Profit Sharing · DOL Form 5500 · 2023

Trustees Under IBEW 150 Supplemental Pension Fund Profit Sharing Plan

Data updated 2026-08-11

$279M
Total assets: 1,293
Participants: 96th
Percentile by assets: $216,059
Avg per participant

Official DOL plan name: IBEW Local 150 Supplemental Pension Fund · Sponsored by Trustees Under IBEW 150 Supplemental Pension Fund · Kentucky · Finance & Insurance

$279M in assets, 1,293 participants

Trustees Under IBEW 150 Supplemental Pension Fund's IBEW Local 150 Supplemental Pension Fund reported $279M in total assets and 1,293 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)
#8,272 in Finance & Insurance (8,869 peers)

Where IBEW Local 150 Supplemental Pension Fund sits by assets

IBEW Local 150 Supplemental Pension Fund sits in the top 5% of all filed plans by assets, $279M for 1,293 participants (~$216,059/participant), up 12.8% in 2023.

$279M
total plan assets (2023 EOY): 1,293
covered participants: 96th
percentile by assets (of 127,072 plans): $216,059
avg assets per participant

IBEW Local 150 Supplemental Pension Fund end-of-year assets rose from $248M in the plan year 2022 filing to $279M in the plan year 2023 filing.
IBEW Local 150 Supplemental Pension Fund reported net income fell from $33M in the plan year 2022 filing to $32M in the plan year 2023 filing.

See the national 2023→2024 release diff →

State

Kentucky

Industry

Finance & Insurance

IBEW Local 150 Supplemental Pension Fund vs the 2023 asset distribution

By assets, IBEW Local 150 Supplemental Pension Fund outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$248M
Net Assets (End of Year)	$279M
Net Income	$32M
Employer EIN	364446184
Plan Effective Date	1987-06-01
Filing Status	FILING RECEIVED

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

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

Year	Plans	Participants	Total Assets
2022	1	1,286	$248M
2023	1	1,293	$279M
2024	1	1,368	$311M

Nearby Profit Sharing Plans in Kentucky

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

IBEW Local 150 Supplemental Pension Fund vs. nearby Profit Sharing plans in Kentucky, assets vs. participants

Commonspirit Health ERISA 403(b) Plan $2.6B · 28,336
Commonwealth Health Corporation Retirement Savings Plan $83M · 2,989
Dismas Charities, Inc. Retirement Plan $43M · 540
Ball Homes, LLC Retirement Plan $37M · 215
Kentucky Blood Center 401(k) DC Plan $19M · 257

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

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to IBEW Local 150 Supplemental Pension Fund by total assets, not by location.

Union Individual Account Retirement Fund (WI) $280M · 3,203
Brown Physicians, Inc. 401(a) Plan (RI) $281M · 1,274
Clarios Retirement Savings and Investment Plan (WI) $278M · 4,856
American Institutes for Research Tax Deferred Annuity Plan (VA) $277M · 1,521

Frequently Asked Questions

How did IBEW Local 150 Supplemental Pension Fund assets move in 2023? ▼

IBEW Local 150 Supplemental Pension Fund grew at a solid clip - up 12.8% during 2023, from $248M to $279M. Reported net income was $32M.

How have Trustees Under IBEW 150 Supplemental Pension Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Trustees Under IBEW 150 Supplemental Pension Fund's sponsor-wide assets grew 25.4%, from $248M to $311M.

Where does IBEW Local 150 Supplemental Pension Fund rank by assets among Form 5500 filers? ▼

IBEW Local 150 Supplemental Pension Fund 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 Profit Sharing plans are similar in size to IBEW Local 150 Supplemental Pension Fund? ▼

Among Profit Sharing plans in other states, the closest by assets is Union Individual Account Retirement Fund in WI ($280M, 3,203 participants).

Next read for IBEW Local 150 Supplemental Pension Fund

Scale reading

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

By total assets, IBEW Local 150 Supplemental Pension Fund ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Kentucky. Compare plans
Trustees Under IBEW 150 Supplemental Pension Fund's sponsor-wide assets have grown 25.4% 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 364446184.