Local Union No. 9 I.B.E.W. and Outside Contractors Pension Fund vs the 2022 asset distribution

By assets, Local Union No. 9 I.B.E.W. and Outside Contractors Pension Fund outranks 97% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 3.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)	$303M
Net Assets (End of Year)	$317M
Net Income	$15M
Employer EIN	516077720
Plan Effective Date	1965-07-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Trustees of Local Union No. 9, IBEW and Outside Contractors Pension Fu plans on file

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

Central States, Southeast & Southwest Areas Pension Plan $42.6B · 50,096
State Farm Insurance Companies Retirement Plan for United States Employees $32.1B · 49,052
United Food & Commercial Workers Intl Union - Industry Pension Fund $8.0B · 20,170
John Deere Pension Plan for Salaried Employees $7.3B · N/A
Abbott Laboratories Annuity Retirement Plan $6.8B · 16,809

Compare Local Union No. 9 I.B.E.W. and Outside C… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Local Union No. 9 I.B.E.W. and Outside Contractors Pension Fund by total assets, not by location.

Retirement Plan of American Fidelity Group (OK) $318M · 1,787
Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund (WA) $318M · 2,137
Henry Ford Health System Allegiance Combined Pension Plan (MI) $318M · 6,893
Oge Energy Corp. Retirement Plan (OK) $318M · 906

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).

Next read for Local Union No. 9 I.B.E.W. and Outside C…

Scale reading

Ways to act on Local Union No. 9 I.B.E.W. and Outside Contractors Pension Fund's numbers.

By total assets, Local Union No. 9 I.B.E.W. and Outside Contractors Pension Fund ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Illinois. Compare plans
Trustees of Local Union No. 9, IBEW and Outside Contractors Pension Fu's sponsor-wide assets have grown 18.3% since 2022 across 2 plan years on file. More Construction plans

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.