Other · DOL Form 5500 · 2023

Trustees of IBEW Local 9 IBEW and Outside Contractors DC Pension Fund Retirement Plan

Data updated 2026-08-25

$452M
Total assets Above avg plan size
2,414
Participants Above avg headcount
97th
Percentile by assets National rank
$187,152
Avg per participant Above avg balance/head
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Official DOL plan name: Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension Fund · Sponsored by Trustees of IBEW Local 9 IBEW and Outside Contractors DC Pension Fund · Illinois · Construction

$452M in assets, 2,414 participants

Trustees of IBEW Local 9 IBEW and Outside Contractors DC Pension Fund's Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension Fund reported $452M in total assets and 2,414 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.

  • #8,750 in Construction (9,030 peers)

Coverage in Illinois

Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension Fund covers 2,414 participants in Illinois, 3.1x the typical Illinois plan (state average ~779 per filing). Assets: $452M.

#8,750
in Construction (9,030 peers)
+25.4%
assets growth YoY
4.5×
vs typical plan assets (national mean)

Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension Fund's outsized position by total assets

Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension Fund vs every filed plan by assets

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

$451,783,891 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

Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension Fund'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. Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension Fund lands in the large band (2,414 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension Fund reported net income rose from $32M in the plan year 2022 filing to $93M in the plan year 2023 filing.
  • Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension Fund end-of-year assets rose from $360M in the plan year 2022 filing to $452M in the plan year 2023 filing.
  • Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension Fund reported participants rose from 2,370 in the plan year 2022 filing to 2,414 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 364301166 · Trustees of IBEW Local 9 IBEW and Outside Contractors DC Pension Fund PY 2023 · Other

Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension Fund · $452M · 2,414 · 97th

  • PART $452M
  • PART 2,414
  • PART 97th
  • PART Other
  • PART near Fairfield University Defined Contribution Retirement Plan
  • PART ind #8750

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 Illinois →

Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension Fund in the asset neighbourhood

All Childrens Health System, Inc. 403(b) Savings PlanAll Childrens Health System,…$455MNorthbay Healthcare 403(b) Retirement PlanNorthbay Healthcare 403(b) R…$454MBentley University Retirement PlanBentley University Retiremen…$454MLocal Union No. 9 IBEW and Outside Contractors Defined Contribution Pension FundLocal Union No. 9 IBEW and O…$452MFairfield University Defined Contribution Retirement PlanFairfield University Defined…$451M
End-of-year total assets ($M) among Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension Fund and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$360M
Net Assets (End of Year)$451M
Net Income$93M
Employer EIN364301166
Plan Effective Date1999-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of IBEW Local 9 IBEW and Outside Contractors DC Pension Fund)

Sponsor-wide plan assets over time

All Trustees of IBEW Local 9 IBEW and Outside Contractors DC Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$452M 25.449869888463038% vs 2022
2023 filing year
$350M$400M$450M$500M 20222023 $360M $452M ▲ +25.4%
Year Plans Participants Total Assets
2022 1 2,370 $360M
2023 1 2,414 $452M

Nearby Other Plans in Illinois

Peer Other plans, same state, same plan type, ranked by total assets.

Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension Fund vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. 050001000015000 012345 Total assets ($B) Participants Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension Fund, Total assets ($B): 0.451783891 · Participants: 2414Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension FundNorthwestern University Retirement Plan, Total assets ($B): 4.022176874 · Participants: 9440Northwestern University Retirement PlanThe University of Chicago Contributory Retirement Plan, Total assets ($B): 3.494522229 · Participants: 4796The University of Chicago Contributory Retirement PlanEndeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees, Total assets ($B): 2.005336202 · Participants: 13705Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem EmployeesThe University of Chicago Supplemental Retirement Plan, Total assets ($B): 1.734364044 · Participants: 8254The University of Chicago Supplemental Retirement PlanArgonne National Laboratory 403(b) Employee Retirement Plan, Total assets ($B): 1.577078821 · Participants: 3798Argonne National Laboratory 403(b) Employee Retirement Plan
Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension Fund vs. nearby Other plans in Illinois, assets vs. participants
Compare Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension Fund side-by-side with 3 peers →

Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension Fund's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is Fairfield University Defined Contribution Retirement Plan in CT ($451M); by covered participants it is Lakeview Center Inc Retirement Savings 403(b) Plan in FL (2,413 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,414 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 Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension Fund assets move in 2023? ▼
Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension Fund grew sharply - up 25.4% during 2023, from $360M to $452M. Reported net income was $93M.
How have Trustees of IBEW Local 9 IBEW and Outside Contractors DC Pension Fund plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Trustees of IBEW Local 9 IBEW and Outside Contractors DC Pension Fund's sponsor-wide assets grew 25.4%, from $360M to $452M.
Where does Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension Fund rank by assets among Form 5500 filers? ▼
Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension Fund 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 Other plans are similar in size to Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension Fund? ▼
Among Other plans in other states, the closest by assets is Fairfield University Defined Contribution Retirement Plan in CT ($451M, 1,095 participants).
Which Other plans cover a similar participant headcount to Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension Fund? ▼
Among Other plans in other states, the closest by covered participants is Lakeview Center Inc Retirement Savings 403(b) Plan in FL (2,413 participants, $101M 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 364301166.

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.