Defined Benefit (Pension) · DOL Form 5500 · 2024

Trustees Under IBEW Local 150 Pension Fund Pension Plan

Data updated 2026-08-25

$273M
Total assets Near avg plan size
677
Participants Below avg headcount
95th
Percentile by assets National rank
$403,815
Avg per participant High balance/head
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Official DOL plan name: IBEW Local 150 Pension Plan · Sponsored by Trustees Under IBEW Local 150 Pension Fund · Kentucky · Finance & Insurance

$273M in assets, 677 participants

Trustees Under IBEW Local 150 Pension Fund's IBEW Local 150 Pension Plan reported $273M in total assets and 677 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #7,912 in Finance & Insurance (8,549 peers)

Where IBEW Local 150 Pension Plan sits by assets

IBEW Local 150 Pension Plan sits in the top 5% of all filed plans by assets, $273M for 677 participants (~$403,815/participant), up 9.4% in 2024.

#7,912
in Finance & Insurance (8,549 peers)
+9.4%
assets growth YoY
2.7×
vs typical plan assets (national mean)

IBEW Local 150 Pension Plan's outsized position by total assets

IBEW Local 150 Pension Plan vs every filed plan by assets

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

$273,382,776 Top 5% higher than 95% 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

IBEW Local 150 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. IBEW Local 150 Pension Plan sits mid-pack in the medium band (677 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • IBEW Local 150 Pension Plan reported net income rose from $15M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • IBEW Local 150 Pension Plan end-of-year assets rose from $250M in the plan year 2023 filing to $273M in the plan year 2024 filing.
  • IBEW Local 150 Pension Plan reported participants fell from 693 in the plan year 2023 filing to 677 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 366140629 · Trustees Under IBEW Local 150 Pension Fund PY 2024 · Defined Benefit (Pension)

IBEW Local 150 Pension Plan · $273M · 677 · 95th

  • EBSA $273M
  • EBSA 677
  • EBSA 95th
  • EBSA Defined Benefit (Pension)
  • EBSA near Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin
  • EBSA ind #7912

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 Finance & Insurance retirement plans → · Plans in Kentucky →

IBEW Local 150 Pension Plan in the asset neighbourhood

California School Employees Association Retirement PlanCalifornia School Employees …$274MIBEW Local 150 Pension Plan$273MDefined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central WisconsinDefined Benefit Pension Plan…$273MOcu Pension Trust$273MCommunity Financial System, Inc. Pension PlanCommunity Financial System, …$273M
End-of-year total assets ($M) among IBEW Local 150 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$250M
Net Assets (End of Year)$272M
Net Income$23M
Employer EIN366140629
Plan Effective Date1956-01-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees Under IBEW Local 150 Pension Fund)

Sponsor-wide plan assets over time

All Trustees Under IBEW Local 150 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$273M 16.28891627895581% vs 2022
2024 filing year
$220M$240M$260M$280M 202220232024 $235M $273M ▲ +16.3%
Year Plans Participants Total Assets
2022 1 684 $235M
2023 1 693 $250M
2024 1 677 $273M

Nearby Defined Benefit (Pension) Plans in Kentucky

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

IBEW Local 150 Pension Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -10000100020003000 0.20.40.60.811.2 Total assets ($B) Participants IBEW Local 150 Pension Plan, Total assets ($B): 0.273382776 · Participants: 677IBEW Local 150 Pension PlanLg&e and Ku Pension Plan, Total assets ($B): 1.022111396 · Participants: 742Lg&e and Ku Pension PlanAshland Hercules Pension Plan, Total assets ($B): 0.924092 · Participants: 43Ashland Hercules Pension PlanYum Brands Retirement Plan, Total assets ($B): 0.711228 · Participants: 2572Yum Brands Retirement PlanBrown-Forman Corporation Salaried Employees Retirement Plan, Total assets ($B): 0.477947218 · Participants: 1237Brown-Forman Corporation Salaried Employees Retirement PlanAshland Hercules Pension Plan II, Total assets ($B): 0.441399 · Participants: 69Ashland Hercules Pension Plan II
IBEW Local 150 Pension Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants
Compare IBEW Local 150 Pension Plan side-by-side with 3 peers →

IBEW Local 150 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin in WI ($273M); by covered participants it is Haworth Pension Plan in MI (676 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (677 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 IBEW Local 150 Pension Plan assets move in 2024? ▼
IBEW Local 150 Pension Plan grew at a solid clip - up 9.4% during 2024, from $250M to $273M. Reported net income was $23M.
How have Trustees Under IBEW Local 150 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees Under IBEW Local 150 Pension Fund's sponsor-wide assets grew 16.3%, from $235M to $273M.
Where does IBEW Local 150 Pension Plan rank by assets among Form 5500 filers? ▼
IBEW Local 150 Pension Plan ranks in the 95th 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 IBEW Local 150 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin in WI ($273M, 1,484 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to IBEW Local 150 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Haworth Pension Plan in MI (676 participants, $514M 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 366140629.

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.