Other
2023 plan-year Other DOL Form 5500

IBEW LOCAL 269 PENSION PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

IBEW LOCAL 269 PENSION FUND

This Other plan holds $200M in total assets and serves 797 participants as of 2023. It is sponsored by IBEW LOCAL 269 PENSION FUND in New Jersey. The plan reported positive net income of $25M for the year.

Total Assets (2023)
$200M
Participants
797
State
Industry
Construction

What the Filing Says About IBEW LOCAL 269 PENSION PLAN

IBEW LOCAL 269 PENSION PLAN is a Other retirement plan sponsored by IBEW LOCAL 269 PENSION FUND, headquartered in New Jersey. As of the 2023 Form 5500 filing, the plan reports $200M in total end-of-year assets and covers 797 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 237301491, and the plan has been effective since 1957-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $175M at the beginning of 2023 to $200M at year-end — a gain of 14.5%. Net assets (after liabilities) closed the year at $199M, with reported net income of $25M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$175M
Total Assets (End of Year)$200M
Net Assets (End of Year)$199M
Net Income$25M
Plan TypeOther
Employer EIN237301491
Plan Effective Date1957-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (IBEW LOCAL 269 PENSION FUND)

Year Plans Participants Total Assets
2022 1 869 $175M
2023 1 797 $200M
2024 1 820 $220M

Nearby Other Plans in New Jersey

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the IBEW LOCAL 269 PENSION PLAN?
As of the 2023 Form 5500 filing, IBEW LOCAL 269 PENSION PLAN holds $200M in total assets with 797 participants. It is sponsored by IBEW LOCAL 269 PENSION FUND.
What type of plan is IBEW LOCAL 269 PENSION PLAN?
IBEW LOCAL 269 PENSION PLAN is a Other plan. It has been effective since 1957-01-01. The plan is filed with the U.S. Department of Labor under EIN 237301491.
Who sponsors the IBEW LOCAL 269 PENSION PLAN?
IBEW LOCAL 269 PENSION PLAN is sponsored by IBEW LOCAL 269 PENSION FUND, located in New Jersey. The sponsor's EIN is 237301491 and the plan operates in the Construction industry.
How did IBEW LOCAL 269 PENSION PLAN perform in 2023?
IBEW LOCAL 269 PENSION PLAN grew by 14.5% during 2023, moving from $175M to $200M in total assets. Net income was $25M.
Where can I find official filings for IBEW LOCAL 269 PENSION PLAN?
Official Form 5500 filings for IBEW LOCAL 269 PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 237301491 or plan name at efast.dol.gov.
How does IBEW LOCAL 269 PENSION PLAN compare to other plans?
You can compare IBEW LOCAL 269 PENSION PLAN against other Other plans on the plan type page, or view plans in New Jersey on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 237301491.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.