Profit Sharing · DOL Form 5500 · 2023

Trustees Under IBEW 150 Supplemental Pension Fund Profit Sharing Plan

Data updated 2026-08-25

$279M
Total assets Near avg plan size
1,293
Participants Near avg headcount
96th
Percentile by assets National rank
$216,059
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#8,272
in Finance & Insurance (8,869 peers)
+12.8%
assets growth YoY
2.8×
vs typical plan assets (national mean)

IBEW Local 150 Supplemental Pension Fund's outsized position by total assets

IBEW Local 150 Supplemental Pension Fund vs every filed plan by assets

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

$279,364,442 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 Supplemental Pension Fund'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. IBEW Local 150 Supplemental Pension Fund lands in the large band (1,293 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 2022→2023 release diff →

DOL schedule card

Filing strip 364446184 · Trustees Under IBEW 150 Supplemental Pension Fund PY 2023 · Profit Sharing

IBEW Local 150 Supplemental Pension Fund · $279M · 1,293 · 96th

  • BOY $279M
  • SCH 1,293
  • EBSA 96th
  • PART Profit Sharing
  • TYPE near Union Individual Account Retirement Fund
  • NET ind #8272

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 Supplemental Pension Fund in the asset neighbourhood

Brown Physicians, Inc. 401(a) PlanBrown Physicians, Inc. 401(a…$281MUnion Individual Account Retirement FundUnion Individual Account Ret…$280MIBEW Local 150 Supplemental Pension FundIBEW Local 150 Supplemental …$279MClarios Retirement Savings and Investment PlanClarios Retirement Savings a…$278MAmerican Institutes for Research Tax Deferred Annuity PlanAmerican Institutes for Rese…$277M
End-of-year total assets ($M) among IBEW Local 150 Supplemental Pension Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$248M
Net Assets (End of Year)$279M
Net Income$32M
Employer EIN364446184
Plan Effective Date1987-06-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$311M 25.448841593758363% vs 2022
2024 filing year
$240M$260M$280M$300M$320M 202220232024 $248M $311M ▲ +25.4%
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 Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants IBEW Local 150 Supplemental Pension Fund, Total assets ($B): 0.279364442 · Participants: 1293IBEW Local 150 Supplemental Pension FundCommonspirit Health ERISA 403(b) Plan, Total assets ($B): 2.614894735 · Participants: 28336Commonspirit Health ERISA 403(b) PlanCommonwealth Health Corporation Retirement Savings Plan, Total assets ($B): 0.08314617 · Participants: 2989Commonwealth Health Corporation Retirement Savings PlanDismas Charities, Inc. Retirement Plan, Total assets ($B): 0.043440542 · Participants: 540Dismas Charities, Inc. Retirement PlanBall Homes, LLC Retirement Plan, Total assets ($B): 0.037148236 · Participants: 215Ball Homes, LLC Retirement PlanKentucky Blood Center 401(k) DC Plan, Total assets ($B): 0.018518376 · Participants: 257Kentucky Blood Center 401(k) DC Plan
IBEW Local 150 Supplemental Pension Fund vs. nearby Profit Sharing plans in Kentucky, assets vs. participants
Compare IBEW Local 150 Supplemental Pension Fund side-by-side with 3 peers →

IBEW Local 150 Supplemental Pension Fund's out-of-state Profit Sharing peers by assets and headcount

Outside Kentucky, the nearest Profit Sharing by assets is Union Individual Account Retirement Fund in WI ($280M); by covered participants it is Local No. 1 Retirement Savings Trust Fund in IL (1,292 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($279M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,293 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 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).
Which Profit Sharing plans cover a similar participant headcount to IBEW Local 150 Supplemental Pension Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Local No. 1 Retirement Savings Trust Fund in IL (1,292 participants, $14M 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 364446184.

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.