Defined Benefit (Pension) · DOL Form 5500 · 2023
Ohio Valley Electric Corporation Pension Plan
Data updated 2026-08-25
- $159M
- Total assets Near avg plan size
- 437
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $364,057
- Avg per participant High balance/head
Official DOL plan name: Retirement Plan for Ees of Ohio Valley Electric Corp/Indiana-Kentucky Electric Corp · Sponsored by Ohio Valley Electric Corporation · Ohio · Utilities
$159M in assets, 437 participants
Ohio Valley Electric Corporation's Retirement Plan for Ees of Ohio Valley Electric Corp/Indiana-Kentucky Electric Corp reported $159M in total assets and 437 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #486 in Utilities (721 peers)
Utilities sector rank
Within Utilities, Retirement Plan for Ees of Ohio Valley Electric Corp/Indiana-Kentucky Electric Corp ranks #486 of 721 2023 filers by assets (337% of the sector average)-$159M for 437 participants.
- #486
- in Utilities (721 peers)
- -12.9%
- assets change YoY
- 1.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $23M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Retirement Plan for Ees of Ohio Valley Electric Corp/Indiana-Kentucky Electric Corp's outsized position by total assets
Retirement Plan for Ees of Ohio Valley Electric Corp/Indiana-Kentucky Electric Corp vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$159,092,756 Top 6% higher than 94% 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
Retirement Plan for Ees of Ohio Valley Electric Corp/Indiana-Kentucky Electric Corp 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. Retirement Plan for Ees of Ohio Valley Electric Corp/Indiana-Kentucky Electric Corp sits mid-pack in the medium band (437 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Retirement Plan for Ees of Ohio Valley Electric Corp/Indiana-Kentucky Electric Corp reported net income rose from -$81M in the plan year 2022 filing to -$23M in the plan year 2023 filing.
- Retirement Plan for Ees of Ohio Valley Electric Corp/Indiana-Kentucky Electric Corp end-of-year assets fell from $183M in the plan year 2022 filing to $159M in the plan year 2023 filing.
- Retirement Plan for Ees of Ohio Valley Electric Corp/Indiana-Kentucky Electric Corp reported participants fell from 498 in the plan year 2022 filing to 437 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 314392702 · Ohio Valley Electric Corporation PY 2023 · Defined Benefit (Pension)
Retirement Plan for Ees of Ohio Valley Electric Corp/Indiana-Kentucky Electric Corp · $159M · 437 · 94th
- PHOTO $159M
- PHOTO 437
- PHOTO 94th
- PHOTO Defined Benefit (Pension)
- PHOTO near Mitsubishi Motors North America, Inc. Retirement Plan
- PHOTO ind #486
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 Utilities retirement plans → · Plans in Ohio →
Retirement Plan for Ees of Ohio Valley Electric Corp/Indiana-Kentucky Electric Corp in the asset neighbourhood
Utilities filing particulars
| Total Assets (Beginning of Year) | $183M |
|---|---|
| Net Assets (End of Year) | $159M |
| Net Income | -$23M |
| Employer EIN | 314392702 |
| Plan Effective Date | 1974-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ohio Valley Electric Corporation)
Sponsor-wide plan assets over time
All Ohio Valley Electric Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $308M 0.48865326070522913% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,037 | $310M |
| 2023 | 2 | 934 | $297M |
| 2024 | 2 | 929 | $308M |
Nearby Defined Benefit (Pension) Plans in Ohio
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Firstenergy Corp. Master Pension Plan $7.1B · 12,304
- Nationwide Retirement Plan $5.3B · 22,311
- American Electric Power System Retirement Plan $4.5B · 15,595
- Parker Defined Benefit Plan $3.7B · 191
- Ohio Operating Engineers Pension Plan $3.6B · 10,029
Retirement Plan for Ees of Ohio Valley Electric Corp/Indiana-Kentucky Electric Corp's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Ohio, the nearest Defined Benefit (Pension) by assets is Mitsubishi Motors North America, Inc. Retirement Plan in TN ($159M); by covered participants it is Retirement Plan for Employees of Highland Hospital of Rochester, Ny in NY (437 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($159M here).
Similar participant headcount
Nearest other-state filings by covered participants (437 participants); asset peers above are excluded.
- Retirement Plan for Employees of Highland Hospital of Rochester, Ny (NY) 437 · 0 off
- Conmed Corporation Retirement Pension Plan (FL) 438 · 1 off
- Mead Johnson & Company Retirement Plan (NJ) 438 · 1 off
- Henkel of America Retirement Plan (CT) 436 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.