Other
2023 plan-year Other DOL Form 5500

N.E.C.a.-I.B.E.W. Local Union No. 35 Pension Fund

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

Sponsored by Bd of Trustees -N.E.C.a.-I.B.E.W. Local Union No. 35 Pension Fund · Connecticut · Construction

What the 2023 filing shows

N.E.C.a.-I.B.E.W. Local Union No. 35 Pension Fund holds $80M for 367 participants — about $219,339 per participant, up 4.7% over the 2023 plan year.

$80M
total plan assets (2023 EOY)
367
covered participants
$219,339
avg assets per participant
+4.7%
assets growth YoY
Total Assets (2023)
$80M
Participants
367
State
Industry
Construction

What the Filing Says About N.E.C.a.-I.B.E.W. Local Union No. 35 Pension Fund

N.E.C.a.-I.B.E.W. Local Union No. 35 Pension Fund is a Other retirement plan sponsored by Bd of Trustees -N.E.C.a.-I.B.E.W. Local Union No. 35 Pension Fund, headquartered in Connecticut. As of the 2023 Form 5500 filing, the plan reports $80M in total end-of-year assets and covers 367 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 066152969, and the plan has been effective since 1962-05-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $77M at the beginning of 2023 to $80M at year-end — a gain of 4.7%. Net assets (after liabilities) closed the year at $80M, with reported net income of $4M 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)$77M
Total Assets (End of Year)$80M
Net Assets (End of Year)$80M
Net Income$4M
Plan TypeOther
Employer EIN066152969
Plan Effective Date1962-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bd of Trustees -N.E.C.a.-I.B.E.W. Local Union No. 35 Pension Fund)

Year Plans Participants Total Assets
2022 1 367 $77M
2023 1 367 $80M
2024 1 362 $85M

Nearby Other Plans in Connecticut

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the N.E.C.a.-I.B.E.W. Local Union No. 35 Pension Fund?
As of the 2023 Form 5500 filing, N.E.C.a.-I.B.E.W. Local Union No. 35 Pension Fund holds $80M in total assets with 367 participants. It is sponsored by Bd of Trustees -N.E.C.a.-I.B.E.W. Local Union No. 35 Pension Fund.
What type of plan is N.E.C.a.-I.B.E.W. Local Union No. 35 Pension Fund?
N.E.C.a.-I.B.E.W. Local Union No. 35 Pension Fund is a Other plan. It has been effective since 1962-05-01. The plan is filed with the U.S. Department of Labor under EIN 066152969.
Who sponsors the N.E.C.a.-I.B.E.W. Local Union No. 35 Pension Fund?
N.E.C.a.-I.B.E.W. Local Union No. 35 Pension Fund is sponsored by Bd of Trustees -N.E.C.a.-I.B.E.W. Local Union No. 35 Pension Fund, located in Connecticut. The sponsor's EIN is 066152969 and the plan operates in the Construction industry.
How did N.E.C.a.-I.B.E.W. Local Union No. 35 Pension Fund perform in 2023?
N.E.C.a.-I.B.E.W. Local Union No. 35 Pension Fund grew by 4.7% during 2023, moving from $77M to $80M in total assets. Net income was $4M.
Where can I find official filings for N.E.C.a.-I.B.E.W. Local Union No. 35 Pension Fund?
Official Form 5500 filings for N.E.C.a.-I.B.E.W. Local Union No. 35 Pension Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 066152969 or plan name at efast.dol.gov.
How does N.E.C.a.-I.B.E.W. Local Union No. 35 Pension Fund compare to other plans?
You can compare N.E.C.a.-I.B.E.W. Local Union No. 35 Pension Fund against other Other plans on the plan type page, or view plans in Connecticut on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 066152969.

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.