Electrical Workers Local 369 Retirement Fund

Profit Sharing · DOL Form 5500 · 2023

What the Filing Says About Electrical Workers Local 369 Retirement Fund

Electrical Workers Local 369 Retirement Fund is a Profit Sharing retirement plan sponsored by Electrical Workers Local 369 Retirement Fund, headquartered in Kentucky. According to the U.S. Department of Labor's 2023 Form 5500 filing, the plan reports $488M in total end-of-year assets and covers 3,313 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 610957563, and the plan has been effective since 1978-09-07. Its filing status is currently FILING RECEIVED.

Year over year, total assets grew sharply from $418M at the beginning of 2023 to $488M at year-end - up 16.8%. Net assets (after liabilities) closed the year at $488M, with reported net income of $70M 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 2 prior plan-year filings from the same sponsor shown below.

Across the 3 plan years Electrical Workers Local 369 Retirement Fund has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $418M to $1.5B, a gain of 258.6%, while reported participants moved from 3,424 to 10,350 (+202.3%). The strongest year on file by total sponsor assets was 2024 at $1.5B; the softest was 2022 at $418M. Year-by-year, sponsor-wide filings show: 2022 - $418M in assets across 1 plan covering 3,424 participants; 2023 - $488M in assets across 1 plan covering 3,313 participants; 2024 - $1.5B in assets across 3 plans covering 10,350 participants.

By assets, Electrical Workers Local 369 Retirement Fund outranks 97% of the 126,618 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 4.9x the national average plan size of $100M and 730 average participants.

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.

How the percentile is calculated: we count every plan that filed a 2023 Form 5500 with a reported end-of-year asset figure (126,618 plans), rank Electrical Workers Local 369 Retirement Fund against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.