Defined Benefit (Pension) · DOL Form 5500 · 2024

Citizens Energy Group Pension Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
47
Participants Small participant base
50th
Percentile by assets National rank
$166,135
Avg per participant Above avg balance/head
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Official DOL plan name: Pension Plan for Collectively Bargained Indianapolis Water Employees · Sponsored by Citizens Energy Group · Indiana · Utilities

$8M in assets, 47 participants

Citizens Energy Group's Pension Plan for Collectively Bargained Indianapolis Water Employees reported $8M in total assets and 47 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #157 in Utilities (732 peers)

Utilities sector rank

Within Utilities, Pension Plan for Collectively Bargained Indianapolis Water Employees ranks #157 of 732 2024 filers by assets (6876% of the sector average)-$8M for 47 participants.

#157
in Utilities (732 peers)
-6.6%
assets change YoY

The plan reported a net loss of $549K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pension Plan for Collectively Bargained Indianapolis Water Employees's mid-pack asset rank among Utilities and all filers

Pension Plan for Collectively Bargained Indianapolis Water Employees vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$7,808,327 Top 50% higher than 50% 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

Pension Plan for Collectively Bargained Indianapolis Water Employees among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan for Collectively Bargained Indianapolis Water Employees is a small filing (47 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pension Plan for Collectively Bargained Indianapolis Water Employees reported net income fell from $288K in the plan year 2023 filing to -$549K in the plan year 2024 filing.
  • Pension Plan for Collectively Bargained Indianapolis Water Employees reported participants fell from 53 in the plan year 2023 filing to 47 in the plan year 2024 filing.
  • Pension Plan for Collectively Bargained Indianapolis Water Employees end-of-year assets fell from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 356000930 · Citizens Energy Group PY 2024 · Defined Benefit (Pension)

Pension Plan for Collectively Bargained Indianapolis Water Employees · $8M · 47 · 50th

  • EOY $8M
  • 5500 47
  • ASSETS 50th
  • PCT Defined Benefit (Pension)
  • EIN near Brooks Armored Car Service, Inc. Pension Plan
  • RANK ind #157

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 Indiana →

Pension Plan for Collectively Bargained Indianapolis Water Employees in the asset neighbourhood

Kimberly - Clark Puerto Rico, Inc. Retirement PlanKimberly - Clark Puerto Rico…$8MPension Plan for Collectively Bargained Indianapolis Water EmployeesPension Plan for Collectivel…$8MBrooks Armored Car Service, Inc. Pension PlanBrooks Armored Car Service, …$8MDefined Benefit Pension Plan of Wisconsin Community Services, Inc.Defined Benefit Pension Plan…$8MPension Plan for Non-Salaried Employees of Huntsman Advanced Materials Americas LLC at East Lansing, MichiganPension Plan for Non-Salarie…$8M
End-of-year total assets ($M) among Pension Plan for Collectively Bargained Indianapolis Water Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Utilities filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income-$549K
Employer EIN356000930
Plan Effective Date1950-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Citizens Energy Group)

Sponsor-wide plan assets over time

All Citizens Energy Group plans reported in each filing year

Latest sponsor-wide plan assets
$8M 3.2342906061879875% vs 2022
2024 filing year
$7.6M$7.8M$8M$8.2M$8.4M$8.6M 202220232024 $8.07M $7.81M ▼ -3.2%
Year Plans Participants Total Assets
2022 1 84 $8M
2023 1 53 $8M
2024 1 47 $8M

Nearby Defined Benefit (Pension) Plans in Indiana

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Pension Plan for Collectively Bargained Indianapolis Water Employees vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -5051015 Total assets ($B) Participants Pension Plan for Collectively Bargained Indianapolis Water Employees, Total assets ($B): 0.007808327 · Participants: 47Pension Plan for Collectively Bargained Indianapolis Water EmployeesThe Lilly Retirement Plan, Total assets ($B): 11.79293888 · Participants: 19897The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.225499056 · Participants: 30640Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.815373164 · Participants: 11039Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.237231976 · Participants: 7552Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.003483487 · Participants: 2133Nisource Pension Plan
Pension Plan for Collectively Bargained Indianapolis Water Employees vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Pension Plan for Collectively Bargained Indianapolis Water Employees side-by-side with 3 peers →

Pension Plan for Collectively Bargained Indianapolis Water Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Brooks Armored Car Service, Inc. Pension Plan in FL ($8M); by covered participants it is Cemetery Employer Association Union Pension Plan in NY (47 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (47 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 Pension Plan for Collectively Bargained Indianapolis Water Employees assets move in 2024? ▼
Pension Plan for Collectively Bargained Indianapolis Water Employees pulled back noticeably - down 6.6% during 2024, from $8M to $8M. Reported net income was -$549K.
How have Citizens Energy Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citizens Energy Group's sponsor-wide assets declined 3.2%, from $8M to $8M.
Which Defined Benefit (Pension) plans are similar in size to Pension Plan for Collectively Bargained Indianapolis Water Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Brooks Armored Car Service, Inc. Pension Plan in FL ($8M, 25 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan for Collectively Bargained Indianapolis Water Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cemetery Employer Association Union Pension Plan in NY (47 participants, $4M 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 356000930.

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.