Other · DOL Form 5500 · 2024

Electrical Workers Local 369 Retirement Fund Retirement Plan

Data updated 2026-08-25

$549M
Total assets Above avg plan size
3,633
Participants Above avg headcount
97th
Percentile by assets National rank
$151,040
Avg per participant Above avg balance/head
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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.

  • #8,793 in Construction (9,039 peers)

Coverage in Kentucky

Electrical Workers Local 369 Retirement Fund covers 3,633 participants in Kentucky, 5.6x the typical Kentucky plan (state average ~647 per filing). Assets: $549M.

#8,793
in Construction (9,039 peers)
+12.3%
assets growth YoY
5.5×
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 2024 · DOL Form 5500

$548,729,286 Top 3% higher than 97% of 123,620 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 2024

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

Plan-year 2024 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 (3,633 participants).

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 $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 →

Form 5500 schedule snapshot

Filing strip 610957563 · Electrical Workers Local 369 Retirement Fund PY 2024 · Other

Electrical Workers Local 369 Retirement Fund · $549M · 3,633 · 97th

  • EBSA $549M
  • PART 3,633
  • TYPE 97th
  • NET Other
  • BOOK near College Entrance Examination Board Tax-Deferred Annuity Plan
  • VS-ST ind #8793

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

Vassar College 403(b) Retirement PlanVassar College 403(b) Retire…$551MNew York Institute of Technology Defined Contribution Retirement PlanNew York Institute of Techno…$550MCollege Entrance Examination Board Tax-Deferred Annuity PlanCollege Entrance Examination…$549MElectrical Workers Local 369 Retirement FundElectrical Workers Local 369…$549MCook Children's Health Care System Retirement PlanCook Children's Health Care …$547M
End-of-year total assets ($M) among Electrical Workers Local 369 Retirement Fund and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Kentucky filing particulars

Total Assets (Beginning of Year)$488M
Net Assets (End of Year)$549M
Net Income$60M
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 00.511.522.5 Total assets ($B) Participants Electrical Workers Local 369 Retirement Fund, Total assets ($B): 0.548729286 · Participants: 3633Electrical Workers Local 369 Retirement FundNorton Healthcare 403(b) Retirement Savings Plan, Total assets ($B): 2.274518139 · Participants: 21863Norton Healthcare 403(b) Retirement Savings PlanBaptist Health Thrift Plan, Total assets ($B): 1.156320612 · Participants: 0Baptist Health Thrift PlanElectrical Workers Local 369 Retirement Fund, Total assets ($B): 0.498958779 · Participants: 3367Electrical Workers Local 369 Retirement FundElectrical Workers Local 369 Retirement Fund, Total assets ($B): 0.452526825 · Participants: 3350Electrical Workers Local 369 Retirement FundOwensboro Health 403(b) Safe Harbor Plan, Total assets ($B): 0.205204665 · Participants: 3596Owensboro Health 403(b) Safe Harbor 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 College Entrance Examination Board Tax-Deferred Annuity Plan in NY ($549M); by covered participants it is Overlake Hospital Medical Center 403(b)Retirement Plan in WA (3,637 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,633 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 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 123,622 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).
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 Overlake Hospital Medical Center 403(b)Retirement Plan in WA (3,637 participants, $654M in assets).

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.