Defined Benefit (Pension)
2024 plan-year Defined Benefit (Pension) DOL Form 5500

Intermountain Rural Electric Association Pension Plan

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

Sponsored by Core Electric Cooperative · Colorado · Utilities

What the 2023 filing shows

Intermountain Rural Electric Association Pension Plan holds $17M for 83 participants — about $208,152 per participant, up 2.2% over the 2024 plan year.

$17M
total plan assets (2024 EOY)
83
covered participants
$208,152
avg assets per participant
+2.2%
assets growth YoY
Total Assets (2023)
$17M
Participants
83
State
Industry
Utilities

What the Filing Says About Intermountain Rural Electric Association Pension Plan

Intermountain Rural Electric Association Pension Plan is a Defined Benefit (Pension) retirement plan sponsored by Core Electric Cooperative, headquartered in Colorado. As of the 2024 Form 5500 filing, the plan reports $17M in total end-of-year assets and covers 83 participants across the Utilities industry. The sponsor's EIN on file with the U.S. Department of Labor is 840235244, and the plan has been effective since 1981-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $17M at the beginning of 2024 to $17M at year-end — a gain of 2.2%. Net assets (after liabilities) closed the year at $17M, with reported net income of $376K 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)$17M
Total Assets (End of Year)$17M
Net Assets (End of Year)$17M
Net Income$376K
Plan TypeDefined Benefit (Pension)
Employer EIN840235244
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Core Electric Cooperative)

Year Plans Participants Total Assets
2022 3 474 $45M
2023 4 627 $58M
2024 3 548 $69M

Nearby Defined Benefit (Pension) Plans in Colorado

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Intermountain Rural Electric Association Pension Plan?
As of the 2024 Form 5500 filing, Intermountain Rural Electric Association Pension Plan holds $17M in total assets with 83 participants. It is sponsored by Core Electric Cooperative.
What type of plan is Intermountain Rural Electric Association Pension Plan?
Intermountain Rural Electric Association Pension Plan is a Defined Benefit (Pension) plan. It has been effective since 1981-01-01. The plan is filed with the U.S. Department of Labor under EIN 840235244.
Who sponsors the Intermountain Rural Electric Association Pension Plan?
Intermountain Rural Electric Association Pension Plan is sponsored by Core Electric Cooperative, located in Colorado. The sponsor's EIN is 840235244 and the plan operates in the Utilities industry.
How did Intermountain Rural Electric Association Pension Plan perform in 2024?
Intermountain Rural Electric Association Pension Plan grew by 2.2% during 2024, moving from $17M to $17M in total assets. Net income was $376K.
Where can I find official filings for Intermountain Rural Electric Association Pension Plan?
Official Form 5500 filings for Intermountain Rural Electric Association Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 840235244 or plan name at efast.dol.gov.
How does Intermountain Rural Electric Association Pension Plan compare to other plans?
You can compare Intermountain Rural Electric Association Pension Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in Colorado 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 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 840235244.

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 U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.