Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees of Local 840 I. B. of T. Pension Fund Pension Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
134
Participants Small participant base
77th
Percentile by assets National rank
$143,698
Avg per participant Near avg balance/head
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Official DOL plan name: Local 840 I. B. of T. Pension Fund · Sponsored by Board of Trustees of Local 840 I. B. of T. Pension Fund · New York · Educational Services

$19M in assets, 134 participants

Board of Trustees of Local 840 I. B. of T. Pension Fund's Local 840 I. B. of T. Pension Fund reported $19M in total assets and 134 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #2,417 in Educational Services (4,024 peers)

Coverage in New York

Local 840 I. B. of T. Pension Fund covers 134 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $19M.

#2,417
in Educational Services (4,024 peers)
-14.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Local 840 I. B. of T. Pension Fund's outsized position by total assets

Local 840 I. B. of T. Pension Fund vs every filed plan by assets

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

$19,255,554 Top 23% higher than 77% 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

Local 840 I. B. of T. Pension 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. Local 840 I. B. of T. Pension Fund sits mid-pack in the medium band (134 participants).

Plan-year Form 5500 strip

Filing strip 136304568 · Board of Trustees of Local 840 I. B. of T. Pension Fund PY 2022 · Defined Benefit (Pension)

Local 840 I. B. of T. Pension Fund · $19M · 134 · 77th

  • IND $19M
  • EOY 134
  • 5500 77th
  • ASSETS Defined Benefit (Pension)
  • PCT near Retirement Program Plan for Employees of Eramet Marietta, Inc.
  • EIN ind #2417

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 Educational Services retirement plans → · Plans in New York →

Local 840 I. B. of T. Pension Fund in the asset neighbourhood

Pension Plan of Metallurg, Inc.Pension Plan of Metallurg, I…$19MLocal 840 I. B. of T. Pension FundLocal 840 I. B. of T. Pensio…$19MRetirement Program Plan for Employees of Eramet Marietta, Inc.Retirement Program Plan for …$19MStauffer Biscuit Company Pension PlanStauffer Biscuit Company Pen…$19MAaa Arizona, Inc. Cash Balance Plan and TrustAaa Arizona, Inc. Cash Balan…$19M
End-of-year total assets ($M) among Local 840 I. B. of T. Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$19M
Net Income-$3M
Employer EIN136304568
Plan Effective Date1969-10-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Local 840 I. B. of T. Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees of Local 840 I. B. of T. Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$26M 34.14091851109555% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $19.3M $25.8M ▲ +34.1%
Year Plans Participants Total Assets
2022 1 134 $19M
2023 1 144 $23M
2024 1 161 $26M

Nearby Defined Benefit (Pension) Plans in New York

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

Local 840 I. B. of T. Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Local 840 I. B. of T. Pension Fund, Total assets ($B): 0.019255554 · Participants: 134Local 840 I. B. of T. Pension FundIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Local 840 I. B. of T. Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Local 840 I. B. of T. Pension Fund side-by-side with 3 peers →

Local 840 I. B. of T. Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Retirement Program Plan for Employees of Eramet Marietta, Inc. in OH ($19M); by covered participants it is Retirement Plan for Employees of Diamond V Mills, LLC. in IA (134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (134 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 Local 840 I. B. of T. Pension Fund assets move in 2022? ▼
Local 840 I. B. of T. Pension Fund pulled back noticeably - down 14.8% during 2022, from $23M to $19M. Reported net income was -$3M.
How have Board of Trustees of Local 840 I. B. of T. Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Local 840 I. B. of T. Pension Fund's sponsor-wide assets grew 34.1%, from $19M to $26M.
Where does Local 840 I. B. of T. Pension Fund rank by assets among Form 5500 filers? ▼
Local 840 I. B. of T. Pension Fund ranks in the 77th 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 Local 840 I. B. of T. Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Program Plan for Employees of Eramet Marietta, Inc. in OH ($19M, 71 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 840 I. B. of T. Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Diamond V Mills, LLC. in IA (134 participants, $24M 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 136304568.

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.