Defined Benefit (Pension) · DOL Form 5500 · 2023

IBEW Local 840 Pension Fund Board of Trustees Pension Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
130
Participants Small participant base
79th
Percentile by assets National rank
$222,241
Avg per participant Above avg balance/head
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Official DOL plan name: IBEW Local 840 Pension Fund · Sponsored by IBEW Local 840 Pension Fund Board of Trustees · New York · Construction

$29M in assets, 130 participants

IBEW Local 840 Pension Fund Board of Trustees's IBEW Local 840 Pension Fund reported $29M in total assets and 130 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #6,955 in Construction (9,030 peers)

Coverage in New York

IBEW Local 840 Pension Fund covers 130 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $29M.

#6,955
in Construction (9,030 peers)
+11.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

IBEW Local 840 Pension Fund's outsized position by total assets

IBEW Local 840 Pension Fund vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$28,891,365 Top 21% higher than 79% of 127,068 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 2023

IBEW Local 840 Pension Fund 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. IBEW Local 840 Pension Fund sits mid-pack in the medium band (130 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • IBEW Local 840 Pension Fund reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • IBEW Local 840 Pension Fund end-of-year assets rose from $26M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • IBEW Local 840 Pension Fund reported participants fell from 132 in the plan year 2022 filing to 130 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 166075984 · IBEW Local 840 Pension Fund Board of Trustees PY 2023 · Defined Benefit (Pension)

IBEW Local 840 Pension Fund · $29M · 130 · 79th

  • IND $29M
  • EOY 130
  • 5500 79th
  • ASSETS Defined Benefit (Pension)
  • PCT near Columbus Regional Healthcare System Employees' Pension Plan
  • EIN ind #6955

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 New York →

IBEW Local 840 Pension Fund in the asset neighbourhood

The Gibbs & Cox, Inc. Pension PlanThe Gibbs & Cox, Inc. Pensio…$29MColumbus Regional Healthcare System Employees' Pension PlanColumbus Regional Healthcare…$29MRetirement Plan for Employees of Unisea, Inc.Retirement Plan for Employee…$29MIBEW Local 840 Pension Fund$29MThe Restated Noncontributory Retirement Plan for CooperativesThe Restated Noncontributory…$29M
End-of-year total assets ($M) among IBEW Local 840 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$28M
Net Income$2M
Employer EIN166075984
Plan Effective Date1965-05-26
Filing StatusFILING RECEIVED

Sponsor Plan History (IBEW Local 840 Pension Fund Board of Trustees)

Sponsor-wide plan assets over time

All IBEW Local 840 Pension Fund Board of Trustees plans reported in each filing year

Latest sponsor-wide plan assets
$32M 22.998868014213087% vs 2022
2024 filing year
$24M$26M$28M$30M$32M$34M 202220232024 $26M $32M ▲ +23.0%
Year Plans Participants Total Assets
2022 1 132 $26M
2023 1 130 $29M
2024 1 142 $32M

Nearby Defined Benefit (Pension) Plans in New York

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

IBEW Local 840 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants IBEW Local 840 Pension Fund, Total assets ($B): 0.028891365 · Participants: 130IBEW Local 840 Pension FundIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
IBEW Local 840 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare IBEW Local 840 Pension Fund side-by-side with 3 peers →

IBEW Local 840 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 Columbus Regional Healthcare System Employees' Pension Plan in NC ($29M); by covered participants it is Pension Plan Basic American Foods in CA (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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.

Frequently Asked Questions

How did IBEW Local 840 Pension Fund assets move in 2023? ▼
IBEW Local 840 Pension Fund grew at a solid clip - up 11.2% during 2023, from $26M to $29M. Reported net income was $2M.
How have IBEW Local 840 Pension Fund Board of Trustees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), IBEW Local 840 Pension Fund Board of Trustees's sponsor-wide assets grew 23.0%, from $26M to $32M.
Where does IBEW Local 840 Pension Fund rank by assets among Form 5500 filers? ▼
IBEW Local 840 Pension Fund ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to IBEW Local 840 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Columbus Regional Healthcare System Employees' Pension Plan in NC ($29M, 176 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to IBEW Local 840 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan Basic American Foods in CA (130 participants, $19M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 166075984.

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.