Defined Benefit (Pension) · DOL Form 5500 · 2023

IBEW Local No. 86 Pension Fund Board of Trustees Pension Plan

Data updated 2026-08-25

$277M
Total assets Near avg plan size
610
Participants Below avg headcount
96th
Percentile by assets National rank
$454,649
Avg per participant High balance/head
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Official DOL plan name: IBEW Local No. 86 Pension Fund · Sponsored by IBEW Local No. 86 Pension Fund Board of Trustees · New York · Construction

$277M in assets, 610 participants

IBEW Local No. 86 Pension Fund Board of Trustees's IBEW Local No. 86 Pension Fund reported $277M in total assets and 610 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,589 in Construction (9,030 peers)

Where IBEW Local No. 86 Pension Fund sits by assets

IBEW Local No. 86 Pension Fund sits in the top 5% of all filed plans by assets, $277M for 610 participants (~$454,649/participant), up 8.6% in 2023.

#8,589
in Construction (9,030 peers)
+8.6%
assets growth YoY
2.8×
vs typical plan assets (national mean)

IBEW Local No. 86 Pension Fund's outsized position by total assets

IBEW Local No. 86 Pension Fund vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$277,336,093 Top 4% higher than 96% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

IBEW Local No. 86 Pension 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. IBEW Local No. 86 Pension Fund sits mid-pack in the medium band (610 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • IBEW Local No. 86 Pension Fund reported net income rose from -$15M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • IBEW Local No. 86 Pension Fund end-of-year assets rose from $255M in the plan year 2022 filing to $277M in the plan year 2023 filing.
  • IBEW Local No. 86 Pension Fund reported participants fell from 662 in the plan year 2022 filing to 610 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 166085820 · IBEW Local No. 86 Pension Fund Board of Trustees PY 2023 · Defined Benefit (Pension)

IBEW Local No. 86 Pension Fund · $277M · 610 · 96th

  • EOY $277M
  • 5500 610
  • ASSETS 96th
  • PCT Defined Benefit (Pension)
  • EIN near Springleaf Financial Services Retirement Plan
  • RANK ind #8589

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 New York →

IBEW Local No. 86 Pension Fund in the asset neighbourhood

Elliot Health System Pension PlanElliot Health System Pension…$278MStmicroelectronics, Inc. Retirement PlanStmicroelectronics, Inc. Ret…$278MIBEW Local No. 86 Pension FundIBEW Local No. 86 Pension Fu…$277MSpringleaf Financial Services Retirement PlanSpringleaf Financial Service…$277MPlumbers and Pipefitters Local 520 Pension PlanPlumbers and Pipefitters Loc…$277M
End-of-year total assets ($M) among IBEW Local No. 86 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$255M
Net Assets (End of Year)$277M
Net Income$22M
Employer EIN166085820
Plan Effective Date1966-10-26
Filing StatusFILING RECEIVED

Sponsor Plan History (IBEW Local No. 86 Pension Fund Board of Trustees)

Sponsor-wide plan assets over time

All IBEW Local No. 86 Pension Fund Board of Trustees plans reported in each filing year

Latest sponsor-wide plan assets
$285M 11.652858381192218% vs 2022
2024 filing year
$250M$260M$270M$280M$290M 202220232024 $255M $285M ▲ +11.7%
Year Plans Participants Total Assets
2022 1 662 $255M
2023 1 610 $277M
2024 1 693 $285M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

IBEW Local No. 86 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants IBEW Local No. 86 Pension Fund, Total assets ($B): 0.277336093 · Participants: 610IBEW Local No. 86 Pension FundIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
IBEW Local No. 86 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare IBEW Local No. 86 Pension Fund side-by-side with 3 peers →

IBEW Local No. 86 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Springleaf Financial Services Retirement Plan in IN ($277M); by covered participants it is American Chemical Society Retirement Plan in DC (610 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($277M here).

Similar participant headcount

Nearest other-state filings by covered participants (610 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.

Frequently Asked Questions

How did IBEW Local No. 86 Pension Fund assets move in 2023? ▼
IBEW Local No. 86 Pension Fund grew at a solid clip - up 8.6% during 2023, from $255M to $277M. Reported net income was $22M.
How have IBEW Local No. 86 Pension Fund Board of Trustees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), IBEW Local No. 86 Pension Fund Board of Trustees's sponsor-wide assets grew 11.7%, from $255M to $285M.
Where does IBEW Local No. 86 Pension Fund rank by assets among Form 5500 filers? ▼
IBEW Local No. 86 Pension Fund ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to IBEW Local No. 86 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Springleaf Financial Services Retirement Plan in IN ($277M, 1,103 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to IBEW Local No. 86 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is American Chemical Society Retirement Plan in DC (610 participants, $769M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 166085820.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.