LOCAL UNION NO. 9 I.B.E.W. AND OUTSIDE CONTRACTORS PENSION FUND

Reviewed byPlainRetire Editorial, Retirement Plans Editorial Team · June 8, 2026

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

TRUSTEES OF LOCAL UNION NO. 9, IBEW AND OUTSIDE CONTRACTORS PENSION FU

This Other plan holds $376M in total assets and serves 1,118 participants as of 2023. It is sponsored by TRUSTEES OF LOCAL UNION NO. 9, IBEW AND OUTSIDE CONTRACTORS PENSION FU in Illinois. The plan reported positive net income of $58M for the year.

Total Assets (2023)

$376M

Participants

1,118

State

Illinois

Industry

Construction

What the Filing Says About LOCAL UNION NO. 9 I.B.E.W. AND OUTSIDE CONTRACTORS PENSION FUND

LOCAL UNION NO. 9 I.B.E.W. AND OUTSIDE CONTRACTORS PENSION FUND is a Other retirement plan sponsored by TRUSTEES OF LOCAL UNION NO. 9, IBEW AND OUTSIDE CONTRACTORS PENSION FU, headquartered in Illinois. As of the 2023 Form 5500 filing, the plan reports $376M in total end-of-year assets and covers 1,118 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 516077720, and the plan has been effective since 1965-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $318M at the beginning of 2023 to $376M at year-end — a gain of 18.3%. Net assets (after liabilities) closed the year at $375M, with reported net income of $58M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	$318M
Total Assets (End of Year)	$376M
Net Assets (End of Year)	$375M
Net Income	$58M
Plan Type	Other
Employer EIN	516077720
Plan Effective Date	1965-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (TRUSTEES OF LOCAL UNION NO. 9, IBEW AND OUTSIDE CONTRACTORS PENSION FU)

Year	Plans	Participants	Total Assets
2022	1	1,147	$318M
2023	1	1,118	$376M

Nearby Other Plans in Illinois

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

CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN $49.7B · 48,538
UNITED FOOD & COMMERCIAL WORKERS INTL UNION - INDUSTRY PENSION FUND $8.0B · 20,680
MIDWEST OPERATING ENGINEERS PENSION TRUST FUND $5.8B · 12,949
MID-AMERICA CARPENTERS REGIONAL COUNCIL PENSION FUND $5.3B · 10,863
CHICAGO & VICINITY LABORERS' DISTRICT COUNCIL PENSION PLAN $4.8B · 11,655

Compare LOCAL UNION NO. 9 I.B.E.W. AND OUTSIDE C… side-by-side with 3 peers →

Related Data

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Frequently Asked Questions

How much money is in the LOCAL UNION NO. 9 I.B.E.W. AND OUTSIDE CONTRACTORS PENSION FUND? ▼

As of the 2023 Form 5500 filing, LOCAL UNION NO. 9 I.B.E.W. AND OUTSIDE CONTRACTORS PENSION FUND holds $376M in total assets with 1,118 participants. It is sponsored by TRUSTEES OF LOCAL UNION NO. 9, IBEW AND OUTSIDE CONTRACTORS PENSION FU.

What type of plan is LOCAL UNION NO. 9 I.B.E.W. AND OUTSIDE CONTRACTORS PENSION FUND? ▼

LOCAL UNION NO. 9 I.B.E.W. AND OUTSIDE CONTRACTORS PENSION FUND is a Other plan. It has been effective since 1965-07-01. The plan is filed with the U.S. Department of Labor under EIN 516077720.

Who sponsors the LOCAL UNION NO. 9 I.B.E.W. AND OUTSIDE CONTRACTORS PENSION FUND? ▼

LOCAL UNION NO. 9 I.B.E.W. AND OUTSIDE CONTRACTORS PENSION FUND is sponsored by TRUSTEES OF LOCAL UNION NO. 9, IBEW AND OUTSIDE CONTRACTORS PENSION FU, located in Illinois. The sponsor's EIN is 516077720 and the plan operates in the Construction industry.

How did LOCAL UNION NO. 9 I.B.E.W. AND OUTSIDE CONTRACTORS PENSION FUND perform in 2023? ▼

LOCAL UNION NO. 9 I.B.E.W. AND OUTSIDE CONTRACTORS PENSION FUND grew by 18.3% during 2023, moving from $318M to $376M in total assets. Net income was $58M.

Where can I find official filings for LOCAL UNION NO. 9 I.B.E.W. AND OUTSIDE CONTRACTORS PENSION FUND? ▼

Official Form 5500 filings for LOCAL UNION NO. 9 I.B.E.W. AND OUTSIDE CONTRACTORS PENSION FUND are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 516077720 or plan name at efast.dol.gov.

How does LOCAL UNION NO. 9 I.B.E.W. AND OUTSIDE CONTRACTORS PENSION FUND compare to other plans? ▼

You can compare LOCAL UNION NO. 9 I.B.E.W. AND OUTSIDE CONTRACTORS PENSION FUND against other Other plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.