Money Purchase · DOL Form 5500 · 2022

IBEW Local 64 Profit Sharing Plan Joint Board of Trustees Money Purchase Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
347
Participants Below avg headcount
86th
Percentile by assets National rank
$112,925
Avg per participant Below avg balance/head
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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.

  • #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.

#8,358
in Construction (9,927 peers)
-14.0%
assets change YoY
0.4×
vs typical plan assets (national mean)

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.

IBEW Local 64 Profit Sharing Plan and Trust's outsized position by total assets

IBEW Local 64 Profit Sharing Plan and Trust vs every filed plan by assets

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

$39,184,830 Top 14% higher than 86% 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 64 Profit Sharing Plan and Trust 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 64 Profit Sharing Plan and Trust sits mid-pack in the medium band (347 participants).

Plan-year Form 5500 strip

Filing strip 341290943 · IBEW Local 64 Profit Sharing Plan Joint Board of Trustees PY 2022 · Money Purchase

IBEW Local 64 Profit Sharing Plan and Trust · $39M · 347 · 86th

  • RANK $39M
  • RANK 347
  • RANK 86th
  • RANK Money Purchase
  • RANK near IBEW Local 1245 Money Purchase Pension Plan
  • RANK ind #8358

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 →

IBEW Local 64 Profit Sharing Plan and Trust in the asset neighbourhood

National Hockey League Pension Plan for United States Off Ice EmployeesNational Hockey League Pensi…$40MIBEW Local 64 Profit Sharing Plan and TrustIBEW Local 64 Profit Sharing…$39MIBEW Local 1245 Money Purchase Pension PlanIBEW Local 1245 Money Purcha…$39MAbatement Workers National Defined Contribution Pension PlanAbatement Workers National D…$38MLocal 338 Annuity Fund$38M
End-of-year total assets ($M) among IBEW Local 64 Profit Sharing Plan and Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$39M
Net Income-$6M
Employer EIN341290943
Plan Effective Date1979-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (IBEW Local 64 Profit Sharing Plan Joint Board of Trustees)

Sponsor-wide plan assets over time

All IBEW Local 64 Profit Sharing Plan Joint Board of Trustees plans reported in each filing year

Latest sponsor-wide plan assets
$50M 27.04548928756358% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $39.2M $49.8M ▲ +27.1%
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 Scatter plot of 6 data points. -1000001000020000300004000050000 -0.500.511.5 Total assets ($B) Participants IBEW Local 64 Profit Sharing Plan and Trust, Total assets ($B): 0.03918483 · Participants: 347IBEW Local 64 Profit Sharing Plan and TrustThe Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan, Total assets ($B): 1.324447859 · Participants: 44824The Sherwin-Williams Company Salaried Employees' Revised Pension Investment PlanThe Cleveland Clinic Foundation Cash Balance Plan, Total assets ($B): 1.178697499 · Participants: 4506The Cleveland Clinic Foundation Cash Balance PlanIron Workers District Council of So Oh & Vicinity Annuity Trust, Total assets ($B): 0.441036559 · Participants: 6972Iron Workers District Council of So Oh & Vicinity Annuity TrustBaker & Hostetler LLP Basic/Step-Rate Retirement Plan, Total assets ($B): 0.415384132 · Participants: 1076Baker & Hostetler LLP Basic/Step-Rate Retirement PlanUniversity of Dayton Defined Contribution Retirement Plan, Total assets ($B): 0.303300519 · Participants: 2818University of Dayton Defined Contribution Retirement Plan
IBEW Local 64 Profit Sharing Plan and Trust vs. nearby Money Purchase plans in Ohio, assets vs. participants
Compare IBEW Local 64 Profit Sharing Plan and Trust side-by-side with 3 peers →

IBEW Local 64 Profit Sharing Plan and Trust's out-of-state Money Purchase peers by assets and headcount

Outside Ohio, the nearest Money Purchase by assets is IBEW Local 1245 Money Purchase Pension Plan in CA ($39M); by covered participants it is Charles County School Bus Contractors Assoc. Retirement Plan in MD (347 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (347 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 64 Profit Sharing Plan and Trust assets move in 2022? ▼
IBEW Local 64 Profit Sharing Plan and Trust pulled back noticeably - down 14.0% during 2022, from $46M to $39M. Reported net income was -$6M.
How have IBEW Local 64 Profit Sharing Plan Joint Board of Trustees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), IBEW Local 64 Profit Sharing Plan Joint Board of Trustees's sponsor-wide assets grew 27.0%, from $39M to $50M.
Where does IBEW Local 64 Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
IBEW Local 64 Profit Sharing Plan and Trust ranks in the 86th 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 Money Purchase plans are similar in size to IBEW Local 64 Profit Sharing Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by assets is IBEW Local 1245 Money Purchase Pension Plan in CA ($39M, 51 participants).
Which Money Purchase plans cover a similar participant headcount to IBEW Local 64 Profit Sharing Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Charles County School Bus Contractors Assoc. Retirement Plan in MD (347 participants, $3M 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 341290943.

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.