Defined Benefit (Pension) · DOL Form 5500 · 2023

Citizens Energy Group Pension Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
53
Participants Small participant base
55th
Percentile by assets National rank
$157,691
Avg per participant Above avg balance/head
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Official DOL plan name: Pension Plan for Collectively Bargained Indianapolis Water Employees · Sponsored by Citizens Energy Group · Indiana · Utilities

$8M in assets, 53 participants

Citizens Energy Group's Pension Plan for Collectively Bargained Indianapolis Water Employees reported $8M in total assets and 53 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #159 in Utilities (721 peers)

Utilities sector rank

Within Utilities, Pension Plan for Collectively Bargained Indianapolis Water Employees ranks #159 of 721 2023 filers by assets (6424% of the sector average)-$8M for 53 participants.

#159
in Utilities (721 peers)
+3.6%
assets growth YoY

Pension Plan for Collectively Bargained Indianapolis Water Employees's mid-pack asset rank among Utilities and all filers

Pension Plan for Collectively Bargained Indianapolis Water Employees vs every filed plan by assets

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

$8,357,620 Top 45% higher than 55% 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

Pension Plan for Collectively Bargained Indianapolis Water Employees among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan for Collectively Bargained Indianapolis Water Employees is a small filing (53 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pension Plan for Collectively Bargained Indianapolis Water Employees reported net income rose from -$8M in the plan year 2022 filing to $288K in the plan year 2023 filing.
  • Pension Plan for Collectively Bargained Indianapolis Water Employees reported participants fell from 84 in the plan year 2022 filing to 53 in the plan year 2023 filing.
  • Pension Plan for Collectively Bargained Indianapolis Water Employees end-of-year assets rose from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 356000930 · Citizens Energy Group PY 2023 · Defined Benefit (Pension)

Pension Plan for Collectively Bargained Indianapolis Water Employees · $8M · 53 · 55th

  • TYPE $8M
  • NET 53
  • BOOK 55th
  • VS-ST Defined Benefit (Pension)
  • BOY near American Chrome & Chemicals, Inc. Corpus Christi Plant Pension Plan
  • SCH ind #159

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 Indiana →

Pension Plan for Collectively Bargained Indianapolis Water Employees in the asset neighbourhood

United Bancorp, Inc. of Martins Ferry, Ohio Employees' Pension PlanUnited Bancorp, Inc. of Mart…$8MAlice Manufacturing Company, Inc. Pension PlanAlice Manufacturing Company,…$8MPension Plan for Collectively Bargained Indianapolis Water EmployeesPension Plan for Collectivel…$8MAmerican Chrome & Chemicals, Inc. Corpus Christi Plant Pension PlanAmerican Chrome & Chemicals,…$8MThe Baltimore Sun Company Retirement Plan for MailersThe Baltimore Sun Company Re…$8M
End-of-year total assets ($M) among Pension Plan for Collectively Bargained Indianapolis Water Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Utilities filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$288K
Employer EIN356000930
Plan Effective Date1950-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Citizens Energy Group)

Sponsor-wide plan assets over time

All Citizens Energy Group plans reported in each filing year

Latest sponsor-wide plan assets
$8M 3.2342906061879875% vs 2022
2024 filing year
$7.6M$7.8M$8M$8.2M$8.4M$8.6M 202220232024 $8.07M $7.81M ▼ -3.2%
Year Plans Participants Total Assets
2022 1 84 $8M
2023 1 53 $8M
2024 1 47 $8M

Nearby Defined Benefit (Pension) Plans in Indiana

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

Pension Plan for Collectively Bargained Indianapolis Water Employees vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -5051015 Total assets ($B) Participants Pension Plan for Collectively Bargained Indianapolis Water Employees, Total assets ($B): 0.00835762 · Participants: 53Pension Plan for Collectively Bargained Indianapolis Water EmployeesThe Lilly Retirement Plan, Total assets ($B): 11.68755379 · Participants: 19111The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.321162584 · Participants: 26560Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.654720253 · Participants: 10800Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.277905032 · Participants: 8197Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.063713087 · Participants: 2174Nisource Pension Plan
Pension Plan for Collectively Bargained Indianapolis Water Employees vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Pension Plan for Collectively Bargained Indianapolis Water Employees side-by-side with 3 peers →

Pension Plan for Collectively Bargained Indianapolis Water Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is American Chrome & Chemicals, Inc. Corpus Christi Plant Pension Plan in PA ($8M); by covered participants it is IBEW Local 1799 Pension Fund in NY (53 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (53 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 Pension Plan for Collectively Bargained Indianapolis Water Employees assets move in 2023? ▼
Pension Plan for Collectively Bargained Indianapolis Water Employees edged up modestly - up 3.6% during 2023, from $8M to $8M. Reported net income was $288K.
How have Citizens Energy Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citizens Energy Group's sponsor-wide assets declined 3.2%, from $8M to $8M.
Which Defined Benefit (Pension) plans are similar in size to Pension Plan for Collectively Bargained Indianapolis Water Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is American Chrome & Chemicals, Inc. Corpus Christi Plant Pension Plan in PA ($8M, 20 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan for Collectively Bargained Indianapolis Water Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is IBEW Local 1799 Pension Fund in NY (53 participants, $3M 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 356000930.

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.