Defined Benefit (Pension) · DOL Form 5500 · 2024
IBEW Lu 363 Pension Pension Plan
Data updated 2026-08-25
- $157M
- Total assets Near avg plan size
- 720
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $218,586
- Avg per participant Above avg balance/head
Official DOL plan name: IBEW Local Union 363 Pension · Sponsored by IBEW Lu 363 Pension · New York · Construction
$157M in assets, 720 participants
IBEW Lu 363 Pension's IBEW Local Union 363 Pension reported $157M in total assets and 720 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #8,304 in Construction (9,039 peers)
Where IBEW Local Union 363 Pension sits by assets
IBEW Local Union 363 Pension sits in the top 10% of all filed plans by assets, $157M for 720 participants (~$218,586/participant), up 9.3% in 2024.
- #8,304
- in Construction (9,039 peers)
- +9.3%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
IBEW Local Union 363 Pension's outsized position by total assets
IBEW Local Union 363 Pension vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$157,382,186 Top 7% higher than 93% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
IBEW Local Union 363 Pension among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. IBEW Local Union 363 Pension sits mid-pack in the medium band (720 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- IBEW Local Union 363 Pension reported net income fell from $17M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- IBEW Local Union 363 Pension end-of-year assets rose from $144M in the plan year 2023 filing to $157M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 516041178 · IBEW Lu 363 Pension PY 2024 · Defined Benefit (Pension)
IBEW Local Union 363 Pension · $157M · 720 · 93rd
- PCT $157M
- PCT 720
- PCT 93rd
- PCT Defined Benefit (Pension)
- PCT near Pierce Manufacturing Inc. Pension Plan
- PCT ind #8304
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 New York →
IBEW Local Union 363 Pension in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $144M |
|---|---|
| Net Assets (End of Year) | $157M |
| Net Income | $14M |
| Employer EIN | 516041178 |
| Plan Effective Date | 1956-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (IBEW Lu 363 Pension)
Sponsor-wide plan assets over time
All IBEW Lu 363 Pension plans reported in each filing year
- Latest sponsor-wide plan assets
- $157M 23.67942417898058% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 724 | $127M |
| 2023 | 1 | 720 | $144M |
| 2024 | 1 | 720 | $157M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $17.9B · 48,014
- 1199seiu Health Care Employees Pension Fund $16.9B · 111,833
- Consolidated Edison Retirement Plan $15.6B · 10,608
- Pfizer Consolidated Pension Plan $10.0B · 8,876
- GE Energy Pension Plan $8.9B · 5,829
IBEW Local Union 363 Pension's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Pierce Manufacturing Inc. Pension Plan in WI ($157M); by covered participants it is Atlanta Ironworkers Local #387 Pension Plan in TN (723 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($157M here).
- Pierce Manufacturing Inc. Pension Plan (WI) $157M · 898
- Silgan Non-Union Pension Plan (CA) $158M · 368
- Retirement Plan for Employees of St. Mary's Medical Center (WV) $158M · 799
- Ricoh Family Group Pension Equity Plan (PA) $157M · 1,137
Similar participant headcount
Nearest other-state filings by covered participants (720 participants); asset peers above are excluded.
- Atlanta Ironworkers Local #387 Pension Plan (TN) 723 · 3 off
- Retirement Plan for Employees of Redington Fairview General Hospital (ME) 723 · 3 off
- Plumbers Local Union No. 690 Pension Fund (PA) 717 · 3 off
- Belk Pension Plan (NC) 724 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.