Defined Benefit (Pension) · DOL Form 5500 · 2023

IBEW Local 712 Pension Trust Fund Pension Plan

Data updated 2026-08-25

$99M
Total assets Below avg plan size
665
Participants Below avg headcount
91st
Percentile by assets National rank
$149,315
Avg per participant Above avg balance/head
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Official DOL plan name: IBEW Local 712 Pension Trust Fund · Sponsored by IBEW Local 712 Pension Trust Fund · Pennsylvania · Finance & Insurance

$99M in assets, 665 participants

IBEW Local 712 Pension Trust Fund's IBEW Local 712 Pension Trust Fund reported $99M in total assets and 665 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,669 in Finance & Insurance (8,869 peers)

Where IBEW Local 712 Pension Trust Fund sits by assets

IBEW Local 712 Pension Trust Fund sits in the top 10% of all filed plans by assets, $99M for 665 participants (~$149,315/participant), up 6.6% in 2023.

#7,669
in Finance & Insurance (8,869 peers)
+6.6%
assets growth YoY
1.0×
vs typical plan assets (national mean)

IBEW Local 712 Pension Trust Fund's outsized position by total assets

IBEW Local 712 Pension Trust Fund vs every filed plan by assets

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

$99,294,392 Top 9% higher than 91% 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 712 Pension Trust 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 712 Pension Trust Fund sits mid-pack in the medium band (665 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • IBEW Local 712 Pension Trust Fund reported net income rose from -$13M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • IBEW Local 712 Pension Trust Fund reported participants rose from 548 in the plan year 2022 filing to 665 in the plan year 2023 filing.
  • IBEW Local 712 Pension Trust Fund end-of-year assets rose from $93M in the plan year 2022 filing to $99M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 251297810 · IBEW Local 712 Pension Trust Fund PY 2023 · Defined Benefit (Pension)

IBEW Local 712 Pension Trust Fund · $99M · 665 · 91st

  • EIN $99M
  • RANK 665
  • PHOTO 91st
  • IND Defined Benefit (Pension)
  • EOY near Abx Air, Inc. Retirement Income Plan
  • 5500 ind #7669

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

IBEW Local 712 Pension Trust Fund in the asset neighbourhood

Plumbers & Steamfitters Local 118 Pension PlanPlumbers & Steamfitters Loca…$99MAbx Air, Inc. Retirement Income PlanAbx Air, Inc. Retirement Inc…$99MIBEW Local 712 Pension Trust FundIBEW Local 712 Pension Trust…$99MThe New York State Nurses Association Employees' Pension PlanThe New York State Nurses As…$99MDonaldson Company, Inc. Hourly Employees Pension PlanDonaldson Company, Inc. Hour…$99M
End-of-year total assets ($M) among IBEW Local 712 Pension Trust Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$93M
Net Assets (End of Year)$99M
Net Income$7M
Employer EIN251297810
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (IBEW Local 712 Pension Trust Fund)

Sponsor-wide plan assets over time

All IBEW Local 712 Pension Trust Fund plans reported in each filing year

Latest sponsor-wide plan assets
$203M 23.211612667881255% vs 2022
2024 filing year
$160M$180M$200M$220M 202220232024 $165M $203M ▲ +23.2%
Year Plans Participants Total Assets
2022 2 1,962 $165M
2023 2 1,979 $184M
2024 2 1,862 $203M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

IBEW Local 712 Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants IBEW Local 712 Pension Trust Fund, Total assets ($B): 0.099294392 · Participants: 665IBEW Local 712 Pension Trust FundNational Elevator Industry Pension Plan, Total assets ($B): 11.224377797 · Participants: 27434National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 6.602912146 · Participants: 47052Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.63715 · Participants: 63680The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.323012123 · Participants: 5080Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.257223708 · Participants: 7374The Bank of New York Mellon Corporation Pension Plan
IBEW Local 712 Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare IBEW Local 712 Pension Trust Fund side-by-side with 3 peers →

IBEW Local 712 Pension Trust Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Abx Air, Inc. Retirement Income Plan in OH ($99M); by covered participants it is Plumbers & Pipefitters U.a. Local 85 Pension Plan in MI (665 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (665 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 712 Pension Trust Fund assets move in 2023? ▼
IBEW Local 712 Pension Trust Fund grew at a solid clip - up 6.6% during 2023, from $93M to $99M. Reported net income was $7M.
How have IBEW Local 712 Pension Trust Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), IBEW Local 712 Pension Trust Fund's sponsor-wide assets grew 23.2%, from $165M to $203M.
Where does IBEW Local 712 Pension Trust Fund rank by assets among Form 5500 filers? ▼
IBEW Local 712 Pension Trust Fund ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to IBEW Local 712 Pension Trust Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Abx Air, Inc. Retirement Income Plan in OH ($99M, 325 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to IBEW Local 712 Pension Trust Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Plumbers & Pipefitters U.a. Local 85 Pension Plan in MI (665 participants, $165M 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 251297810.

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.