Defined Benefit (Pension) · DOL Form 5500 · 2022

Trustees of Local 295 I.B.T. Employer Group Pension Trust Fund Pension Plan

Data updated 2026-08-11

$568M
Total assets
1,518
Participants
98th
Percentile by assets
$374,441
Avg per participant
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Official DOL plan name: Local 295 I.B.T. Employer Group Pension Trust Fund · Sponsored by Trustees of Local 295 I.B.T. Employer Group Pension Trust Fund · New York · Transportation & Warehousing

$568M in assets, 1,518 participants

Trustees of Local 295 I.B.T. Employer Group Pension Trust Fund's Local 295 I.B.T. Employer Group Pension Trust Fund reported $568M in total assets and 1,518 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • 98th percentile by assets (of 139,126 plans)
  • #3,767 in Transportation & Warehousing (3,876 peers)

Where Local 295 I.B.T. Employer Group Pension Trust Fund sits by assets

Local 295 I.B.T. Employer Group Pension Trust Fund sits in the top 5% of all filed plans by assets, $568M for 1,518 participants (~$374,441/participant), up 3.3% in 2022.

$568M
total plan assets (2022 EOY)
1,518
covered participants
98th
percentile by assets (of 139,126 plans)
$374,441
avg assets per participant
State
New York
Industry
Transportation & Warehousing

Local 295 I.B.T. Employer Group Pension Trust Fund vs the 2022 asset distribution

By assets, Local 295 I.B.T. Employer Group Pension Trust Fund outranks 98% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 5.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$550M
Net Assets (End of Year)$568M
Net Income$18M
Employer EIN116172155
Plan Effective Date1953-04-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of Local 295 I.B.T. Employer Group Pension Trust Fund)

$550M$600M$650M 202220232024 $568M $640M ▲ +12.6%
Total plan assets by year, all Trustees of Local 295 I.B.T. Employer Group Pension Trust Fund plans on file
Year Plans Participants Total Assets
2022 1 1,518 $568M
2023 1 1,550 $615M
2024 1 1,522 $640M

Nearby Defined Benefit (Pension) Plans in New York

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

Local 295 I.B.T. Employer Group Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Local 295 I.B.T. Employer Group Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 -100102030 Total assets ($B) Participants Local 295 I.B.T. Emp…IBM Personal Pension…Consolidated Edison …Pepsico Employees Re…New York State Nurse…New York District Co…
Local 295 I.B.T. Employer Group Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Local 295 I.B.T. Employer Group Pension … side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Local 295 I.B.T. Employer Group Pension Trust Fund by total assets, not by location.

Frequently Asked Questions

How did Local 295 I.B.T. Employer Group Pension Trust Fund assets move in 2022? ▼
Local 295 I.B.T. Employer Group Pension Trust Fund edged up modestly - up 3.3% during 2022, from $550M to $568M. Reported net income was $18M.
How have Trustees of Local 295 I.B.T. Employer Group Pension Trust Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of Local 295 I.B.T. Employer Group Pension Trust Fund's sponsor-wide assets grew 12.6%, from $568M to $640M.
Where does Local 295 I.B.T. Employer Group Pension Trust Fund rank by assets among Form 5500 filers? ▼
Local 295 I.B.T. Employer Group Pension Trust Fund ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Local 295 I.B.T. Employer Group Pension Trust Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Schneider Electric Pension Plan in IL ($568M, 1,810 participants).

Next read for Local 295 I.B.T. Employer Group Pension …

Scale reading

Ways to act on Local 295 I.B.T. Employer Group Pension Trust Fund's numbers.

  • By total assets, Local 295 I.B.T. Employer Group Pension Trust 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
  • Trustees of Local 295 I.B.T. Employer Group Pension Trust Fund's sponsor-wide assets have grown 12.6% since 2022 across 3 plan years on file. More Transportation & Warehousing plans

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 116172155.

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.