Defined Benefit (Pension) · DOL Form 5500 · 2023

IBEW Local Union 64 Pension Plan Joint Board of Trades Pension Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
315
Participants Below avg headcount
82nd
Percentile by assets National rank
$121,952
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: IBEW Local Union 64 Pension Plan · Sponsored by IBEW Local Union 64 Pension Plan Joint Board of Trades · Ohio · Construction

$38M in assets, 315 participants

IBEW Local Union 64 Pension Plan Joint Board of Trades's IBEW Local Union 64 Pension Plan reported $38M in total assets and 315 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #7,295 in Construction (9,030 peers)

Coverage in Ohio

IBEW Local Union 64 Pension Plan covers 315 participants in Ohio, about 41% of the average Ohio filer (state average ~765 per filing). Assets: $38M.

#7,295
in Construction (9,030 peers)
+12.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

IBEW Local Union 64 Pension Plan's outsized position by total assets

IBEW Local Union 64 Pension Plan vs every filed plan by assets

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

$38,414,759 Top 18% higher than 82% 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 Union 64 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. IBEW Local Union 64 Pension Plan sits mid-pack in the medium band (315 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • IBEW Local Union 64 Pension Plan reported net income rose from -$6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • IBEW Local Union 64 Pension Plan end-of-year assets rose from $34M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • IBEW Local Union 64 Pension Plan reported participants rose from 294 in the plan year 2022 filing to 315 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 346654696 · IBEW Local Union 64 Pension Plan Joint Board of Trades PY 2023 · Defined Benefit (Pension)

IBEW Local Union 64 Pension Plan · $38M · 315 · 82nd

  • PART $38M
  • TYPE 315
  • NET 82nd
  • BOOK Defined Benefit (Pension)
  • VS-ST near Tma-Ila Pension Plan
  • BOY ind #7295

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 64 Pension Plan in the asset neighbourhood

Sola Optical Pension Plan$39MOrix Financial Services, Inc. Retirement PlanOrix Financial Services, Inc…$38MTma-Ila Pension Plan$38MIBEW Local Union 64 Pension PlanIBEW Local Union 64 Pension …$38MPennsylvania Compensation Rating Bureau Employee Retirement PlanPennsylvania Compensation Ra…$38M
End-of-year total assets ($M) among IBEW Local Union 64 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$38M
Net Income$4M
Employer EIN346654696
Plan Effective Date1970-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (IBEW Local Union 64 Pension Plan Joint Board of Trades)

Sponsor-wide plan assets over time

All IBEW Local Union 64 Pension Plan Joint Board of Trades plans reported in each filing year

Latest sponsor-wide plan assets
$43M 26.429926137639242% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $34.1M $43.2M ▲ +26.4%
Year Plans Participants Total Assets
2022 1 294 $34M
2023 1 315 $38M
2024 1 313 $43M

Nearby Defined Benefit (Pension) Plans in Ohio

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

IBEW Local Union 64 Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants IBEW Local Union 64 Pension Plan, Total assets ($B): 0.038414759 · Participants: 315IBEW Local Union 64 Pension PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.144086795 · Participants: 12304Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.281060445 · Participants: 22311Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.475896468 · Participants: 15595American Electric Power System Retirement PlanParker Defined Benefit Plan, Total assets ($B): 3.656915014 · Participants: 191Parker Defined Benefit PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.592540979 · Participants: 10029Ohio Operating Engineers Pension Plan
IBEW Local Union 64 Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare IBEW Local Union 64 Pension Plan side-by-side with 3 peers →

IBEW Local Union 64 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Tma-Ila Pension Plan in VA ($38M); by covered participants it is Retirement Income Plan of Central Hudson Gas & Electric Corp. in NY (315 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($38M here).

Similar participant headcount

Nearest other-state filings by covered participants (315 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 Union 64 Pension Plan assets move in 2023? ▼
IBEW Local Union 64 Pension Plan grew at a solid clip - up 12.5% during 2023, from $34M to $38M. Reported net income was $4M.
How have IBEW Local Union 64 Pension Plan Joint Board of Trades plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), IBEW Local Union 64 Pension Plan Joint Board of Trades's sponsor-wide assets grew 26.4%, from $34M to $43M.
Where does IBEW Local Union 64 Pension Plan rank by assets among Form 5500 filers? ▼
IBEW Local Union 64 Pension Plan ranks in the 82nd 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 Union 64 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Tma-Ila Pension Plan in VA ($38M, 194 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to IBEW Local Union 64 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Income Plan of Central Hudson Gas & Electric Corp. in NY (315 participants, $753M 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 346654696.

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.