International Brotherhood of retirement plans

International Brotherhood of, Portland, OR. EIN 93-6074829. Annual reports 2009–2024. Also filed as IBEW District No 9 Pension Plan; I.B.E.W.; Board of Trustees,; Electrical Workers District No. 9.

International Brotherhood of has one active retirement plan on file, the International Brotherhood of Electrical Workers District No. 9 Pension Plan, with 32,974 participants and $2.5 billion in assets in 2024. Principal has been its recordkeeper since 2017. No traditional pension plan appears in International Brotherhood of's filings since 2009.

Active plans: 1
Participants: 32,974
Plan assets: $2.5 billion
401(k) recordkeeper: Principal
Plans on file: 1
Industry: Construction

The plan

International Brotherhood of Electrical Workers District No. 9 Pension Plan

Money purchase pensionActiveUnion (multiemployer)

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 93-6074829
Participants (2024): 32,974
Net assets (2024): $2.5 billion
Recordkeeper: PrincipalEarlier: Joseph H. Herrle & Associates (2016), Joseph H Herrle & Associates (2015), Principal (2009–2014)
Plan administrator: International Brotherhood of
Po Box 4148
Portland, OR 97208
(503) 282-5581As filed for 2024
In effect since: March 1, 1968

Earlier sponsors: IBEW District No 9 Pension Plan (2009–2012); I.B.E.W. (2013–2015); Board of Trustees, (2021).

Earlier plan names: International Brotherhood of Electrical Workers District No 9 Pension Plan; International Brotherhood of Electrical Workers District NO.9 Pension Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	32,974	$2.5 billion	Principal
2023	31,477	$2.3 billion	Principal
2022	30,494	$1.9 billion	Principal
2021	29,455	$2.0 billion	Principal
2020	28,490	$1.9 billion	Principal
2019	27,624	$1.3 billion	Principal
2017	24,492	$1.3 billion	Principal
2016	23,219	$1.1 billion	Joseph H. Herrle & Associates
2015	21,886	$976 million	Joseph H Herrle & Associates
2014	21,916	$962 million	Principal
2013	21,138	$874 million	Principal
2012	21,082	$758 million	Principal
2011	27,943	$672 million	Principal
2010	27,496	$628 million	Principal
2009	28,964	$545 million	Principal

If you had money in one of these plans

Call Principal (principal.com), which runs the International Brotherhood of Electrical Workers District No. 9 Pension Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((503) 282-5581). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

International Brotherhood of Electrical Workers District No. 9 Pension Plan

If you had money in one of these plans

What these numbers are

Other construction employers in OR