Money Purchase · DOL Form 5500 · 2022

Profit Sharing Plan and Trust IBEW No. 573 Pension Trust Fund Money Purchase Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
300
Participants Below avg headcount
80th
Percentile by assets National rank
$78,216
Avg per participant Below avg balance/head
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Official DOL plan name: IBEW Local Union 573 Profit Sharing Plan and Trust · Sponsored by Profit Sharing Plan and Trust IBEW No. 573 Pension Trust Fund · Ohio · Construction

$23M in assets, 300 participants

Profit Sharing Plan and Trust IBEW No. 573 Pension Trust Fund's IBEW Local Union 573 Profit Sharing Plan and Trust reported $23M in total assets and 300 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #7,818 in Construction (9,927 peers)

Coverage in Ohio

IBEW Local Union 573 Profit Sharing Plan and Trust covers 300 participants in Ohio, about 39% of the average Ohio filer (state average ~765 per filing). Assets: $23M.

#7,818
in Construction (9,927 peers)
-13.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

IBEW Local Union 573 Profit Sharing Plan and Trust's outsized position by total assets

IBEW Local Union 573 Profit Sharing Plan and Trust vs every filed plan by assets

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

$23,464,799 Top 20% higher than 80% 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 Union 573 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 Union 573 Profit Sharing Plan and Trust sits mid-pack in the medium band (300 participants).

Published 5500 schedule card

Filing strip 341667617 · Profit Sharing Plan and Trust IBEW No. 573 Pension Trust Fund PY 2022 · Money Purchase

IBEW Local Union 573 Profit Sharing Plan and Trust · $23M · 300 · 80th

  • PHOTO $23M
  • IND 300
  • EOY 80th
  • 5500 Money Purchase
  • ASSETS near Gillig Money Purchase Pension Plan
  • PCT ind #7818

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 Union 573 Profit Sharing Plan and Trust in the asset neighbourhood

IBEW Local 223 Deferred Income PlanIBEW Local 223 Deferred Inco…$24MGillig Money Purchase Pension PlanGillig Money Purchase Pensio…$24MIBEW Local Union 573 Profit Sharing Plan and TrustIBEW Local Union 573 Profit …$23MMbku 401(a) Retirement Plan$23MI.B.E.W. Local No. 106 Annuity PlanI.B.E.W. Local No. 106 Annui…$23M
End-of-year total assets ($M) among IBEW Local Union 573 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)$27M
Net Assets (End of Year)$23M
Net Income-$3M
Employer EIN341667617
Plan Effective Date1990-05-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Profit Sharing Plan and Trust IBEW No. 573 Pension Trust Fund)

Sponsor-wide plan assets over time

All Profit Sharing Plan and Trust IBEW No. 573 Pension Trust Fund plans reported in each filing year

Latest sponsor-wide plan assets
$29M 25.637879957974498% vs 2022
2024 filing year
$22M$24M$26M$28M$30M$32M 202220232024 $23.5M $29.5M ▲ +25.7%
Year Plans Participants Total Assets
2022 1 300 $23M
2023 1 380 $27M
2024 1 311 $29M

Nearby Money Purchase Plans in Ohio

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

IBEW Local Union 573 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 ($B) Participants IBEW Local Union 573 Profit Sharing Plan and Trust, Total assets ($B): 0.023464799 · Participants: 300IBEW Local Union 573 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 Union 573 Profit Sharing Plan and Trust vs. nearby Money Purchase plans in Ohio, assets vs. participants
Compare IBEW Local Union 573 Profit Sharing Plan and Trust side-by-side with 3 peers →

IBEW Local Union 573 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 Gillig Money Purchase Pension Plan in CA ($24M); by covered participants it is Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan in PA (302 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (300 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 Union 573 Profit Sharing Plan and Trust assets move in 2022? ▼
IBEW Local Union 573 Profit Sharing Plan and Trust pulled back noticeably - down 13.0% during 2022, from $27M to $23M. Reported net income was -$3M.
How have Profit Sharing Plan and Trust IBEW No. 573 Pension Trust Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Profit Sharing Plan and Trust IBEW No. 573 Pension Trust Fund's sponsor-wide assets grew 25.6%, from $23M to $29M.
Where does IBEW Local Union 573 Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
IBEW Local Union 573 Profit Sharing Plan and Trust ranks in the 80th 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 Union 573 Profit Sharing Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Gillig Money Purchase Pension Plan in CA ($24M, 313 participants).
Which Money Purchase plans cover a similar participant headcount to IBEW Local Union 573 Profit Sharing Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan in PA (302 participants, $46M 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 341667617.

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.