Other · DOL Form 5500 · 2024

Electrical Workers Local 369 Retirement Fund Retirement Plan

Data updated 2026-07-24

$549M
Total assets: 3,633
Participants: 97th
Percentile by assets: $151,040
Avg per participant

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

$549M in assets, 3,633 participants

Electrical Workers Local 369 Retirement Fund's Electrical Workers Local 369 Retirement Fund reported $549M in total assets and 3,633 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 3,633 participants in Kentucky, 5.5x the typical Kentucky plan (state average ~658 per filing). Assets: $549M.

$549M
total plan assets (2024 EOY): 3,633
covered participants: 97th
percentile by assets (of 116,472 plans): $151,040
avg assets per participant

Electrical Workers Local 369 Retirement Fund reported net income fell from $70M in the plan year 2023 filing to $60M 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 $549M 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 3,633 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Kentucky

Industry

Construction

Participants vs Kentucky filers

In Kentucky, the average filing covers about 658 participants across 1,242 plans. Electrical Workers Local 369 Retirement Fund reports 3,633 participants - 5.5x that state average ($549M EOY assets).

Kentucky filing particulars

Total Assets (Beginning of Year)	$488M
Net Assets (End of Year)	$549M
Net Income	$60M
Employer EIN	610957563
Plan Effective Date	1978-09-07
Filing Status	FILING RECEIVED

Sponsor Plan History (Electrical Workers Local 369 Retirement Fund)

Total plan assets by year, all Electrical Workers Local 369 Retirement Fund plans on file

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 $499M · 3,367
Electrical Workers Local 369 Retirement Fund $453M · 3,350
Owensboro Health 403(b) Safe Harbor Plan $205M · 3,596

Compare Electrical Workers Local 369 Retirement … side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Electrical Workers Local 369 Retirement Fund by total assets, not by location.

College Entrance Examination Board Tax-Deferred Annuity Plan (NY) $549M · 1,876
Cook Children's Health Care System Retirement Plan (TX) $547M · 9,614
New York Institute of Technology Defined Contribution Retirement Plan (NY) $550M · 1,090
Vassar College 403(b) Retirement Plan (NY) $551M · 1,636

Frequently Asked Questions

How did Electrical Workers Local 369 Retirement Fund assets move in 2024? ▼

Electrical Workers Local 369 Retirement Fund grew at a solid clip - up 12.3% during 2024, from $488M to $549M. Reported net income was $60M.

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 116,472 plans that reported assets for plan year 2024 (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 College Entrance Examination Board Tax-Deferred Annuity Plan in NY ($549M, 1,876 participants).

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.

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