Money Purchase · DOL Form 5500 · 2022
IBEW Local 64 Profit Sharing Plan Joint Board of Trustees Money Purchase Plan
Data updated 2026-08-11
- $39M
- Total assets
- 347
- Participants
- 86th
- Percentile by assets
- $112,925
- Avg per participant
Official DOL plan name: IBEW Local 64 Profit Sharing Plan and Trust · Sponsored by IBEW Local 64 Profit Sharing Plan Joint Board of Trustees · Ohio · Construction
$39M in assets, 347 participants
IBEW Local 64 Profit Sharing Plan Joint Board of Trustees's IBEW Local 64 Profit Sharing Plan and Trust reported $39M in total assets and 347 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.
- 86th percentile by assets (of 139,126 plans)
- #8,358 in Construction (9,927 peers)
Coverage in Ohio
IBEW Local 64 Profit Sharing Plan and Trust covers 347 participants in Ohio, about 45% of the average Ohio filer (state average ~765 per filing). Assets: $39M.
- $39M
- total plan assets (2022 EOY)
- 347
- covered participants
- 86th
- percentile by assets (of 139,126 plans)
- $112,925
- avg assets per participant
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. IBEW Local 64 Profit Sharing Plan and Trust reports 347 participants - about 45% of that state average ($39M EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $46M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | -$6M |
| Employer EIN | 341290943 |
| Plan Effective Date | 1979-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (IBEW Local 64 Profit Sharing Plan Joint Board of Trustees)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 347 | $39M |
| 2023 | 1 | 406 | $46M |
| 2024 | 1 | 427 | $50M |
Nearby Money Purchase Plans in Ohio
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
IBEW Local 64 Profit Sharing Plan and Trust vs. nearby Money Purchase plans in Ohio, assets vs. participants
- The Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan $1.3B · 44,824
- The Cleveland Clinic Foundation Cash Balance Plan $1.2B · 4,506
- Iron Workers District Council of So Oh & Vicinity Annuity Trust $441M · 6,972
- Baker & Hostetler LLP Basic/Step-Rate Retirement Plan $415M · 1,076
- University of Dayton Defined Contribution Retirement Plan $303M · 2,818
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to IBEW Local 64 Profit Sharing Plan and Trust by total assets, not by location.
- IBEW Local 1245 Money Purchase Pension Plan (CA) $39M · 51
- Abatement Workers National Defined Contribution Pension Plan (MI) $38M · 2,340
- National Hockey League Pension Plan for United States Off Ice Employees (NY) $40M · 211
- Local 338 Annuity Fund (NY) $38M · 5,950
Frequently Asked Questions
How did IBEW Local 64 Profit Sharing Plan and Trust assets move in 2022? ▼
How have IBEW Local 64 Profit Sharing Plan Joint Board of Trustees plan assets changed over time? ▼
Where does IBEW Local 64 Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to IBEW Local 64 Profit Sharing Plan and Trust? ▼
Next read for IBEW Local 64 Profit Sharing Plan and Tr…
Filing takeaways
Ways to act on IBEW Local 64 Profit Sharing Plan and Trust's numbers.
- By total assets, IBEW Local 64 Profit Sharing Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Ohio. Compare plans
- IBEW Local 64 Profit Sharing Plan Joint Board of Trustees's sponsor-wide assets have grown 27.0% since 2022 across 3 plan years on file. More Construction plans