Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees of Chicago Area Ib of T Pension Trust Fund Pension Plan

Data updated 2026-08-11

$359M
Total assets
398
Participants
97th
Percentile by assets
$901,443
Avg per participant
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Official DOL plan name: Chicago Area Ib of T Pension Trust Fund · Sponsored by Board of Trustees of Chicago Area Ib of T Pension Trust Fund · Illinois · Wholesale Trade

$359M in assets, 398 participants

Board of Trustees of Chicago Area Ib of T Pension Trust Fund's Chicago Area Ib of T Pension Trust Fund reported $359M in total assets and 398 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • 97th percentile by assets (of 139,126 plans)
  • #6,721 in Wholesale Trade (6,843 peers)

Where Chicago Area Ib of T Pension Trust Fund sits by assets

Chicago Area Ib of T Pension Trust Fund sits in the top 5% of all filed plans by assets, $359M for 398 participants (~$901,443/participant), down 7.3% in 2022.

$359M
total plan assets (2022 EOY)
398
covered participants
97th
percentile by assets (of 139,126 plans)
$901,443
avg assets per participant

The plan reported a net loss of $28M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Chicago Area Ib of T Pension Trust Fund sits by total assets

Chicago Area Ib of T Pension Trust Fund vs every filed plan by assets

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

$358,774,507 Top 3% higher than 97% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Illinois
Industry
Wholesale Trade

Chicago Area Ib of T Pension Trust Fund vs the 2022 asset distribution

By assets, Chicago Area Ib of T Pension Trust Fund outranks 97% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 3.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$387M
Net Assets (End of Year)$348M
Net Income-$28M
Employer EIN362407063
Plan Effective Date1959-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Chicago Area Ib of T Pension Trust Fund)

$340M$350M$360M$370M$380M 202220232024 $359M $373M ▲ +3.9%
Total plan assets by year, all Board of Trustees of Chicago Area Ib of T Pension Trust Fund plans on file
Year Plans Participants Total Assets
2022 1 398 $359M
2023 1 412 $351M
2024 1 421 $373M

Nearby Defined Benefit (Pension) Plans in Illinois

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

Chicago Area Ib of T Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1001020304050 Total assets ($B) Participants Chicago Area Ib of T…, Total assets ($B): 0.358774507 · Participants: 398Chicago Area Ib of T…Central States, Sout…, Total assets ($B): 42.629770802 · Participants: 50096Central States, Sout…State Farm Insurance…, Total assets ($B): 32.129102809 · Participants: 49052State Farm Insurance…United Food & Commer…, Total assets ($B): 7.958716532 · Participants: 20170United Food & Commer…John Deere Pension P…, Total assets ($B): 7.304502684 · Participants: 0John Deere Pension P…Abbott Laboratories …, Total assets ($B): 6.770339506 · Participants: 16809Abbott Laboratories …
Chicago Area Ib of T Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Chicago Area Ib of T Pension Trust Fund side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Chicago Area Ib of T Pension Trust Fund by total assets, not by location.

Frequently Asked Questions

How did Chicago Area Ib of T Pension Trust Fund assets move in 2022? ▼
Chicago Area Ib of T Pension Trust Fund pulled back noticeably - down 7.3% during 2022, from $387M to $359M. Reported net income was -$28M.
How have Board of Trustees of Chicago Area Ib of T Pension Trust Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Chicago Area Ib of T Pension Trust Fund's sponsor-wide assets grew 3.9%, from $359M to $373M.
Where does Chicago Area Ib of T Pension Trust Fund rank by assets among Form 5500 filers? ▼
Chicago Area Ib of T Pension Trust Fund ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Chicago Area Ib of T Pension Trust Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Boston Consulting Group, Inc. U.S. Officers Retirement Plan in MA ($358M, 561 participants).

Next read for Chicago Area Ib of T Pension Trust Fund

Scale reading

Ways to act on Chicago Area Ib of T Pension Trust Fund's numbers.

  • By total assets, Chicago Area Ib of T Pension Trust Fund ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Illinois. Compare plans
  • Board of Trustees of Chicago Area Ib of T Pension Trust Fund's sponsor-wide assets have grown 3.9% since 2022 across 3 plan years on file. More Wholesale Trade plans

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 362407063.

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.