Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees of Local 868 Ibt Pension Fund Pension Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
165
Participants Small participant base
64th
Percentile by assets National rank
$76,691
Avg per participant Below avg balance/head
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Official DOL plan name: Local 868 I. B. of T. Pension Fund · Sponsored by Board of Trustees of Local 868 Ibt Pension Fund · New York · Retail Trade

$13M in assets, 165 participants

Board of Trustees of Local 868 Ibt Pension Fund's Local 868 I. B. of T. Pension Fund reported $13M in total assets and 165 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #6,257 in Retail Trade (8,414 peers)

Coverage in New York

Local 868 I. B. of T. Pension Fund covers 165 participants in New York, about 21% of the average New York filer (state average ~798 per filing). Assets: $13M.

#6,257
in Retail Trade (8,414 peers)
+14.0%
assets growth YoY

Local 868 I. B. of T. Pension Fund's mid-pack asset rank among Retail Trade and all filers

Local 868 I. B. of T. Pension Fund vs every filed plan by assets

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

$12,653,958 Top 36% higher than 64% 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

Local 868 I. B. of T. 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. Local 868 I. B. of T. Pension Fund sits mid-pack in the medium band (165 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Local 868 I. B. of T. Pension Fund reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Local 868 I. B. of T. Pension Fund end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Local 868 I. B. of T. Pension Fund reported participants rose from 163 in the plan year 2022 filing to 165 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 132930439 · Board of Trustees of Local 868 Ibt Pension Fund PY 2023 · Defined Benefit (Pension)

Local 868 I. B. of T. Pension Fund · $13M · 165 · 64th

  • TYPE $13M
  • TYPE 165
  • TYPE 64th
  • TYPE Defined Benefit (Pension)
  • TYPE near Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan
  • TYPE ind #6257

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 Retail Trade retirement plans → · Plans in New York →

Local 868 I. B. of T. Pension Fund in the asset neighbourhood

Luvata Ohio, Inc. Retirement PlanLuvata Ohio, Inc. Retirement…$13MOrthopaedic & Spine Center of the Rockies, P.C. Cash Balance PlanOrthopaedic & Spine Center o…$13MLocal 868 I. B. of T. Pension FundLocal 868 I. B. of T. Pensio…$13MSbera Pension Plan as Adopted by Massachusetts Bankers AssociationSbera Pension Plan as Adopte…$13MNestle Puerto Rico Pension PlanNestle Puerto Rico Pension P…$13M
End-of-year total assets ($M) among Local 868 I. B. of T. Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN132930439
Plan Effective Date1960-06-17
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Local 868 Ibt Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees of Local 868 Ibt Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$13M 17.435013067871413% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $11.1M $13M ▲ +17.5%
Year Plans Participants Total Assets
2022 1 163 $11M
2023 1 165 $13M
2024 1 164 $13M

Nearby Defined Benefit (Pension) Plans in New York

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

Local 868 I. B. of T. Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Local 868 I. B. of T. Pension Fund, Total assets ($B): 0.012653958 · Participants: 165Local 868 I. B. of T. 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
Local 868 I. B. of T. Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Local 868 I. B. of T. Pension Fund side-by-side with 3 peers →

Local 868 I. B. of T. 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 Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan in CO ($13M); by covered participants it is Senior Operations LLC Retirement Plan in IL (165 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (165 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 Local 868 I. B. of T. Pension Fund assets move in 2023? ▼
Local 868 I. B. of T. Pension Fund grew at a solid clip - up 14.0% during 2023, from $11M to $13M. Reported net income was $2M.
How have Board of Trustees of Local 868 Ibt Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Local 868 Ibt Pension Fund's sponsor-wide assets grew 17.4%, from $11M to $13M.
Which Defined Benefit (Pension) plans are similar in size to Local 868 I. B. of T. Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan in CO ($13M, 148 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 868 I. B. of T. Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Senior Operations LLC Retirement Plan in IL (165 participants, $44M 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 132930439.

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.