Defined Benefit (Pension) · DOL Form 5500 · 2023

Institute of Electrical and Electronics Engineers, Inc. Pension Plan

Data updated 2026-08-25

$62M
Total assets Below avg plan size
304
Participants Below avg headcount
88th
Percentile by assets National rank
$205,332
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement Plan · Sponsored by Institute of Electrical and Electronics Engineers, Inc. · New Jersey · Other Services

$62M in assets, 304 participants

Institute of Electrical and Electronics Engineers, Inc.'s The Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement Plan reported $62M in total assets and 304 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,454 in Other Services (7,857 peers)

Coverage in New Jersey

The Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement Plan covers 304 participants in New Jersey, about 36% of the average New Jersey filer (state average ~844 per filing). Assets: $62M.

#7,454
in Other Services (7,857 peers)
+3.2%
assets growth YoY
0.6×
vs typical plan assets (national mean)

The Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement Plan's outsized position by total assets

The Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement Plan vs every filed plan by assets

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

$62,420,982 Top 12% higher than 88% 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

The Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement 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. The Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement Plan sits mid-pack in the medium band (304 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement Plan reported net income rose from -$27M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement Plan reported participants fell from 323 in the plan year 2022 filing to 304 in the plan year 2023 filing.
  • The Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement Plan end-of-year assets rose from $60M in the plan year 2022 filing to $62M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 131656633 · Institute of Electrical and Electronics Engineers, Inc. PY 2023 · Defined Benefit (Pension)

The Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement Plan · $62M · 304 · 88th

  • ASSETS $62M
  • ASSETS 304
  • ASSETS 88th
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Sheet Metal 7 Zone 3 Pension Fund
  • ASSETS ind #7454

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 Other Services retirement plans → · Plans in New Jersey →

The Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement Plan in the asset neighbourhood

The Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement PlanThe Institute of Electrical …$62MSheet Metal 7 Zone 3 Pension FundSheet Metal 7 Zone 3 Pension…$62MSchurz Communications, Inc. Retirement PlanSchurz Communications, Inc. …$62MRetirement Plan for Employees of Cascade Natural Gas CorporationRetirement Plan for Employee…$62MMajor League Baseball Pension Plan for Non-Uniformed PersonnelMajor League Baseball Pensio…$62M
End-of-year total assets ($M) among The Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$62M
Net Income$2M
Employer EIN131656633
Plan Effective Date1963-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Institute of Electrical and Electronics Engineers, Inc.)

Sponsor-wide plan assets over time

All Institute of Electrical and Electronics Engineers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$680M 27.488116393881% vs 2022
2024 filing year
$500M$550M$600M$650M$700M 202220232024 $534M $680M ▲ +27.5%
Year Plans Participants Total Assets
2022 2 1,454 $534M
2023 2 1,448 $614M
2024 2 1,493 $680M

Nearby Defined Benefit (Pension) Plans in New Jersey

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

The Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants The Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement Plan, Total assets ($B): 0.062420982 · Participants: 304The Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement 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
The Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare The Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement Plan side-by-side with 3 peers →

The Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Sheet Metal 7 Zone 3 Pension Fund in MI ($62M); by covered participants it is Schneider Electric USA, Inc. Coordinated Bargaining Employees' Pension Plan in IL (304 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (304 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 The Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement Plan assets move in 2023? ▼
The Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement Plan edged up modestly - up 3.2% during 2023, from $60M to $62M. Reported net income was $2M.
How have Institute of Electrical and Electronics Engineers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Institute of Electrical and Electronics Engineers, Inc.'s sponsor-wide assets grew 27.5%, from $534M to $680M.
Where does The Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement Plan rank by assets among Form 5500 filers? ▼
The Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement Plan ranks in the 88th 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 The Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sheet Metal 7 Zone 3 Pension Fund in MI ($62M, 191 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Schneider Electric USA, Inc. Coordinated Bargaining Employees' Pension Plan in IL (304 participants, $253M 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 131656633.

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.