Profit Sharing · DOL Form 5500 · 2023

I.B.E.W. Local 855 Defined Contribution Pension Trust Fund Profit Sharing Plan

Data updated 2026-08-11

$22M
Total assets: 1,038
Participants: 74th
Percentile by assets: $20,990
Avg per participant

Official DOL plan name: I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust · Sponsored by I.B.E.W. Local 855 Defined Contribution Pension Trust Fund · Indiana · Construction

$22M in assets, 1,038 participants

I.B.E.W. Local 855 Defined Contribution Pension Trust Fund's I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust reported $22M in total assets and 1,038 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

74th percentile by assets (of 127,072 plans)
#6,581 in Construction (9,030 peers)

I.B.E.W. Local 855 Defined Contribution Pension Trust Fund multi-year trail

I.B.E.W. Local 855 Defined Contribution Pension Trust Fund's plans moved +33.6% in assets from 2022 to 2024; this filing shows I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust at $22M / 1,038 participants.

$22M
total plan assets (2023 EOY): 1,038
covered participants: 74th
percentile by assets (of 127,072 plans): $20,990
avg assets per participant

Where I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust sits by total assets

I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust vs every filed plan by assets

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

$21,787,364 Top 26% higher than 74% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust reported net income rose from -$5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust end-of-year assets rose from $18M in the plan year 2022 filing to $22M in the plan year 2023 filing.
I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust reported participants fell from 1,130 in the plan year 2022 filing to 1,038 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Indiana

Industry

Construction

I.B.E.W. Local 855 Defined Contribution Pension Trust Fund across 3 plan years on file

Across the 3 plan years I.B.E.W. Local 855 Defined Contribution Pension Trust Fund has on file (2022-2024), sponsor-wide plan assets have moved from $18M to $25M, a gain of 33.6%, while reported participants moved from 1,130 to 1,093 (-3.3%). Peak year by sponsor assets: 2024 ($25M); trough: 2022 ($18M).

I.B.E.W. Local 855 Defined Contribution Pension Trust Fund multi-year asset trail

Total plan assets by year, all I.B.E.W. Local 855 Defined Contribution Pension Trust Fund plans on file

Year	Plans	Participants	Total Assets
2022	1	1,130	$18M
2023	1	1,038	$22M
2024	1	1,093	$25M

I.B.E.W. Local 855 Defined Contribution Pension Trust Fund filing trail (2023)

Total Assets (Beginning of Year)	$18M
Net Assets (End of Year)	$22M
Net Income	$3M
Employer EIN	351450886
Plan Effective Date	1979-01-01
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in Indiana

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust vs. nearby Profit Sharing plans in Indiana, assets vs. participants

University of Notre Dame 403(b) Retirement Plan $2.4B · 9,969
Indiana State Council of Plasterers & Cement Mason Pension Fund $321M · 1,127
I.B.E.W. Local Union 481 Defined Contribution Plan $268M · 2,820
Cfni Retirement Plan $206M · 6,110
Do It Best Corp. Restated Employees' Savings & Profit Sharing Plan $177M · 1,818

Compare I.B.E.W. Local 855 Defined Contribution … side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust by total assets, not by location.

Segerstrom Center for the Arts 403(b) Retirement Plan (CA) $22M · 670
Accion International 403(b) Retirement Plan (DC) $22M · 88
Battle Ground Academy Pension Plan (TN) $22M · 173
Concern for Mental Health, Inc. Retirement Plan (NY) $22M · 358

Frequently Asked Questions

How did I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust assets move in 2023? ▼

I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust grew sharply - up 18.4% during 2023, from $18M to $22M. Reported net income was $3M.

How have I.B.E.W. Local 855 Defined Contribution Pension Trust Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), I.B.E.W. Local 855 Defined Contribution Pension Trust Fund's sponsor-wide assets grew 33.6%, from $18M to $25M.

Which Profit Sharing plans are similar in size to I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust? ▼

Among Profit Sharing plans in other states, the closest by assets is Segerstrom Center for the Arts 403(b) Retirement Plan in CA ($22M, 670 participants).

Next read for I.B.E.W. Local 855 Defined Contribution …

Multi-year trail

Ways to act on I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust's numbers.

By total assets, I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Indiana. Compare plans
I.B.E.W. Local 855 Defined Contribution Pension Trust Fund's sponsor-wide assets have grown 33.6% since 2022 across 3 plan years on file. More Construction plans

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 351450886.