Defined Benefit (Pension) · DOL Form 5500 · 2023

Trustees Under IBEW Local 150 Pension Fund Pension Plan

Data updated 2026-08-25

$250M
Total assets Near avg plan size
693
Participants Below avg headcount
96th
Percentile by assets National rank
$360,590
Avg per participant High balance/head
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Official DOL plan name: IBEW Local 150 Pension Plan · Sponsored by Trustees Under IBEW Local 150 Pension Fund · Kentucky · Finance & Insurance

$250M in assets, 693 participants

Trustees Under IBEW Local 150 Pension Fund's IBEW Local 150 Pension Plan reported $250M in total assets and 693 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,223 in Finance & Insurance (8,869 peers)

Where IBEW Local 150 Pension Plan sits by assets

IBEW Local 150 Pension Plan sits in the top 5% of all filed plans by assets, $250M for 693 participants (~$360,590/participant), up 6.3% in 2023.

#8,223
in Finance & Insurance (8,869 peers)
+6.3%
assets growth YoY
2.5×
vs typical plan assets (national mean)

IBEW Local 150 Pension Plan's outsized position by total assets

IBEW Local 150 Pension Plan vs every filed plan by assets

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

$249,888,722 Top 4% higher than 96% 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

IBEW Local 150 Pension 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. IBEW Local 150 Pension Plan sits mid-pack in the medium band (693 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • IBEW Local 150 Pension Plan end-of-year assets rose from $235M in the plan year 2022 filing to $250M in the plan year 2023 filing.
  • IBEW Local 150 Pension Plan reported participants rose from 684 in the plan year 2022 filing to 693 in the plan year 2023 filing.
  • IBEW Local 150 Pension Plan reported net income rose from $15M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 366140629 · Trustees Under IBEW Local 150 Pension Fund PY 2023 · Defined Benefit (Pension)

IBEW Local 150 Pension Plan · $250M · 693 · 96th

  • BOOK $250M
  • VS-ST 693
  • BOY 96th
  • SCH Defined Benefit (Pension)
  • EBSA near Alaska Airlines, Inc., Retirement Plan for Clerical Office & Psgr Service Employees
  • PART ind #8223

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 Finance & Insurance retirement plans → · Plans in Kentucky →

IBEW Local 150 Pension Plan in the asset neighbourhood

Teamster Affiliates Pension PlanTeamster Affiliates Pension …$250MNew Jersey Health Care Employers- Pension PlanNew Jersey Health Care Emplo…$250MAlaska Airlines, Inc., Retirement Plan for Clerical Office & Psgr Service EmployeesAlaska Airlines, Inc., Retir…$250MIBEW Local 150 Pension Plan$250MUnited Furniture Workers Pension Fund aUnited Furniture Workers Pen…$250M
End-of-year total assets ($M) among IBEW Local 150 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$235M
Net Assets (End of Year)$249M
Net Income$15M
Employer EIN366140629
Plan Effective Date1956-01-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees Under IBEW Local 150 Pension Fund)

Sponsor-wide plan assets over time

All Trustees Under IBEW Local 150 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$273M 16.28891627895581% vs 2022
2024 filing year
$220M$240M$260M$280M 202220232024 $235M $273M ▲ +16.3%
Year Plans Participants Total Assets
2022 1 684 $235M
2023 1 693 $250M
2024 1 677 $273M

Nearby Defined Benefit (Pension) Plans in Kentucky

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

IBEW Local 150 Pension Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 0.20.40.60.811.2 Total assets ($B) Participants IBEW Local 150 Pension Plan, Total assets ($B): 0.249888722 · Participants: 693IBEW Local 150 Pension PlanLg&e and Ku Pension Plan, Total assets ($B): 1.112165749 · Participants: 833Lg&e and Ku Pension PlanAshland Hercules Pension Plan, Total assets ($B): 0.984309 · Participants: 70Ashland Hercules Pension PlanYum Brands Retirement Plan, Total assets ($B): 0.734224 · Participants: 3834Yum Brands Retirement PlanBrown-Forman Corporation Salaried Employees Retirement Plan, Total assets ($B): 0.499207588 · Participants: 1160Brown-Forman Corporation Salaried Employees Retirement PlanAshland Hercules Pension Plan II, Total assets ($B): 0.468812 · Participants: 57Ashland Hercules Pension Plan II
IBEW Local 150 Pension Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants
Compare IBEW Local 150 Pension Plan side-by-side with 3 peers →

IBEW Local 150 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Alaska Airlines, Inc., Retirement Plan for Clerical Office & Psgr Service Employees in WA ($250M); by covered participants it is Plumbers Local Union No. 200 Pension Fund in NY (693 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (693 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 IBEW Local 150 Pension Plan assets move in 2023? ▼
IBEW Local 150 Pension Plan grew at a solid clip - up 6.3% during 2023, from $235M to $250M. Reported net income was $15M.
How have Trustees Under IBEW Local 150 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees Under IBEW Local 150 Pension Fund's sponsor-wide assets grew 16.3%, from $235M to $273M.
Where does IBEW Local 150 Pension Plan rank by assets among Form 5500 filers? ▼
IBEW Local 150 Pension Plan ranks in the 96th 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 IBEW Local 150 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Alaska Airlines, Inc., Retirement Plan for Clerical Office & Psgr Service Employees in WA ($250M, 812 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to IBEW Local 150 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Plumbers Local Union No. 200 Pension Fund in NY (693 participants, $123M 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 366140629.

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.