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 2026-08-25

$5.0B
Total assets Very large vs avg
16,390
Participants Very large workforce
100th
Percentile by assets National rank
$304,024
Avg per participant High balance/head
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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.

  • #9,015 in Construction (9,030 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 ~798 per filing). Assets: $5.0B.

#9,015
in Construction (9,030 peers)
+13.1%
assets growth YoY
50×
vs typical plan assets (national mean)

Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct's outsized position by total assets

Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct vs every filed plan by assets

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

$4,982,958,936 Highest reported value at or above every one 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

Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct is a mega filing (16,390 participants), the rightmost band on the breakdown.

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 2022→2023 release diff →

DOL schedule card

Filing strip 136123601 · Bd of Tr of the Pension, Hosp & Benefit Pl of the Elec Ind-Pension PY 2023 · Defined Benefit (Pension)

Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct · $5.0B · 16,390 · 100th

  • NET $5.0B
  • NET 16,390
  • NET 100th
  • NET Defined Benefit (Pension)
  • NET near N. Atlantic States Carp. Pension Fund
  • NET ind #9015

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 Construction retirement plans → · Plans in New York →

Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct in the asset neighbourhood

Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust AcctPension, Hospitalization & B…$5.0BN. Atlantic States Carp. Pension FundN. Atlantic States Carp. Pen…$5.0BLaborers Pension Trust Fund for Northern CaliforniaLaborers Pension Trust Fund …$4.9BScreen Actors Guild - Producers Pension PlanScreen Actors Guild - Produc…$4.9BToyota Motor Sales, U.S.a., Inc. Pension PlanToyota Motor Sales, U.S.a., …$4.9B
End-of-year total assets ($B) among Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Bd of Tr of the Pension, Hosp & Benefit Pl of the Elec Ind-Pension plans reported in each filing year

Latest sponsor-wide plan assets
$5.3B 20.01783335225003% vs 2022
2024 filing year
$4B$4.5B$5B$5.5B 202220232024 $4.41B $5.29B ▲ +20.0%
Year Plans Participants Total Assets
2022 1 17,040 $4.4B
2023 1 16,390 $5.0B
2024 1 15,968 $5.3B

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 Scatter plot of 6 data points. 050000100000150000 051015202530 Total assets ($B) Participants Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct, Total assets ($B): 4.982958936 · Participants: 16390Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust AcctIBM 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
Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct side-by-side with 3 peers →

Scale composition for Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct

Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct reports $5.0B in end-of-year assets across 16,390 participants (0.040% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.017% of 93,925,755 covered participants) - about $304,024 per participant (2.2x the national average assets-per-participant) . Net income for plan year 2023 was $557M.

This plan identity (EIN 136123601, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $4.4B to $5.3B (+20.0%) while covered participants moved from 17,040 to 15,968 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 17,040 $4.4B Open filing
2023 16,390 $5.0B This page
2024 · index core 15,968 $5.3B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is N. Atlantic States Carp. Pension Fund in MA ($5.0B); by covered participants it is Ilwu-Pma Pension Plan in CA (16,365 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5.0B here).

Similar participant headcount

Nearest other-state filings by covered participants (16,390 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 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 3 plan years on file (2022-2024), Bd of Tr of the Pension, Hosp & Benefit Pl of the Elec Ind-Pension's sponsor-wide assets grew 20.0%, from $4.4B to $5.3B.
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 127,072 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ilwu-Pma Pension Plan in CA (16,365 participants, $9.7B 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 136123601.

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.