Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees of the Local Union 1158 I.B.E.W. Pension Fund-PA Pension Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
N/A
Participants Small participant base
80th
Percentile by assets National rank
PlainRetire home → About this data RSS: change history

Official DOL plan name: Local Union 1158 I.B.E.W. Pension Fund - PA · Sponsored by Board of Trustees of the Local Union 1158 I.B.E.W. Pension Fund-PA · New Jersey · Manufacturing

$32M in assets, N/A participants

Board of Trustees of the Local Union 1158 I.B.E.W. Pension Fund-PA's Local Union 1158 I.B.E.W. Pension Fund - PA reported $32M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #13,551 in Manufacturing (18,722 peers)

Where Local Union 1158 I.B.E.W. Pension Fund - PA sits by assets

Local Union 1158 I.B.E.W. Pension Fund - PA sits in the top quartile of all filed plans by assets, $32M for N/A participants, up 12.7% in 2023.

#13,551
in Manufacturing (18,722 peers)
+12.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Local Union 1158 I.B.E.W. Pension Fund - PA's outsized position by total assets

Local Union 1158 I.B.E.W. Pension Fund - PA vs every filed plan by assets

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

$32,349,812 Top 20% higher than 80% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Local Union 1158 I.B.E.W. Pension Fund - PA reported net income rose from -$1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Local Union 1158 I.B.E.W. Pension Fund - PA end-of-year assets rose from $29M in the plan year 2022 filing to $32M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 232009068 · Board of Trustees of the Local Union 1158 I.B.E.W. Pension Fund-PA PY 2023 · Defined Benefit (Pension)

Local Union 1158 I.B.E.W. Pension Fund - PA · $32M · N/A · 80th

  • EIN $32M
  • EIN N/A
  • EIN 80th
  • EIN Defined Benefit (Pension)
  • EIN near Pension Plan of United Way Worldwide
  • EIN ind #13551

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 Manufacturing retirement plans → · Plans in New Jersey →

Local Union 1158 I.B.E.W. Pension Fund - PA in the asset neighbourhood

American Lung Association Retirement Plan DAmerican Lung Association Re…$32MLocal Union 1158 I.B.E.W. Pension Fund - PALocal Union 1158 I.B.E.W. Pe…$32MPension Plan of United Way WorldwidePension Plan of United Way W…$32MRetirement Plan for Employees of Haldor Topsoe,Retirement Plan for Employee…$32MMedical Group of Beverly Hills Defined Benefit Pension PlanMedical Group of Beverly Hil…$32M
End-of-year total assets ($M) among Local Union 1158 I.B.E.W. Pension Fund - PA and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$32M
Net Income$4M
Employer EIN232009068
Plan Effective Date1975-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the Local Union 1158 I.B.E.W. Pension Fund-PA)

Sponsor-wide plan assets over time

All Board of Trustees of the Local Union 1158 I.B.E.W. Pension Fund-PA plans reported in each filing year

Latest sponsor-wide plan assets
$34M 17.795051624950375% vs 2022
2024 filing year
$28M$30M$32M$34M$36M 202220232024 $28.7M $33.8M ▲ +17.8%
Year Plans Participants Total Assets
2022 1 N/A $29M
2023 1 N/A $32M
2024 1 N/A $34M

Nearby Defined Benefit (Pension) Plans in New Jersey

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

Local Union 1158 I.B.E.W. Pension Fund - PA vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Local Union 1158 I.B.E.W. Pension Fund - PA, Total assets ($B): 0.032349812 · Participants: 0Local Union 1158 I.B.E.W. Pension Fund - PARetirement Plan of Johnson and Johnson, Total assets ($B): 21.174819996 · Participants: 37749Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.279006871 · Participants: 90644JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 13.864923 · Participants: 7492Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.225782081 · Participants: 16230The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.930667796 · Participants: 23778Verizon Pension Plan for Associates
Local Union 1158 I.B.E.W. Pension Fund - PA vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Local Union 1158 I.B.E.W. Pension Fund - PA side-by-side with 3 peers →

Local Union 1158 I.B.E.W. Pension Fund - PA's closest out-of-state Defined Benefit (Pension) peers by assets

Outside New Jersey, the nearest Defined Benefit (Pension) by end-of-year assets is Pension Plan of United Way Worldwide in VA at $32M (this filing: $32M).

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 Local Union 1158 I.B.E.W. Pension Fund - PA assets move in 2023? ▼
Local Union 1158 I.B.E.W. Pension Fund - PA grew at a solid clip - up 12.7% during 2023, from $29M to $32M. Reported net income was $4M.
How have Board of Trustees of the Local Union 1158 I.B.E.W. Pension Fund-PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of the Local Union 1158 I.B.E.W. Pension Fund-PA's sponsor-wide assets grew 17.8%, from $29M to $34M.
Where does Local Union 1158 I.B.E.W. Pension Fund - PA rank by assets among Form 5500 filers? ▼
Local Union 1158 I.B.E.W. Pension Fund - PA ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Local Union 1158 I.B.E.W. Pension Fund - PA? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan of United Way Worldwide in VA ($32M, 14 participants).

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 232009068.

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.