Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees IBEW Local Union No. 99 Retirement Plan Pension Plan
Data updated 2026-08-25
- $101M
- Total assets Near avg plan size
- 656
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $154,520
- Avg per participant Above avg balance/head
Official DOL plan name: International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan · Sponsored by Board of Trustees IBEW Local Union No. 99 Retirement Plan · Connecticut · Construction
$101M in assets, 656 participants
Board of Trustees IBEW Local Union No. 99 Retirement Plan's International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan reported $101M in total assets and 656 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #8,096 in Construction (9,030 peers)
Where International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan sits by assets
International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan sits in the top 10% of all filed plans by assets, $101M for 656 participants (~$154,520/participant), up 13.5% in 2023.
- #8,096
- in Construction (9,030 peers)
- +13.5%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan's outsized position by total assets
International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$101,364,834 Top 9% higher than 91% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan 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. International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan sits mid-pack in the medium band (656 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan end-of-year assets rose from $89M in the plan year 2022 filing to $101M in the plan year 2023 filing.
- International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan reported participants rose from 595 in the plan year 2022 filing to 656 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 056049538 · Board of Trustees IBEW Local Union No. 99 Retirement Plan PY 2023 · Defined Benefit (Pension)
International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan · $101M · 656 · 91st
- BOY $101M
- BOY 656
- BOY 91st
- BOY Defined Benefit (Pension)
- BOY near Retirement Plan for Employees of Alliancebernstein L.P.
- BOY ind #8096
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 Connecticut →
International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $89M |
|---|---|
| Net Assets (End of Year) | $101M |
| Net Income | $12M |
| Employer EIN | 056049538 |
| Plan Effective Date | 1973-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees IBEW Local Union No. 99 Retirement Plan)
Sponsor-wide plan assets over time
All Board of Trustees IBEW Local Union No. 99 Retirement Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $110M 23.39169359058968% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 595 | $89M |
| 2023 | 1 | 656 | $101M |
| 2024 | 1 | 696 | $110M |
Nearby Defined Benefit (Pension) Plans in Connecticut
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Rtx Consolidated Pension Plan $43.8B · 23,823
- The Citigroup Pension Plan $10.6B · 17,283
- Eversource Pension Plan $5.9B · 3,717
- Retirement Plan for Employees of Aetna Inc. $5.4B · 10,546
- The Hartford Retirement Plan for U.S. Employees $3.6B · 7,529
International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Alliancebernstein L.P. in TN ($101M); by covered participants it is Masters, Mates & Pilots Pension Plan in MD (655 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($101M here).
- Retirement Plan for Employees of Alliancebernstein L.P. (TN) $101M · 134
- Bemis Hourly Retirement Plan (WI) $101M · 1,094
- Teamsters Local Union No. 716 Pension Plan (IN) $101M · 800
- Coats North America Pension Plan (NC) $101M · 238
Similar participant headcount
Nearest other-state filings by covered participants (656 participants); asset peers above are excluded.
- Masters, Mates & Pilots Pension Plan (MD) 655 · 1 off
- Brick Masons' Pension Trust Fund (CA) 655 · 1 off
- Intermountain Ironworkers Pension Trust (UT) 655 · 1 off
- Iuoe Local 98 Pension Plan (MA) 654 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.