Defined Benefit (Pension) · DOL Form 5500 · 2024
Trustees of Construction Workers - Lake County Pension Pension Plan
Data updated 2026-08-25
- $591M
- Total assets Above avg plan size
- 3,270
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $180,814
- Avg per participant Above avg balance/head
Official DOL plan name: Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan · Sponsored by Trustees of Construction Workers - Lake County Pension · Indiana · Construction
$591M in assets, 3,270 participants
Trustees of Construction Workers - Lake County Pension's Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan reported $591M in total assets and 3,270 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #8,808 in Construction (9,039 peers)
Coverage in Indiana
Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan covers 3,270 participants in Indiana, 6.0x the typical Indiana plan (state average ~541 per filing). Assets: $591M.
- #8,808
- in Construction (9,039 peers)
- +7.5%
- assets growth YoY
- 5.9×
- vs typical plan assets (national mean)
Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan's outsized position by total assets
Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$591,262,096 Top 2% higher than 98% 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
Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan'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. Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan lands in the large band (3,270 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan reported net income fell from $55M in the plan year 2023 filing to $41M in the plan year 2024 filing.
- Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan end-of-year assets rose from $550M in the plan year 2023 filing to $591M in the plan year 2024 filing.
- Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan reported participants rose from 3,258 in the plan year 2023 filing to 3,270 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 356030666 · Trustees of Construction Workers - Lake County Pension PY 2024 · Defined Benefit (Pension)
Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan · $591M · 3,270 · 98th
- VS-ST $591M
- VS-ST 3,270
- VS-ST 98th
- VS-ST Defined Benefit (Pension)
- VS-ST near Trustage Pension Plan for Non-Represented Employees
- VS-ST ind #8808
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 Indiana →
Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $550M |
|---|---|
| Net Assets (End of Year) | $590M |
| Net Income | $41M |
| Employer EIN | 356030666 |
| Plan Effective Date | 1960-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Construction Workers - Lake County Pension)
Sponsor-wide plan assets over time
All Trustees of Construction Workers - Lake County Pension plans reported in each filing year
- Latest sponsor-wide plan assets
- $591M 19.27597909661078% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,837 | $496M |
| 2023 | 1 | 3,258 | $550M |
| 2024 | 1 | 3,270 | $591M |
Nearby Defined Benefit (Pension) Plans in Indiana
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- The Lilly Retirement Plan $11.8B · 19,897
- Cummins Pension Plan $3.2B · 30,640
- Indiana Laborers Pension Fund $1.8B · 11,039
- Elevance Health Cash Balance Plan a $1.2B · 7,552
- Nisource Pension Plan $1.0B · 2,133
Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Indiana, the nearest Defined Benefit (Pension) by assets is Trustage Pension Plan for Non-Represented Employees in WI ($591M); by covered participants it is The Wellspan Health System Merged Pension Plan in PA (3,265 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($591M here).
- Trustage Pension Plan for Non-Represented Employees (WI) $591M · 2,107
- Globe Life Inc. Pension Plan (TX) $591M · 2,024
- Pension Plan for Certain Salaried Ees of Alcoa USA Corp. (PA) $592M · 183
- Sandvik Pension Plan (NC) $589M · 403
Similar participant headcount
Nearest other-state filings by covered participants (3,270 participants); asset peers above are excluded.
- The Wellspan Health System Merged Pension Plan (PA) 3,265 · 5 off
- Weyerhaeuser Pension Plan (WA) 3,285 · 15 off
- Protective Life Corporation Pension Plan (AL) 3,289 · 19 off
- Iron Workers District Council of So Oh & Vicinity Pension Trust (OH) 3,250 · 20 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.