Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees-Southern Ct IBEW Pension Fund Pension Plan
Data updated 2026-08-25
- $58M
- Total assets Below avg plan size
- 346
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $167,402
- Avg per participant Above avg balance/head
Official DOL plan name: Southern Ct IBEW Pension Plan · Sponsored by Board of Trustees-Southern Ct IBEW Pension Fund · Connecticut · Construction
$58M in assets, 346 participants
Board of Trustees-Southern Ct IBEW Pension Fund's Southern Ct IBEW Pension Plan reported $58M in total assets and 346 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #7,578 in Construction (9,039 peers)
Coverage in Connecticut
Southern Ct IBEW Pension Plan covers 346 participants in Connecticut, about 48% of the average Connecticut filer (state average ~718 per filing). Assets: $58M.
- #7,578
- in Construction (9,039 peers)
- +6.9%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Southern Ct IBEW Pension Plan's outsized position by total assets
Southern Ct IBEW Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$57,920,991 Top 14% higher than 86% 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
Southern Ct IBEW Pension Plan 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. Southern Ct IBEW Pension Plan sits mid-pack in the medium band (346 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Southern Ct IBEW Pension Plan end-of-year assets rose from $54M in the plan year 2023 filing to $58M in the plan year 2024 filing.
- Southern Ct IBEW Pension Plan reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Southern Ct IBEW Pension Plan reported participants fell from 358 in the plan year 2023 filing to 346 in the plan year 2024 filing.
DOL schedule card
Filing strip 060969878 · Board of Trustees-Southern Ct IBEW Pension Fund PY 2024 · Defined Benefit (Pension)
Southern Ct IBEW Pension Plan · $58M · 346 · 86th
- ASSETS $58M
- PCT 346
- EIN 86th
- RANK Defined Benefit (Pension)
- PHOTO near The Terumo Retirement Plan
- IND ind #7578
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 Connecticut →
Southern Ct IBEW Pension Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $54M |
|---|---|
| Net Assets (End of Year) | $58M |
| Net Income | $4M |
| Employer EIN | 060969878 |
| Plan Effective Date | 1960-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees-Southern Ct IBEW Pension Fund)
Sponsor-wide plan assets over time
All Board of Trustees-Southern Ct IBEW Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $58M 15.203478242190481% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 364 | $50M |
| 2023 | 1 | 358 | $54M |
| 2024 | 1 | 346 | $58M |
Nearby Defined Benefit (Pension) Plans in Connecticut
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Rtx Consolidated Pension Plan $41.6B · 36,180
- The Citigroup Pension Plan $10.0B · 15,906
- Eversource Pension Plan $5.8B · 3,428
- Retirement Plan for Employees of Aetna Inc. $5.2B · 9,682
- The Hartford Retirement Plan for U.S. Employees $3.4B · 7,034
Southern Ct IBEW Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Connecticut, the nearest Defined Benefit (Pension) by assets is The Terumo Retirement Plan in NJ ($58M); by covered participants it is Allina Health Pension Plan for Collectively Bargained Employees in MN (346 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($58M here).
- The Terumo Retirement Plan (NJ) $58M · 527
- Gt Services LLC Pension Plan (PA) $58M · 303
- Plan De Pensiones Cooperativa De Seguros Multiples (PR) $58M · 150
- Vermont Mutual Insurance Company Employees' Pension Plan (VT) $58M · 70
Similar participant headcount
Nearest other-state filings by covered participants (346 participants); asset peers above are excluded.
- Allina Health Pension Plan for Collectively Bargained Employees (MN) 346 · 0 off
- Air Line Pilots Association, International Market Based Cash Balance Plan (VA) 346 · 0 off
- American College of Surgeons Staff Members' Retirement Plan (IL) 345 · 1 off
- US Foods Consolidated Defined Benefit Retirement Plan (IL) 347 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.