Other · DOL Form 5500 · 2022
Board of Trustees Chicago Area Ibt Severance and Retirement Trust Fund Retirement Plan
Data updated 2026-08-25
- $50M
- Total assets Below avg plan size
- 1,144
- Participants Near avg headcount
- 88th
- Percentile by assets National rank
- $43,996
- Avg per participant Low balance/head
Official DOL plan name: Chicago Area Ib of T Severance and Retirement Plan · Sponsored by Board of Trustees Chicago Area Ibt Severance and Retirement Trust Fund · Illinois · Wholesale Trade
$50M in assets, 1,144 participants
Board of Trustees Chicago Area Ibt Severance and Retirement Trust Fund's Chicago Area Ib of T Severance and Retirement Plan reported $50M in total assets and 1,144 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.
- #6,108 in Wholesale Trade (6,843 peers)
Where Chicago Area Ib of T Severance and Retirement Plan sits by assets
Chicago Area Ib of T Severance and Retirement Plan sits in the top quartile of all filed plans by assets, $50M for 1,144 participants (~$43,996/participant), down 6.6% in 2022.
- #6,108
- in Wholesale Trade (6,843 peers)
- -6.6%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Chicago Area Ib of T Severance and Retirement Plan's outsized position by total assets
Chicago Area Ib of T Severance and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$50,331,132 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
Chicago Area Ib of T Severance and Retirement Plan'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. Chicago Area Ib of T Severance and Retirement Plan lands in the large band (1,144 participants).
DOL schedule card
Filing strip 363296789 · Board of Trustees Chicago Area Ibt Severance and Retirement Trust Fund PY 2022 · Other
Chicago Area Ib of T Severance and Retirement Plan · $50M · 1,144 · 88th
- 5500 $50M
- ASSETS 1,144
- PCT 88th
- EIN Other
- RANK near New Canaan Country School DC Retirement Plan
- PHOTO ind #6108
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 Wholesale Trade retirement plans → · Plans in Illinois →
Chicago Area Ib of T Severance and Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $54M |
|---|---|
| Net Assets (End of Year) | $50M |
| Net Income | -$4M |
| Employer EIN | 363296789 |
| Plan Effective Date | 1984-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Chicago Area Ibt Severance and Retirement Trust Fund)
Sponsor-wide plan assets over time
All Board of Trustees Chicago Area Ibt Severance and Retirement Trust Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $55M 9.125733551949516% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,144 | $50M |
| 2023 | 1 | 1,277 | $52M |
| 2024 | 1 | 1,377 | $55M |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
- Washington University Retirement Savings Plan $5.9B · 15,925
- Northwestern University Retirement Plan $3.5B · 9,465
- The University of Chicago Contributory Retirement Plan $3.1B · 4,552
- Northshore University Healthsystem Tax Deferred Annuity Plan $1.8B · 13,159
- The University of Chicago Supplemental Retirement Plan $1.5B · 7,855
Chicago Area Ib of T Severance and Retirement Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is New Canaan Country School DC Retirement Plan in CT ($50M); by covered participants it is Jewish Federation of Southern New Jersey 403(b) Plan in NJ (1,145 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 (1,144 participants); asset peers above are excluded.
- Jewish Federation of Southern New Jersey 403(b) Plan (NJ) 1,145 · 1 off
- Community Health Center, Inc. 403(b) Retirement Plan (CT) 1,142 · 2 off
- Mgh 403(b) Retirement Plan (IN) 1,147 · 3 off
- Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan (CA) 1,141 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.