Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees IBEW Local Union No. 861 Pension and Retirement Fund Pension Plan
Data updated 2026-08-11
- $50M
- Total assets
- 313
- Participants
- 88th
- Percentile by assets
- $158,571
- Avg per participant
Official DOL plan name: IBEW Local Union No. 861 Pension and Retirement Fund · Sponsored by Board of Trustees IBEW Local Union No. 861 Pension and Retirement Fund · Louisiana · Construction
$50M in assets, 313 participants
Board of Trustees IBEW Local Union No. 861 Pension and Retirement Fund's IBEW Local Union No. 861 Pension and Retirement Fund reported $50M in total assets and 313 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.
- 88th percentile by assets (of 139,126 plans)
- #8,565 in Construction (9,927 peers)
Where IBEW Local Union No. 861 Pension and Retirement Fund sits by assets
IBEW Local Union No. 861 Pension and Retirement Fund sits in the top quartile of all filed plans by assets, $50M for 313 participants (~$158,571/participant), down 17.8% in 2022.
- $50M
- total plan assets (2022 EOY)
- 313
- covered participants
- 88th
- percentile by assets (of 139,126 plans)
- $158,571
- avg assets per participant
The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
IBEW Local Union No. 861 Pension and Retirement Fund vs the 2022 asset distribution
By assets, IBEW Local Union No. 861 Pension and Retirement Fund outranks 88% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $60M |
|---|---|
| Net Assets (End of Year) | $50M |
| Net Income | -$11M |
| Employer EIN | 720575303 |
| Plan Effective Date | 1963-07-28 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees IBEW Local Union No. 861 Pension and Retirement Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 313 | $50M |
| 2023 | 1 | 305 | $55M |
| 2024 | 1 | 313 | $61M |
Nearby Defined Benefit (Pension) Plans in Louisiana
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
IBEW Local Union No. 861 Pension and Retirement Fund vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants
- Lumen Combined Pension Plan $4.8B · 14,232
- Entergy Corporation Retirement Plan for Non-Bargaining Employees $3.2B · 8,484
- Entergy Corporation Retirement Plan for Bargaining Employees $898M · 2,853
- Willis-Knighton Medical Center Employees Retirement Plan $835M · 5,676
- Entergy Corporation Retirement Plan III $776M · 71
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to IBEW Local Union No. 861 Pension and Retirement Fund by total assets, not by location.
Frequently Asked Questions
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Ways to act on IBEW Local Union No. 861 Pension and Retirement Fund's numbers.
- By total assets, IBEW Local Union No. 861 Pension and Retirement Fund ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Louisiana. Compare plans
- Board of Trustees IBEW Local Union No. 861 Pension and Retirement Fund's sponsor-wide assets have grown 22.1% since 2022 across 3 plan years on file. More Construction plans