Defined Benefit (Pension) · DOL Form 5500 · 2023
Trustees of Construction Workers - Lake County Pension Pension Plan
Data updated 2026-08-25
- $550M
- Total assets Above avg plan size
- 3,258
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $168,766
- Avg per participant Above avg balance/head
Official DOL plan name: Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan · Sponsored by Trustees of Construction Workers - Lake County Pension · Indiana · Construction
$550M in assets, 3,258 participants
Trustees of Construction Workers - Lake County Pension's Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan reported $550M in total assets and 3,258 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #8,797 in Construction (9,030 peers)
Coverage in Indiana
Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan covers 3,258 participants in Indiana, 6.0x the typical Indiana plan (state average ~541 per filing). Assets: $550M.
- #8,797
- in Construction (9,030 peers)
- +10.9%
- assets growth YoY
- 5.5×
- vs typical plan assets (national mean)
Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan's outsized position by total assets
Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$549,840,439 Top 2% higher than 98% 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
Construction Workers Pension Trust Fund - Lake County and Vicinity 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. Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan lands in the large band (3,258 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan reported net income rose from -$19M in the plan year 2022 filing to $55M in the plan year 2023 filing.
- Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan reported participants rose from 2,837 in the plan year 2022 filing to 3,258 in the plan year 2023 filing.
- Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan end-of-year assets rose from $496M in the plan year 2022 filing to $550M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 356030666 · Trustees of Construction Workers - Lake County Pension PY 2023 · Defined Benefit (Pension)
Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan · $550M · 3,258 · 98th
- PCT $550M
- EIN 3,258
- RANK 98th
- PHOTO Defined Benefit (Pension)
- IND near The Consol Energy Inc. Employee Retirement Plan
- EOY ind #8797
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 →
Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $496M |
|---|---|
| Net Assets (End of Year) | $548M |
| Net Income | $55M |
| Employer EIN | 356030666 |
| Plan Effective Date | 1960-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Construction Workers - Lake County Pension)
Sponsor-wide plan assets over time
All Trustees of Construction Workers - Lake County Pension plans reported in each filing year
- Latest sponsor-wide plan assets
- $591M 19.27597909661078% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,837 | $496M |
| 2023 | 1 | 3,258 | $550M |
| 2024 | 1 | 3,270 | $591M |
Nearby Defined Benefit (Pension) Plans in Indiana
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- The Lilly Retirement Plan $11.7B · 19,111
- Cummins Pension Plan $3.3B · 26,560
- Indiana Laborers Pension Fund $1.7B · 10,800
- Elevance Health Cash Balance Plan a $1.3B · 8,197
- Nisource Pension Plan $1.1B · 2,174
Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Indiana, the nearest Defined Benefit (Pension) by assets is The Consol Energy Inc. Employee Retirement Plan in PA ($550M); by covered participants it is Itw Retirement Accumulation Plan in IL (3,256 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($550M here).
- The Consol Energy Inc. Employee Retirement Plan (PA) $550M · 972
- Will County Local 174 Carpenters Pension Fund (IL) $549M · 1,117
- Graybar Electric Company, Inc. Pension Plan (MO) $550M · 3,583
- Teamsters Local Union No. 727 Pension Plan (IL) $551M · 2,350
Similar participant headcount
Nearest other-state filings by covered participants (3,258 participants); asset peers above are excluded.
- Itw Retirement Accumulation Plan (IL) 3,256 · 2 off
- State Street Retirement Plan (MA) 3,253 · 5 off
- Service Employees Pension Fund of Upstate Ny Upstate New York (NY) 3,267 · 9 off
- Metal Trades Branch Local 638 Pension Fund (NY) 3,267 · 9 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.