Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

The Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement Plan

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

Sponsored by Institute of Electrical and Electronics Engineers, Inc. · New Jersey · Other Services

What the 2023 filing shows

The Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement Plan holds $62M for 304 participants — about $205,332 per participant, up 3.2% over the 2023 plan year.

$62M
total plan assets (2023 EOY)
304
covered participants
$205,332
avg assets per participant
+3.2%
assets growth YoY
Total Assets (2023)
$62M
Participants
304
State
Industry
Other Services

What the Filing Says About The Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement Plan

The Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement Plan is a Defined Benefit (Pension) retirement plan sponsored by Institute of Electrical and Electronics Engineers, Inc., headquartered in New Jersey. As of the 2023 Form 5500 filing, the plan reports $62M in total end-of-year assets and covers 304 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 131656633, and the plan has been effective since 1963-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $60M at the beginning of 2023 to $62M at year-end — a gain of 3.2%. Net assets (after liabilities) closed the year at $62M, with reported net income of $2M 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)$60M
Total Assets (End of Year)$62M
Net Assets (End of Year)$62M
Net Income$2M
Plan TypeDefined Benefit (Pension)
Employer EIN131656633
Plan Effective Date1963-01-01
Filing StatusFILING RECEIVED

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

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.

Frequently Asked Questions

How much money is in the The Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement Plan?
As of the 2023 Form 5500 filing, The Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement Plan holds $62M in total assets with 304 participants. It is sponsored by Institute of Electrical and Electronics Engineers, Inc..
What type of plan is The Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement Plan?
The Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement Plan is a Defined Benefit (Pension) plan. It has been effective since 1963-01-01. The plan is filed with the U.S. Department of Labor under EIN 131656633.
Who sponsors the The Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement Plan?
The Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement Plan is sponsored by Institute of Electrical and Electronics Engineers, Inc., located in New Jersey. The sponsor's EIN is 131656633 and the plan operates in the Other Services industry.
How did The Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement Plan perform in 2023?
The Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement Plan grew by 3.2% during 2023, moving from $60M to $62M in total assets. Net income was $2M.
Where can I find official filings for The Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement Plan?
Official Form 5500 filings for The Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 131656633 or plan name at efast.dol.gov.
How does The Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement Plan compare to other plans?
You can compare The Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement Plan against other Defined Benefit (Pension) 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 131656633.

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 U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.