401(k) · DOL Form 5500 · 2022
Board of Trustees Local No. 8 IBEW Retirement Plan & Trust 401(k) Plan
Data updated 2026-08-25
- $546M
- Total assets Above avg plan size
- 2,271
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $240,308
- Avg per participant Above avg balance/head
Official DOL plan name: Local No. 8 IBEW Retirement Plan & Trust · Sponsored by Board of Trustees Local No. 8 IBEW Retirement Plan & Trust · Ohio · Construction
$546M in assets, 2,271 participants
Board of Trustees Local No. 8 IBEW Retirement Plan & Trust's Local No. 8 IBEW Retirement Plan & Trust reported $546M in total assets and 2,271 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #9,728 in Construction (9,927 peers)
Coverage in Ohio
Local No. 8 IBEW Retirement Plan & Trust covers 2,271 participants in Ohio, 3.0x the typical Ohio plan (state average ~765 per filing). Assets: $546M.
- #9,728
- in Construction (9,927 peers)
- -11.0%
- assets change YoY
- 5.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $76M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Local No. 8 IBEW Retirement Plan & Trust's outsized position by total assets
Local No. 8 IBEW Retirement Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$545,740,468 Top 2% higher than 98% 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
Local No. 8 IBEW Retirement Plan & Trust's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local No. 8 IBEW Retirement Plan & Trust lands in the large band (2,271 participants).
Form 5500 schedule snapshot
Filing strip 346596899 · Board of Trustees Local No. 8 IBEW Retirement Plan & Trust PY 2022 · 401(k)
Local No. 8 IBEW Retirement Plan & Trust · $546M · 2,271 · 98th
- VS-ST $546M
- VS-ST 2,271
- VS-ST 98th
- VS-ST 401(k)
- VS-ST near Dorsey & Whitney 401(k) Retirement and Savings Plan
- VS-ST ind #9728
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 Ohio →
Local No. 8 IBEW Retirement Plan & Trust in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $613M |
|---|---|
| Net Assets (End of Year) | $534M |
| Net Income | -$76M |
| Employer EIN | 346596899 |
| Plan Effective Date | 1967-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Local No. 8 IBEW Retirement Plan & Trust)
Sponsor-wide plan assets over time
All Board of Trustees Local No. 8 IBEW Retirement Plan & Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $671M 22.945475064165482% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,271 | $546M |
| 2023 | 1 | 2,240 | $614M |
| 2024 | 1 | 2,292 | $671M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company 401(k) Plan $8.3B · 44,890
- The Progressive 401(k) Plan $7.6B · 50,299
- The Kroger Co. 401(k) Retirement Savings Account Plan $7.3B · 116,133
- Nationwide Savings Plan $6.7B · 24,278
- Marathon Petroleum Thrift Plan $6.4B · 17,666
Local No. 8 IBEW Retirement Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Dorsey & Whitney 401(k) Retirement and Savings Plan in MN ($546M); by covered participants it is San Antonio Regional Hospital Savings Plan in CA (2,271 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($546M here).
- Dorsey & Whitney 401(k) Retirement and Savings Plan (MN) $546M · 1,001
- Parkview Health System, Inc. Retirement Savings Plan (IN) $546M · 14,064
- Penn Entertainment, Inc. 401(k) Plan (PA) $546M · 20,417
- Ahmc Healthcare Inc. 401(k) Retirement Savings Plan (CA) $547M · 5,726
Similar participant headcount
Nearest other-state filings by covered participants (2,271 participants); asset peers above are excluded.
- San Antonio Regional Hospital Savings Plan (CA) 2,271 · 0 off
- Greenway Ford 401(k) Plan (FL) 2,271 · 0 off
- True Value Company Savings & Compensation Deferral Plan (IL) 2,271 · 0 off
- One Call Combined 401(k) Profit Sharing Plan (FL) 2,271 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.