Defined Benefit (Pension) · DOL Form 5500 · 2022
IBEW Local No. 86 Pension Fund Board of Trustees Pension Plan
Data updated 2026-08-11
- $255M
- Total assets
- 662
- Participants
- 96th
- Percentile by assets
- $385,876
- Avg per participant
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.
- 96th percentile by assets (of 139,126 plans)
- #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.
- $255M
- total plan assets (2022 EOY)
- 662
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $385,876
- avg assets per participant
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 vs the 2022 asset distribution
By assets, IBEW Local No. 86 Pension Fund outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.6x the national average plan size of $100M (721 average participants).
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)
| 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.
IBEW Local No. 86 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to IBEW Local No. 86 Pension Fund by total assets, not by location.
- 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
Frequently Asked Questions
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Next read for IBEW Local No. 86 Pension Fund
Scale reading
Ways to act on IBEW Local No. 86 Pension Fund's numbers.
- By total assets, IBEW Local No. 86 Pension 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 New York. Compare plans
- IBEW Local No. 86 Pension Fund Board of Trustees's sponsor-wide assets have grown 11.7% since 2022 across 3 plan years on file. More Construction plans