Other · DOL Form 5500 · 2023
Board of Trustees Chicago Area Ibt Severance and Retirement Trust Fund Retirement Plan
Data updated 2026-08-25
- $52M
- Total assets Below avg plan size
- 1,277
- Participants Near avg headcount
- 86th
- Percentile by assets National rank
- $40,474
- Avg per participant Low balance/head
Official DOL plan name: Chicago Area Ib of T Severance and Retirement Plan · Sponsored by Board of Trustees Chicago Area Ibt Severance and Retirement Trust Fund · Illinois · Wholesale Trade
$52M in assets, 1,277 participants
Board of Trustees Chicago Area Ibt Severance and Retirement Trust Fund's Chicago Area Ib of T Severance and Retirement Plan reported $52M in total assets and 1,277 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- #5,505 in Wholesale Trade (6,309 peers)
Where Chicago Area Ib of T Severance and Retirement Plan sits by assets
Chicago Area Ib of T Severance and Retirement Plan sits in the top quartile of all filed plans by assets, $52M for 1,277 participants (~$40,474/participant), up 2.7% in 2023.
- #5,505
- in Wholesale Trade (6,309 peers)
- +2.7%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Chicago Area Ib of T Severance and Retirement Plan's outsized position by total assets
Chicago Area Ib of T Severance and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$51,684,825 Top 14% higher than 86% 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 Severance and Retirement Plan'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. Chicago Area Ib of T Severance and Retirement Plan lands in the large band (1,277 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Chicago Area Ib of T Severance and Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Chicago Area Ib of T Severance and Retirement Plan reported participants rose from 1,144 in the plan year 2022 filing to 1,277 in the plan year 2023 filing.
- Chicago Area Ib of T Severance and Retirement Plan end-of-year assets rose from $50M in the plan year 2022 filing to $52M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 363296789 · Board of Trustees Chicago Area Ibt Severance and Retirement Trust Fund PY 2023 · Other
Chicago Area Ib of T Severance and Retirement Plan · $52M · 1,277 · 86th
- EIN $52M
- EIN 1,277
- EIN 86th
- EIN Other
- EIN near St. Mark's School Retirement Savings Plan
- EIN ind #5505
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 Severance and Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $50M |
|---|---|
| Net Assets (End of Year) | $52M |
| Net Income | $1M |
| Employer EIN | 363296789 |
| Plan Effective Date | 1984-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Chicago Area Ibt Severance and Retirement Trust Fund)
Sponsor-wide plan assets over time
All Board of Trustees Chicago Area Ibt Severance and Retirement Trust Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $55M 9.125733551949516% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,144 | $50M |
| 2023 | 1 | 1,277 | $52M |
| 2024 | 1 | 1,377 | $55M |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwestern University Retirement Plan $4.0B · 9,440
- The University of Chicago Contributory Retirement Plan $3.5B · 4,796
- Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees $2.0B · 13,705
- The University of Chicago Supplemental Retirement Plan $1.7B · 8,254
- Argonne National Laboratory 403(b) Employee Retirement Plan $1.6B · 3,798
Chicago Area Ib of T Severance and Retirement Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is St. Mark's School Retirement Savings Plan in MA ($52M); by covered participants it is Firelands Regional Medical Center 403(b) Plan in OH (1,277 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($52M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,277 participants); asset peers above are excluded.
- Firelands Regional Medical Center 403(b) Plan (OH) 1,277 · 0 off
- Ozarks Healthcare 403(b) Plan (MO) 1,277 · 0 off
- Tanana Chiefs Conference 403b Retirement Savings Plan (AK) 1,278 · 1 off
- Goodwill Easter Seals Miami Valley 403(b) Plan (OH) 1,276 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.