Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees of Chicago Area Ib of T Pension Trust Fund Pension Plan
Data updated 2026-08-25
- $351M
- Total assets Above avg plan size
- 412
- Participants Below avg headcount
- 97th
- Percentile by assets National rank
- $851,692
- Avg per participant High balance/head
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.
- #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.
- #6,163
- in Wholesale Trade (6,309 peers)
- -2.2%
- assets change YoY
- 3.5×
- vs typical plan assets (national mean)
Chicago Area Ib of T Pension Trust Fund's outsized position by total assets
Chicago Area Ib of T Pension Trust Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$350,896,967 Top 3% higher than 97% 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
Chicago Area Ib of T 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. Chicago Area Ib of T Pension Trust Fund sits mid-pack in the medium band (412 participants).
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.
Published 5500 schedule card
Filing strip 362407063 · Board of Trustees of Chicago Area Ib of T Pension Trust Fund PY 2023 · Defined Benefit (Pension)
Chicago Area Ib of T Pension Trust Fund · $351M · 412 · 97th
- PHOTO $351M
- PHOTO 412
- PHOTO 97th
- PHOTO Defined Benefit (Pension)
- PHOTO near Northwestern Energy Mt Pension Plan
- PHOTO ind #6163
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 Wholesale Trade retirement plans → · Plans in Illinois →
Chicago Area Ib of T Pension Trust Fund in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees of Chicago Area Ib of T Pension Trust Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $373M 3.866263273828427% vs 2022
- 2024 filing year
| 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.
- 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
Chicago Area Ib of T Pension Trust Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Northwestern Energy Mt Pension Plan in MT ($350M); by covered participants it is Sunbeam Television Corporation Retirement Plan in FL (412 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($351M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (412 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.