Defined Benefit (Pension) · DOL Form 5500 · 2024

Trustees of Construction Workers - Lake County Pension Pension Plan

Data updated 2026-08-11

$591M
Total assets: 3,270
Participants: 98th
Percentile by assets: $180,814
Avg per participant

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.

98th percentile by assets (of 123,622 plans)
#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.

$591M
total plan assets (2024 EOY): 3,270
covered participants: 98th
percentile by assets (of 123,622 plans): $180,814
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Indiana

Industry

Construction

Participants vs Indiana filers

In Indiana, the average filing covers about 541 participants across 2,302 plans. Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan reports 3,270 participants - 6.0x that state average ($591M EOY assets).

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)

Total plan assets by year, all Trustees of Construction Workers - Lake County Pension plans on file

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.

Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants

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

Compare Construction Workers Pension Trust Fund … side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan by total assets, not by location.

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

Frequently Asked Questions

How did Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan assets move in 2024? ▼

Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan grew at a solid clip - up 7.5% during 2024, from $550M to $591M. Reported net income was $41M.

How have Trustees of Construction Workers - Lake County Pension plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Trustees of Construction Workers - Lake County Pension's sponsor-wide assets grew 19.3%, from $496M to $591M.

Where does Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan rank by assets among Form 5500 filers? ▼

Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Trustage Pension Plan for Non-Represented Employees in WI ($591M, 2,107 participants).

Next read for Construction Workers Pension Trust Fund …

Filing takeaways

Ways to act on Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan's numbers.

By total assets, Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Indiana. Compare plans
Trustees of Construction Workers - Lake County Pension's sponsor-wide assets have grown 19.3% since 2022 across 3 plan years on file. More Construction plans

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 356030666.