Profit Sharing · DOL Form 5500 · 2022

Board of Trustees of Local 786 I.B. of T. Severance Trust Fund Profit Sharing Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
1,288
Participants Near avg headcount
81st
Percentile by assets National rank
$20,237
Avg per participant Low balance/head
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Official DOL plan name: Local 786 I.B. of T. Severance Trust Fund · Sponsored by Board of Trustees of Local 786 I.B. of T. Severance Trust Fund · Illinois · Retail Trade

$26M in assets, 1,288 participants

Board of Trustees of Local 786 I.B. of T. Severance Trust Fund's Local 786 I.B. of T. Severance Trust Fund reported $26M in total assets and 1,288 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #8,491 in Retail Trade (9,519 peers)

Where Local 786 I.B. of T. Severance Trust Fund sits by assets

Local 786 I.B. of T. Severance Trust Fund sits in the top quartile of all filed plans by assets, $26M for 1,288 participants (~$20,237/participant), up 21.4% in 2022.

#8,491
in Retail Trade (9,519 peers)
+21.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Local 786 I.B. of T. Severance Trust Fund's outsized position by total assets

Local 786 I.B. of T. Severance Trust Fund vs every filed plan by assets

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

$26,065,634 Top 19% higher than 81% 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 786 I.B. of T. Severance Trust Fund'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. Local 786 I.B. of T. Severance Trust Fund lands in the large band (1,288 participants).

DOL schedule card

Filing strip 363319994 · Board of Trustees of Local 786 I.B. of T. Severance Trust Fund PY 2022 · Profit Sharing

Local 786 I.B. of T. Severance Trust Fund · $26M · 1,288 · 81st

  • RANK $26M
  • PHOTO 1,288
  • IND 81st
  • EOY Profit Sharing
  • 5500 near Southwestern College Employee Retirement Plan
  • ASSETS ind #8491

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 Illinois →

Local 786 I.B. of T. Severance Trust Fund in the asset neighbourhood

Local 786 I.B. of T. Severance Trust FundLocal 786 I.B. of T. Severan…$26MHickman, Williams & Company Stock Bonus Profit Sharing PlanHickman, Williams & Company …$26MSouthwestern College Employee Retirement PlanSouthwestern College Employe…$26MItochu International Inc. Employer Contribution PlanItochu International Inc. Em…$26MThe Nephrology Group, Inc. Profit Sharing Plan and TrustThe Nephrology Group, Inc. P…$26M
End-of-year total assets ($M) among Local 786 I.B. of T. Severance Trust Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$26M
Net Income$5M
Employer EIN363319994
Plan Effective Date1984-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Local 786 I.B. of T. Severance Trust Fund)

Sponsor-wide plan assets over time

All Board of Trustees of Local 786 I.B. of T. Severance Trust Fund plans reported in each filing year

Latest sponsor-wide plan assets
$41M 57.401907047417296% vs 2022
2024 filing year
$20M$25M$30M$35M$40M$45M 202220232024 $26.1M $41M ▲ +57.4%
Year Plans Participants Total Assets
2022 1 1,288 $26M
2023 1 1,374 $34M
2024 1 1,155 $41M

Nearby Profit Sharing Plans in Illinois

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Local 786 I.B. of T. Severance Trust Fund vs. nearby Profit Sharing plans in Illinois, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 -101234 Total assets ($B) Participants Local 786 I.B. of T. Severance Trust Fund, Total assets ($B): 0.026065634 · Participants: 1288Local 786 I.B. of T. Severance Trust FundW. W. Grainger, Inc. Retirement Savings Plan, Total assets ($B): 2.979108031 · Participants: 17181W. W. Grainger, Inc. Retirement Savings PlanElectrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5, Total assets ($B): 2.855707618 · Participants: 21985Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5Mcmaster-Carr Supply Company Profit Sharing Trust, Total assets ($B): 2.451303819 · Participants: 4327Mcmaster-Carr Supply Company Profit Sharing TrustMid-America Carpenters Regional Council Supplemental Retirement Plan, Total assets ($B): 1.415984134 · Participants: 16140Mid-America Carpenters Regional Council Supplemental Retirement PlanAccenture United States Discretionary Profit Sharing Plan, Total assets ($B): 0.893156479 · Participants: 10992Accenture United States Discretionary Profit Sharing Plan
Local 786 I.B. of T. Severance Trust Fund vs. nearby Profit Sharing plans in Illinois, assets vs. participants
Compare Local 786 I.B. of T. Severance Trust Fund side-by-side with 3 peers →

Local 786 I.B. of T. Severance Trust Fund's out-of-state Profit Sharing peers by assets and headcount

Outside Illinois, the nearest Profit Sharing by assets is Southwestern College Employee Retirement Plan in KS ($26M); by covered participants it is IBEW Local 150 Supplemental Pension Fund in MI (1,286 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,288 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 786 I.B. of T. Severance Trust Fund assets move in 2022? ▼
Local 786 I.B. of T. Severance Trust Fund grew sharply - up 21.4% during 2022, from $21M to $26M. Reported net income was $5M.
How have Board of Trustees of Local 786 I.B. of T. Severance Trust Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Local 786 I.B. of T. Severance Trust Fund's sponsor-wide assets grew 57.4%, from $26M to $41M.
Where does Local 786 I.B. of T. Severance Trust Fund rank by assets among Form 5500 filers? ▼
Local 786 I.B. of T. Severance Trust Fund ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Local 786 I.B. of T. Severance Trust Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is Southwestern College Employee Retirement Plan in KS ($26M, 274 participants).
Which Profit Sharing plans cover a similar participant headcount to Local 786 I.B. of T. Severance Trust Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is IBEW Local 150 Supplemental Pension Fund in MI (1,286 participants, $248M 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 363319994.

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.