Money Purchase · DOL Form 5500 · 2023

IBEW Local 64 Profit Sharing Plan Joint Board of Trustees Money Purchase Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
406
Participants Below avg headcount
85th
Percentile by assets National rank
$112,413
Avg per participant Below avg balance/head
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Official DOL plan name: IBEW Local 64 Profit Sharing Plan and Trust · Sponsored by IBEW Local 64 Profit Sharing Plan Joint Board of Trustees · Ohio · Construction

$46M in assets, 406 participants

IBEW Local 64 Profit Sharing Plan Joint Board of Trustees's IBEW Local 64 Profit Sharing Plan and Trust reported $46M in total assets and 406 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,445 in Construction (9,030 peers)

Where IBEW Local 64 Profit Sharing Plan and Trust sits by assets

IBEW Local 64 Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $46M for 406 participants (~$112,413/participant), up 16.5% in 2023.

#7,445
in Construction (9,030 peers)
+16.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

IBEW Local 64 Profit Sharing Plan and Trust's outsized position by total assets

IBEW Local 64 Profit Sharing Plan and Trust vs every filed plan by assets

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

$45,639,756 Top 15% higher than 85% 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 64 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 64 Profit Sharing Plan and Trust sits mid-pack in the medium band (406 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • IBEW Local 64 Profit Sharing Plan and Trust reported net income rose from -$6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • IBEW Local 64 Profit Sharing Plan and Trust reported participants rose from 347 in the plan year 2022 filing to 406 in the plan year 2023 filing.
  • IBEW Local 64 Profit Sharing Plan and Trust end-of-year assets rose from $39M in the plan year 2022 filing to $46M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 341290943 · IBEW Local 64 Profit Sharing Plan Joint Board of Trustees PY 2023 · Money Purchase

IBEW Local 64 Profit Sharing Plan and Trust · $46M · 406 · 85th

  • PCT $46M
  • PCT 406
  • PCT 85th
  • PCT Money Purchase
  • PCT near Local 553 Deferred Compensation Fund
  • PCT ind #7445

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 64 Profit Sharing Plan and Trust in the asset neighbourhood

Local 553 Deferred Compensation FundLocal 553 Deferred Compensat…$46MIBEW Local 64 Profit Sharing Plan and TrustIBEW Local 64 Profit Sharing…$46MOsu Foundation Money Purchase PlanOsu Foundation Money Purchas…$45MBoston Plasterers & Cement Masons Local 534 Deferred Income PlanBoston Plasterers & Cement M…$45MInsulators & Allied Workers Local 39 Money Purchase Pension PlanInsulators & Allied Workers …$45M
End-of-year total assets ($M) among IBEW Local 64 Profit Sharing Plan and Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$46M
Net Income$6M
Employer EIN341290943
Plan Effective Date1979-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (IBEW Local 64 Profit Sharing Plan Joint Board of Trustees)

Sponsor-wide plan assets over time

All IBEW Local 64 Profit Sharing Plan Joint Board of Trustees plans reported in each filing year

Latest sponsor-wide plan assets
$50M 27.04548928756358% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $39.2M $49.8M ▲ +27.1%
Year Plans Participants Total Assets
2022 1 347 $39M
2023 1 406 $46M
2024 1 427 $50M

Nearby Money Purchase Plans in Ohio

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

IBEW Local 64 Profit Sharing Plan and Trust vs. nearby Money Purchase plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants IBEW Local 64 Profit Sharing Plan and Trust, Total assets ($B): 0.045639756 · Participants: 406IBEW Local 64 Profit Sharing Plan and TrustThe Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan, Total assets ($B): 1.550030538 · Participants: 47282The Sherwin-Williams Company Salaried Employees' Revised Pension Investment PlanThe Cleveland Clinic Foundation Cash Balance Plan, Total assets ($B): 1.409816763 · Participants: 4739The Cleveland Clinic Foundation Cash Balance PlanIron Workers District Council of So Oh & Vicinity Annuity Trust, Total assets ($B): 0.476163733 · Participants: 6936Iron Workers District Council of So Oh & Vicinity Annuity TrustBaker & Hostetler LLP Basic/Step-Rate Retirement Plan, Total assets ($B): 0.472603784 · Participants: 1004Baker & Hostetler LLP Basic/Step-Rate Retirement PlanUniversity of Dayton Defined Contribution Retirement Plan, Total assets ($B): 0.347565671 · Participants: 3080University of Dayton Defined Contribution Retirement Plan
IBEW Local 64 Profit Sharing Plan and Trust vs. nearby Money Purchase plans in Ohio, assets vs. participants
Compare IBEW Local 64 Profit Sharing Plan and Trust side-by-side with 3 peers →

IBEW Local 64 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 Local 553 Deferred Compensation Fund in NY ($46M); by covered participants it is University of Louisville Physicians, Inc. Money Purchase Pension Plan in KY (404 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (406 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 64 Profit Sharing Plan and Trust assets move in 2023? ▼
IBEW Local 64 Profit Sharing Plan and Trust grew sharply - up 16.5% during 2023, from $39M to $46M. Reported net income was $6M.
How have IBEW Local 64 Profit Sharing Plan Joint Board of Trustees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), IBEW Local 64 Profit Sharing Plan Joint Board of Trustees's sponsor-wide assets grew 27.0%, from $39M to $50M.
Where does IBEW Local 64 Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
IBEW Local 64 Profit Sharing Plan and Trust ranks in the 85th 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 Money Purchase plans are similar in size to IBEW Local 64 Profit Sharing Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Local 553 Deferred Compensation Fund in NY ($46M, 361 participants).
Which Money Purchase plans cover a similar participant headcount to IBEW Local 64 Profit Sharing Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is University of Louisville Physicians, Inc. Money Purchase Pension Plan in KY (404 participants, $89M 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 341290943.

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.