Defined Benefit (Pension) · DOL Form 5500 · 2023

Indiana Electrical Workers Pension Trust Fund IBEW Pension Plan

Data updated 2026-08-25

$466M
Total assets Above avg plan size
2,120
Participants Near avg headcount
97th
Percentile by assets National rank
$219,776
Avg per participant Above avg balance/head
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Official DOL plan name: Indiana Electrical Workers Pension Plan · Sponsored by Indiana Electrical Workers Pension Trust Fund IBEW · Indiana · Construction

$466M in assets, 2,120 participants

Indiana Electrical Workers Pension Trust Fund IBEW's Indiana Electrical Workers Pension Plan reported $466M in total assets and 2,120 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,756 in Construction (9,030 peers)

Coverage in Indiana

Indiana Electrical Workers Pension Plan covers 2,120 participants in Indiana, 3.9x the typical Indiana plan (state average ~541 per filing). Assets: $466M.

#8,756
in Construction (9,030 peers)
+13.9%
assets growth YoY
4.7×
vs typical plan assets (national mean)

Indiana Electrical Workers Pension Plan's outsized position by total assets

Indiana Electrical Workers Pension Plan vs every filed plan by assets

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

$465,924,564 Top 3% higher than 97% 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

Indiana Electrical Workers Pension Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Indiana Electrical Workers Pension Plan lands in the large band (2,120 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Indiana Electrical Workers Pension Plan reported net income rose from $37M in the plan year 2022 filing to $57M in the plan year 2023 filing.
  • Indiana Electrical Workers Pension Plan end-of-year assets rose from $409M in the plan year 2022 filing to $466M in the plan year 2023 filing.
  • Indiana Electrical Workers Pension Plan reported participants rose from 2,027 in the plan year 2022 filing to 2,120 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 351102579 · Indiana Electrical Workers Pension Trust Fund IBEW PY 2023 · Defined Benefit (Pension)

Indiana Electrical Workers Pension Plan · $466M · 2,120 · 97th

  • PHOTO $466M
  • PHOTO 2,120
  • PHOTO 97th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Nysut Employees Retirement Plan
  • PHOTO ind #8756

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 Indiana →

Indiana Electrical Workers Pension Plan in the asset neighbourhood

Morgan, Lewis & Bockius LLP Cash Balance PlanMorgan, Lewis & Bockius LLP …$468MIndiana Electrical Workers Pension PlanIndiana Electrical Workers P…$466MNysut Employees Retirement PlanNysut Employees Retirement P…$466MThe Associated Press Consolidated Retirement PlanThe Associated Press Consoli…$465MColumbia Bank Retirement Plan$465M
End-of-year total assets ($M) among Indiana Electrical Workers Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$409M
Net Assets (End of Year)$466M
Net Income$57M
Employer EIN351102579
Plan Effective Date1964-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Indiana Electrical Workers Pension Trust Fund IBEW)

Sponsor-wide plan assets over time

All Indiana Electrical Workers Pension Trust Fund IBEW plans reported in each filing year

Latest sponsor-wide plan assets
$520M 27.207370429686446% vs 2022
2024 filing year
$350M$400M$450M$500M$550M 202220232024 $409M $520M ▲ +27.2%
Year Plans Participants Total Assets
2022 1 2,027 $409M
2023 1 2,120 $466M
2024 1 2,426 $520M

Nearby Defined Benefit (Pension) Plans in Indiana

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

Indiana Electrical Workers Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. 0100002000030000 -5051015 Total assets ($B) Participants Indiana Electrical Workers Pension Plan, Total assets ($B): 0.465924564 · Participants: 2120Indiana Electrical Workers Pension PlanThe Lilly Retirement Plan, Total assets ($B): 11.68755379 · Participants: 19111The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.321162584 · Participants: 26560Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.654720253 · Participants: 10800Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.277905032 · Participants: 8197Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.063713087 · Participants: 2174Nisource Pension Plan
Indiana Electrical Workers Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Indiana Electrical Workers Pension Plan side-by-side with 3 peers →

Indiana Electrical Workers Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Nysut Employees Retirement Plan in NY ($466M); by covered participants it is Medamerica Retirement Plan for Cep Physicians in CA (2,119 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($466M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,120 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 Indiana Electrical Workers Pension Plan assets move in 2023? ▼
Indiana Electrical Workers Pension Plan grew at a solid clip - up 13.9% during 2023, from $409M to $466M. Reported net income was $57M.
How have Indiana Electrical Workers Pension Trust Fund IBEW plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Indiana Electrical Workers Pension Trust Fund IBEW's sponsor-wide assets grew 27.2%, from $409M to $520M.
Where does Indiana Electrical Workers Pension Plan rank by assets among Form 5500 filers? ▼
Indiana Electrical Workers Pension Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Indiana Electrical Workers Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Nysut Employees Retirement Plan in NY ($466M, 390 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Indiana Electrical Workers Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Medamerica Retirement Plan for Cep Physicians in CA (2,119 participants, N/A 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 351102579.

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.