Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees IBEW Local Union No. 861 Pension and Retirement Fund Pension Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
305
Participants Below avg headcount
87th
Percentile by assets National rank
$181,280
Avg per participant Above avg balance/head
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Official DOL plan name: IBEW Local Union No. 861 Pension and Retirement Fund · Sponsored by Board of Trustees IBEW Local Union No. 861 Pension and Retirement Fund · Louisiana · Construction

$55M in assets, 305 participants

Board of Trustees IBEW Local Union No. 861 Pension and Retirement Fund's IBEW Local Union No. 861 Pension and Retirement Fund reported $55M in total assets and 305 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,622 in Construction (9,030 peers)

Where IBEW Local Union No. 861 Pension and Retirement Fund sits by assets

IBEW Local Union No. 861 Pension and Retirement Fund sits in the top quartile of all filed plans by assets, $55M for 305 participants (~$181,280/participant), up 11.4% in 2023.

#7,622
in Construction (9,030 peers)
+11.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

IBEW Local Union No. 861 Pension and Retirement Fund's outsized position by total assets

IBEW Local Union No. 861 Pension and Retirement Fund vs every filed plan by assets

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

$55,290,422 Top 13% higher than 87% 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 No. 861 Pension and Retirement 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 Union No. 861 Pension and Retirement Fund sits mid-pack in the medium band (305 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • IBEW Local Union No. 861 Pension and Retirement Fund reported net income rose from -$11M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • IBEW Local Union No. 861 Pension and Retirement Fund end-of-year assets rose from $50M in the plan year 2022 filing to $55M in the plan year 2023 filing.
  • IBEW Local Union No. 861 Pension and Retirement Fund reported participants fell from 313 in the plan year 2022 filing to 305 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 720575303 · Board of Trustees IBEW Local Union No. 861 Pension and Retirement Fund PY 2023 · Defined Benefit (Pension)

IBEW Local Union No. 861 Pension and Retirement Fund · $55M · 305 · 87th

  • PHOTO $55M
  • PHOTO 305
  • PHOTO 87th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Hardinge Inc. Pension Plan
  • PHOTO ind #7622

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 Louisiana →

IBEW Local Union No. 861 Pension and Retirement Fund in the asset neighbourhood

Mdu Resources Group, Inc. Pension Plan for Collective Bargaining Unit EmployeesMdu Resources Group, Inc. Pe…$55MIBEW Local Union No. 861 Pension and Retirement FundIBEW Local Union No. 861 Pen…$55MHardinge Inc. Pension Plan$55MLocal 734 Pension Fund$55MPorsche Employees' Retirement PlanPorsche Employees' Retiremen…$55M
End-of-year total assets ($M) among IBEW Local Union No. 861 Pension and Retirement 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)$50M
Net Assets (End of Year)$55M
Net Income$6M
Employer EIN720575303
Plan Effective Date1963-07-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees IBEW Local Union No. 861 Pension and Retirement Fund)

Sponsor-wide plan assets over time

All Board of Trustees IBEW Local Union No. 861 Pension and Retirement Fund plans reported in each filing year

Latest sponsor-wide plan assets
$61M 22.14327570402495% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $49.6M $60.6M ▲ +22.1%
Year Plans Participants Total Assets
2022 1 313 $50M
2023 1 305 $55M
2024 1 313 $61M

Nearby Defined Benefit (Pension) Plans in Louisiana

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

IBEW Local Union No. 861 Pension and Retirement Fund vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants IBEW Local Union No. 861 Pension and Retirement Fund, Total assets ($B): 0.055290422 · Participants: 305IBEW Local Union No. 861 Pension and Retirement FundLumen Combined Pension Plan, Total assets ($B): 4.759995521 · Participants: 10804Lumen Combined Pension PlanEntergy Corporation Retirement Plan for Non-Bargaining Employees, Total assets ($B): 3.116494038 · Participants: 7501Entergy Corporation Retirement Plan for Non-Bargaining EmployeesWillis-Knighton Medical Center Employees Retirement Plan, Total assets ($B): 1.057613019 · Participants: 5919Willis-Knighton Medical Center Employees Retirement PlanEntergy Corporation Retirement Plan for Bargaining Employees, Total assets ($B): 0.903247068 · Participants: 2424Entergy Corporation Retirement Plan for Bargaining EmployeesEntergy Corporation Retirement Plan III, Total assets ($B): 0.81927327 · Participants: 63Entergy Corporation Retirement Plan III
IBEW Local Union No. 861 Pension and Retirement Fund vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants
Compare IBEW Local Union No. 861 Pension and Retirement Fund side-by-side with 3 peers →

IBEW Local Union No. 861 Pension and Retirement Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Louisiana, the nearest Defined Benefit (Pension) by assets is Hardinge Inc. Pension Plan in NY ($55M); by covered participants it is Macdermid, Incorporated Employees' Pension Plan in CT (305 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (305 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 No. 861 Pension and Retirement Fund assets move in 2023? ▼
IBEW Local Union No. 861 Pension and Retirement Fund grew at a solid clip - up 11.4% during 2023, from $50M to $55M. Reported net income was $6M.
How have Board of Trustees IBEW Local Union No. 861 Pension and Retirement Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees IBEW Local Union No. 861 Pension and Retirement Fund's sponsor-wide assets grew 22.1%, from $50M to $61M.
Where does IBEW Local Union No. 861 Pension and Retirement Fund rank by assets among Form 5500 filers? ▼
IBEW Local Union No. 861 Pension and Retirement Fund ranks in the 87th 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 No. 861 Pension and Retirement Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Hardinge Inc. Pension Plan in NY ($55M, 79 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to IBEW Local Union No. 861 Pension and Retirement Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Macdermid, Incorporated Employees' Pension Plan in CT (305 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 720575303.

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.