Defined Benefit (Pension) · DOL Form 5500 · 2024
Ohio Valley Electric Corporation Pension Plan
Data updated 2026-08-25
- $158M
- Total assets Near avg plan size
- 418
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $378,912
- Avg per participant High balance/head
Official DOL plan name: Retirement Plan for Ees of Ohio Valley Electric Corp/Indiana-Kentucky Electric Corp · Sponsored by Ohio Valley Electric Corporation · Ohio · Utilities
$158M in assets, 418 participants
Ohio Valley Electric Corporation's Retirement Plan for Ees of Ohio Valley Electric Corp/Indiana-Kentucky Electric Corp reported $158M in total assets and 418 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.
- #492 in Utilities (732 peers)
Utilities sector rank
Within Utilities, Retirement Plan for Ees of Ohio Valley Electric Corp/Indiana-Kentucky Electric Corp ranks #492 of 732 2024 filers by assets (339% of the sector average)-$158M for 418 participants.
- #492
- in Utilities (732 peers)
- -0.4%
- assets change YoY
- 1.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Retirement Plan for Ees of Ohio Valley Electric Corp/Indiana-Kentucky Electric Corp's outsized position by total assets
Retirement Plan for Ees of Ohio Valley Electric Corp/Indiana-Kentucky Electric Corp vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$158,385,321 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
Retirement Plan for Ees of Ohio Valley Electric Corp/Indiana-Kentucky Electric Corp 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. Retirement Plan for Ees of Ohio Valley Electric Corp/Indiana-Kentucky Electric Corp sits mid-pack in the medium band (418 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Retirement Plan for Ees of Ohio Valley Electric Corp/Indiana-Kentucky Electric Corp reported net income rose from -$23M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- Retirement Plan for Ees of Ohio Valley Electric Corp/Indiana-Kentucky Electric Corp reported participants fell from 437 in the plan year 2023 filing to 418 in the plan year 2024 filing.
- Retirement Plan for Ees of Ohio Valley Electric Corp/Indiana-Kentucky Electric Corp end-of-year assets fell from $159M in the plan year 2023 filing to $158M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 314392702 · Ohio Valley Electric Corporation PY 2024 · Defined Benefit (Pension)
Retirement Plan for Ees of Ohio Valley Electric Corp/Indiana-Kentucky Electric Corp · $158M · 418 · 93rd
- EIN $158M
- RANK 418
- PHOTO 93rd
- IND Defined Benefit (Pension)
- EOY near Local 360 Labor-Management Pension Fund
- 5500 ind #492
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 Utilities retirement plans → · Plans in Ohio →
Retirement Plan for Ees of Ohio Valley Electric Corp/Indiana-Kentucky Electric Corp in the asset neighbourhood
Utilities filing particulars
| Total Assets (Beginning of Year) | $159M |
|---|---|
| Net Assets (End of Year) | $158M |
| Net Income | -$1M |
| Employer EIN | 314392702 |
| Plan Effective Date | 1974-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ohio Valley Electric Corporation)
Sponsor-wide plan assets over time
All Ohio Valley Electric Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $308M 0.48865326070522913% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,037 | $310M |
| 2023 | 2 | 934 | $297M |
| 2024 | 2 | 929 | $308M |
Nearby Defined Benefit (Pension) Plans in Ohio
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Pension Plan $19.0B · 9,637
- Firstenergy Corp. Master Pension Plan $6.5B · 12,187
- American Electric Power System Retirement Plan $4.1B · 16,073
- Ohio Operating Engineers Pension Plan $3.9B · 10,387
- Parker Defined Benefit Pension Plan $3.5B · 8,120
Retirement Plan for Ees of Ohio Valley Electric Corp/Indiana-Kentucky Electric Corp's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Ohio, the nearest Defined Benefit (Pension) by assets is Local 360 Labor-Management Pension Fund in NJ ($158M); by covered participants it is Shpp Pension Plan in TX (419 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($158M here).
- Local 360 Labor-Management Pension Fund (NJ) $158M · 1,290
- Woodside Energy USA Services Inc. Retirement Income Plan (TX) $158M · 27
- Boston Medical Center Pension Plan (MA) $158M · 98
- Pressroom Unions Pension Trust Fund (NY) $159M · 17
Similar participant headcount
Nearest other-state filings by covered participants (418 participants); asset peers above are excluded.
- Shpp Pension Plan (TX) 419 · 1 off
- Local 377 Pension Fund (NY) 417 · 1 off
- Perkins Coie Cash Balance Plan (WA) 417 · 1 off
- Nrg Pension Plan (NJ) 421 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.