Profit Sharing · DOL Form 5500 · 2022

I.B.E.W. Local 855 Defined Contribution Pension Trust Fund Profit Sharing Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
1,130
Participants Near avg headcount
76th
Percentile by assets National rank
$16,287
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust · Sponsored by I.B.E.W. Local 855 Defined Contribution Pension Trust Fund · Indiana · Construction

$18M in assets, 1,130 participants

I.B.E.W. Local 855 Defined Contribution Pension Trust Fund's I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust reported $18M in total assets and 1,130 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #7,494 in Construction (9,927 peers)

Coverage in Indiana

I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust covers 1,130 participants in Indiana, 2.1x the typical Indiana plan (state average ~541 per filing). Assets: $18M.

#7,494
in Construction (9,927 peers)
-20.2%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust's outsized position by total assets

I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust vs every filed plan by assets

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

$18,404,146 Top 24% higher than 76% 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

I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust lands in the large band (1,130 participants).

Published 5500 schedule card

Filing strip 351450886 · I.B.E.W. Local 855 Defined Contribution Pension Trust Fund PY 2022 · Profit Sharing

I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust · $18M · 1,130 · 76th

  • PART $18M
  • TYPE 1,130
  • NET 76th
  • BOOK Profit Sharing
  • VS-ST near W.R. Grace & Co. Retirement Contribution Plan
  • BOY ind #7494

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 Indiana →

I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust in the asset neighbourhood

Easter Seals New Jersey Tax Sheltered Annuity PlanEaster Seals New Jersey Tax …$18MCasa Dorinda Tax-Deferred Annuity PlanCasa Dorinda Tax-Deferred An…$18MSutter Instrument Company Retirement PlanSutter Instrument Company Re…$18MI.B.E.W. Local 855 Defined Contribution Pension Plan & TrustI.B.E.W. Local 855 Defined C…$18MW.R. Grace & Co. Retirement Contribution PlanW.R. Grace & Co. Retirement …$18M
End-of-year total assets ($M) among I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$18M
Net Income-$5M
Employer EIN351450886
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (I.B.E.W. Local 855 Defined Contribution Pension Trust Fund)

Sponsor-wide plan assets over time

All I.B.E.W. Local 855 Defined Contribution Pension Trust Fund plans reported in each filing year

Latest sponsor-wide plan assets
$25M 33.566268165879585% vs 2022
2024 filing year
$16M$18M$20M$22M$24M$26M 202220232024 $18.4M $24.6M ▲ +33.6%
Year Plans Participants Total Assets
2022 1 1,130 $18M
2023 1 1,038 $22M
2024 1 1,093 $25M

Nearby Profit Sharing Plans in Indiana

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust vs. nearby Profit Sharing plans in Indiana, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 -0.500.511.522.5 Total assets ($B) Participants I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust, Total assets ($B): 0.018404146 · Participants: 1130I.B.E.W. Local 855 Defined Contribution Pension Plan & TrustUniversity of Notre Dame 403(b) Retirement Plan, Total assets ($B): 2.065754511 · Participants: 9221University of Notre Dame 403(b) Retirement PlanIndiana State Council of Plasterers & Cement Masons Pension Fund, Total assets ($B): 0.289783008 · Participants: 1035Indiana State Council of Plasterers & Cement Masons Pension FundI.B.E.W. Local Union 481 Defined Contribution Plan, Total assets ($B): 0.246324583 · Participants: 2730I.B.E.W. Local Union 481 Defined Contribution PlanCfni Retirement Plan, Total assets ($B): 0.173067443 · Participants: 6104Cfni Retirement PlanBricklayers of Indiana Retirement Plan, Total assets ($B): 0.14637494 · Participants: 1064Bricklayers of Indiana Retirement Plan
I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust vs. nearby Profit Sharing plans in Indiana, assets vs. participants
Compare I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust side-by-side with 3 peers →

I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Indiana, the nearest Profit Sharing by assets is W.R. Grace & Co. Retirement Contribution Plan in MD ($18M); by covered participants it is Westchester Heavy Construction Laborers Local 60 Annuity Fund in NY (1,130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,130 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 I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust assets move in 2022? ▼
I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust declined sharply - down 20.2% during 2022, from $23M to $18M. Reported net income was -$5M.
How have I.B.E.W. Local 855 Defined Contribution Pension Trust Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), I.B.E.W. Local 855 Defined Contribution Pension Trust Fund's sponsor-wide assets grew 33.6%, from $18M to $25M.
Where does I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust rank by assets among Form 5500 filers? ▼
I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust ranks in the 76th 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 Profit Sharing plans are similar in size to I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is W.R. Grace & Co. Retirement Contribution Plan in MD ($18M, 1,145 participants).
Which Profit Sharing plans cover a similar participant headcount to I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Westchester Heavy Construction Laborers Local 60 Annuity Fund in NY (1,130 participants, $160M 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 351450886.

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.