Money Purchase · DOL Form 5500 · 2023
Profit Sharing Plan and Trust IBEW No. 573 Pension Trust Fund Money Purchase Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 380
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $71,941
- Avg per participant Below avg balance/head
Official DOL plan name: IBEW Local Union 573 Profit Sharing Plan and Trust · Sponsored by Profit Sharing Plan and Trust IBEW No. 573 Pension Trust Fund · Ohio · Construction
$27M in assets, 380 participants
Profit Sharing Plan and Trust IBEW No. 573 Pension Trust Fund's IBEW Local Union 573 Profit Sharing Plan and Trust reported $27M in total assets and 380 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #6,895 in Construction (9,030 peers)
Coverage in Ohio
IBEW Local Union 573 Profit Sharing Plan and Trust covers 380 participants in Ohio, about 50% of the average Ohio filer (state average ~765 per filing). Assets: $27M.
- #6,895
- in Construction (9,030 peers)
- +16.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
IBEW Local Union 573 Profit Sharing Plan and Trust's outsized position by total assets
IBEW Local Union 573 Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$27,337,625 Top 22% higher than 78% 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
IBEW Local Union 573 Profit Sharing Plan and Trust 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 Union 573 Profit Sharing Plan and Trust sits mid-pack in the medium band (380 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- IBEW Local Union 573 Profit Sharing Plan and Trust reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- IBEW Local Union 573 Profit Sharing Plan and Trust reported participants rose from 300 in the plan year 2022 filing to 380 in the plan year 2023 filing.
- IBEW Local Union 573 Profit Sharing Plan and Trust end-of-year assets rose from $23M in the plan year 2022 filing to $27M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 341667617 · Profit Sharing Plan and Trust IBEW No. 573 Pension Trust Fund PY 2023 · Money Purchase
IBEW Local Union 573 Profit Sharing Plan and Trust · $27M · 380 · 78th
- PCT $27M
- PCT 380
- PCT 78th
- PCT Money Purchase
- PCT near Plumbers & Steamfitters 150 Profit Sharing Fund
- PCT ind #6895
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 →
IBEW Local Union 573 Profit Sharing Plan and Trust in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $4M |
| Employer EIN | 341667617 |
| Plan Effective Date | 1990-05-23 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Profit Sharing Plan and Trust IBEW No. 573 Pension Trust Fund)
Sponsor-wide plan assets over time
All Profit Sharing Plan and Trust IBEW No. 573 Pension Trust Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 25.637879957974498% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 300 | $23M |
| 2023 | 1 | 380 | $27M |
| 2024 | 1 | 311 | $29M |
Nearby Money Purchase Plans in Ohio
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan $1.6B · 47,282
- The Cleveland Clinic Foundation Cash Balance Plan $1.4B · 4,739
- Iron Workers District Council of So Oh & Vicinity Annuity Trust $476M · 6,936
- Baker & Hostetler LLP Basic/Step-Rate Retirement Plan $473M · 1,004
- University of Dayton Defined Contribution Retirement Plan $348M · 3,080
IBEW Local Union 573 Profit Sharing Plan and Trust's out-of-state Money Purchase peers by assets and headcount
Outside Ohio, the nearest Money Purchase by assets is Plumbers & Steamfitters 150 Profit Sharing Fund in TN ($27M); by covered participants it is Roofers Union Local No. 70 Pension Plan in MI (378 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
Similar participant headcount
Nearest other-state filings by covered participants (380 participants); asset peers above are excluded.
- Roofers Union Local No. 70 Pension Plan (MI) 378 · 2 off
- Pine Crest Preparatory School, Inc. Money Purchase Pension Plan (FL) 378 · 2 off
- Hamilton Health Care System, Inc. Rsvp Defined Contribution Plan (GA) 378 · 2 off
- Pipefitters and Plumbers Local No. 524 Pension and Annuity Plan (PA) 384 · 4 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.