Other · DOL Form 5500 · 2023

Electrical Workers Local 369 Retirement Fund Retirement Plan

Data updated 2026-08-25

$488M
Total assets Above avg plan size
3,313
Participants Above avg headcount
97th
Percentile by assets National rank
$147,444
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Electrical Workers Local 369 Retirement Fund · Sponsored by Electrical Workers Local 369 Retirement Fund · Kentucky · Construction

$488M in assets, 3,313 participants

Electrical Workers Local 369 Retirement Fund's Electrical Workers Local 369 Retirement Fund reported $488M in total assets and 3,313 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.

  • #8,767 in Construction (9,030 peers)

Coverage in Kentucky

Electrical Workers Local 369 Retirement Fund covers 3,313 participants in Kentucky, 5.1x the typical Kentucky plan (state average ~647 per filing). Assets: $488M.

#8,767
in Construction (9,030 peers)
+16.8%
assets growth YoY
4.9×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$488,483,498 Top 3% higher than 97% of 127,068 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 2023

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

Plan-year 2023 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 (3,313 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Electrical Workers Local 369 Retirement Fund reported net income rose from -$81M in the plan year 2022 filing to $70M in the plan year 2023 filing.
  • Electrical Workers Local 369 Retirement Fund end-of-year assets rose from $418M in the plan year 2022 filing to $488M in the plan year 2023 filing.
  • Electrical Workers Local 369 Retirement Fund reported participants fell from 3,424 in the plan year 2022 filing to 3,313 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 610957563 · Electrical Workers Local 369 Retirement Fund PY 2023 · Other

Electrical Workers Local 369 Retirement Fund · $488M · 3,313 · 97th

  • EBSA $488M
  • PART 3,313
  • TYPE 97th
  • NET Other
  • BOOK near Valley Health System Employee Contributory 403(b) Plan
  • VS-ST ind #8767

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…$489MElectrical Workers Local 369 Retirement FundElectrical Workers Local 369…$488MPediatric Faculty Foundation Defined Contribution PlanPediatric Faculty Foundation…$482MGonzaga University 403b Retirement PlanGonzaga University 403b Reti…$479MSuffolk University Employee Retirement PlanSuffolk University Employee …$479M
End-of-year total assets ($M) among Electrical Workers Local 369 Retirement Fund and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$418M
Net Assets (End of Year)$488M
Net Income$70M
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. -50000500010000150002000025000 00.511.52 Total assets ($B) Participants Electrical Workers Local 369 Retirement Fund, Total assets ($B): 0.488483498 · Participants: 3313Electrical Workers Local 369 Retirement FundNorton Healthcare 403(b) Retirement Savings Plan, Total assets ($B): 1.901752524 · Participants: 20109Norton Healthcare 403(b) Retirement Savings PlanBaptist Health Thrift Plan, Total assets ($B): 1.121172219 · Participants: 790Baptist Health Thrift PlanEmh Retirement Savings Plan, Total assets ($B): 0.179483626 · Participants: 1706Emh Retirement Savings PlanOwensboro Health 403(b) Safe Harbor Plan, Total assets ($B): 0.169210034 · Participants: 3768Owensboro Health 403(b) Safe Harbor PlanAppalachian Regional Healthcare, Inc. Thrift Plan, Total assets ($B): 0.159551102 · Participants: 5921Appalachian 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 ($489M); by covered participants it is Community Memorial Health System 403(b) Plan in CA (3,307 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,313 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Electrical Workers Local 369 Retirement Fund grew sharply - up 16.8% during 2023, from $418M to $488M. Reported net income was $70M.
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 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 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 ($489M, 6,102 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 Community Memorial Health System 403(b) Plan in CA (3,307 participants, $390M in assets).

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.

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.