Money Purchase · DOL Form 5500 · 2022
Profit Sharing Plan and Trust IBEW No. 573 Pension Trust Fund Money Purchase Plan
Data updated 2026-08-11
- $23M
- Total assets
- 300
- Participants
- 80th
- Percentile by assets
- $78,216
- Avg per participant
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.
- 80th percentile by assets (of 139,126 plans)
- #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.
- $23M
- total plan assets (2022 EOY)
- 300
- covered participants
- 80th
- percentile by assets (of 139,126 plans)
- $78,216
- avg assets per participant
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.
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. IBEW Local Union 573 Profit Sharing Plan and Trust reports 300 participants - about 39% of that state average ($23M EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | -$3M |
| Employer EIN | 341667617 |
| Plan Effective Date | 1990-05-23 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Profit Sharing Plan and Trust IBEW No. 573 Pension Trust Fund)
| 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
- 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 Union 573 Profit Sharing Plan and Trust by total assets, not by location.
- Gillig Money Purchase Pension Plan (CA) $24M · 313
- Mbku 401(a) Retirement Plan (CA) $23M · 238
- IBEW Local 223 Deferred Income Plan (MA) $24M · 530
- I.B.E.W. Local No. 106 Annuity Plan (NY) $23M · 153
Frequently Asked Questions
How did IBEW Local Union 573 Profit Sharing Plan and Trust assets move in 2022? ▼
How have Profit Sharing Plan and Trust IBEW No. 573 Pension Trust Fund plan assets changed over time? ▼
Where does IBEW Local Union 573 Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to IBEW Local Union 573 Profit Sharing Plan and Trust? ▼
Next read for IBEW Local Union 573 Profit Sharing Plan…
Filing takeaways
Ways to act on IBEW Local Union 573 Profit Sharing Plan and Trust's numbers.
- By total assets, IBEW Local Union 573 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
- Profit Sharing Plan and Trust IBEW No. 573 Pension Trust Fund's sponsor-wide assets have grown 25.6% since 2022 across 3 plan years on file. More Construction plans