Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees IBEW Local Union No. 861 Pension and Retirement Fund Pension Plan
Data updated 2026-08-25
- $50M
- Total assets Below avg plan size
- 313
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $158,571
- Avg per participant Above avg balance/head
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.
- #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.
- #8,565
- in Construction (9,927 peers)
- -17.8%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
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's outsized position by total assets
IBEW Local Union No. 861 Pension and Retirement Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$49,632,616 Top 12% higher than 88% of 139,123 filed plans
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 No. 861 Pension and Retirement Fund 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 No. 861 Pension and Retirement Fund sits mid-pack in the medium band (313 participants).
Published 5500 schedule card
Filing strip 720575303 · Board of Trustees IBEW Local Union No. 861 Pension and Retirement Fund PY 2022 · Defined Benefit (Pension)
IBEW Local Union No. 861 Pension and Retirement Fund · $50M · 313 · 88th
- EBSA $50M
- EBSA 313
- EBSA 88th
- EBSA Defined Benefit (Pension)
- EBSA near Retirement Plan for the Employees of Blythedale Children's Hospital
- EBSA ind #8565
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 Louisiana →
IBEW Local Union No. 861 Pension and Retirement Fund in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees IBEW Local Union No. 861 Pension and Retirement Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $61M 22.14327570402495% vs 2022
- 2024 filing year
| 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.
- 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
IBEW Local Union No. 861 Pension and Retirement Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Louisiana, the nearest Defined Benefit (Pension) by assets is Retirement Plan for the Employees of Blythedale Children's Hospital in NY ($50M); by covered participants it is Ropes & Gray LLP Supplemental Retirement Shares Plan in MA (313 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($50M here).
Similar participant headcount
Nearest other-state filings by covered participants (313 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.