Profit Sharing · DOL Form 5500 · 2022
Board of Trustees of Local 786 I.B. of T. Severance Trust Fund Profit Sharing Plan
Data updated 2026-08-11
- $26M
- Total assets
- 1,288
- Participants
- 81st
- Percentile by assets
- $20,237
- Avg per participant
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.
- 81st percentile by assets (of 139,126 plans)
- #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.
- $26M
- total plan assets (2022 EOY)
- 1,288
- covered participants
- 81st
- percentile by assets (of 139,126 plans)
- $20,237
- avg assets per participant
Local 786 I.B. of T. Severance Trust Fund vs the 2022 asset distribution
By assets, Local 786 I.B. of T. Severance Trust Fund outranks 81% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $5M |
| Employer EIN | 363319994 |
| Plan Effective Date | 1984-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Local 786 I.B. of T. Severance Trust Fund)
| 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
- W. W. Grainger, Inc. Retirement Savings Plan $3.0B · 17,181
- Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 $2.9B · 21,985
- Mcmaster-Carr Supply Company Profit Sharing Trust $2.5B · 4,327
- Mid-America Carpenters Regional Council Supplemental Retirement Plan $1.4B · 16,140
- Accenture United States Discretionary Profit Sharing Plan $893M · 10,992
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Local 786 I.B. of T. Severance Trust Fund by total assets, not by location.
Frequently Asked Questions
How did Local 786 I.B. of T. Severance Trust Fund assets move in 2022? ▼
How have Board of Trustees of Local 786 I.B. of T. Severance Trust Fund plan assets changed over time? ▼
Where does Local 786 I.B. of T. Severance Trust Fund rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Local 786 I.B. of T. Severance Trust Fund? ▼
Next read for Local 786 I.B. of T. Severance Trust Fun…
Scale reading
Ways to act on Local 786 I.B. of T. Severance Trust Fund's numbers.
- By total assets, Local 786 I.B. of T. Severance Trust Fund ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Illinois. Compare plans
- Board of Trustees of Local 786 I.B. of T. Severance Trust Fund's sponsor-wide assets have grown 57.4% since 2022 across 3 plan years on file. More Retail Trade plans