Defined Benefit (Pension) · DOL Form 5500 · 2023

Trustees of the Electricians Pension Plan, IBEW 995 Pension Plan

Data updated 2026-08-25

$74M
Total assets Below avg plan size
443
Participants Below avg headcount
89th
Percentile by assets National rank
$166,739
Avg per participant Above avg balance/head
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Official DOL plan name: Electricians Pension Plan, IBEW 995 · Sponsored by Trustees of the Electricians Pension Plan, IBEW 995 · Louisiana · Finance & Insurance

$74M in assets, 443 participants

Trustees of the Electricians Pension Plan, IBEW 995's Electricians Pension Plan, IBEW 995 reported $74M in total assets and 443 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,366 in Finance & Insurance (8,869 peers)

Where Electricians Pension Plan, IBEW 995 sits by assets

Electricians Pension Plan, IBEW 995 sits in the top quartile of all filed plans by assets, $74M for 443 participants (~$166,739/participant), up 11.1% in 2023.

#7,366
in Finance & Insurance (8,869 peers)
+11.1%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Electricians Pension Plan, IBEW 995's outsized position by total assets

Electricians Pension Plan, IBEW 995 vs every filed plan by assets

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

$73,865,258 Top 11% higher than 89% 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

Electricians Pension Plan, IBEW 995 among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Electricians Pension Plan, IBEW 995 sits mid-pack in the medium band (443 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Electricians Pension Plan, IBEW 995 reported net income rose from $2M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Electricians Pension Plan, IBEW 995 reported participants fell from 537 in the plan year 2022 filing to 443 in the plan year 2023 filing.
  • Electricians Pension Plan, IBEW 995 end-of-year assets rose from $66M in the plan year 2022 filing to $74M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 726057089 · Trustees of the Electricians Pension Plan, IBEW 995 PY 2023 · Defined Benefit (Pension)

Electricians Pension Plan, IBEW 995 · $74M · 443 · 89th

  • TYPE $74M
  • TYPE 443
  • TYPE 89th
  • TYPE Defined Benefit (Pension)
  • TYPE near South Jersey Industries, Inc. Retirement Plan for Elizabethtown and Elkton Gas Employees
  • TYPE ind #7366

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 Louisiana →

Electricians Pension Plan, IBEW 995 in the asset neighbourhood

Mannington Pension Plan and TrustMannington Pension Plan and …$74MFloyd Healthcare Management, Inc. Retirement PlanFloyd Healthcare Management,…$74MNew-Indy Catawba, LLC Pension PlanNew-Indy Catawba, LLC Pensio…$74MSouth Jersey Industries, Inc. Retirement Plan for Elizabethtown and Elkton Gas EmployeesSouth Jersey Industries, Inc…$74MElectricians Pension Plan, IBEW 995Electricians Pension Plan, I…$74M
End-of-year total assets ($M) among Electricians Pension Plan, IBEW 995 and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$74M
Net Income$7M
Employer EIN726057089
Plan Effective Date1970-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of the Electricians Pension Plan, IBEW 995)

Sponsor-wide plan assets over time

All Trustees of the Electricians Pension Plan, IBEW 995 plans reported in each filing year

Latest sponsor-wide plan assets
$78M 16.823330066511737% vs 2022
2024 filing year
$65M$70M$75M$80M 202220232024 $66.5M $77.7M ▲ +16.8%
Year Plans Participants Total Assets
2022 1 537 $66M
2023 1 443 $74M
2024 1 454 $78M

Nearby Defined Benefit (Pension) Plans in Louisiana

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

Electricians Pension Plan, IBEW 995 vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Electricians Pension Plan, IBEW 995, Total assets ($B): 0.073865258 · Participants: 443Electricians Pension Plan, IBEW 995Lumen Combined Pension Plan, Total assets ($B): 4.759995521 · Participants: 10804Lumen Combined Pension PlanEntergy Corporation Retirement Plan for Non-Bargaining Employees, Total assets ($B): 3.116494038 · Participants: 7501Entergy Corporation Retirement Plan for Non-Bargaining EmployeesWillis-Knighton Medical Center Employees Retirement Plan, Total assets ($B): 1.057613019 · Participants: 5919Willis-Knighton Medical Center Employees Retirement PlanEntergy Corporation Retirement Plan for Bargaining Employees, Total assets ($B): 0.903247068 · Participants: 2424Entergy Corporation Retirement Plan for Bargaining EmployeesEntergy Corporation Retirement Plan III, Total assets ($B): 0.81927327 · Participants: 63Entergy Corporation Retirement Plan III
Electricians Pension Plan, IBEW 995 vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants
Compare Electricians Pension Plan, IBEW 995 side-by-side with 3 peers →

Electricians Pension Plan, IBEW 995's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Louisiana, the nearest Defined Benefit (Pension) by assets is South Jersey Industries, Inc. Retirement Plan for Elizabethtown and Elkton Gas Employees in NJ ($74M); by covered participants it is Triple-S Management Corporation Non-Contributory Retirement Plan in PR (443 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (443 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 Electricians Pension Plan, IBEW 995 assets move in 2023? ▼
Electricians Pension Plan, IBEW 995 grew at a solid clip - up 11.1% during 2023, from $66M to $74M. Reported net income was $7M.
How have Trustees of the Electricians Pension Plan, IBEW 995 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of the Electricians Pension Plan, IBEW 995's sponsor-wide assets grew 16.8%, from $66M to $78M.
Where does Electricians Pension Plan, IBEW 995 rank by assets among Form 5500 filers? ▼
Electricians Pension Plan, IBEW 995 ranks in the 89th 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 Electricians Pension Plan, IBEW 995? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is South Jersey Industries, Inc. Retirement Plan for Elizabethtown and Elkton Gas Employees in NJ ($74M, 208 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Electricians Pension Plan, IBEW 995? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Triple-S Management Corporation Non-Contributory Retirement Plan in PR (443 participants, $142M 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 726057089.

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.