Defined Benefit (Pension) · DOL Form 5500 · 2022
Trustees of Local 295 I.B.T. Employer Group Pension Trust Fund Pension Plan
Data updated 2026-08-25
- $568M
- Total assets Above avg plan size
- 1,518
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $374,441
- Avg per participant High balance/head
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.
- #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.
- #3,767
- in Transportation & Warehousing (3,876 peers)
- +3.3%
- assets growth YoY
- 5.7×
- vs typical plan assets (national mean)
Local 295 I.B.T. Employer Group Pension Trust Fund's outsized position by total assets
Local 295 I.B.T. Employer Group Pension Trust Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$568,400,961 Top 2% higher than 98% 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
Local 295 I.B.T. Employer Group Pension 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 295 I.B.T. Employer Group Pension Trust Fund lands in the large band (1,518 participants).
Plan-year Form 5500 strip
Filing strip 116172155 · Trustees of Local 295 I.B.T. Employer Group Pension Trust Fund PY 2022 · Defined Benefit (Pension)
Local 295 I.B.T. Employer Group Pension Trust Fund · $568M · 1,518 · 98th
- PHOTO $568M
- IND 1,518
- EOY 98th
- 5500 Defined Benefit (Pension)
- ASSETS near Schneider Electric Pension Plan
- PCT ind #3767
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 Transportation & Warehousing retirement plans → · Plans in New York →
Local 295 I.B.T. Employer Group Pension Trust Fund in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $550M |
|---|---|
| Net Assets (End of Year) | $568M |
| Net Income | $18M |
| Employer EIN | 116172155 |
| Plan Effective Date | 1953-04-06 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Local 295 I.B.T. Employer Group Pension Trust Fund)
Sponsor-wide plan assets over time
All Trustees of Local 295 I.B.T. Employer Group Pension Trust Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $640M 12.630465450602923% vs 2022
- 2024 filing year
| 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.
- 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
Local 295 I.B.T. Employer Group Pension Trust Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Schneider Electric Pension Plan in IL ($568M); by covered participants it is Nv Energy Retirement Plan in NV (1,520 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($568M here).
- Schneider Electric Pension Plan (IL) $568M · 1,810
- Teamsters Local 641 Pension Fund (NJ) $568M · 453
- Standard Retirement Plan - Home Office Personnel (OR) $570M · 596
- Texas Children's Hospital Cash Balance Pension Plan (TX) $572M · 10,859
Similar participant headcount
Nearest other-state filings by covered participants (1,518 participants); asset peers above are excluded.
- Nv Energy Retirement Plan (NV) 1,520 · 2 off
- IBEW Local 683 Pension Fund Pension Plan (MI) 1,512 · 6 off
- I.B.E.W. Local 38 Pension Plan (OH) 1,512 · 6 off
- Northern California Tile Industry Defined Benefit Pension Plan (CA) 1,511 · 7 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.