Defined Benefit (Pension) · DOL Form 5500 · 2023

IBEW Local Union No. 237 Pension Plan Pension Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
167
Participants Small participant base
86th
Percentile by assets National rank
$303,038
Avg per participant High balance/head
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Official DOL plan name: IBEW Local Union No. 237 Pension Plan · Sponsored by IBEW Local Union No. 237 Pension Plan · New York · Construction

$51M in assets, 167 participants

IBEW Local Union No. 237 Pension Plan's IBEW Local Union No. 237 Pension Plan reported $51M in total assets and 167 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,547 in Construction (9,030 peers)

Coverage in New York

IBEW Local Union No. 237 Pension Plan covers 167 participants in New York, about 21% of the average New York filer (state average ~798 per filing). Assets: $51M.

#7,547
in Construction (9,030 peers)
+215.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

IBEW Local Union No. 237 Pension Plan's outsized position by total assets

IBEW Local Union No. 237 Pension Plan vs every filed plan by assets

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

$50,607,381 Top 14% higher than 86% 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 Local Union No. 237 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. IBEW Local Union No. 237 Pension Plan sits mid-pack in the medium band (167 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • IBEW Local Union No. 237 Pension Plan reported net income rose from -$2M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • IBEW Local Union No. 237 Pension Plan end-of-year assets rose from $16M in the plan year 2022 filing to $51M in the plan year 2023 filing.
  • IBEW Local Union No. 237 Pension Plan reported participants fell from 178 in the plan year 2022 filing to 167 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 166094914 · IBEW Local Union No. 237 Pension Plan PY 2023 · Defined Benefit (Pension)

IBEW Local Union No. 237 Pension Plan · $51M · 167 · 86th

  • PHOTO $51M
  • PHOTO 167
  • PHOTO 86th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Nebraska
  • PHOTO ind #7547

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 York →

IBEW Local Union No. 237 Pension Plan in the asset neighbourhood

Brown-Forman Corporation Hourly Employees Retirement PlanBrown-Forman Corporation Hou…$51MIBEW Local Union No. 237 Pension PlanIBEW Local Union No. 237 Pen…$51MNon-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of NebraskaNon-Contributory Retirement …$51MCampus USA Credit Union Retirement PlanCampus USA Credit Union Reti…$51MAdt Pension Plan for US EmployeesAdt Pension Plan for US Empl…$51M
End-of-year total assets ($M) among IBEW Local Union No. 237 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$50M
Net Income$34M
Employer EIN166094914
Plan Effective Date1967-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (IBEW Local Union No. 237 Pension Plan)

Sponsor-wide plan assets over time

All IBEW Local Union No. 237 Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$52M 224.03539472574252% vs 2022
2024 filing year
$0M$20M$40M$60M 202220232024 $16.1M $52M ▲ +224.0%
Year Plans Participants Total Assets
2022 1 178 $16M
2023 1 167 $51M
2024 1 198 $52M

Nearby Defined Benefit (Pension) Plans in New York

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

IBEW Local Union No. 237 Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants IBEW Local Union No. 237 Pension Plan, Total assets ($B): 0.050607381 · Participants: 167IBEW Local Union No. 237 Pension PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
IBEW Local Union No. 237 Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare IBEW Local Union No. 237 Pension Plan side-by-side with 3 peers →

IBEW Local Union No. 237 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Nebraska in NE ($51M); by covered participants it is Chemtura Corporation Retirement Plan in PA (167 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (167 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 Local Union No. 237 Pension Plan assets move in 2023? ▼
IBEW Local Union No. 237 Pension Plan surged - up 215.3% during 2023, from $16M to $51M. Reported net income was $34M.
How have IBEW Local Union No. 237 Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), IBEW Local Union No. 237 Pension Plan's sponsor-wide assets grew 224.0%, from $16M to $52M.
Where does IBEW Local Union No. 237 Pension Plan rank by assets among Form 5500 filers? ▼
IBEW Local Union No. 237 Pension Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to IBEW Local Union No. 237 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Nebraska in NE ($51M, 118 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to IBEW Local Union No. 237 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Chemtura Corporation Retirement Plan in PA (167 participants, $154M 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 166094914.

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.