Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees IBEW Eastern States Pension Plan Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
19
Participants Small participant base
42nd
Percentile by assets National rank
$237,790
Avg per participant Above avg balance/head
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Official DOL plan name: IBEW Eastern States Pension Plan · Sponsored by Board of Trustees IBEW Eastern States Pension Plan · New Jersey · Construction

$5M in assets, 19 participants

Board of Trustees IBEW Eastern States Pension Plan's IBEW Eastern States Pension Plan reported $5M in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #3,620 in Construction (9,030 peers)

What the 2023 filing shows

IBEW Eastern States Pension Plan holds $5M for 19 participants - about $237,790 per participant, in the lower half of filed plans by assets.

#3,620
in Construction (9,030 peers)
+5.2%
assets growth YoY

IBEW Eastern States Pension Plan's mid-pack asset rank among Construction and all filers

IBEW Eastern States Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,518,012 42nd percentile higher than 42% of 127,068 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 2023

IBEW Eastern States Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. IBEW Eastern States Pension Plan is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • IBEW Eastern States Pension Plan reported net income rose from -$1M in the plan year 2022 filing to $209K in the plan year 2023 filing.
  • IBEW Eastern States Pension Plan reported participants fell from 21 in the plan year 2022 filing to 19 in the plan year 2023 filing.
  • IBEW Eastern States Pension Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 146032279 · Board of Trustees IBEW Eastern States Pension Plan PY 2023 · Defined Benefit (Pension)

IBEW Eastern States Pension Plan · $5M · 19 · 42nd

  • EBSA $5M
  • EBSA 19
  • EBSA 42nd
  • EBSA Defined Benefit (Pension)
  • EBSA near Hillside-Hudson Cash Balance Plan
  • EBSA ind #3620

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 New Jersey →

IBEW Eastern States Pension Plan in the asset neighbourhood

IBEW Eastern States Pension PlanIBEW Eastern States Pension …$5MHillside-Hudson Cash Balance PlanHillside-Hudson Cash Balance…$5MPersonal Finance Company LLC Retirement Plan and Trust AgreementPersonal Finance Company LLC…$5MThe Retirement Plan for Employees of the Guilford Savings BankThe Retirement Plan for Empl…$5MShoprite Supermarkets, Inc. Retail Clerks Employees' Retirement PlanShoprite Supermarkets, Inc. …$5M
End-of-year total assets ($M) among IBEW Eastern States Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$209K
Employer EIN146032279
Plan Effective Date1964-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees IBEW Eastern States Pension Plan)

Sponsor-wide plan assets over time

All Board of Trustees IBEW Eastern States Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$4M 0.09061765055812976% vs 2022
2024 filing year
$4.2M$4.3M$4.4M$4.5M$4.6M 202220232024 $4.29M $4.29M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 21 $4M
2023 1 19 $5M
2024 1 19 $4M

Nearby Defined Benefit (Pension) Plans in New Jersey

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

IBEW Eastern States Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants IBEW Eastern States Pension Plan, Total assets ($B): 0.004518012 · Participants: 19IBEW Eastern States Pension PlanRetirement Plan of Johnson and Johnson, Total assets ($B): 21.174819996 · Participants: 37749Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.279006871 · Participants: 90644JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 13.864923 · Participants: 7492Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.225782081 · Participants: 16230The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.930667796 · Participants: 23778Verizon Pension Plan for Associates
IBEW Eastern States Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare IBEW Eastern States Pension Plan side-by-side with 3 peers →

IBEW Eastern States Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Hillside-Hudson Cash Balance Plan in NY ($5M); by covered participants it is Aapex Community Pharmacy Defined Benefit Plan in TX (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did IBEW Eastern States Pension Plan assets move in 2023? ▼
IBEW Eastern States Pension Plan grew at a solid clip - up 5.2% during 2023, from $4M to $5M. Reported net income was $209K.
How have Board of Trustees IBEW Eastern States Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees IBEW Eastern States Pension Plan's sponsor-wide assets declined 0.1%, from $4M to $4M.
Which Defined Benefit (Pension) plans are similar in size to IBEW Eastern States Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Hillside-Hudson Cash Balance Plan in NY ($5M, 73 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to IBEW Eastern States Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Aapex Community Pharmacy Defined Benefit Plan in TX (19 participants, $2M in assets).

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 146032279.

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.