Defined Benefit (Pension) · DOL Form 5500 · 2022
IBEW Local No. 86 Pension Fund Board of Trustees Pension Plan
Data updated 2026-08-25
- $255M
- Total assets Near avg plan size
- 662
- Participants Below avg headcount
- 96th
- Percentile by assets National rank
- $385,876
- Avg per participant High balance/head
Official DOL plan name: IBEW Local No. 86 Pension Fund · Sponsored by IBEW Local No. 86 Pension Fund Board of Trustees · New York · Construction
$255M in assets, 662 participants
IBEW Local No. 86 Pension Fund Board of Trustees's IBEW Local No. 86 Pension Fund reported $255M in total assets and 662 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- #9,513 in Construction (9,927 peers)
Where IBEW Local No. 86 Pension Fund sits by assets
IBEW Local No. 86 Pension Fund sits in the top 5% of all filed plans by assets, $255M for 662 participants (~$385,876/participant), down 5.5% in 2022.
- #9,513
- in Construction (9,927 peers)
- -5.5%
- assets change YoY
- 2.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
IBEW Local No. 86 Pension Fund's outsized position by total assets
IBEW Local No. 86 Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$255,450,131 Top 4% higher than 96% 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
IBEW Local No. 86 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. IBEW Local No. 86 Pension Fund sits mid-pack in the medium band (662 participants).
Form 5500 schedule snapshot
Filing strip 166085820 · IBEW Local No. 86 Pension Fund Board of Trustees PY 2022 · Defined Benefit (Pension)
IBEW Local No. 86 Pension Fund · $255M · 662 · 96th
- 5500 $255M
- 5500 662
- 5500 96th
- 5500 Defined Benefit (Pension)
- 5500 near Maryland Electrical Industry Pension Plan
- 5500 ind #9513
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 New York →
IBEW Local No. 86 Pension Fund in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $270M |
|---|---|
| Net Assets (End of Year) | $255M |
| Net Income | -$15M |
| Employer EIN | 166085820 |
| Plan Effective Date | 1966-10-26 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (IBEW Local No. 86 Pension Fund Board of Trustees)
Sponsor-wide plan assets over time
All IBEW Local No. 86 Pension Fund Board of Trustees plans reported in each filing year
- Latest sponsor-wide plan assets
- $285M 11.652858381192218% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 662 | $255M |
| 2023 | 1 | 610 | $277M |
| 2024 | 1 | 693 | $285M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.5B · 16,431
- Consolidated Edison Retirement Plan $15.8B · 11,303
- Pepsico Employees Retirement Plan I $7.7B · 11,386
- New York State Nurses Association Pension Plan $5.0B · 18,592
- New York District Council of Carpenters Pension Pl $4.8B · 11,318
IBEW Local No. 86 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 Maryland Electrical Industry Pension Plan in MD ($256M); by covered participants it is Sheet Metal Workers Local 98 Pension Fund in WV (662 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($255M here).
- Maryland Electrical Industry Pension Plan (MD) $256M · 1,791
- Entergy Corporation Retirement Plan II for Bargaining Employees (LA) $256M · 272
- Oakwood Healthcare, Inc. Cash Balance Plan (MI) $255M · 2,265
- Clarios Pension Plan Battery Division Hourly Employees (WI) $255M · 1,398
Similar participant headcount
Nearest other-state filings by covered participants (662 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.