Defined Benefit (Pension) · DOL Form 5500 · 2023

Bd of Tr of the Pension, Hosp & Benefit Pl of the Elec Ind-Pension Pension Plan

Data updated 2026-08-06

$5.0B
Total assets
16,390
Participants
100th
Percentile by assets
$304,024
Avg per participant
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Official DOL plan name: Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct · Sponsored by Bd of Tr of the Pension, Hosp & Benefit Pl of the Elec Ind-Pension · New York · Construction

$5.0B in assets, 16,390 participants

Bd of Tr of the Pension, Hosp & Benefit Pl of the Elec Ind-Pension's Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct reported $5.0B in total assets and 16,390 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.

  • 100th percentile by assets (of 126,618 plans)
  • #8,978 in Construction (8,993 peers)

Coverage in New York

Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct covers 16,390 participants in New York, 21x the typical New York plan (state average ~795 per filing). Assets: $5.0B.

$5.0B
total plan assets (2023 EOY)
16,390
covered participants
100th
percentile by assets (of 126,618 plans)
$304,024
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct reported net income rose from $165M in the plan year 2022 filing to $557M in the plan year 2023 filing.
  • Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct end-of-year assets rose from $4.4B in the plan year 2022 filing to $5.0B in the plan year 2023 filing.
  • Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct reported participants fell from 17,040 in the plan year 2022 filing to 16,390 in the plan year 2023 filing.

See the national 2023→2024 release diff →

State
Industry

Participants vs New York filers

In New York, the average filing covers about 795 participants across 8,491 plans. Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct reports 16,390 participants - 21x that state average ($5.0B EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$4.4B
Net Assets (End of Year)$4.9B
Net Income$557M
Employer EIN136123601
Plan Effective Date1940-12-13
Filing StatusFILING RECEIVED

Sponsor Plan History (Bd of Tr of the Pension, Hosp & Benefit Pl of the Elec Ind-Pension)

$4.2B$4.4B$4.6B$4.8B$5B$5.2B 20222023 $4.41B $4.98B ▲ +12.9%
Total plan assets by year, all Bd of Tr of the Pension, Hosp & Benefit Pl of the Elec Ind-Pension plans on file
Year Plans Participants Total Assets
2022 1 17,040 $4.4B
2023 1 16,390 $5.0B

Nearby Defined Benefit (Pension) Plans in New York

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

Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. 050000100000150000 051015202530 Total assets ($B) Participants Pension, Hospitaliza…IBM Personal Pension…Consolidated Edison …1199seiu Health Care…Pfizer Consolidated …Pepsico Employees Re…
Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct by total assets, not by location.

Frequently Asked Questions

How did Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct assets move in 2023?
Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct grew at a solid clip - up 13.1% during 2023, from $4.4B to $5.0B. Reported net income was $557M.
How have Bd of Tr of the Pension, Hosp & Benefit Pl of the Elec Ind-Pension plan assets changed over time?
Across 2 plan years on file (2022-2023), Bd of Tr of the Pension, Hosp & Benefit Pl of the Elec Ind-Pension's sponsor-wide assets grew 13.1%, from $4.4B to $5.0B.
Where does Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct rank by assets among Form 5500 filers?
Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct ranks in the 100th percentile by end-of-year assets among 126,618 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct?
Among Defined Benefit (Pension) plans in other states, the closest by assets is N. Atlantic States Carp. Pension Fund in MA ($5.0B, 17,166 participants).

Next read for Pension, Hospitalization & Benefit Plan …

Filing takeaways

Ways to act on Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct's numbers.

  • By total assets, Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct ranks among the largest 1% of all filed plans. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
  • Bd of Tr of the Pension, Hosp & Benefit Pl of the Elec Ind-Pension's sponsor-wide assets have grown 13.1% since 2022 across 2 plan years on file. More Construction plans