Profit Sharing · DOL Form 5500 · 2023
I.B.E.W. Local 855 Defined Contribution Pension Trust Fund Profit Sharing Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 1,038
- Participants Near avg headcount
- 74th
- Percentile by assets National rank
- $20,990
- Avg per participant Low balance/head
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.
- #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.
- #6,581
- in Construction (9,030 peers)
- +18.4%
- assets growth YoY
I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust's outsized position 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's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust lands in the large band (1,038 participants).
What changed between DOL Form 5500 filings
plan year 2022 → 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.
Published 5500 schedule card
Filing strip 351450886 · I.B.E.W. Local 855 Defined Contribution Pension Trust Fund PY 2023 · Profit Sharing
I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust · $22M · 1,038 · 74th
- RANK $22M
- PHOTO 1,038
- IND 74th
- EOY Profit Sharing
- 5500 near Segerstrom Center for the Arts 403(b) Retirement Plan
- ASSETS ind #6581
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 Indiana →
I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust in the asset neighbourhood
I.B.E.W. Local 855 Defined Contribution Pension Trust Fund multi-year asset trail
Sponsor-wide plan assets over time
All I.B.E.W. Local 855 Defined Contribution Pension Trust Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 33.566268165879585% vs 2022
- 2024 filing year
| 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.
- 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
I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Indiana, the nearest Profit Sharing by assets is Segerstrom Center for the Arts 403(b) Retirement Plan in CA ($22M); by covered participants it is Oneida Healthcare Center 403(b) Plan in NY (1,034 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,038 participants); asset peers above are excluded.
- Oneida Healthcare Center 403(b) Plan (NY) 1,034 · 4 off
- The Medical Faculty Associates 401(a) Retirement Plan (DC) 1,042 · 4 off
- Ips Enterprises, Inc. 403(b) Retirement Savings Plan (TX) 1,054 · 16 off
- Haynes and Boone Investment Directed Profit Sharing Plan (TX) 1,020 · 18 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.