Defined Benefit (Pension) · DOL Form 5500 · 2023

IBEW Local No. 236 Pension Plan Pension Plan

Data updated 2026-08-25

$387M
Total assets Above avg plan size
1,157
Participants Near avg headcount
97th
Percentile by assets National rank
$334,618
Avg per participant High balance/head
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Official DOL plan name: IBEW Local No. 236 Pension Plan · Sponsored by IBEW Local No. 236 Pension Plan · New York · Finance & Insurance

$387M in assets, 1,157 participants

IBEW Local No. 236 Pension Plan's IBEW Local No. 236 Pension Plan reported $387M in total assets and 1,157 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,392 in Finance & Insurance (8,869 peers)

Where IBEW Local No. 236 Pension Plan sits by assets

IBEW Local No. 236 Pension Plan sits in the top 5% of all filed plans by assets, $387M for 1,157 participants (~$334,618/participant), up 12.0% in 2023.

#8,392
in Finance & Insurance (8,869 peers)
+12.0%
assets growth YoY
3.9×
vs typical plan assets (national mean)

IBEW Local No. 236 Pension Plan's outsized position by total assets

IBEW Local No. 236 Pension Plan vs every filed plan by assets

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

$387,153,477 Top 3% higher than 97% 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 No. 236 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. IBEW Local No. 236 Pension Plan lands in the large band (1,157 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • IBEW Local No. 236 Pension Plan reported net income rose from $30M in the plan year 2022 filing to $42M in the plan year 2023 filing.
  • IBEW Local No. 236 Pension Plan end-of-year assets rose from $346M in the plan year 2022 filing to $387M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 141490934 · IBEW Local No. 236 Pension Plan PY 2023 · Defined Benefit (Pension)

IBEW Local No. 236 Pension Plan · $387M · 1,157 · 97th

  • EIN $387M
  • EIN 1,157
  • EIN 97th
  • EIN Defined Benefit (Pension)
  • EIN near Sturdy Memorial Hospital Inc Retirement Plan
  • EIN ind #8392

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 New York →

IBEW Local No. 236 Pension Plan in the asset neighbourhood

Blue Bell Creameries, Inc. Pension PlanBlue Bell Creameries, Inc. P…$388MKeystone Employees' Retirement PlanKeystone Employees' Retireme…$388MScripps/Journal Pension Plan$387MSturdy Memorial Hospital Inc Retirement PlanSturdy Memorial Hospital Inc…$387MIBEW Local No. 236 Pension PlanIBEW Local No. 236 Pension P…$387M
End-of-year total assets ($M) among IBEW Local No. 236 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)$346M
Net Assets (End of Year)$387M
Net Income$42M
Employer EIN141490934
Plan Effective Date1965-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (IBEW Local No. 236 Pension Plan)

Sponsor-wide plan assets over time

All IBEW Local No. 236 Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$434M 25.491504835388973% vs 2022
2024 filing year
$300M$350M$400M$450M 202220232024 $346M $434M ▲ +25.5%
Year Plans Participants Total Assets
2022 1 1,158 $346M
2023 1 1,157 $387M
2024 1 1,156 $434M

Nearby Defined Benefit (Pension) Plans in New York

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

IBEW Local No. 236 Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants IBEW Local No. 236 Pension Plan, Total assets ($B): 0.387153477 · Participants: 1157IBEW Local No. 236 Pension PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
IBEW Local No. 236 Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare IBEW Local No. 236 Pension Plan side-by-side with 3 peers →

IBEW Local No. 236 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Sturdy Memorial Hospital Inc Retirement Plan in MA ($387M); by covered participants it is Retirement Plan for Employees of the Avista Corporation in WA (1,157 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($387M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,157 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 No. 236 Pension Plan assets move in 2023? ▼
IBEW Local No. 236 Pension Plan grew at a solid clip - up 12.0% during 2023, from $346M to $387M. Reported net income was $42M.
How have IBEW Local No. 236 Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), IBEW Local No. 236 Pension Plan's sponsor-wide assets grew 25.5%, from $346M to $434M.
Where does IBEW Local No. 236 Pension Plan rank by assets among Form 5500 filers? ▼
IBEW Local No. 236 Pension Plan ranks in the 97th 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 No. 236 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sturdy Memorial Hospital Inc Retirement Plan in MA ($387M, 1,418 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to IBEW Local No. 236 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of the Avista Corporation in WA (1,157 participants, $598M 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 141490934.

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.