Defined Benefit (Pension) · DOL Form 5500 · 2022

I.B.E.W. Local 540 Pension Fund Pension Plan

Data updated 2026-08-25

$111M
Total assets Near avg plan size
520
Participants Below avg headcount
93rd
Percentile by assets National rank
$212,816
Avg per participant Above avg balance/head
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Official DOL plan name: I.B.E.W. Local 540 Pension Fund · Sponsored by I.B.E.W. Local 540 Pension Fund · Ohio · Construction

$111M in assets, 520 participants

I.B.E.W. Local 540 Pension Fund's I.B.E.W. Local 540 Pension Fund reported $111M in total assets and 520 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #9,133 in Construction (9,927 peers)

Where I.B.E.W. Local 540 Pension Fund sits by assets

I.B.E.W. Local 540 Pension Fund sits in the top 10% of all filed plans by assets, $111M for 520 participants (~$212,816/participant), up 1.3% in 2022.

#9,133
in Construction (9,927 peers)
+1.3%
assets growth YoY
1.1×
vs typical plan assets (national mean)

I.B.E.W. Local 540 Pension Fund's outsized position by total assets

I.B.E.W. Local 540 Pension Fund vs every filed plan by assets

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

$110,664,259 Top 7% higher than 93% 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

I.B.E.W. Local 540 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. I.B.E.W. Local 540 Pension Fund sits mid-pack in the medium band (520 participants).

DOL schedule card

Filing strip 346701444 · I.B.E.W. Local 540 Pension Fund PY 2022 · Defined Benefit (Pension)

I.B.E.W. Local 540 Pension Fund · $111M · 520 · 93rd

  • BOY $111M
  • BOY 520
  • BOY 93rd
  • BOY Defined Benefit (Pension)
  • BOY near IBEW Local #952 Ventura Division of La County Chapter NECA Pension Trust Fund
  • BOY ind #9133

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 Construction retirement plans → · Plans in Ohio →

I.B.E.W. Local 540 Pension Fund in the asset neighbourhood

Community Memorial Hospital Retirement PlanCommunity Memorial Hospital …$111MI.B.E.W. Local 540 Pension FundI.B.E.W. Local 540 Pension F…$111MIBEW Local #952 Ventura Division of La County Chapter NECA Pension Trust FundIBEW Local #952 Ventura Divi…$111MTeamsters Local Union No. 115 Pension PlanTeamsters Local Union No. 11…$111MVictaulic Retirement Plan for Bargaining Unit EmployeesVictaulic Retirement Plan fo…$110M
End-of-year total assets ($M) among I.B.E.W. Local 540 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$109M
Net Assets (End of Year)$111M
Net Income$1M
Employer EIN346701444
Plan Effective Date1972-06-07
Filing StatusFILING RECEIVED

Sponsor Plan History (I.B.E.W. Local 540 Pension Fund)

Sponsor-wide plan assets over time

All I.B.E.W. Local 540 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$126M 13.98898988696974% vs 2022
2023 filing year
$105M$110M$115M$120M$125M$130M 20222023 $111M $126M ▲ +14.0%
Year Plans Participants Total Assets
2022 1 520 $111M
2023 1 540 $126M

Nearby Defined Benefit (Pension) Plans in Ohio

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

I.B.E.W. Local 540 Pension Fund vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants I.B.E.W. Local 540 Pension Fund, Total assets ($B): 0.110664259 · Participants: 520I.B.E.W. Local 540 Pension FundFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.559275463 · Participants: 12346Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.017579718 · Participants: 22597Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.498685298 · Participants: 15837American Electric Power System Retirement PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.394372488 · Participants: 9749Ohio Operating Engineers Pension PlanLaborers District Council & Contractors Pension Fund of Ohio, Total assets ($B): 2.645337912 · Participants: 13583Laborers District Council & Contractors Pension Fund of Ohio
I.B.E.W. Local 540 Pension Fund vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare I.B.E.W. Local 540 Pension Fund side-by-side with 3 peers →

I.B.E.W. Local 540 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is IBEW Local #952 Ventura Division of La County Chapter NECA Pension Trust Fund in CA ($111M); by covered participants it is Pension Plan of Public Service Enterprise Group Incorporated in NJ (521 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (520 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 I.B.E.W. Local 540 Pension Fund assets move in 2022? ▼
I.B.E.W. Local 540 Pension Fund edged up modestly - up 1.3% during 2022, from $109M to $111M. Reported net income was $1M.
How have I.B.E.W. Local 540 Pension Fund plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), I.B.E.W. Local 540 Pension Fund's sponsor-wide assets grew 14.0%, from $111M to $126M.
Where does I.B.E.W. Local 540 Pension Fund rank by assets among Form 5500 filers? ▼
I.B.E.W. Local 540 Pension Fund ranks in the 93rd 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 I.B.E.W. Local 540 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is IBEW Local #952 Ventura Division of La County Chapter NECA Pension Trust Fund in CA ($111M, 398 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to I.B.E.W. Local 540 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan of Public Service Enterprise Group Incorporated in NJ (521 participants, $2.9B 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 346701444.

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.