Defined Benefit (Pension) · DOL Form 5500 · 2023
Bd of Trustees Iubac Salaried Empl Pen Plan Pension Plan
Data updated 2026-08-25
- $194M
- Total assets Near avg plan size
- 185
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $1.1M
- Avg per participant High balance/head
Official DOL plan name: Bac - Salaried Employees Pension Plan · Sponsored by Bd of Trustees Iubac Salaried Empl Pen Plan · District of Columbia · Other Services
$194M in assets, 185 participants
Bd of Trustees Iubac Salaried Empl Pen Plan's Bac - Salaried Employees Pension Plan reported $194M in total assets and 185 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #7,735 in Other Services (7,857 peers)
Coverage in District of Columbia
Bac - Salaried Employees Pension Plan covers 185 participants in District of Columbia, about 13% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $194M.
- #7,735
- in Other Services (7,857 peers)
- +10.6%
- assets growth YoY
- 2.0×
- vs typical plan assets (national mean)
Bac - Salaried Employees Pension Plan's outsized position by total assets
Bac - Salaried Employees Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$194,393,337 Top 5% higher than 95% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Bac - Salaried Employees Pension Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bac - Salaried Employees Pension Plan sits mid-pack in the medium band (185 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bac - Salaried Employees Pension Plan reported net income rose from -$19M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- Bac - Salaried Employees Pension Plan end-of-year assets rose from $176M in the plan year 2022 filing to $194M in the plan year 2023 filing.
- Bac - Salaried Employees Pension Plan reported participants rose from 178 in the plan year 2022 filing to 185 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 472695752 · Bd of Trustees Iubac Salaried Empl Pen Plan PY 2023 · Defined Benefit (Pension)
Bac - Salaried Employees Pension Plan · $194M · 185 · 95th
- NET $194M
- BOOK 185
- VS-ST 95th
- BOY Defined Benefit (Pension)
- SCH near Xcel Energy Inc. Non-Bargaining Pension Plan (South)
- EBSA ind #7735
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 Other Services retirement plans → · Plans in District of Columbia →
Bac - Salaried Employees Pension Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $176M |
|---|---|
| Net Assets (End of Year) | $194M |
| Net Income | $19M |
| Employer EIN | 472695752 |
| Plan Effective Date | 1957-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bd of Trustees Iubac Salaried Empl Pen Plan)
Sponsor-wide plan assets over time
All Bd of Trustees Iubac Salaried Empl Pen Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $212M 20.510662933339212% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 178 | $176M |
| 2023 | 1 | 185 | $194M |
| 2024 | 1 | 185 | $212M |
Nearby Defined Benefit (Pension) Plans in District of Columbia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central Pension Fund of the Iuoe & Participating Employers $24.9B · 100,627
- Iam National Pension Fund $14.3B · 92,151
- United Mine Workers of America 1974 Pension Plan $3.5B · 52
- Danaher Corporation & Subsidiaries Pension Plan $1.9B · 3,354
- Liuna Staff and Affiliates Pension Fund $1.8B · 3,533
Bac - Salaried Employees Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside District of Columbia, the nearest Defined Benefit (Pension) by assets is Xcel Energy Inc. Non-Bargaining Pension Plan (South) in MN ($194M); by covered participants it is Retirement Plan for Employees of Canton-Potsdam Hospital in NY (185 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($194M here).
- Xcel Energy Inc. Non-Bargaining Pension Plan (South) (MN) $194M · 933
- Sheet Metal Workers Local No. 20, Indianapolis Area, Pension Fund (IN) $194M · 832
- Alaska Plumbing and Pipefitting Industry Pension Plan (OR) $195M · 499
- Operating Engineers Pension Trust Fund of Washington D.C. and Vicinity (MD) $194M · 1,270
Similar participant headcount
Nearest other-state filings by covered participants (185 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.