Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND

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

ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND

This Profit Sharing plan holds $488M in total assets and serves 3,313 participants as of 2023. It is sponsored by ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND in Kentucky. The plan reported positive net income of $70M for the year.

Total Assets (2023)
$488M
Participants
3,313
State
Industry
Construction

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. As of the 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 moved from $418M at the beginning of 2023 to $488M at year-end — a gain of 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.

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)$418M
Total Assets (End of Year)$488M
Net Assets (End of Year)$488M
Net Income$70M
Plan TypeProfit Sharing
Employer EIN610957563
Plan Effective Date1978-09-07
Filing StatusFILING RECEIVED

Sponsor Plan History (ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND)

Year Plans Participants Total Assets
2022 1 3,424 $418M
2023 1 3,313 $488M
2024 3 10,350 $1.5B

Nearby Profit Sharing Plans in Kentucky

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

Frequently Asked Questions

How much money is in the ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND?
As of the 2023 Form 5500 filing, ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND holds $488M in total assets with 3,313 participants. It is sponsored by ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND.
What type of plan is ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND?
ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND is a Profit Sharing plan. It has been effective since 1978-09-07. The plan is filed with the U.S. Department of Labor under EIN 610957563.
Who sponsors the ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND?
ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND is sponsored by ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND, located in Kentucky. The sponsor's EIN is 610957563 and the plan operates in the Construction industry.
How did ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND perform in 2023?
ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND grew by 16.8% during 2023, moving from $418M to $488M in total assets. Net income was $70M.
Where can I find official filings for ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND?
Official Form 5500 filings for ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 610957563 or plan name at efast.dol.gov.
How does ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND compare to other plans?
You can compare ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND against other Profit Sharing plans on the plan type page, or view plans in Kentucky on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 610957563.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.