Other · DOL Form 5500 · 2023

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

Data updated 2026-08-11

$452M
Total assets: 2,414
Participants: 97th
Percentile by assets: $187,152
Avg per participant

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.

97th percentile by assets (of 127,072 plans)
#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.

$452M
total plan assets (2023 EOY): 2,414
covered participants: 97th
percentile by assets (of 127,072 plans): $187,152
avg assets per participant

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 →

State

Illinois

Industry

Construction

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension Fund reports 2,414 participants - 3.1x that state average ($452M EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)	$360M
Net Assets (End of Year)	$451M
Net Income	$93M
Employer EIN	364301166
Plan Effective Date	1999-06-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Trustees of IBEW Local 9 IBEW and Outside Contractors DC Pension Fund plans on file

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

Northwestern University Retirement Plan $4.0B · 9,440
The University of Chicago Contributory Retirement Plan $3.5B · 4,796
Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees $2.0B · 13,705
The University of Chicago Supplemental Retirement Plan $1.7B · 8,254
Argonne National Laboratory 403(b) Employee Retirement Plan $1.6B · 3,798

Compare Local Union No. 9 IBEW and Outside Contr… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension Fund by total assets, not by location.

Fairfield University Defined Contribution Retirement Plan (CT) $451M · 1,095
Bentley University Retirement Plan (MA) $454M · 1,171
Northbay Healthcare 403(b) Retirement Plan (CA) $454M · 2,508
All Childrens Health System, Inc. 403(b) Savings Plan (FL) $455M · 3,419

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).

Next read for Local Union No. 9 IBEW and Outside Contr…

Filing takeaways

Ways to act on Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension Fund's numbers.

By total assets, Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension Fund ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Other plans in Illinois. Compare plans
Trustees of IBEW Local 9 IBEW and Outside Contractors DC Pension Fund's sponsor-wide assets have grown 25.4% since 2022 across 2 plan years on file. More Construction plans

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.