Other · DOL Form 5500 · 2023
Board of Trustees Chicago Area Ibt Severance and Retirement Trust Fund Retirement Plan
Data updated 2026-08-11
- $52M
- Total assets
- 1,277
- Participants
- 86th
- Percentile by assets
- $40,474
- Avg per participant
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.
- 86th percentile by assets (of 127,072 plans)
- #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.
- $52M
- total plan assets (2023 EOY)
- 1,277
- covered participants
- 86th
- percentile by assets (of 127,072 plans)
- $40,474
- avg assets per participant
Where Chicago Area Ib of T Severance and Retirement Plan sits 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
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.
Chicago Area Ib of T Severance and Retirement Plan vs the 2023 asset distribution
By assets, Chicago Area Ib of T Severance and Retirement Plan outranks 86% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).
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)
| 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.
Chicago Area Ib of T Severance and Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Chicago Area Ib of T Severance and Retirement Plan by total assets, not by location.
Frequently Asked Questions
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Ways to act on Chicago Area Ib of T Severance and Retirement Plan's numbers.
- By total assets, Chicago Area Ib of T Severance and Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Illinois. Compare plans
- Board of Trustees Chicago Area Ibt Severance and Retirement Trust Fund's sponsor-wide assets have grown 9.1% since 2022 across 3 plan years on file. More Wholesale Trade plans