Defined Benefit (Pension) · DOL Form 5500 · 2023

Trustees Under IBEW Local 150 Pension Fund Pension Plan

Data updated 2026-08-11

$250M
Total assets: 693
Participants: 96th
Percentile by assets: $360,590
Avg per participant

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.

96th percentile by assets (of 127,072 plans)
#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.

$250M
total plan assets (2023 EOY): 693
covered participants: 96th
percentile by assets (of 127,072 plans): $360,590
avg assets per participant

Where IBEW Local 150 Pension Plan sits 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

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 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 →

State

Kentucky

Industry

Finance & Insurance

IBEW Local 150 Pension Plan vs the 2023 asset distribution

By assets, IBEW Local 150 Pension Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$235M
Net Assets (End of Year)	$249M
Net Income	$15M
Employer EIN	366140629
Plan Effective Date	1956-01-19
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Trustees Under IBEW Local 150 Pension Fund plans on file

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

Lg&e and Ku Pension Plan $1.1B · 833
Ashland Hercules Pension Plan $984M · 70
Yum Brands Retirement Plan $734M · 3,834
Brown-Forman Corporation Salaried Employees Retirement Plan $499M · 1,160
Ashland Hercules Pension Plan II $469M · 57

Compare IBEW Local 150 Pension Plan side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to IBEW Local 150 Pension Plan by total assets, not by location.

Alaska Airlines, Inc., Retirement Plan for Clerical Office & Psgr Service Employees (WA) $250M · 812
United Furniture Workers Pension Fund a (TN) $250M · 832
New Jersey Health Care Employers- Pension Plan (NJ) $250M · 2,270
Teamster Affiliates Pension Plan (DC) $250M · 282

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).

Next read for IBEW Local 150 Pension Plan

Scale reading

Ways to act on IBEW Local 150 Pension Plan's numbers.

By total assets, IBEW Local 150 Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Kentucky. Compare plans
Trustees Under IBEW Local 150 Pension Fund's sponsor-wide assets have grown 16.3% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.