Defined Benefit (Pension) · DOL Form 5500 · 2022

Trustees of IBEW Local 325 Pension Fund Pension Plan

Data updated 2026-08-25

$62M
Total assets Below avg plan size
247
Participants Below avg headcount
90th
Percentile by assets National rank
$250,921
Avg per participant Above avg balance/head
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Official DOL plan name: IBEW Local 325 Pension Fund · Sponsored by Trustees of IBEW Local 325 Pension Fund · New York · Finance & Insurance

$62M in assets, 247 participants

Trustees of IBEW Local 325 Pension Fund's IBEW Local 325 Pension Fund reported $62M in total assets and 247 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,714 in Finance & Insurance (9,261 peers)

Coverage in New York

IBEW Local 325 Pension Fund covers 247 participants in New York, about 31% of the average New York filer (state average ~798 per filing). Assets: $62M.

#7,714
in Finance & Insurance (9,261 peers)
+3.0%
assets growth YoY
0.6×
vs typical plan assets (national mean)

IBEW Local 325 Pension Fund's outsized position by total assets

IBEW Local 325 Pension Fund vs every filed plan by assets

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

$61,977,429 Top 10% higher than 90% 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

IBEW Local 325 Pension Fund among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. IBEW Local 325 Pension Fund sits mid-pack in the medium band (247 participants).

Published 5500 schedule card

Filing strip 166098105 · Trustees of IBEW Local 325 Pension Fund PY 2022 · Defined Benefit (Pension)

IBEW Local 325 Pension Fund · $62M · 247 · 90th

  • PART $62M
  • TYPE 247
  • NET 90th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Employees' Retirement Plan of Marelli North Carolina USA LLC
  • BOY ind #7714

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 Finance & Insurance retirement plans → · Plans in New York →

IBEW Local 325 Pension Fund in the asset neighbourhood

Plumbers and Steamfitters Local No. 42 Pension PlanPlumbers and Steamfitters Lo…$62MIBEW Local 325 Pension Fund$62MEmployees' Retirement Plan of Marelli North Carolina USA LLCEmployees' Retirement Plan o…$62MRally Credit Union Defined Benefit PlanRally Credit Union Defined B…$62MAmerican Postal Workers Union Health Plan Employees' Pension PlanAmerican Postal Workers Unio…$62M
End-of-year total assets ($M) among IBEW Local 325 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$62M
Net Income$2M
Employer EIN166098105
Plan Effective Date1963-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of IBEW Local 325 Pension Fund)

Sponsor-wide plan assets over time

All Trustees of IBEW Local 325 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$73M 17.892707359642166% vs 2022
2024 filing year
$60M$65M$70M$75M 202220232024 $62M $73.1M ▲ +17.9%
Year Plans Participants Total Assets
2022 1 247 $62M
2023 1 252 $68M
2024 1 249 $73M

Nearby Defined Benefit (Pension) Plans in New York

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

IBEW Local 325 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants IBEW Local 325 Pension Fund, Total assets ($B): 0.061977429 · Participants: 247IBEW Local 325 Pension FundIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
IBEW Local 325 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare IBEW Local 325 Pension Fund side-by-side with 3 peers →

IBEW Local 325 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Employees' Retirement Plan of Marelli North Carolina USA LLC in TN ($62M); by covered participants it is Insulators Local No. 96 Pension Fund in TN (247 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (247 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 IBEW Local 325 Pension Fund assets move in 2022? ▼
IBEW Local 325 Pension Fund edged up modestly - up 3.0% during 2022, from $60M to $62M. Reported net income was $2M.
How have Trustees of IBEW Local 325 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of IBEW Local 325 Pension Fund's sponsor-wide assets grew 17.9%, from $62M to $73M.
Where does IBEW Local 325 Pension Fund rank by assets among Form 5500 filers? ▼
IBEW Local 325 Pension Fund ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to IBEW Local 325 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Employees' Retirement Plan of Marelli North Carolina USA LLC in TN ($62M, 16 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to IBEW Local 325 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Insulators Local No. 96 Pension Fund in TN (247 participants, $22M 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 166098105.

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.