Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees of Local 840 I. B. of T. Pension Fund Pension Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
144
Participants Small participant base
75th
Percentile by assets National rank
$158,091
Avg per participant Above avg balance/head
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Official DOL plan name: Local 840 I. B. of T. Pension Fund · Sponsored by Board of Trustees of Local 840 I. B. of T. Pension Fund · New York · Educational Services

$23M in assets, 144 participants

Board of Trustees of Local 840 I. B. of T. Pension Fund's Local 840 I. B. of T. Pension Fund reported $23M in total assets and 144 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #2,191 in Educational Services (3,735 peers)

Coverage in New York

Local 840 I. B. of T. Pension Fund covers 144 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $23M.

#2,191
in Educational Services (3,735 peers)
+18.2%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Local 840 I. B. of T. Pension Fund's outsized position by total assets

Local 840 I. B. of T. Pension Fund vs every filed plan by assets

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

$22,765,128 Top 25% higher than 75% 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

Local 840 I. B. of T. 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. Local 840 I. B. of T. Pension Fund sits mid-pack in the medium band (144 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Local 840 I. B. of T. Pension Fund reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Local 840 I. B. of T. Pension Fund end-of-year assets rose from $19M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Local 840 I. B. of T. Pension Fund reported participants rose from 134 in the plan year 2022 filing to 144 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 136304568 · Board of Trustees of Local 840 I. B. of T. Pension Fund PY 2023 · Defined Benefit (Pension)

Local 840 I. B. of T. Pension Fund · $23M · 144 · 75th

  • BOOK $23M
  • BOOK 144
  • BOOK 75th
  • BOOK Defined Benefit (Pension)
  • BOOK near A O Smith Retirement Plan
  • BOOK ind #2191

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 Educational Services retirement plans → · Plans in New York →

Local 840 I. B. of T. Pension Fund in the asset neighbourhood

Lakeside Bank Retirement Plan$23MLocal 840 I. B. of T. Pension FundLocal 840 I. B. of T. Pensio…$23MA O Smith Retirement Plan$23MGroup Pension Plan for Salaried Ees of Keystone Powdered Metal CoGroup Pension Plan for Salar…$23MExhibition Employees Local 829 Pension FundExhibition Employees Local 8…$23M
End-of-year total assets ($M) among Local 840 I. B. of T. 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)$19M
Net Assets (End of Year)$23M
Net Income$4M
Employer EIN136304568
Plan Effective Date1969-10-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Local 840 I. B. of T. Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees of Local 840 I. B. of T. Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$26M 34.14091851109555% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $19.3M $25.8M ▲ +34.1%
Year Plans Participants Total Assets
2022 1 134 $19M
2023 1 144 $23M
2024 1 161 $26M

Nearby Defined Benefit (Pension) Plans in New York

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

Local 840 I. B. of T. Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Local 840 I. B. of T. Pension Fund, Total assets ($B): 0.022765128 · Participants: 144Local 840 I. B. of T. 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
Local 840 I. B. of T. Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Local 840 I. B. of T. Pension Fund side-by-side with 3 peers →

Local 840 I. B. of T. 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 A O Smith Retirement Plan in WI ($23M); by covered participants it is Tempel Employees Pension Plan in IL (144 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (144 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 Local 840 I. B. of T. Pension Fund assets move in 2023? ▼
Local 840 I. B. of T. Pension Fund grew sharply - up 18.2% during 2023, from $19M to $23M. Reported net income was $4M.
How have Board of Trustees of Local 840 I. B. of T. Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Local 840 I. B. of T. Pension Fund's sponsor-wide assets grew 34.1%, from $19M to $26M.
Where does Local 840 I. B. of T. Pension Fund rank by assets among Form 5500 filers? ▼
Local 840 I. B. of T. Pension Fund ranks in the 75th 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 Local 840 I. B. of T. Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is A O Smith Retirement Plan in WI ($23M, 44 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 840 I. B. of T. Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Tempel Employees Pension Plan in IL (144 participants, $56M 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 136304568.

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.