Defined Benefit (Pension) · DOL Form 5500 · 2022

IBEW Local Union 64 Pension Plan Joint Board of Trades Pension Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
294
Participants Below avg headcount
84th
Percentile by assets National rank
$116,112
Avg per participant Below avg balance/head
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Official DOL plan name: IBEW Local Union 64 Pension Plan · Sponsored by IBEW Local Union 64 Pension Plan Joint Board of Trades · Ohio · Construction

$34M in assets, 294 participants

IBEW Local Union 64 Pension Plan Joint Board of Trades's IBEW Local Union 64 Pension Plan reported $34M in total assets and 294 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #8,254 in Construction (9,927 peers)

Coverage in Ohio

IBEW Local Union 64 Pension Plan covers 294 participants in Ohio, about 38% of the average Ohio filer (state average ~765 per filing). Assets: $34M.

#8,254
in Construction (9,927 peers)
-13.9%
assets change YoY
0.3×
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 Union 64 Pension Plan's outsized position by total assets

IBEW Local Union 64 Pension Plan vs every filed plan by assets

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

$34,137,008 Top 16% higher than 84% 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 64 Pension Plan 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 64 Pension Plan sits mid-pack in the medium band (294 participants).

Plan-year Form 5500 strip

Filing strip 346654696 · IBEW Local Union 64 Pension Plan Joint Board of Trades PY 2022 · Defined Benefit (Pension)

IBEW Local Union 64 Pension Plan · $34M · 294 · 84th

  • RANK $34M
  • PHOTO 294
  • IND 84th
  • EOY Defined Benefit (Pension)
  • 5500 near Knoxville Tva Employees Credit Union Defined Benefit Plan
  • ASSETS ind #8254

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 64 Pension Plan in the asset neighbourhood

Schulte Roth & Zabel LLP Partners' Cash Balance PlanSchulte Roth & Zabel LLP Par…$34MRetirement Plan of Wholesale Wine Salemen's Pensio Salesmen's Pension FundRetirement Plan of Wholesale…$34MIBEW Local Union 64 Pension PlanIBEW Local Union 64 Pension …$34MKnoxville Tva Employees Credit Union Defined Benefit PlanKnoxville Tva Employees Cred…$34MShell Federal Credit Union Retirement Pension PlanShell Federal Credit Union R…$34M
End-of-year total assets ($M) among IBEW Local Union 64 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$34M
Net Income-$6M
Employer EIN346654696
Plan Effective Date1970-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (IBEW Local Union 64 Pension Plan Joint Board of Trades)

Sponsor-wide plan assets over time

All IBEW Local Union 64 Pension Plan Joint Board of Trades plans reported in each filing year

Latest sponsor-wide plan assets
$43M 26.429926137639242% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $34.1M $43.2M ▲ +26.4%
Year Plans Participants Total Assets
2022 1 294 $34M
2023 1 315 $38M
2024 1 313 $43M

Nearby Defined Benefit (Pension) Plans in Ohio

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

IBEW Local Union 64 Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants IBEW Local Union 64 Pension Plan, Total assets ($B): 0.034137008 · Participants: 294IBEW Local Union 64 Pension PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.559275463 · Participants: 12346Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.017579718 · Participants: 22597Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.498685298 · Participants: 15837American Electric Power System Retirement PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.394372488 · Participants: 9749Ohio Operating Engineers Pension PlanLaborers District Council & Contractors Pension Fund of Ohio, Total assets ($B): 2.645337912 · Participants: 13583Laborers District Council & Contractors Pension Fund of Ohio
IBEW Local Union 64 Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare IBEW Local Union 64 Pension Plan side-by-side with 3 peers →

IBEW Local Union 64 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Knoxville Tva Employees Credit Union Defined Benefit Plan in TN ($34M); by covered participants it is Covington Portfolio Pension Plan in DC (294 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (294 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 64 Pension Plan assets move in 2022? ▼
IBEW Local Union 64 Pension Plan pulled back noticeably - down 13.9% during 2022, from $40M to $34M. Reported net income was -$6M.
How have IBEW Local Union 64 Pension Plan Joint Board of Trades plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), IBEW Local Union 64 Pension Plan Joint Board of Trades's sponsor-wide assets grew 26.4%, from $34M to $43M.
Where does IBEW Local Union 64 Pension Plan rank by assets among Form 5500 filers? ▼
IBEW Local Union 64 Pension Plan ranks in the 84th 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 Defined Benefit (Pension) plans are similar in size to IBEW Local Union 64 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Knoxville Tva Employees Credit Union Defined Benefit Plan in TN ($34M, 352 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to IBEW Local Union 64 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Covington Portfolio Pension Plan in DC (294 participants, $102M 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 346654696.

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.