Defined Benefit (Pension) · DOL Form 5500 · 2023

Energy Harbor Corp Pension Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
726
Participants Near avg headcount
72nd
Percentile by assets National rank
$26,069
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Energy Harbor Pension Plan for Collectively Bargained Employees · Sponsored by Energy Harbor Corp · Ohio · Utilities

$19M in assets, 726 participants

Energy Harbor Corp's Energy Harbor Pension Plan for Collectively Bargained Employees reported $19M in total assets and 726 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #247 in Utilities (721 peers)

Utilities sector rank

Within Utilities, Energy Harbor Pension Plan for Collectively Bargained Employees ranks #247 of 721 2023 filers by assets (2837% of the sector average)-$19M for 726 participants.

#247
in Utilities (721 peers)
+6.8%
assets growth YoY

Energy Harbor Pension Plan for Collectively Bargained Employees's outsized position by total assets

Energy Harbor Pension Plan for Collectively Bargained Employees vs every filed plan by assets

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

$18,926,423 Top 28% higher than 72% 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

Energy Harbor Pension Plan for Collectively Bargained Employees 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. Energy Harbor Pension Plan for Collectively Bargained Employees sits mid-pack in the medium band (726 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Energy Harbor Pension Plan for Collectively Bargained Employees reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Energy Harbor Pension Plan for Collectively Bargained Employees reported participants fell from 811 in the plan year 2022 filing to 726 in the plan year 2023 filing.
  • Energy Harbor Pension Plan for Collectively Bargained Employees end-of-year assets rose from $18M in the plan year 2022 filing to $19M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 843992199 · Energy Harbor Corp PY 2023 · Defined Benefit (Pension)

Energy Harbor Pension Plan for Collectively Bargained Employees · $19M · 726 · 72nd

  • IND $19M
  • EOY 726
  • 5500 72nd
  • ASSETS Defined Benefit (Pension)
  • PCT near Rga Cash Balance Plan
  • EIN ind #247

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 Ohio →

Energy Harbor Pension Plan for Collectively Bargained Employees in the asset neighbourhood

Energy Harbor Pension Plan for Collectively Bargained EmployeesEnergy Harbor Pension Plan f…$19MRga Cash Balance Plan$19MPlumbers Lu 690 Metal Trades Pension PlanPlumbers Lu 690 Metal Trades…$19MMerle Norman Cosmetics, Inc. Retirement PlanMerle Norman Cosmetics, Inc.…$19MPaintmakers Pension Plan$19M
End-of-year total assets ($M) among Energy Harbor Pension Plan for Collectively Bargained Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Utilities filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$19M
Net Income$1M
Employer EIN843992199
Plan Effective Date2020-02-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Energy Harbor Corp)

Sponsor-wide plan assets over time

All Energy Harbor Corp plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$200M$400M$600M$800M 202220232024 $648M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 2 3,170 $648M
2023 2 3,021 $701M
2024 1 2,051 N/A

Nearby Defined Benefit (Pension) Plans in Ohio

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

Energy Harbor Pension Plan for Collectively Bargained Employees vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Energy Harbor Pension Plan for Collectively Bargained Employees, Total assets ($B): 0.018926423 · Participants: 726Energy Harbor Pension Plan for Collectively Bargained EmployeesFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.144086795 · Participants: 12304Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.281060445 · Participants: 22311Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.475896468 · Participants: 15595American Electric Power System Retirement PlanParker Defined Benefit Plan, Total assets ($B): 3.656915014 · Participants: 191Parker Defined Benefit PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.592540979 · Participants: 10029Ohio Operating Engineers Pension Plan
Energy Harbor Pension Plan for Collectively Bargained Employees vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Energy Harbor Pension Plan for Collectively Bargained Employees side-by-side with 3 peers →

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

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Rga Cash Balance Plan in IL ($19M); by covered participants it is Pension Plan for All Eligible Employees of Crane in CT (727 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (726 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 Energy Harbor Pension Plan for Collectively Bargained Employees assets move in 2023? ▼
Energy Harbor Pension Plan for Collectively Bargained Employees grew at a solid clip - up 6.8% during 2023, from $18M to $19M. Reported net income was $1M.
Which Defined Benefit (Pension) plans are similar in size to Energy Harbor Pension Plan for Collectively Bargained Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Rga Cash Balance Plan in IL ($19M, 103 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Energy Harbor Pension Plan for Collectively Bargained Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for All Eligible Employees of Crane in CT (727 participants, $453M 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 843992199.

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.