Defined Benefit (Pension) · DOL Form 5500 · 2023
Michigan Upper Peninsula IBEW Pension Plan
Data updated 2026-08-25
- $90M
- Total assets Below avg plan size
- 255
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $352,788
- Avg per participant High balance/head
Official DOL plan name: Michigan Upper Peninsula Intrl Brotherhood of Elec Workers Pension Plan · Sponsored by Michigan Upper Peninsula IBEW · Michigan · Construction
$90M in assets, 255 participants
Michigan Upper Peninsula IBEW's Michigan Upper Peninsula Intrl Brotherhood of Elec Workers Pension Plan reported $90M in total assets and 255 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #8,017 in Construction (9,030 peers)
Coverage in Michigan
Michigan Upper Peninsula Intrl Brotherhood of Elec Workers Pension Plan covers 255 participants in Michigan, about 40% of the average Michigan filer (state average ~638 per filing). Assets: $90M.
- #8,017
- in Construction (9,030 peers)
- +15.0%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Michigan Upper Peninsula Intrl Brotherhood of Elec Workers Pension Plan's outsized position by total assets
Michigan Upper Peninsula Intrl Brotherhood of Elec Workers Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$89,960,912 Top 9% higher than 91% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Michigan Upper Peninsula Intrl Brotherhood of Elec Workers Pension Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Michigan Upper Peninsula Intrl Brotherhood of Elec Workers Pension Plan sits mid-pack in the medium band (255 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Michigan Upper Peninsula Intrl Brotherhood of Elec Workers Pension Plan reported net income rose from -$11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Michigan Upper Peninsula Intrl Brotherhood of Elec Workers Pension Plan end-of-year assets rose from $78M in the plan year 2022 filing to $90M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 363020872 · Michigan Upper Peninsula IBEW PY 2023 · Defined Benefit (Pension)
Michigan Upper Peninsula Intrl Brotherhood of Elec Workers Pension Plan · $90M · 255 · 91st
- BOOK $90M
- BOOK 255
- BOOK 91st
- BOOK Defined Benefit (Pension)
- BOOK near Newport News Shipbuilding Employees' Credit Union Inc Retirement Plan
- BOOK ind #8017
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 Michigan →
Michigan Upper Peninsula Intrl Brotherhood of Elec Workers Pension Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $78M |
|---|---|
| Net Assets (End of Year) | $90M |
| Net Income | $12M |
| Employer EIN | 363020872 |
| Plan Effective Date | 1978-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Michigan Upper Peninsula IBEW)
Sponsor-wide plan assets over time
All Michigan Upper Peninsula IBEW plans reported in each filing year
- Latest sponsor-wide plan assets
- $103M 31.121818776959557% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 255 | $78M |
| 2023 | 1 | 255 | $90M |
| 2024 | 1 | 256 | $103M |
Nearby Defined Benefit (Pension) Plans in Michigan
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- General Motors Hourly-Rate Employees Pension Plan $44.8B · 17,959
- Ford Motor Company UAW Retirement Plan $19.3B · 26,442
- Ford Motor Company General Retirement Plan $12.7B · 10,215
- Dow Employees' Pension Plan $11.5B · 14,051
- Fca US LLC UAW Pension Agreement $11.2B · 13,635
Michigan Upper Peninsula Intrl Brotherhood of Elec Workers Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Michigan, the nearest Defined Benefit (Pension) by assets is Newport News Shipbuilding Employees' Credit Union Inc Retirement Plan in VA ($90M); by covered participants it is Employees' Retirement Plan of Ellis Hospital in NY (255 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($90M here).
Similar participant headcount
Nearest other-state filings by covered participants (255 participants); asset peers above are excluded.
- Employees' Retirement Plan of Ellis Hospital (NY) 255 · 0 off
- Employer-Industrial Sheet Metal Workers Local 16 Pension Trust (OR) 255 · 0 off
- The Arxada Consolidated Pension Plan (NJ) 255 · 0 off
- Yellow Retirement Pension Plan (KS) 255 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.