Other · DOL Form 5500 · 2022

Electrical Workers Local 369 Retirement Fund Retirement Plan

Data updated 2026-08-25

$418M
Total assets Above avg plan size
3,424
Participants Above avg headcount
98th
Percentile by assets National rank
$122,177
Avg per participant Near avg balance/head
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Official DOL plan name: Electrical Workers Local 369 Retirement Fund · Sponsored by Electrical Workers Local 369 Retirement Fund · Kentucky · Construction

$418M in assets, 3,424 participants

Electrical Workers Local 369 Retirement Fund's Electrical Workers Local 369 Retirement Fund reported $418M in total assets and 3,424 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #9,656 in Construction (9,927 peers)

Coverage in Kentucky

Electrical Workers Local 369 Retirement Fund covers 3,424 participants in Kentucky, 5.3x the typical Kentucky plan (state average ~647 per filing). Assets: $418M.

#9,656
in Construction (9,927 peers)
-16.2%
assets change YoY
4.2×
vs typical plan assets (national mean)

The plan reported a net loss of $81M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Electrical Workers Local 369 Retirement Fund's outsized position by total assets

Electrical Workers Local 369 Retirement Fund vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$418,333,564 Top 2% higher than 98% of 139,123 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 2022

Electrical Workers Local 369 Retirement Fund's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Electrical Workers Local 369 Retirement Fund lands in the large band (3,424 participants).

Published 5500 schedule card

Filing strip 610957563 · Electrical Workers Local 369 Retirement Fund PY 2022 · Other

Electrical Workers Local 369 Retirement Fund · $418M · 3,424 · 98th

  • EOY $418M
  • EOY 3,424
  • EOY 98th
  • EOY Other
  • EOY near Valley Health System Employee Contributory 403(b) Plan
  • EOY ind #9656

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 Kentucky →

Electrical Workers Local 369 Retirement Fund in the asset neighbourhood

Valley Health System Employee Contributory 403(b) PlanValley Health System Employe…$419MElectrical Workers Local 369 Retirement FundElectrical Workers Local 369…$418MSuffolk University Employee Retirement PlanSuffolk University Employee …$417MGonzaga University 403b Retirement PlanGonzaga University 403b Reti…$417MNew York Blood Center Retirement PlanNew York Blood Center Retire…$416M
End-of-year total assets ($M) among Electrical Workers Local 369 Retirement Fund and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$499M
Net Assets (End of Year)$418M
Net Income-$81M
Employer EIN610957563
Plan Effective Date1978-09-07
Filing StatusFILING RECEIVED

Sponsor Plan History (Electrical Workers Local 369 Retirement Fund)

Sponsor-wide plan assets over time

All Electrical Workers Local 369 Retirement Fund plans reported in each filing year

Latest sponsor-wide plan assets
$1.5B 258.61690743992034% vs 2022
2024 filing year
$0B$0.5B$1B$1.5B$2B 202220232024 $0.42B $1.5B ▲ +257.1%
Year Plans Participants Total Assets
2022 1 3,424 $418M
2023 1 3,313 $488M
2024 3 10,350 $1.5B

Nearby Other Plans in Kentucky

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

Electrical Workers Local 369 Retirement Fund vs. nearby Other plans in Kentucky, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 00.511.52 Total assets ($B) Participants Electrical Workers Local 369 Retirement Fund, Total assets ($B): 0.418333564 · Participants: 3424Electrical Workers Local 369 Retirement FundNorton Healthcare 403(b) Retirement Savings Plan, Total assets ($B): 1.451656853 · Participants: 17896Norton Healthcare 403(b) Retirement Savings PlanBaptist Health Thrift Plan, Total assets ($B): 1.070436561 · Participants: 21780Baptist Health Thrift PlanKing's Daughters' Medical Center Matching Contribution Plan, Total assets ($B): 0.180410127 · Participants: 4594King's Daughters' Medical Center Matching Contribution PlanEmh Retirement Savings Plan, Total assets ($B): 0.156189306 · Participants: 1630Emh Retirement Savings PlanAppalachian Regional Healthcare, Inc. Thrift Plan, Total assets ($B): 0.148434467 · Participants: 4334Appalachian Regional Healthcare, Inc. Thrift Plan
Electrical Workers Local 369 Retirement Fund vs. nearby Other plans in Kentucky, assets vs. participants
Compare Electrical Workers Local 369 Retirement Fund side-by-side with 3 peers →

Electrical Workers Local 369 Retirement Fund's out-of-state Other peers by assets and headcount

Outside Kentucky, the nearest Other by assets is Valley Health System Employee Contributory 403(b) Plan in VA ($419M); by covered participants it is Sinai Health System Consolidated 403(b) Plan in IL (3,422 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($418M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,424 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Electrical Workers Local 369 Retirement Fund assets move in 2022? ▼
Electrical Workers Local 369 Retirement Fund declined sharply - down 16.2% during 2022, from $499M to $418M. Reported net income was -$81M.
How have Electrical Workers Local 369 Retirement Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Electrical Workers Local 369 Retirement Fund's sponsor-wide assets grew 258.6%, from $418M to $1.5B.
Where does Electrical Workers Local 369 Retirement Fund rank by assets among Form 5500 filers? ▼
Electrical Workers Local 369 Retirement Fund ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Electrical Workers Local 369 Retirement Fund? ▼
Among Other plans in other states, the closest by assets is Valley Health System Employee Contributory 403(b) Plan in VA ($419M, 5,998 participants).
Which Other plans cover a similar participant headcount to Electrical Workers Local 369 Retirement Fund? ▼
Among Other plans in other states, the closest by covered participants is Sinai Health System Consolidated 403(b) Plan in IL (3,422 participants, $136M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 610957563.

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.