Defined Benefit (Pension) · DOL Form 5500 · 2023

Insulators Local No. 96 Pension Fund Pension Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
243
Participants Below avg headcount
76th
Percentile by assets National rank
$99,466
Avg per participant Below avg balance/head
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Official DOL plan name: Insulators Local No. 96 Pension Fund · Sponsored by Insulators Local No. 96 Pension Fund · Tennessee · Construction

$24M in assets, 243 participants

Insulators Local No. 96 Pension Fund's Insulators Local No. 96 Pension Fund reported $24M in total assets and 243 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #6,730 in Construction (9,030 peers)

Coverage in Tennessee

Insulators Local No. 96 Pension Fund covers 243 participants in Tennessee, about 22% of the average Tennessee filer (state average ~1,126 per filing). Assets: $24M.

#6,730
in Construction (9,030 peers)
+9.7%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Insulators Local No. 96 Pension Fund's outsized position by total assets

Insulators Local No. 96 Pension Fund vs every filed plan by assets

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

$24,170,310 Top 24% higher than 76% 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

Insulators Local No. 96 Pension Fund 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. Insulators Local No. 96 Pension Fund sits mid-pack in the medium band (243 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Insulators Local No. 96 Pension Fund reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Insulators Local No. 96 Pension Fund end-of-year assets rose from $22M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Insulators Local No. 96 Pension Fund reported participants fell from 247 in the plan year 2022 filing to 243 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 586110889 · Insulators Local No. 96 Pension Fund PY 2023 · Defined Benefit (Pension)

Insulators Local No. 96 Pension Fund · $24M · 243 · 76th

  • BOY $24M
  • SCH 243
  • EBSA 76th
  • PART Defined Benefit (Pension)
  • TYPE near Family Security Credit Union Cash Balance Non-Integrated Defined Benefit Plan
  • NET ind #6730

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 Tennessee →

Insulators Local No. 96 Pension Fund in the asset neighbourhood

Bunge Milling, Inc. Union Pension PlanBunge Milling, Inc. Union Pe…$24MThe Agrex, Inc. Pension Plan$24MExcela Health Pension Plan$24MInsulators Local No. 96 Pension FundInsulators Local No. 96 Pens…$24MFamily Security Credit Union Cash Balance Non-Integrated Defined Benefit PlanFamily Security Credit Union…$24M
End-of-year total assets ($M) among Insulators Local No. 96 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$24M
Net Income$2M
Employer EIN586110889
Plan Effective Date1962-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Insulators Local No. 96 Pension Fund)

Sponsor-wide plan assets over time

All Insulators Local No. 96 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$26M 18.973785523947946% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $22M $26.2M ▲ +19.0%
Year Plans Participants Total Assets
2022 1 247 $22M
2023 1 243 $24M
2024 1 181 $26M

Nearby Defined Benefit (Pension) Plans in Tennessee

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

Insulators Local No. 96 Pension Fund vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Insulators Local No. 96 Pension Fund, Total assets ($B): 0.02417031 · Participants: 243Insulators Local No. 96 Pension FundFedex Corporation Employees' Pension Plan, Total assets ($B): 26.580798454 · Participants: 139031Fedex Corporation Employees' Pension PlanRetirement Plan of International Paper Company, Total assets ($B): 8.836549756 · Participants: 20164Retirement Plan of International Paper CompanyPace Industry Union-Management Pension Fund, Total assets ($B): 2.707920528 · Participants: 3192Pace Industry Union-Management Pension FundPension Plan for Employees at Ornl, Total assets ($B): 2.456364769 · Participants: 5801Pension Plan for Employees at OrnlRetirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee, Total assets ($B): 2.074583545 · Participants: 2710Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee
Insulators Local No. 96 Pension Fund vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants
Compare Insulators Local No. 96 Pension Fund side-by-side with 3 peers →

Insulators Local No. 96 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Family Security Credit Union Cash Balance Non-Integrated Defined Benefit Plan in AL ($24M); by covered participants it is Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan in NY (243 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (243 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 Insulators Local No. 96 Pension Fund assets move in 2023? ▼
Insulators Local No. 96 Pension Fund grew at a solid clip - up 9.7% during 2023, from $22M to $24M. Reported net income was $2M.
How have Insulators Local No. 96 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Insulators Local No. 96 Pension Fund's sponsor-wide assets grew 19.0%, from $22M to $26M.
Where does Insulators Local No. 96 Pension Fund rank by assets among Form 5500 filers? ▼
Insulators Local No. 96 Pension Fund ranks in the 76th 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 Insulators Local No. 96 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Family Security Credit Union Cash Balance Non-Integrated Defined Benefit Plan in AL ($24M, 152 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Insulators Local No. 96 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan in NY (243 participants, $49M 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 586110889.

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.