Other · DOL Form 5500 · 2024
Electrical Workers Local 369 Retirement Fund Retirement Plan
Data updated 2026-07-24
- $499M
- Total assets
- 3,367
- Participants
- 97th
- Percentile by assets
- $148,191
- Avg per participant
Official DOL plan name: Electrical Workers Local 369 Retirement Fund · Sponsored by Electrical Workers Local 369 Retirement Fund · Kentucky · Construction
$499M in assets, 3,367 participants
Electrical Workers Local 369 Retirement Fund's Electrical Workers Local 369 Retirement Fund reported $499M in total assets and 3,367 participants in its 2024 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.
- 97th percentile by assets (of 116,472 plans)
Coverage in Kentucky
Electrical Workers Local 369 Retirement Fund covers 3,367 participants in Kentucky, 5.1x the typical Kentucky plan (state average ~658 per filing). Assets: $499M.
- $499M
- total plan assets (2024 EOY)
- 3,367
- covered participants
- 97th
- percentile by assets (of 116,472 plans)
- $148,191
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Electrical Workers Local 369 Retirement Fund reported net income fell from $70M in the plan year 2023 filing to $46M in the plan year 2024 filing.
- Electrical Workers Local 369 Retirement Fund end-of-year assets rose from $488M in the plan year 2023 filing to $499M in the plan year 2024 filing.
- Electrical Workers Local 369 Retirement Fund reported participants rose from 3,313 in the plan year 2023 filing to 3,367 in the plan year 2024 filing.
Participants vs Kentucky filers
In Kentucky, the average filing covers about 658 participants across 1,242 plans. Electrical Workers Local 369 Retirement Fund reports 3,367 participants - 5.1x that state average ($499M EOY assets).
Kentucky filing particulars
| Total Assets (Beginning of Year) | $453M |
|---|---|
| Net Assets (End of Year) | $499M |
| Net Income | $46M |
| Employer EIN | 610957563 |
| Plan Effective Date | 1978-09-07 |
| Filing Status | FILING 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 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
- Norton Healthcare 403(b) Retirement Savings Plan $2.3B · 21,863
- Baptist Health Thrift Plan $1.2B · N/A
- Electrical Workers Local 369 Retirement Fund $549M · 3,633
- Electrical Workers Local 369 Retirement Fund $453M · 3,350
- Owensboro Health 403(b) Safe Harbor Plan $205M · 3,596
Similar-Sized Other Plans Nationally
Other plans in other states closest to Electrical Workers Local 369 Retirement Fund by total assets, not by location.
- The University of Chicago Medical Center Supplemental Retirement Annuity Plan (IL) $498M · 11,715
- Bentley University Retirement Plan (MA) $500M · 1,230
- Northbay Healthcare 403(b) Retirement Plan (CA) $501M · 2,655
- Illinois Independent Colleges and Universities Multiple Employer Plan (IL) $504M · 1,508
Frequently Asked Questions
How did Electrical Workers Local 369 Retirement Fund assets move in 2024? ▼
How have Electrical Workers Local 369 Retirement Fund plan assets changed over time? ▼
Where does Electrical Workers Local 369 Retirement Fund rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Electrical Workers Local 369 Retirement Fund? ▼
Next read for Electrical Workers Local 369 Retirement …
Filing takeaways
Ways to act on Electrical Workers Local 369 Retirement Fund's numbers.
- By total assets, Electrical Workers Local 369 Retirement Fund ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Kentucky. Compare plans
- Electrical Workers Local 369 Retirement Fund's sponsor-wide assets have grown 258.6% since 2022 across 3 plan years on file. More Construction plans
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.
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.