Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees of Chicago Area Ib of T Pension Trust Fund Pension Plan
Data updated 2026-08-11
- $351M
- Total assets
- 412
- Participants
- 97th
- Percentile by assets
- $851,692
- Avg per participant
Official DOL plan name: Chicago Area Ib of T Pension Trust Fund · Sponsored by Board of Trustees of Chicago Area Ib of T Pension Trust Fund · Illinois · Wholesale Trade
$351M in assets, 412 participants
Board of Trustees of Chicago Area Ib of T Pension Trust Fund's Chicago Area Ib of T Pension Trust Fund reported $351M in total assets and 412 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 127,072 plans)
- #6,163 in Wholesale Trade (6,309 peers)
Where Chicago Area Ib of T Pension Trust Fund sits by assets
Chicago Area Ib of T Pension Trust Fund sits in the top 5% of all filed plans by assets, $351M for 412 participants (~$851,692/participant), down 2.2% in 2023.
- $351M
- total plan assets (2023 EOY)
- 412
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $851,692
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Chicago Area Ib of T Pension Trust Fund reported net income rose from -$28M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Chicago Area Ib of T Pension Trust Fund reported participants rose from 398 in the plan year 2022 filing to 412 in the plan year 2023 filing.
- Chicago Area Ib of T Pension Trust Fund end-of-year assets fell from $359M in the plan year 2022 filing to $351M in the plan year 2023 filing.
Chicago Area Ib of T Pension Trust Fund vs the 2023 asset distribution
By assets, Chicago Area Ib of T Pension Trust Fund outranks 97% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 3.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $359M |
|---|---|
| Net Assets (End of Year) | $351M |
| Net Income | $2M |
| Employer EIN | 362407063 |
| Plan Effective Date | 1959-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Chicago Area Ib of T Pension Trust Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 398 | $359M |
| 2023 | 1 | 412 | $351M |
| 2024 | 1 | 421 | $373M |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Chicago Area Ib of T Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
- Central States, Southeast & Southwest Areas Pension Plan $49.7B · 48,538
- State Farm Insurance Companies Retirement Plan for United States Employees $35.2B · 45,001
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.0B · 20,680
- John Deere Pension Plan for Salaried Employees $8.0B · 16,346
- Abbott Laboratories Annuity Retirement Plan $7.8B · 17,382
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Chicago Area Ib of T Pension Trust Fund by total assets, not by location.
- Northwestern Energy Mt Pension Plan (MT) $350M · 387
- Plumbers and Steamfitters Local 486 Pension Fund (MD) $350M · 1,522
- Sullivan & Cromwell LLP Group Defined Benefit Plan for Partners (NY) $352M · 181
- Retirement Plan of American Fidelity Group (OK) $349M · 1,638
Frequently Asked Questions
How did Chicago Area Ib of T Pension Trust Fund assets move in 2023? ▼
How have Board of Trustees of Chicago Area Ib of T Pension Trust Fund plan assets changed over time? ▼
Where does Chicago Area Ib of T Pension Trust Fund rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Chicago Area Ib of T Pension Trust Fund? ▼
Next read for Chicago Area Ib of T Pension Trust Fund
Scale reading
Ways to act on Chicago Area Ib of T Pension Trust Fund's numbers.
- By total assets, Chicago Area Ib of T Pension Trust Fund ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Illinois. Compare plans
- Board of Trustees of Chicago Area Ib of T Pension Trust Fund's sponsor-wide assets have grown 3.9% since 2022 across 3 plan years on file. More Wholesale Trade plans