Defined Benefit (Pension) · DOL Form 5500 · 2022
Bd of Trustees Iubac Local Union Officer & Empl Pension Plan Pension Plan
Data updated 2026-08-25
- $130M
- Total assets Near avg plan size
- 323
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $400,936
- Avg per participant High balance/head
Official DOL plan name: Iubac - Local Union Officers & Employees Pension Plan · Sponsored by Bd of Trustees Iubac Local Union Officer & Empl Pension Plan · District of Columbia · Other Services
$130M in assets, 323 participants
Bd of Trustees Iubac Local Union Officer & Empl Pension Plan's Iubac - Local Union Officers & Employees Pension Plan reported $130M in total assets and 323 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- #8,235 in Other Services (8,398 peers)
Coverage in District of Columbia
Iubac - Local Union Officers & Employees Pension Plan covers 323 participants in District of Columbia, about 22% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $130M.
- #8,235
- in Other Services (8,398 peers)
- -12.8%
- assets change YoY
- 1.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Iubac - Local Union Officers & Employees Pension Plan's outsized position by total assets
Iubac - Local Union Officers & Employees Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$129,502,337 Top 6% higher than 94% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Iubac - Local Union Officers & Employees Pension Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Iubac - Local Union Officers & Employees Pension Plan sits mid-pack in the medium band (323 participants).
EBSA filing schedule strip
Filing strip 300853485 · Bd of Trustees Iubac Local Union Officer & Empl Pension Plan PY 2022 · Defined Benefit (Pension)
Iubac - Local Union Officers & Employees Pension Plan · $130M · 323 · 94th
- TYPE $130M
- NET 323
- BOOK 94th
- VS-ST Defined Benefit (Pension)
- BOY near Retirement Plan for Employees of the Elk Regional Health Center
- SCH ind #8235
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 Other Services retirement plans → · Plans in District of Columbia →
Iubac - Local Union Officers & Employees Pension Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $148M |
|---|---|
| Net Assets (End of Year) | $129M |
| Net Income | -$19M |
| Employer EIN | 300853485 |
| Plan Effective Date | 1969-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bd of Trustees Iubac Local Union Officer & Empl Pension Plan)
Sponsor-wide plan assets over time
All Bd of Trustees Iubac Local Union Officer & Empl Pension Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $147M 13.747463105627197% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 323 | $130M |
| 2023 | 1 | 327 | $138M |
| 2024 | 1 | 327 | $147M |
Nearby Defined Benefit (Pension) Plans in District of Columbia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central Pension Fund of the Iuoe & Participating Employers $23.5B · 97,285
- Iam National Pension Fund $13.8B · 94,512
- United Mine Workers of America 1974 Pension Plan $3.1B · 61
- Danaher Corporation & Subsidiaries Pension Plan $1.8B · 3,671
- Liuna Staff and Affiliates Pension Fund $1.7B · 3,510
Iubac - Local Union Officers & Employees Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside District of Columbia, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of the Elk Regional Health Center in PA ($129M); by covered participants it is Laborers Local 235 Pension Fund in NY (323 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($130M here).
Similar participant headcount
Nearest other-state filings by covered participants (323 participants); asset peers above are excluded.
- Laborers Local 235 Pension Fund (NY) 323 · 0 off
- Wesbanco, Inc. Defined Benefit Pension Plan (WV) 323 · 0 off
- Clow Non-Contributory Pension Plan (AL) 323 · 0 off
- Hollow Metal Pension Fund (NY) 323 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.