Defined Benefit (Pension) · DOL Form 5500 · 2023

Local 1158 Pension Fund Pension Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
226
Participants Below avg headcount
67th
Percentile by assets National rank
$65,723
Avg per participant Below avg balance/head
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Official DOL plan name: Local 1158 IBEW AFL-CIO Pension Fund · Sponsored by Local 1158 Pension Fund · New Jersey · Other Services

$15M in assets, 226 participants

Local 1158 Pension Fund's Local 1158 IBEW AFL-CIO Pension Fund reported $15M in total assets and 226 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #6,405 in Other Services (7,857 peers)

Coverage in New Jersey

Local 1158 IBEW AFL-CIO Pension Fund covers 226 participants in New Jersey, about 27% of the average New Jersey filer (state average ~844 per filing). Assets: $15M.

#6,405
in Other Services (7,857 peers)
+12.9%
assets growth YoY

Local 1158 IBEW AFL-CIO Pension Fund's outsized position by total assets

Local 1158 IBEW AFL-CIO Pension Fund vs every filed plan by assets

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

$14,853,403 Top 33% higher than 67% 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

Local 1158 IBEW AFL-CIO 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. Local 1158 IBEW AFL-CIO Pension Fund sits mid-pack in the medium band (226 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Local 1158 IBEW AFL-CIO Pension Fund reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Local 1158 IBEW AFL-CIO Pension Fund reported participants rose from 199 in the plan year 2022 filing to 226 in the plan year 2023 filing.
  • Local 1158 IBEW AFL-CIO Pension Fund end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 222021330 · Local 1158 Pension Fund PY 2023 · Defined Benefit (Pension)

Local 1158 IBEW AFL-CIO Pension Fund · $15M · 226 · 67th

  • NET $15M
  • NET 226
  • NET 67th
  • NET Defined Benefit (Pension)
  • NET near Pool Company Retirement Income Plan
  • NET ind #6405

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 →

Local 1158 IBEW AFL-CIO Pension Fund in the asset neighbourhood

Plumbing & Heating Wholesalers Retirement Income Plan for the Benefit of Shopmen's Division of Pipe Fitters' Association, Local 597Plumbing & Heating Wholesale…$15MLocal 1158 IBEW AFL-CIO Pension FundLocal 1158 IBEW AFL-CIO Pens…$15MPool Company Retirement Income PlanPool Company Retirement Inco…$15MLos Angeles Philharmonic Assoc and Musician Union, Local 47, American Federation of Musicians Pension TrustLos Angeles Philharmonic Ass…$15MThe Orchestral Association Retirement Plan for Administrative EmployeesThe Orchestral Association R…$15M
End-of-year total assets ($M) among Local 1158 IBEW AFL-CIO Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN222021330
Plan Effective Date1971-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Local 1158 Pension Fund)

Sponsor-wide plan assets over time

All Local 1158 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$17M 25.645321244724922% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $13.2M $16.5M ▲ +25.6%
Year Plans Participants Total Assets
2022 1 199 $13M
2023 1 226 $15M
2024 1 249 $17M

Nearby Defined Benefit (Pension) Plans in New Jersey

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

Local 1158 IBEW AFL-CIO Pension Fund vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Local 1158 IBEW AFL-CIO Pension Fund, Total assets ($B): 0.014853403 · Participants: 226Local 1158 IBEW AFL-CIO Pension FundRetirement 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
Local 1158 IBEW AFL-CIO Pension Fund vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Local 1158 IBEW AFL-CIO Pension Fund side-by-side with 3 peers →

Local 1158 IBEW AFL-CIO Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Pool Company Retirement Income Plan in TX ($15M); by covered participants it is Gallo Pension Plan for Non-Union Employees in CA (226 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (226 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 Local 1158 IBEW AFL-CIO Pension Fund assets move in 2023? ▼
Local 1158 IBEW AFL-CIO Pension Fund grew at a solid clip - up 12.9% during 2023, from $13M to $15M. Reported net income was $2M.
How have Local 1158 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Local 1158 Pension Fund's sponsor-wide assets grew 25.6%, from $13M to $17M.
Which Defined Benefit (Pension) plans are similar in size to Local 1158 IBEW AFL-CIO Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pool Company Retirement Income Plan in TX ($15M, 7 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 1158 IBEW AFL-CIO Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Gallo Pension Plan for Non-Union Employees in CA (226 participants, $32M 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 222021330.

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.