Defined Benefit (Pension) · DOL Form 5500 · 2022

IBEW Local 840 Pension Fund Board of Trustees Pension Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
132
Participants Small participant base
81st
Percentile by assets National rank
$196,865
Avg per participant Above avg balance/head
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Official DOL plan name: IBEW Local 840 Pension Fund · Sponsored by IBEW Local 840 Pension Fund Board of Trustees · New York · Construction

$26M in assets, 132 participants

IBEW Local 840 Pension Fund Board of Trustees's IBEW Local 840 Pension Fund reported $26M in total assets and 132 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #7,950 in Construction (9,927 peers)

Coverage in New York

IBEW Local 840 Pension Fund covers 132 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $26M.

#7,950
in Construction (9,927 peers)
-13.2%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

IBEW Local 840 Pension Fund's outsized position by total assets

IBEW Local 840 Pension Fund vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$25,986,192 Top 19% higher than 81% of 139,123 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 2022

IBEW Local 840 Pension Fund 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. IBEW Local 840 Pension Fund sits mid-pack in the medium band (132 participants).

EBSA filing schedule strip

Filing strip 166075984 · IBEW Local 840 Pension Fund Board of Trustees PY 2022 · Defined Benefit (Pension)

IBEW Local 840 Pension Fund · $26M · 132 · 81st

  • EOY $26M
  • EOY 132
  • EOY 81st
  • EOY Defined Benefit (Pension)
  • EOY near Primeway Federal Credit Union Employees' Defined Benefit Plan
  • EOY ind #7950

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 Construction retirement plans → · Plans in New York →

IBEW Local 840 Pension Fund in the asset neighbourhood

Weirton Medical Center Retirement Income PlanWeirton Medical Center Retir…$26MIBEW Local 840 Pension Fund$26MPrimeway Federal Credit Union Employees' Defined Benefit PlanPrimeway Federal Credit Unio…$26MSmithville Telephone Company, Inc. Pension PlanSmithville Telephone Company…$26MAmalgamated Bank of Chicago Retirement PlanAmalgamated Bank of Chicago …$26M
End-of-year total assets ($M) among IBEW Local 840 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$25M
Net Income-$4M
Employer EIN166075984
Plan Effective Date1965-05-26
Filing StatusFILING RECEIVED

Sponsor Plan History (IBEW Local 840 Pension Fund Board of Trustees)

Sponsor-wide plan assets over time

All IBEW Local 840 Pension Fund Board of Trustees plans reported in each filing year

Latest sponsor-wide plan assets
$32M 22.998868014213087% vs 2022
2024 filing year
$24M$26M$28M$30M$32M$34M 202220232024 $26M $32M ▲ +23.0%
Year Plans Participants Total Assets
2022 1 132 $26M
2023 1 130 $29M
2024 1 142 $32M

Nearby Defined Benefit (Pension) Plans in New York

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

IBEW Local 840 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants IBEW Local 840 Pension Fund, Total assets ($B): 0.025986192 · Participants: 132IBEW Local 840 Pension FundIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
IBEW Local 840 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare IBEW Local 840 Pension Fund side-by-side with 3 peers →

IBEW Local 840 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Primeway Federal Credit Union Employees' Defined Benefit Plan in TX ($26M); by covered participants it is C&s Consolidated Pension Plan in NH (132 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (132 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did IBEW Local 840 Pension Fund assets move in 2022? ▼
IBEW Local 840 Pension Fund pulled back noticeably - down 13.2% during 2022, from $30M to $26M. Reported net income was -$4M.
How have IBEW Local 840 Pension Fund Board of Trustees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), IBEW Local 840 Pension Fund Board of Trustees's sponsor-wide assets grew 23.0%, from $26M to $32M.
Where does IBEW Local 840 Pension Fund rank by assets among Form 5500 filers? ▼
IBEW Local 840 Pension Fund ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to IBEW Local 840 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Primeway Federal Credit Union Employees' Defined Benefit Plan in TX ($26M, 39 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to IBEW Local 840 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is C&s Consolidated Pension Plan in NH (132 participants, $54M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 166075984.

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.