Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees of Local 868 Ibt Pension Fund Pension Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
163
Participants Small participant base
67th
Percentile by assets National rank
$68,108
Avg per participant Below avg balance/head
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Official DOL plan name: Local 868 I. B. of T. Pension Fund · Sponsored by Board of Trustees of Local 868 Ibt Pension Fund · New York · Retail Trade

$11M in assets, 163 participants

Board of Trustees of Local 868 Ibt Pension Fund's Local 868 I. B. of T. Pension Fund reported $11M in total assets and 163 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #7,388 in Retail Trade (9,519 peers)

Coverage in New York

Local 868 I. B. of T. Pension Fund covers 163 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $11M.

#7,388
in Retail Trade (9,519 peers)
-9.5%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Local 868 I. B. of T. Pension Fund's outsized position by total assets

Local 868 I. B. of T. Pension Fund vs every filed plan by assets

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

$11,101,655 Top 33% higher than 67% 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 868 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 868 I. B. of T. Pension Fund sits mid-pack in the medium band (163 participants).

Plan-year Form 5500 strip

Filing strip 132930439 · Board of Trustees of Local 868 Ibt Pension Fund PY 2022 · Defined Benefit (Pension)

Local 868 I. B. of T. Pension Fund · $11M · 163 · 67th

  • RANK $11M
  • PHOTO 163
  • IND 67th
  • EOY Defined Benefit (Pension)
  • 5500 near Frisch's Restaurants, Inc. Pension Plan
  • ASSETS ind #7388

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 Retail Trade retirement plans → · Plans in New York →

Local 868 I. B. of T. Pension Fund in the asset neighbourhood

Ineos Styrolution America Pension PlanIneos Styrolution America Pe…$11MLocal 868 I. B. of T. Pension FundLocal 868 I. B. of T. Pensio…$11MFrisch's Restaurants, Inc. Pension PlanFrisch's Restaurants, Inc. P…$11MNorris, Inc. Pension Plan$11MHeritage Village Master Association, Inc. Retirement Income PlanHeritage Village Master Asso…$11M
End-of-year total assets ($M) among Local 868 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)$12M
Net Assets (End of Year)$11M
Net Income-$1M
Employer EIN132930439
Plan Effective Date1960-06-17
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Local 868 Ibt Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees of Local 868 Ibt Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$13M 17.435013067871413% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $11.1M $13M ▲ +17.5%
Year Plans Participants Total Assets
2022 1 163 $11M
2023 1 165 $13M
2024 1 164 $13M

Nearby Defined Benefit (Pension) Plans in New York

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

Local 868 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 ($B) Participants Local 868 I. B. of T. Pension Fund, Total assets ($B): 0.011101655 · Participants: 163Local 868 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 868 I. B. of T. Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Local 868 I. B. of T. Pension Fund side-by-side with 3 peers →

Local 868 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 Frisch's Restaurants, Inc. Pension Plan in OH ($11M); by covered participants it is Colt Retirement Defined Benefit Plan in CT (163 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (163 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 868 I. B. of T. Pension Fund assets move in 2022? ▼
Local 868 I. B. of T. Pension Fund pulled back noticeably - down 9.5% during 2022, from $12M to $11M. Reported net income was -$1M.
How have Board of Trustees of Local 868 Ibt Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Local 868 Ibt Pension Fund's sponsor-wide assets grew 17.4%, from $11M to $13M.
Which Defined Benefit (Pension) plans are similar in size to Local 868 I. B. of T. Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Frisch's Restaurants, Inc. Pension Plan in OH ($11M, 197 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 868 I. B. of T. Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Colt Retirement Defined Benefit Plan in CT (163 participants, $15M 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 132930439.

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.