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Employer · plans filed under one EIN

International Brotherhood of Electrical Workers' Pension Benefit Fund

Washington, DC · Other services

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$3.69Bnet assets across plans
605,863participant records474,582 active
$23.2Memployer contributions, latest plan years$49 per active record
$10.6MSchedule C compensation to organisations$17.42 per participant record

International Brotherhood of Electrical Workers' Pension Benefit Fund, based in Washington, District of Columbia, sponsors 4 retirement plans with 100 or more participants: 2 defined contribution and 2 defined benefit. Together they reported 605,863 participant records and $3.69B in net assets.

The largest is Int'l Brotherhood of Electrical Workers' Pension Benefit Fund, a defined contribution plan with 603,067 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $23.2M and participant contributions $127M in the latest plan years; benefits paid were $249M. Schedule C compensation reported to service provider organisations totalled $10.6M.

Combined net assets moved from $1.79B in 2009 to $165M in 2025 (down 91%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Int'l Brotherhood of Electrical Workers' Pension Benefit Funddefined contribution plan2024603,067$2.71B$4,494—$10.4M
IBEW Employees' 401(k) Plan401(k) plan20251,586$165M$104,296$1,914$105K
Pension Plan for International Officers, Representatives and Assistants of the Intl Brotherhood of Electrical Workersdefined benefit pension plan2024625$559M$893,929$71,261$0
Pension Plan for Office Employees of the International Brotherhood of Electrical Workersdefined benefit pension plan2024585$251M$429,879$12,375$0
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $1.79B2010: $2.10B2011: $2.06B2012: $2.24B2013: $2.51B2014: $2.51B2015: $2.43B2016: $2.60B2017: $2.75B2018: $2.80B2019: $2.78B2020: $3.45B2021: $3.10B2022: $3.21B2023: $3.40B2024: $3.67B2025: $165M$1.79B$3.67B$165M200920122016202020242025
Combined net assets
2009: 447,0272010: 442,1222011: 443,7562012: 448,5572013: 456,3902014: 465,2212015: 476,6322016: 486,5252017: 497,1642018: 510,9992019: 522,1052020: 531,0892021: 545,6722022: 559,1282023: 580,5782024: 605,8482025: 1,586447,027605,8481,586200920122016202020242025
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202511,586$165M$2.1M$8.6M
20244605,848$3.67B$22.2M$127M
20234580,578$3.40B$32.7M$117M
20224559,128$3.21B$30.5M$108M
20214545,672$3.10B$28.4M$100M
20204531,089$3.45B$27.4M$97.4M
20194522,105$2.78B$28.8M$96.0M
20184510,999$2.80B$25.8M$90.2M
20174497,164$2.75B$24.6M$85.9M
20164486,525$2.60B$23.6M$78.2M
20154476,632$2.43B$22.5M$73.7M
20144465,221$2.51B$21.4M$68.4M
20134456,390$2.51B$20.6M$66.6M
20124448,557$2.24B$20.0M$63.7M
20114443,756$2.06B$24.2M$61.2M
20104442,122$2.10B$19.2M$60.4M
20094447,027$1.79B$20.8M$59.0M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
I.B.E.W.Plan Administrator1$3,100,000
The Bank of New York MellonCustodial (securities)1$1,708,178
Ullico Investment Advisors, Inc.Investment management1$1,652,020
Asb Capital ManagementInvestment management1$1,119,403
Loomis Sayles Trust CompanyInvestment management1$1,023,912
Western Asset ManagementInvestment management1$457,074
Lord, Abbett & Co. LLCInvestment management1$347,758
Barrow Hanley Global InvestorsInvestment management1$235,257
Pyramis/fidelity Asset ManagementInvestment management1$209,183
CS Capital Management, Inc.Investment advisory (plan)1$138,634
Segal Marco AdvisorsInvestment advisory (plan)1$116,700
Cheiron, Inc.Actuarial; Consulting (pension)1$81,220
Withumsmith+brown, PCAccounting (including auditing)1$75,881
Empower Annuity Insurance CompanyContract Administrator; Recordkeeping and information management; Participant loan processing; Investment management1$29,411

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

I.B.E.W.$3.1M
The Bank of New York Mellon$1.7M
Ullico Investment Advisors, Inc.$1.7M
Asb Capital Management$1.1M
Loomis Sayles Trust Company$1.0M
Western Asset Management$457K
Lord, Abbett & Co. LLC$348K
Barrow Hanley Global Investors$235K

Questions and answers

How many retirement plans does International Brotherhood of Electrical Workers' Pension Benefit Fund have?

4 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Int'l Brotherhood of Electrical Workers' Pension Benefit Fund, IBEW Employees' 401(k) Plan, Pension Plan for International Officers, Representatives and Assistants of the Intl Brotherhood of Electrical Workers and Pension Plan for Office Employees of the International Brotherhood of Electrical Workers. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does International Brotherhood of Electrical Workers' Pension Benefit Fund contribute to its plans?

$23,210,058 in employer contributions across these plans in their latest plan years, about $49 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name I.B.E.W., The Bank of New York Mellon, Ullico Investment Advisors, Inc. and Asb Capital Management and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.